LW
| |
Latko Wealth Management, Ltd.13F | |
| Latko Wealth Management, Ltd. | |
| Last update 2025-04-15 | 27 Stocks (0 new) |
| Value $154.00 Mil | Turnover 1 % |
Latko Wealth Management, Ltd. 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 72,756 | 40,880.0 | -3.06% | 26.510 | -0.80% | 0.010 | +19.49% | +7.32% | 623,440.1 | ||
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 63,816 | 26,800.0 | -4.31% | 17.380 | -0.73% | 0.070 | +13.33% | +5.79% | 38,716.7 | ||
QQQM | Invesco NASDAQ 100 ETF | 107,305 | 20,710.0 | -7.07% | 13.430 | -1.02% | 0.050 | +24.31% | +8.71% | 52,871.2 | ||
SCHD | Schwab US Dividend Equity ETF | 465,015 | 13,000.0 | -3.98% | 8.430 | -0.31% | 0.020 | +11.32% | +2.66% | 71,708.1 | ||
SPY | SPDR S&P 500 ETF Trust | 14,189 | 7,940.0 | -2.21% | 5.150 | -0.11% | 0.000 | +19.37% | +7.16% | 642,125.6 | ||
QQQ | INVESCO QQQ Trust | 15,067 | 7,070.0 | -4.31% | 4.580 | -0.21% | 0.000 | +24.34% | +8.68% | 355,915.7 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 54,998 | 6,500.0 | +0.65% | 4.210 | +0.03% | 0.040 | +1.37% | +3.96% | 15,257.9 | ||
VO | Vanguard Mid-Cap ETF | 21,056 | 5,450.0 | -3.84% | 3.530 | -0.13% | 0.010 | +19.09% | +8.51% | 79,951.3 | ||
IJR | iShares Core S&P Small-Cap ETF | 49,445 | 5,170.0 | -0.20% | 3.350 | -0.01% | 0.010 | +21.59% | -0.27% | 82,330.4 | ||
VUG | Vanguard Growth ETF | 11,109 | 4,120.0 | -4.34% | 2.670 | -0.12% | 0.000 | +24.97% | +7.71% | 164,243.8 |
Latko Wealth Management, Ltd.'s Historical Top Holdings Breakdowns
Latko Wealth Management, Ltd.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Reduce Reduce | -1.02% | 192.82 ($209.18) 222.1 | $228.08 | 9.04% | Reduce -7.07% | 107,305 | -8,165 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.80% | 554.06 ($590.51) 615.85 | $627.37 | 6.24% | Reduce -3.06% | 72,756 | -2,296 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-03-31 | Reduce Reduce | -0.73% | 408.78 ($432.49) 448.82 | $446.15 | 3.16% | Reduce -4.31% | 63,816 | -2,876 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Sold Out Sold Out | -0.40% | 169.43 ($177.82) 182.84 | $186.13 | 4.67% | Sold Out | 0 | -3,877 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.32% | 77.7 ($78.41) 78.94 | $79.09 | 0.86% | Reduce -62.22% | 4,241 | -6,984 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Reduce Reduce | -0.31% | 27.01 ($27.88) 28.54 | $27.53 | -1.27% | Reduce -3.98% | 465,015 | -19,264 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Add Add | +0.25% | 542.38 ($602.71) 646.34 | $672.99 | 11.66% | Add 38.76% | 2,506 | 700 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.24% | 81.83 ($82.24) 82.73 | $82.44 | 0.25% | Add 52.61% | 12,943 | 4,462 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.21% | 468.34 ($508.07) 539.52 | $554.17 | 9.07% | Reduce -4.31% | 15,067 | -679 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.20% | 209.68 ($231.67) 247.1 | $212.64 | -8.21% | Reduce -9.86% | 12,235 | -1,339 |
Latko Wealth Management, Ltd. Total Holding History ($B)
Latko Wealth Management, Ltd.'s Asset Allocation
Latko Wealth Management, Ltd. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Latko Wealth Management, Ltd.'s Hypothetical Growth since 2025-03-31
Latko Wealth Management, Ltd.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Latko Wealth Management, Ltd.'s Holdings Heat Map
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Latko Wealth Management, Ltd.'s Holdings Bubble Chart
Latko Wealth Management, Ltd. News
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