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