Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: LANDMARK WEALTH MANAGEMENT INC.
  City: NORMAL
  State: IL
  Zip: 61761
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $9,714,000
  Total Value Change : $23,000
  Securities Held Change : 1
   
All Securities Held : 6
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 0
  Unchanged Positions : 3
  Decreased Positions : 2

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 6     View All Holdings Currently Viewing:  ALL     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AAPL)1 Year Chart         AAPL Apple Inc 1 - $183.05 $5,072,000 29,577 52.21% -624,000 -6 0    Personal Computers
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 2 - $520.84 $1,385,000 2,647 14.26% -1,000 -270 0    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 3 - $412.05 $1,272,000 3,024 13.09% 193,000 0 0    Property & Casualty I...
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 4 - $622,000.00 $1,269,000 2 13.06% 184,000 0 0    Property & Casualty I...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 5 - $343.81 $493,000 1,432 5.08% 48,000 0 0.001    Closed - End Fund - E...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 6 New $60.24 $223,000 3,711 2.3% 223,000 3,711 0    Discount, Variety Stores

      6 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results