LW
| |
Landmark Wealth Management, LLC13F | |
| Landmark Wealth Management, LLC | |
| Last update 2025-05-02 | 75 Stocks (1 new) |
| Value $227.00 Mil | Turnover 9 % |
Landmark Wealth Management, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 69,054 | 35,490.0 | +5.80% | 15.650 | +0.86% | 0.010 | +18.82% | +8.89% | 663,622.4 | ||
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 173,860 | 17,770.0 | +1.04% | 7.840 | +0.08% | 0.150 | +8.02% | +5.95% | 11,662.2 | ||
VFLO | VictoryShares Free Cash Flow ETF | 406,462 | 13,930.0 | +8.48% | 6.140 | +0.48% | 0.370 | +12.57% | +6.73% | 4,483.1 | ||
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 113,837 | 9,440.0 | +25.06% | 4.160 | +0.83% | 0.130 | +8.69% | +14.84% | 8,472.0 | ||
HFXI |
NYLI FTSE International Equity Currency Neutral ETF
NYLI FTSE International Equity Currency Neutral ETF
| 330,957 | 9,110.0 | New Holding | 4.020 | +4.02% | 0.900 | +12.67% | +17.99% | 1,064.7 | ||
JCPB | JPMorgan Core Plus Bond ETF | 164,002 | 7,720.0 | -1.87% | 3.400 | -0.06% | 0.120 | +2.28% | +3.88% | 7,022.2 | ||
TOTR | T. Rowe Price Total Return ETF | 165,237 | 6,710.0 | -1.99% | 2.960 | -0.06% | 4.980 | +2.44% | +3.67% | 555.4 | ||
VPLS | Vanguard Core-Plus Bond ETF | 84,050 | 6,520.0 | -2.24% | 2.880 | -0.06% | 1.310 | +2.21% | +3.96% | 559.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 61,936 | 6,480.0 | +50.43% | 2.860 | +0.96% | 0.010 | +17.04% | -0.26% | 83,183.4 | ||
FIXD |
First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
First Trust Exchange-Traded Fund VIII Smith Opportunistic Fixed Income ETF
| 139,459 | 6,110.0 | -1.37% | 2.690 | -0.04% | 0.170 | +2.05% | +3.81% | 3,338.2 |
Landmark Wealth Management, LLC's Historical Top Holdings Breakdowns
Landmark Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Reduce Reduce | -5.70% | 33.84 ($36.14) 37.77 | $41.58 | 15.05% | Reduce -84.21% | 70,713 | -377,028 | |
HFXI |
NYLI FTSE International Equity Currency Neutral ETF
NYLI FTSE International Equity Currency Neutral ETF
| 2025-03-31 | New Buy New Buy | +4.02% | 25.98 ($27.44) 28.41 | $30.29 | 10.39% | New holding | 330,957 | 330,957 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.96% | 102.49 ($112.84) 119.96 | $114.15 | 1.16% | Add 50.43% | 61,936 | 20,764 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.86% | 507.05 ($540.58) 563.67 | $582.86 | 7.82% | Add 5.8% | 69,054 | 3,786 | |
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 2025-03-31 | Add Add | +0.83% | 78.97 ($83.11) 85.82 | $90.74 | 9.18% | Add 25.06% | 113,837 | 22,810 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.66% | 57.21 ($62.1) 65.8 | $64.40 | 3.70% | Add 39.07% | 91,281 | 25,646 | |
SMDV |
ProShares Russell 2000 Div Growers ETF
ProShares Russell 2000 Div Growers ETF
| 2025-03-31 | Reduce Reduce | -0.63% | 64.6 ($67.72) 69.89 | $66.99 | -1.08% | Reduce -30.46% | 47,891 | -20,974 | |
REGL |
ProShares S&P MidCap 400 Div Aristocrats ETF
ProShares S&P MidCap 400 Div Aristocrats ETF
| 2025-03-31 | Reduce Reduce | -0.58% | 78.12 ($81.4) 83.7 | $84.28 | 3.54% | Reduce -33.85% | 31,845 | -16,293 | |
VFLO | VictoryShares Free Cash Flow ETF | 2025-03-31 | Add Add | +0.48% | 33.49 ($35.11) 36.26 | $36.11 | 2.85% | Add 8.48% | 406,462 | 31,769 | |
MUNI |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.19% | 51.26 ($51.87) 52.53 | $50.98 | -1.72% | Add 24.42% | 42,731 | 8,387 |
Landmark Wealth Management, LLC Total Holding History ($B)
Landmark Wealth Management, LLC's Asset Allocation
Landmark Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Landmark Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Landmark Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Landmark Wealth Management, LLC's Holdings Heat Map
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Landmark Wealth Management, LLC's Holdings Bubble Chart
Landmark Wealth Management, LLC News
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