Landmark Wealth Management, LLC holdings history

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200 is the total number of securities Landmark Wealth Management, LLC has owned. The longest Landmark Wealth Management, LLC has owned a single stock is 11 quarters.

Landmark Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
NOBL PROSHARES TR11116.70%13.10%22.52%Q4 2021Q2 202411
SPDW SPDR INDEX SHS FDS11117.00%9.68%15.01%Q4 2021Q2 202411
JCPB J P MORGAN EXCHANGE-TR...11113.20%4.74%9.10%Q4 2021Q2 202411
FIXD FIRST TR EXCHNG TRADED...11112.58%4.20%8.56%Q4 2021Q2 202411
BOND PIMCO ETF TR11110.17%3.51%8.26%Q4 2021Q2 202411
WBND LEGG MASON ETF INVT TR11111.60%2.30%4.64%Q4 2021Q2 202411
REGL PROSHARES TR11111.66%2.11%3.20%Q4 2021Q2 202411
JMUB J P MORGAN EXCHANGE-TR...11111.16%1.82%2.82%Q4 2021Q2 202411
SMDV PROSHARES TR11111.28%1.74%3.76%Q4 2021Q2 202411
FMB FIRST TR EXCH TRADED F...11111.08%1.64%2.68%Q4 2021Q2 202411
EMLP FIRST TR EXCHANGE-TRAD...11110.91%1.27%2.24%Q4 2021Q2 202411
GNR SPDR INDEX SHS FDS11110.86%1.09%1.46%Q4 2021Q2 202411
MMIT INDEXIQ ACTIVE ETF TR11110.58%1.04%1.92%Q4 2021Q2 202411
HMOP HARTFORD FDS EXCHANGE ...11110.58%0.95%1.66%Q4 2021Q2 202411
MUNI PIMCO ETF TR11110.29%0.71%1.78%Q4 2021Q2 202411
SPLG SPDR SER TR11110.48%0.67%1.09%Q4 2021Q2 202411
T ROWE PRICE ETF INC10100.03%2.82%4.92%Q1 2022Q2 202410
CAPITAL GRP FIXED INCM...10100.05%2.40%3.96%Q1 2022Q2 202410
DIMENSIONAL ETF TRUST10101.07%1.44%2.17%Q1 2022Q2 202410
FLMI FRANKLIN TEMPLETON ETF TR10100.37%0.61%0.93%Q1 2022Q2 202410
VONE VANGUARD SCOTTSDALE FDS10100.11%0.60%1.20%Q1 2022Q2 202410
PIMCO ETF TR10100.39%0.51%0.73%Q1 2022Q2 202410
ORCL ORACLE CORP10100.26%0.47%0.76%Q1 2022Q2 202410
XOM EXXON MOBIL CORP10100.11%0.36%0.76%Q1 2022Q2 202410
MMIN INDEXIQ ACTIVE ETF TR10100.15%0.34%0.91%Q1 2022Q2 202410
GWX SPDR INDEX SHS FDS10100.16%0.23%0.36%Q1 2022Q2 202410
SPMD SPDR SER TR10100.14%0.20%0.35%Q1 2022Q2 202410
IEFA ISHARES TR10100.14%0.19%0.36%Q1 2022Q2 202410
QQQ INVESCO QQQ TR810.47%1.67%3.11%Q1 2022Q2 20249
TAXF AMERICAN CENTY ETF TR420.58%1.13%2.17%Q4 2021Q2 20249
AAPL APPLE INC420.45%0.97%1.81%Q4 2021Q2 20249
FMHI FIRST TR EXCH TRADED F...810.01%0.22%0.48%Q1 2022Q2 20249
VOO VANGUARD INDEX FDS324.21%15.28%24.56%Q4 2021Q1 20248
FBND FIDELITY MERRIMACK STR TR322.32%2.69%3.30%Q4 2021Q1 20248
IVV ISHARES TR320.64%2.56%3.51%Q4 2021Q1 20248
EFAD PROSHARES TR881.72%2.45%3.56%Q4 2021Q3 20238
IJR ISHARES TR321.26%1.93%2.34%Q4 2021Q1 20248
IJH ISHARES TR320.54%1.75%2.34%Q4 2021Q1 20248
VSS VANGUARD INTL EQUITY I...320.86%1.48%1.75%Q4 2021Q1 20248
VIG VANGUARD SPECIALIZED F...320.56%1.32%1.75%Q4 2021Q1 20248
VWO VANGUARD INTL EQUITY I...320.97%1.29%1.86%Q4 2021Q1 20248
EMDV PROSHARES TR880.79%1.14%1.77%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS320.52%1.14%1.28%Q4 2021Q1 20248
VEA VANGUARD TAX-MANAGED I...320.93%1.02%1.17%Q4 2021Q1 20248
SCHH SCHWAB STRATEGIC TR320.74%0.98%2.03%Q4 2021Q1 20248
EFA ISHARES TR320.21%0.31%0.58%Q4 2021Q1 20248
AMZN AMAZON COM INC410.02%0.21%0.43%Q1 2022Q2 20248
SPEM SPDR INDEX SHS FDS620.12%0.17%0.27%Q1 2022Q2 20248
DOUBLELINE ETF TRUST771.43%2.90%4.35%Q4 2022Q2 20247
VIGI VANGUARD WHITEHALL FDS310.08%1.14%3.29%Q1 2022Q1 20247
IWB ISHARES TR310.29%0.73%0.95%Q1 2022Q1 20247
VO VANGUARD INDEX FDS310.28%0.59%0.80%Q1 2022Q1 20247
MSFT MICROSOFT CORP310.16%0.42%0.65%Q1 2022Q1 20247
INMU BLACKROCK ETF TRUST II410.28%0.40%0.54%Q1 2022Q2 20247
VB VANGUARD INDEX FDS310.19%0.36%0.52%Q1 2022Q1 20247
AVMU AMERICAN CENTY ETF TR430.22%0.34%0.42%Q3 2022Q2 20247
EW EDWARDS LIFESCIENCES CORP610.15%0.21%0.33%Q1 2022Q4 20237
IWF ISHARES TR310.06%0.20%0.23%Q1 2022Q1 20247
ONEQ FIDELITY COMWLTH TR310.05%0.19%0.29%Q1 2022Q1 20247
SPY SPDR S&P 500 ETF TR310.04%0.19%0.34%Q1 2022Q2 20247
AOA ISHARES TR310.13%0.17%0.22%Q1 2022Q1 20247
GOOGL ALPHABET INC520.01%0.16%0.28%Q1 2022Q2 20247
IWR ISHARES TR310.14%0.15%0.18%Q1 2022Q1 20247
VNQ VANGUARD INDEX FDS310.10%0.14%0.18%Q1 2022Q1 20247
VSDA VICTORY PORTFOLIOS II660.15%0.19%0.25%Q1 2023Q2 20246
SLYV SPDR SER TR510.10%0.17%0.23%Q1 2022Q2 20246
PG PROCTER AND GAMBLE CO310.07%0.14%0.19%Q1 2022Q4 20236
LMT LOCKHEED MARTIN CORP310.03%0.13%0.20%Q1 2022Q4 20236
HTRB HARTFORD FDS EXCHANGE ...551.51%4.79%7.59%Q4 2021Q4 20225
ED CONSOLIDATED EDISON INC310.16%0.18%0.20%Q1 2022Q1 20245
USRT ISHARES TR310.14%0.16%0.18%Q1 2022Q1 20245
SCHX SCHWAB STRATEGIC TR310.01%0.16%0.21%Q1 2022Q1 20245
AOR ISHARES TR310.11%0.15%0.21%Q1 2022Q1 20245
BRKB BERKSHIRE HATHAWAY INC...410.03%0.12%0.20%Q1 2022Q2 20245
MBND SSGA ACTIVE TR220.58%1.03%1.50%Q4 2021Q2 20244
FLMB FRANKLIN TEMPLETON ETF TR220.16%0.67%1.31%Q1 2022Q2 20234
MA MASTERCARD INCORPORATED310.02%0.10%0.17%Q1 2022Q2 20244
CAPITAL GRP FIXED INCM...330.92%1.24%1.79%Q4 2023Q2 20243
NVDA NVIDIA CORPORATION330.10%0.21%0.39%Q4 2023Q2 20243
T AT&T INC330.00%0.20%0.33%Q4 2021Q2 20223
FSMB FIRST TR EXCH TRADED F...220.58%0.81%1.04%Q4 2021Q1 20222
SMMU PIMCO ETF TR220.43%0.51%0.58%Q4 2021Q1 20222
VCSH VANGUARD SCOTTSDALE FDS220.36%0.50%0.64%Q2 2022Q3 20222
VZ VERIZON COMMUNICATIONS...220.19%0.26%0.32%Q1 2022Q2 20222
VICTORY PORTFOLIOS II118.99%8.99%8.99%Q2 2024Q2 20241
QQQM INVESCO EXCH TRADED FD...112.45%2.45%2.45%Q2 2024Q2 20241
BSV VANGUARD BD INDEX FDS110.23%0.23%0.23%Q1 2022Q1 20221
JEPI J P MORGAN EXCHANGE TR...110.16%0.16%0.16%Q2 2024Q2 20241
EDIV SPDR INDEX SHS FDS110.14%0.14%0.14%Q1 2022Q1 20221
SCHC SCHWAB STRATEGIC TR110.11%0.11%0.11%Q1 2022Q1 20221
CMCSA COMCAST CORP NEW110.11%0.11%0.11%Q1 2022Q1 20221
CIM CHIMERA INVT CORP110.09%0.09%0.09%Q1 2022Q1 20221
IJS ISHARES TR110.09%0.09%0.09%Q1 2022Q1 20221
IGE ISHARES TR110.07%0.07%0.07%Q1 2022Q1 20221
PEG PUBLIC SVC ENTERPRISE ...110.07%0.07%0.07%Q1 2022Q1 20221
VLY VALLEY NATL BANCORP110.07%0.07%0.07%Q1 2022Q1 20221
AGNC AGNC INVT CORP110.06%0.06%0.06%Q1 2022Q1 20221
PFE PFIZER INC110.06%0.06%0.06%Q1 2022Q1 20221
OUSA OSI ETF TR110.05%0.05%0.05%Q1 2022Q1 20221
SCHW SCHWAB CHARLES CORP110.05%0.05%0.05%Q1 2022Q1 20221
D DOMINION ENERGY INC110.05%0.05%0.05%Q1 2022Q1 20221
NANR SPDR INDEX SHS FDS110.04%0.04%0.04%Q1 2022Q1 20221
PFF ISHARES TR110.04%0.04%0.04%Q1 2022Q1 20221
DVY ISHARES TR110.04%0.04%0.04%Q1 2022Q1 20221
EEM ISHARES TR110.04%0.04%0.04%Q1 2022Q1 20221
IWM ISHARES TR110.04%0.04%0.04%Q1 2022Q1 20221
BAX BAXTER INTL INC110.04%0.04%0.04%Q1 2022Q1 20221
CSCO CISCO SYS INC110.04%0.04%0.04%Q1 2022Q1 20221
AOM ISHARES TR110.04%0.04%0.04%Q1 2022Q1 20221
KO COCA COLA CO110.04%0.04%0.04%Q1 2022Q1 20221
GTO INVESCO ACTIVELY MANAG...110.04%0.04%0.04%Q1 2022Q1 20221
CSX CSX CORP110.04%0.04%0.04%Q1 2022Q1 20221
HIG HARTFORD FINL SVCS GRO...110.04%0.04%0.04%Q1 2022Q1 20221
XHS SPDR SER TR110.04%0.04%0.04%Q1 2022Q1 20221
EFAV ISHARES TR110.03%0.03%0.03%Q1 2022Q1 20221
CL COLGATE PALMOLIVE CO110.03%0.03%0.03%Q1 2022Q1 20221
DUK DUKE ENERGY CORP NEW110.03%0.03%0.03%Q1 2022Q1 20221
TJX TJX COS INC NEW110.03%0.03%0.03%Q1 2022Q1 20221
JNJ JOHNSON & JOHNSON110.03%0.03%0.03%Q1 2022Q1 20221
PCY INVESCO EXCH TRADED FD...110.03%0.03%0.03%Q1 2022Q1 20221
VGT VANGUARD WORLD FDS110.02%0.02%0.02%Q1 2022Q1 20221
SDY SPDR SER TR110.02%0.02%0.02%Q1 2022Q1 20221
IWD ISHARES TR110.02%0.02%0.02%Q1 2022Q1 20221
XLY SELECT SECTOR SPDR TR110.02%0.02%0.02%Q1 2022Q1 20221
CAH CARDINAL HEALTH INC110.02%0.02%0.02%Q1 2022Q1 20221
IYF ISHARES TR110.02%0.02%0.02%Q1 2022Q1 20221
RTX RAYTHEON TECHNOLOGIES ...110.02%0.02%0.02%Q1 2022Q1 20221
XLK SELECT SECTOR SPDR TR110.02%0.02%0.02%Q1 2022Q1 20221
XLE SELECT SECTOR SPDR TR110.02%0.02%0.02%Q1 2022Q1 20221
BMY BRISTOL-MYERS SQUIBB CO110.02%0.02%0.02%Q1 2022Q1 20221
AOK ISHARES TR110.02%0.02%0.02%Q1 2022Q1 20221
HYMB SPDR SER TR110.02%0.02%0.02%Q1 2022Q1 20221
DCOM DIME CMNTY BANCSHARES INC110.02%0.02%0.02%Q1 2022Q1 20221
XLU SELECT SECTOR SPDR TR110.02%0.02%0.02%Q1 2022Q1 20221
RCL ROYAL CARIBBEAN GROUP110.02%0.02%0.02%Q1 2022Q1 20221
BA BOEING CO110.02%0.02%0.02%Q1 2022Q1 20221
JPM JPMORGAN CHASE & CO110.02%0.02%0.02%Q1 2022Q1 20221
CTVA CORTEVA INC110.02%0.02%0.02%Q1 2022Q1 20221
NKE NIKE INC110.02%0.02%0.02%Q1 2022Q1 20221
AEP AMERICAN ELEC PWR CO INC110.02%0.02%0.02%Q1 2022Q1 20221
WEC WEC ENERGY GROUP INC110.02%0.02%0.02%Q1 2022Q1 20221
PGIM ETF TR110.01%0.01%0.01%Q1 2022Q1 20221
CARR CARRIER GLOBAL CORPORA...110.01%0.01%0.01%Q1 2022Q1 20221
DD DUPONT DE NEMOURS INC110.01%0.01%0.01%Q1 2022Q1 20221
HD HOME DEPOT INC110.01%0.01%0.01%Q1 2022Q1 20221
DOW DOW INC110.01%0.01%0.01%Q1 2022Q1 20221
ABT ABBOTT LABS110.01%0.01%0.01%Q1 2022Q1 20221
ABBV ABBVIE INC110.01%0.01%0.01%Q1 2022Q1 20221
VFC V F CORP110.01%0.01%0.01%Q1 2022Q1 20221
VTV VANGUARD INDEX FDS110.01%0.01%0.01%Q1 2022Q1 20221
WFC WELLS FARGO CO NEW110.01%0.01%0.01%Q1 2022Q1 20221
IUSB ISHARES TR110.01%0.01%0.01%Q1 2022Q1 20221
BITQ EXCHANGE TRADED CONCEP...110.01%0.01%0.01%Q1 2022Q1 20221
CVX CHEVRON CORP NEW110.01%0.01%0.01%Q1 2022Q1 20221
ACN ACCENTURE PLC IRELAND110.01%0.01%0.01%Q1 2022Q1 20221
V VISA INC110.01%0.01%0.01%Q1 2022Q1 20221
HON HONEYWELL INTL INC110.01%0.01%0.01%Q1 2022Q1 20221
DHR DANAHER CORPORATION110.01%0.01%0.01%Q1 2022Q1 20221
JMST J P MORGAN EXCHANGE-TR...110.01%0.01%0.01%Q1 2022Q1 20221
GILD GILEAD SCIENCES INC110.01%0.01%0.01%Q1 2022Q1 20221
INTC INTEL CORP110.01%0.01%0.01%Q1 2022Q1 20221
PEP PEPSICO INC110.01%0.01%0.01%Q1 2022Q1 20221
MCHP MICROCHIP TECHNOLOGY INC.110.01%0.01%0.01%Q1 2022Q1 20221
ADP AUTOMATIC DATA PROCESS...110.01%0.01%0.01%Q1 2022Q1 20221
ATOM ATOMERA INC110.01%0.01%0.01%Q1 2022Q1 20221
FB META PLATFORMS INC110.01%0.01%0.01%Q1 2022Q1 20221
JPST J P MORGAN EXCHANGE-TR...110.01%0.01%0.01%Q1 2022Q1 20221
EFV ISHARES TR110.01%0.01%0.01%Q1 2022Q1 20221
MRK MERCK & CO INC110.01%0.01%0.01%Q1 2022Q1 20221
VHT VANGUARD WORLD FDS110.01%0.01%0.01%Q1 2022Q1 20221
BX BLACKSTONE INC110.01%0.01%0.01%Q1 2022Q1 20221
SCHM SCHWAB STRATEGIC TR110.01%0.01%0.01%Q1 2022Q1 20221
BAC BK OF AMERICA CORP110.01%0.01%0.01%Q1 2022Q1 20221
AMGN AMGEN INC110.01%0.01%0.01%Q1 2022Q1 20221
ALPHA ARCHITECT ETF TR110.01%0.01%0.01%Q1 2022Q1 20221
NYF ISHARES TR110.01%0.01%0.01%Q1 2022Q1 20221
EXC EXELON CORP110.01%0.01%0.01%Q1 2022Q1 20221
MDLZ MONDELEZ INTL INC110.01%0.01%0.01%Q1 2022Q1 20221
SO SOUTHERN CO110.01%0.01%0.01%Q1 2022Q1 20221
MDT MEDTRONIC PLC110.01%0.01%0.01%Q1 2022Q1 20221
SBUX STARBUCKS CORP110.01%0.01%0.01%Q1 2022Q1 20221
ZBRA ZEBRA TECHNOLOGIES COR...110.01%0.01%0.01%Q1 2022Q1 20221
BND VANGUARD BD INDEX FDS110.01%0.01%0.01%Q1 2022Q1 20221
DAL DELTA AIR LINES INC DEL110.01%0.01%0.01%Q1 2022Q1 20221
TGT TARGET CORP110.01%0.01%0.01%Q1 2022Q1 20221
VUG VANGUARD INDEX FDS110.01%0.01%0.01%Q1 2022Q1 20221
SCHA SCHWAB STRATEGIC TR110.01%0.01%0.01%Q1 2022Q1 20221
VOD VODAFONE GROUP PLC NEW110.01%0.01%0.01%Q1 2022Q1 20221
MMM 3M CO110.01%0.01%0.01%Q1 2022Q1 20221
DIS DISNEY WALT CO110.01%0.01%0.01%Q1 2022Q1 20221
DLX DELUXE CORP110.01%0.01%0.01%Q1 2022Q1 20221
LLY LILLY ELI & CO110.01%0.01%0.01%Q1 2022Q1 20221
GM GENERAL MTRS CO110.01%0.01%0.01%Q1 2022Q1 20221
SPSM SPDR SER TR110.01%0.01%0.01%Q1 2022Q1 20221
UAL UNITED AIRLS HLDGS INC110.01%0.01%0.01%Q1 2022Q1 20221
DIA SPDR DOW JONES INDL AV...110.01%0.01%0.01%Q1 2022Q1 20221
CERN CERNER CORP110.01%0.01%0.01%Q1 2022Q1 20221
CLX CLOROX CO DEL110.01%0.01%0.01%Q1 2022Q1 20221
OTIS OTIS WORLDWIDE CORP110.01%0.01%0.01%Q1 2022Q1 20221
VIS VANGUARD WORLD FDS110.01%0.01%0.01%Q1 2022Q1 20221
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The securities at the top of the list , including PROSHARES TR, SPDR INDEX SHS FDS, and J P MORGAN EXCHANGE-TRADED F, are the highest-conviction holdings of Landmark Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Landmark Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Landmark Wealth Management, LLC owns currently or has owned in the past.