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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 : 3     View All Holdings Currently Viewing:  Closed 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
   (PG)1 Year Chart         PG Procter & Gamble Co 75 Closed $167.64 $0 0 0% -254,000 -1,736 0    Cleaning Products
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 74 Closed $466.20 $0 0 0% -254,000 -560 0    Aerospace/Defense - M...
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 73 Closed $30.14 $0 0 0% -305,000 -3,996 0    Medical Appliances & ...

      3 Records Found
  1    
Page 1 of 1
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