0002021464-24-000001.txt : 20240506 0002021464-24-000001.hdr.sgml : 20240506 20240506111143 ACCESSION NUMBER: 0002021464-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240506 DATE AS OF CHANGE: 20240506 EFFECTIVENESS DATE: 20240506 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: 24916365 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 true false 0002021464 XXXXXXXX 03-31-2024 03-31-2024 Mittelman Wealth Management

4 WINTERBERRY LN ANDOVER MA 01810

13F HOLDINGS REPORT 028-24096 000313042 801-120590 N JOEL MITTELMAN 6173781382 JOEL MITTELMAN ANDOVER MA 05-06-2024 0 64 147610361 false INFORMATION TABLE 2 mwm13-f3312024.xml ALPHABET INC. CLASS A COMMON STOCK 02079K305 310916 2060 SH SOLE 2060 0 0 AMAZON.COM INC COMMON STOCK 023135106 1034119 5733 SH SOLE 5733 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 1219052 5354 SH SOLE 5354 0 0 AMPHENOL CORP CLASS A COMMON STOCK 032095101 1438991 12475 SH SOLE 12475 0 0 APPLE INC COMMON STOCK 037833100 2140242 12481 SH SOLE 12481 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1030779 27183 SH SOLE 27183 0 0 BERKSHIRE HATHAWAY CLASS B COMMON STOCK 084670702 1559288 3708 SH SOLE 3708 0 0 BOEING CO COMMON STOCK 097023105 200131 1037 SH SOLE 1037 0 0 CATERPILLAR INC COMMON STOCK 149123101 1628048 4443 SH SOLE 4443 0 0 CHEVRON CORP COMMON STOCK 166764100 1265390 8022 SH SOLE 8022 0 0 COSTCO WHOLESALE CO COMMON STOCK 22160K105 1619845 2211 SH SOLE 2211 0 0 DOLLAR TREE INC COMMON STOCK 256746108 1132707 8507 SH SOLE 8507 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 362944 3200 SH SOLE 3200 0 0 FEDEX CORP COMMON STOCK 31428X106 946581 3267 SH SOLE 3267 0 0 FRANKLIN FTSE INDIA ETF UIT EXCHANGE TRADED 35473P769 1946196 52814 SH SOLE 52814 0 0 FRANKLIN FTSE JAPAN ETF UIT EXCHANGE TRADED 35473P744 3178434 102431 SH SOLE 102431 0 0 GENERAL ELECTRIC CO TRADES WITH DUE BILLS COMMON STOCK 369604301 239950 1367 SH SOLE 1367 0 0 GOLDMAN SACHS GROUP COMMON STOCK 38141G104 1042554 2496 SH SOLE 2496 0 0 HOME DEPOT INC COMMON STOCK 437076102 1838978 4794 SH SOLE 4794 0 0 INVSC QQQ TRUST SRS 1 ETF IV UIT EXCHANGE TRADED 46090E103 212681 479 SH SOLE 479 0 0 ISHARES 3-7 YEAR TRERY BOND ETF UIT EXCHANGE TRADED 464288661 274470 2370 SH SOLE 2370 0 0 ISHARES CORE S&P 500 ETF UIT EXCHANGE TRADED 464287200 691335 1315 SH SOLE 1315 0 0 ISHARES ESG AWR 1-5 Y USD CP BND ETF UIT EXCHANGE TRADED 46435G243 292560 11951 SH SOLE 11951 0 0 ISHARES IBOXX HIGH YIELDBOND ETF UIT EXCHANGE TRADED 464288513 228604 2941 SH SOLE 2941 0 0 ISHARES MORN SMALL CAP GROWTH ETF UIT EXCHANGE TRADED 464288604 699295 15016 SH SOLE 15016 0 0 ISHARES MORNINGSTAR SMALL CAP ETF IV UIT EXCHANGE TRADED 464288505 2554536 45445 SH SOLE 45445 0 0 ISHARES MSCI EAFE ETF UIT EXCHANGE TRADED 464287465 10397612 130198 SH SOLE 130198 0 0 ISHARES MSCI EMERGING MARKETS ETF UIT EXCHANGE TRADED 464287234 7294329 177564 SH SOLE 177564 0 0 ISHARES MSCI EMERGING MARKETS ETF UIT EXCHANGE TRADED 46434G764 345362 5999 SH SOLE 5999 0 0 ISHARES SHORT TERM NTNL MUN BND ETF UIT EXCHANGE TRADED 464288158 3655286 34902 SH SOLE 34902 0 0 ISHARES TR IS 1-5 YR IN GR CR BD ETF UIT EXCHANGE TRADED 464288646 1036420 20211 SH SOLE 20211 0 0 ISHARES TRT IS 5-10 INV GR CR BD ETF UIT EXCHANGE TRADED 464288638 9218495 178653 SH SOLE 178653 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 1778063 8877 SH SOLE 8877 0 0 JPMORGAN ULTRA SHORT INCOME ETF UIT EXCHANGE TRADED 46641Q837 473171 9379 SH SOLE 9379 0 0 MARATHON PETE CORP COMMON STOCK 56585A102 2157058 10705 SH SOLE 10705 0 0 MERCK & CO. INC. COMMON STOCK 58933Y105 471325 3572 SH SOLE 3572 0 0 MICROSOFT CORP COMMON STOCK 594918104 2140203 5087 SH SOLE 5087 0 0 MONDELEZ INTL CLASS A COMMON STOCK 609207105 285530 4079 SH SOLE 4079 0 0 NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 66987V109 429481 4440 SH SOLE 4440 0 0 NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS AMERICAN DEPOSITORY 670100205 2011258 15664 SH SOLE 15664 0 0 NVIDIA CORP COMMON STOCK 67066G104 491614 544 SH SOLE 544 0 0 PFIZER INC COMMON STOCK 717081103 217838 7850 SH SOLE 7850 0 0 PPL CORP COMMON STOCK 69351T106 352522 12805 SH SOLE 12805 0 0 PROCTER & GAMBLE COMMON STOCK 742718109 843376 5198 SH SOLE 5198 0 0 SPDR S&P 500 ETF UIT EXCHANGE TRADED 78462F103 521501 997 SH SOLE 997 0 0 SPDR S&P CHINA ETF UIT EXCHANGE TRADED 78463X400 484930 7372 SH SOLE 7372 0 0 TEXAS INSTRUMENTS COMMON STOCK 882508104 741438 4256 SH SOLE 4256 0 0 THERMO FISHER SCNTFC COMMON STOCK 883556102 269681 464 SH SOLE 464 0 0 U S BANCORP COMMON STOCK 902973304 838796 18765 SH SOLE 18765 0 0 UNION PACIFIC CORP COMMON STOCK 907818108 1564853 6363 SH SOLE 6363 0 0 VANGUARD COMMUNICATION SERVICES ETF UIT EXCHANGE TRADED 92204A884 395235 3012 SH SOLE 3012 0 0 VANGUARD DIVIDEND APPRECIATION ETF UIT EXCHANGE TRADED 921908844 19150676 104872 SH SOLE 104872 0 0 VANGUARD ENERGY ETF UIT EXCHANGE TRADED 92204A306 2193859 16658 SH SOLE 16658 0 0 VANGUARD FINANCIALS ETF UIT EXCHANGE TRADED 92204A405 1327486 12965 SH SOLE 12965 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF UIT EXCHANGE TRADED 921943858 8877180 176942 SH SOLE 176942 0 0 VANGUARD FTSE EMERGING MARKETS ETF UIT EXCHANGE TRADED 922042858 4462206 106828 SH SOLE 106828 0 0 VANGUARD HIGH DIVIDEND YIELD ETF UIT EXCHANGE TRADED 921946406 10546940 87172 SH SOLE 87172 0 0 VANGUARD INDUSTRIALS ETF UIT EXCHANGE TRADED 92204A603 2709577 11098 SH SOLE 11098 0 0 VANGUARD INFORMATION TECHNOLOGY ETF UIT EXCHANGE TRADED 92204A702 2974581 5673 SH SOLE 5673 0 0 VANGUARD MATERIALS ETF UIT EXCHANGE TRADED 92204A801 1370703 6705 SH SOLE 6705 0 0 VANGUARD MID CAP ETF UIT EXCHANGE TRADED 922908629 2235497 8947 SH SOLE 8947 0 0 VANGUARD S&P 500 ETF UIT EXCHANGE TRADED 922908363 12774122 26574 SH SOLE 26574 0 0 VANGUARD SMALL CAP ETF IV UIT EXCHANGE TRADED 922908751 571704 2501 SH SOLE 2501 0 0 WALT DISNEY CO COMMON STOCK 254687106 911827 7452 SH SOLE 7452 0 0