Mattern Wealth Management LLC Purchases in Q1 2025

Mattern Wealth Management LLC

  • $418 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
109K
+ 63.16%
$90.7 - $101.57 $9.85M - $11M
280K $25.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.8K
+ 1.51%
$25.54 - $28.79 $275K - $310K
723K $20.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
22.9K
+ 4.12%
$46.74 - $47.55 $1.07M - $1.09M
579K $27.5M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
22.3K
+ 7.59%
$47.35 - $48.24 $1.05M - $1.07M
315K $15M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
108K
+ 6.66%
$32.42 - $36.13 $3.52M - $3.92M
1.74M $57.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.1K
+ 27.95%
$442.66 - $534.52 $489K - $590K
5.05K $2.69M
AVSF
American Centy ETF Tr Avantis

ETFs
16.3K
+ 8.89%
$45.96 - $46.74 $747K - $760K
199K $9.31M
DFIV
Dimensional ETF Tr

ETFs
9.77K
+ 12.28%
$35.33 - $40.77 $345K - $398K
89.4K $3.52M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
19.8K
+ 4.84%
$25.35 - $27.46 $502K - $544K
429K $11.3M
CVX
Chevron Corp

Energy
99
+ 0.46%
$146.71 - $167.97 $14.5K - $16.6K
21.5K $3.6M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.13K
+ 1.49%
$40.79 - $42.32 $209K - $217K
350K $14.7M
ABT
Abbott Laboratories

Healthcare
144
+ 0.7%
$111.1 - $140.22 $16K - $20.2K
20.6K $2.73M
AVMU
American Centy ETF Travantis C

ETFs
12.3K
+ 4.87%
$45.11 - $46.66 $555K - $574K
265K $12.1M
COST
Costco Wholesale Corp

Consumer Defensive
179
+ 3.12%
$890.62 - $1076.86 $159K - $193K
5.92K $5.6M
AVIG
American Centy ETF Tr Avantis

ETFs
5.31K
+ 4.63%
$40.06 - $41.55 $213K - $221K
120K $4.96M
QCOM
Qualcomm Inc

Technology
1.74K
New
$151.94 - $175.86 $265K - $307K
1.74K $267K
T
At&T Inc.

Communication Services
3.47K
+ 13.29%
$21.56 - $28.28 $74.9K - $98.2K
29.6K $836K
JPM
Jpmorgan Chase & CO

Financial Services
370
+ 1.4%
$225.19 - $279.95 $83.3K - $104K
26.9K $6.59M
DUK
Duke Energy Corp

Utilities
1.78K
New
$105.87 - $121.97 $188K - $217K
1.78K $217K
WELL
Welltower Inc.

Real Estate
1.4K
New
$124.05 - $156.86 $174K - $220K
1.4K $214K
O
Realty Income Corp

Real Estate
3.65K
New
$51.67 - $58.49 $189K - $213K
3.65K $211K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.17K
New
$142.8 - $176.36 $167K - $206K
1.17K $201K
SHEL
Shell PLC

Energy
1.63K
+ 28.14%
$62.84 - $73.29 $102K - $119K
7.4K $542K
KMB
Kimberly Clark Corp

Consumer Defensive
975
+ 37.79%
$124.46 - $147.4 $121K - $144K
3.56K $505K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
325
+ 42.82%
$408.78 - $448.82 $133K - $146K
1.08K $455K
WMT
Walmart Inc.

Consumer Defensive
2.61K
+ 5.36%
$84.5 - $105.05 $221K - $274K
51.3K $4.51M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1K
+ 40.87%
$100.32 - $100.76 $100K - $101K
3.45K $346K
COP
Conocophillips

Energy
700
+ 16.12%
$88.6 - $105.85 $62K - $74.1K
5.04K $529K
IBM
International Business Machines Corp

Technology
200
+ 12.81%
$217.4 - $264.74 $43.5K - $52.9K
1.76K $437K
KO
Coca Cola CO

Consumer Defensive
101
+ 1.16%
$60.81 - $72.32 $6.14K - $7.3K
8.81K $630K
EPD
Enterprise Products Partners L.P.

Energy
1.83K
+ 27.41%
$31.75 - $34.14 $57.9K - $62.3K
8.48K $289K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.35K
+ 25.79%
$33.98 - $39.84 $114K - $133K
16.3K $559K
VZ
Verizon Communications Inc

Communication Services
250
+ 2.61%
$37.81 - $46.49 $9.45K - $11.6K
9.81K $445K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
200
+ 2.22%
$48.65 - $53.06 $9.73K - $10.6K
9.2K $477K
IVE
Ishares S&P 500 Value ETF

ETFs
240
+ 2.22%
$185.78 - $198.58 $44.6K - $47.7K
11.1K $2.11M
PG
Procter & Gamble CO

Consumer Defensive
110
+ 1.34%
$158.56 - $176.26 $17.4K - $19.4K
8.3K $1.41M
JEPI
J P Morgan Exchange Traded Fd

ETFs
232
+ 2.4%
$56.17 - $59.71 $13K - $13.9K
9.9K $565K
BA
Boeing CO

Industrials
61
+ 4.88%
$148.15 - $186.25 $9.04K - $11.4K
1.31K $223K
Blackrock Inc
8
+ 0.41%
N/A
1.98K $0
Dimensional ETF Trust
5.46K
+ 15.19%
N/A
41.4K $0
Dimensional ETF Trust
25.9K
+ 65.4%
N/A
65.5K $0
Dimensional ETF Trust
20.6K
+ 7.33%
N/A
302K $0
Dimensional ETF Trust
14.7K
+ 8.44%
N/A
189K $0
ET
Energy Transfer LP

Energy
1.93K
+ 4.49%
$17.26 - $21.08 $33.4K - $40.8K
45K $836K
FDS
Factset Research Systems Inc

Financial Services
49
+ 4.16%
$427.5 - $476.51 $20.9K - $23.3K
1.23K $557K
IJK
Ishares S&P Midcap 400 Growth

ETFs
208
+ 3.77%
$81.62 - $96.63 $17K - $20.1K
5.72K $476K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.07%
$551.42 - $612.93 $551 - $613
1.38K $772K
QUAL
Ishares Msci Usa Quality Facto

ETFs
158
+ 1.77%
$168.16 - $186.21 $26.6K - $29.4K
9.07K $1.55M
MRK
Merck & Co., Inc.

Healthcare
244
+ 3.32%
$83.01 - $101.02 $20.3K - $24.6K
7.58K $680K
Activity Summary
Buys All Purchases 60 New Holdings 5 Increased Positions 55 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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