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Company Main View
Name:
Landmark Wealth Management LLC
City:
MELVILLE
State:
NY
Zip:
11747
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
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
Download
Free Registration Required For Full Results
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
iShares Russell 1000 Growth
49
-
$351.27
$497,000
1,474
0.23%
50,000
0
0.001
Closed - End Fund - E...
ED
Consolidated Edison Inc
57
-
$91.61
$348,000
3,829
0.16%
0
0
0.001
Multi Utilities
BRK.B
Berkshire Hathaway B
68
-
$413.72
$262,000
624
0.12%
39,000
0
0
Property & Casualty I...
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
Download:
Download: Holdings - Current Quarter Only
Summary:
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