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  Name: Landmark Wealth Management LLC
  City: MELVILLE
  State: NY
  Zip: 11747
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $215,903,000
  Total Value Change : $12,713,000
  Securities Held Change : -2
   
All Securities Held : 72
  New Positions : 1
  Closed Positions : 3
  Increased Positions : 35
  Unchanged Positions : 4
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 49 - $351.27 $497,000 1,474 0.23% 50,000 0 0.001    Closed - End Fund - E...
   (ED)1 Year Chart         ED Consolidated Edison Inc 57 - $91.61 $348,000 3,829 0.16% 0 0 0.001    Multi Utilities
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 68 - $413.72 $262,000 624 0.12% 39,000 0 0    Property & Casualty I...
   (MA)1 Year Chart         MA MasterCard Inc A 70 - $449.79 $241,000 501 0.11% 27,000 0 0.015    Business Services

      4 Records Found
  1    
Page 1 of 1
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