Landmark Wealth Management (New York) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$33.3M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$20M |
| 3 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$17.3M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$9.88M |
| 5 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$8.82M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$76.2K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.96% |
| 2 | Communication Services | 0.44% |
| 3 | Healthcare | 0.25% |
| 4 | Consumer Discretionary | 0.24% |
| 5 | Utilities | 0.24% |
Similar funds
Landmark Wealth Management (New York)'s Q1 2022 Portfolio in Review
As of Q1 2022, Landmark Wealth Management (New York) held 191 positions worth $190M, up 111,246% from $171K the previous quarter. Its ten largest holdings account for 62% of the portfolio.
Landmark Wealth Management (New York) deployed $223M of net new capital in Q1 2022, opening 154 new positions and adding to 36 existing holdings. Its largest new stake was Invesco QQQ Trust: 20,586 shares worth $3.74M.
By sector, the portfolio is most concentrated in Technology at 2% of assets, up from 1.2% a quarter earlier, followed by Communication Services and Healthcare.
On the sell side, the largest reduction was PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund, an estimated $76.2K trimmed.
- Landmark Wealth Management (New York)'s largest Q1 2022 buy was Invesco QQQ Trust: 20,586 shares worth $3.74M.
- Landmark Wealth Management (New York) added most to Vanguard S&P 500 ETF in Q1 2022, an estimated $33.3M increase.
- Landmark Wealth Management (New York)'s biggest Q1 2022 reduction was PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund, cutting an estimated $76.2K.
- Landmark Wealth Management (New York)'s ten largest holdings make up 62% of its $190M portfolio in Q1 2022.
- Landmark Wealth Management (New York) opened 154 new positions and closed 0 in Q1 2022.
- Landmark Wealth Management (New York)'s portfolio value rose 111,246% quarter-over-quarter to $190M.
Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2022, filed 26 Apr 2022.