Landmark Wealth Management as of March 31, 2024
Portfolio Holdings for Landmark Wealth Management
Landmark Wealth Management holds 6 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 52.2 | $5.1M | 30k | 171.48 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 14.3 | $1.4M | 2.6k | 523.07 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 13.1 | $1.3M | 3.0k | 420.52 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 13.1 | $1.3M | 2.00 | 634440.00 | |
| Vanguard Index Fds Growth Etf (VUG) | 5.1 | $493k | 1.4k | 344.29 | |
| Wal-Mart Stores (WMT) | 2.3 | $223k | 3.7k | 60.17 |
