0002021464-24-000005.txt : 20240812 0002021464-24-000005.hdr.sgml : 20240812 20240812150610 ACCESSION NUMBER: 0002021464-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240812 DATE AS OF CHANGE: 20240812 EFFECTIVENESS DATE: 20240812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mittelman Wealth Management CENTRAL INDEX KEY: 0002021464 ORGANIZATION NAME: IRS NUMBER: 861708897 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24096 FILM NUMBER: 241196356 BUSINESS ADDRESS: STREET 1: 4 WINTERBERRY LN CITY: ANDOVER STATE: MA ZIP: 01810 BUSINESS PHONE: 6173781382 MAIL ADDRESS: STREET 1: 4 WINTERBERRY LN CITY: ANDOVER STATE: MA ZIP: 01810 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002021464 XXXXXXXX 06-30-2024 06-30-2024 Mittelman Wealth Management
4 WINTERBERRY LN ANDOVER MA 01810
13F HOLDINGS REPORT 028-24096 000313042 801-120590 N
Joel Mittelman President 6173781382 Joel Mittelman Andover MA 06-30-2024 0 72 154306493 false
INFORMATION TABLE 2 mwm13-f6302024.xml ALPHABET INC. CLASS A COMMON STOCK 02079K305 375229 2060 SH SOLE 2060 0 0 AMAZON.COM INC COMMON STOCK 023135106 1107902 5733 SH SOLE 5733 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 1210774 5229 SH SOLE 5229 0 0 AMPHENOL CORP CLASS A COMMON STOCK 032095101 1680881 24950 SH SOLE 24950 0 0 APPLE INC COMMON STOCK 037833100 2628748 12481 SH SOLE 12481 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1067784 26849 SH SOLE 26849 0 0 BERKSHIRE HATHAWAY CLASS B COMMON STOCK 084670702 1508414 3708 SH SOLE 3708 0 0 BOEING CO COMMON STOCK 097023105 246259 1353 SH SOLE 1353 0 0 CATERPILLAR INC COMMON STOCK 149123101 1427999 4287 SH SOLE 4287 0 0 CHEVRON CORP COMMON STOCK 166764100 1234153 7890 SH SOLE 7890 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 353521 7441 SH SOLE 7441 0 0 COSTCO WHOLESALE CO COMMON STOCK 22160K105 1879327 2211 SH SOLE 2211 0 0 DOLLAR TREE INC COMMON STOCK 256746108 908292 8507 SH SOLE 8507 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 352512 3200 SH SOLE 3200 0 0 FEDEX CORP COMMON STOCK 31428X106 979577 3267 SH SOLE 3267 0 0 FRANKLIN FTSE INDIA ETF UIT EXCHANGE TRADED 35473P769 2105923 52833 SH SOLE 52833 0 0 FRANKLIN FTSE JAPAN ETF UIT EXCHANGE TRADED 35473P744 3070733 106771 SH SOLE 106771 0 0 GE AEROSPACE COMMON STOCK 369604301 454813 2861 SH SOLE 2861 0 0 GOLDMAN SACHS GROUP COMMON STOCK 38141G104 1551005 3429 SH SOLE 3429 0 0 HALLIBURTON CO HLDG COMMON STOCK 406216101 212003 6276 SH SOLE 6276 0 0 HOME DEPOT INC COMMON STOCK 437076102 1650286 4794 SH SOLE 4794 0 0 IBM CORP COMMON STOCK 459200101 279487 1616 SH SOLE 1616 0 0 INVSC QQQ TRUST SRS 1 ETF IV UIT EXCHANGE TRADED 46090E103 207933 434 SH SOLE 434 0 0 ISHARES 3-7 YEAR TRERY BOND ETF UIT EXCHANGE TRADED 464288661 222857 1930 SH SOLE 1930 0 0 ISHARES CORE S&P 500 ETF UIT EXCHANGE TRADED 464287200 676376 1236 SH SOLE 1236 0 0 ISHARES ESG AWR 1-5 Y USD CP BND ETF UIT EXCHANGE TRADED 46435G243 292679 11951 SH SOLE 11951 0 0 ISHARES IBOXX HIGH YIELDBOND ETF UIT EXCHANGE TRADED 464288513 510743 6621 SH SOLE 6621 0 0 ISHARES MORN SMALL CAP GROWTH ETF UIT EXCHANGE TRADED 464288604 682927 15016 SH SOLE 15016 0 0 ISHARES MORNINGSTAR SMALL CAP ETF UIT EXCHANGE TRADED 464288505 2445286 45389 SH SOLE 45389 0 0 ISHARES MSCI EAFE ETF UIT EXCHANGE TRADED 464287465 10198409 130198 SH SOLE 130198 0 0 ISHARES MSCI EMERGING MARKETS ETF UIT EXCHANGE TRADED 464287234 7562450 177564 SH SOLE 177564 0 0 ISHARES MSCI EMERGING MARKETS ETF UIT EXCHANGE TRADED 46434G764 442875 7481 SH SOLE 7481 0 0 ISHARES SHORT TERM NTNL MUN BND ETF UIT EXCHANGE TRADED 464288158 3649004 34902 SH SOLE 34902 0 0 ISHARES TR IS 1-5 YR IN GR CR BD ETF UIT EXCHANGE TRADED 464288646 1068354 20850 SH SOLE 20850 0 0 ISHARES TRT IS 5-10 INV GR CR BD ETF UIT EXCHANGE TRADED 464288638 9645850 188175 SH SOLE 188175 0 0 J P MORGAN CHASE & CO COMMON STOCK 46625H100 1767145 8737 SH SOLE 8737 0 0 JPMORGAN ULTRA SHORT INCOME ETF UIT EXCHANGE TRADED 46641Q837 411027 8144 SH SOLE 8144 0 0 MARATHON PETE CORP COMMON STOCK 56585A102 1857103 10705 SH SOLE 10705 0 0 MERCK & CO. INC. COMMON STOCK 58933Y105 697984 5638 SH SOLE 5638 0 0 MICROSOFT CORP COMMON STOCK 594918104 2272293 5084 SH SOLE 5084 0 0 MONDELEZ INTL CLASS A COMMON STOCK 609207105 266929 4079 SH SOLE 4079 0 0 NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 66987V109 472682 4440 SH SOLE 4440 0 0 NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 670100205 1389431 9734 SH SOLE 9734 0 0 NVIDIA CORP COMMON STOCK 67066G104 672203 5441 SH SOLE 5441 0 0 PFIZER INC COMMON STOCK 717081103 336207 12016 SH SOLE 12016 0 0 PPL CORP COMMON STOCK 69351T106 354058 12805 SH SOLE 12805 0 0 PROCTER & GAMBLE COMMON STOCK 742718109 958844 5814 SH SOLE 5814 0 0 SPDR GOLD SHARES ETF UIT EXCHANGE TRADED 78463V107 315634 1468 SH SOLE 1468 0 0 SPDR S&P 500 ETF UIT EXCHANGE TRADED 78462F103 432110 794 SH SOLE 794 0 0 SPDR S&P CHINA ETF UIT EXCHANGE TRADED 78463X400 530761 7754 SH SOLE 7754 0 0 TEXAS INSTRUMENTS COMMON STOCK 882508104 827919 4256 SH SOLE 4256 0 0 THERMO FISHER SCNTFC COMMON STOCK 883556102 256592 464 SH SOLE 464 0 0 UNION PACIFIC CORP COMMON STOCK 907818108 1418876 6271 SH SOLE 6271 0 0 US BANCORP DEL COMMON STOCK 902973304 744970 18765 SH SOLE 18765 0 0 VANGUARD COMMUNICATION SERVICES ETF UIT EXCHANGE TRADED 92204A884 948466 6863 SH SOLE 6863 0 0 VANGUARD CONSUMER DISCRETIONARY ETF UIT EXCHANGE TRADED 92204A108 530024 1697 SH SOLE 1697 0 0 VANGUARD DIVIDEND APPRECIATION ETF UIT EXCHANGE TRADED 921908844 20376413 111621 SH SOLE 111621 0 0 VANGUARD ENERGY ETF UIT EXCHANGE TRADED 92204A306 2125061 16658 SH SOLE 16658 0 0 VANGUARD FINANCIALS ETF UIT EXCHANGE TRADED 92204A405 1193865 11953 SH SOLE 11953 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF UIT EXCHANGE TRADED 921943858 9266645 187508 SH SOLE 187508 0 0 VANGUARD FTSE EMERGING MARKETS ETF UIT EXCHANGE TRADED 922042858 5309357 121329 SH SOLE 121329 0 0 VANGUARD HIGH DIVIDEND YIELD ETF UIT EXCHANGE TRADED 921946406 10287126 86738 SH SOLE 86738 0 0 VANGUARD INDUSTRIALS ETF UIT EXCHANGE TRADED 92204A603 2599181 11050 SH SOLE 11050 0 0 VANGUARD INFORMATION TECHNOLOGY ETF UIT EXCHANGE TRADED 92204A702 3270995 5673 SH SOLE 5673 0 0 VANGUARD MATERIALS ETF UIT EXCHANGE TRADED 92204A801 1291584 6705 SH SOLE 6705 0 0 VANGUARD MID CAP ETF UIT EXCHANGE TRADED 922908629 2148879 8876 SH SOLE 8876 0 0 VANGUARD S&P 500 ETF UIT EXCHANGE TRADED 922908363 13077899 26149 SH SOLE 26149 0 0 VANGUARD SMALL CAP ETF UIT EXCHANGE TRADED 922908751 513920 2357 SH SOLE 2357 0 0 VANGUARD TOTAL BOND MARKET ETF UIT EXCHANGE TRADED 921937835 288200 4000 SH SOLE 4000 0 0 VANGUARD TOTAL STOCK MARKET ETF UIT EXCHANGE TRADED 922908769 214810 803 SH SOLE 803 0 0 WALMART INC COMMON STOCK 931142103 226693 3348 SH SOLE 3348 0 0 WALT DISNEY CO COMMON STOCK 254687106 763242 7687 SH SOLE 7687 0 0