Mattern Wealth Management LLC Incresed Positions in Q4 2025

Mattern Wealth Management LLC

  • $469 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
9.66K
+ 100.0%
$278.39 - $304.13 $2.69M - $2.94M
19.3K $5.57M
DFSD
Dimensional ETF Tr Short Durat

ETFs
33.2K
+ 5.9%
$48.17 - $48.5 $1.6M - $1.61M
595K $28.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
30.8K
+ 1.71%
$37.61 - $39.41 $1.16M - $1.21M
1.83M $70.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
20.7K
+ 2.18%
$32.24 - $33.72 $666K - $697K
969K $32.3M
AVUS
American Centy ETF Tr Avantis

ETFs
9.35K
+ 2.64%
$105.96 - $111.17 $991K - $1.04M
364K $39.7M
GOOGL
Alphabet Inc.

Communication Services
123
+ 0.5%
$236.57 - $291.31 $29.1K - $35.8K
24.7K $6.81M
AVSF
American Centy ETF Tr Avantis

ETFs
16.7K
+ 9.42%
$46.97 - $47.33 $784K - $791K
194K $9.13M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.6K
+ 3.75%
$31.28 - $33.46 $331K - $354K
293K $9.69M
DFIV
Dimensional ETF Tr

ETFs
6.86K
+ 5.1%
$45.13 - $48.25 $310K - $331K
141K $6.77M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13.3K
+ 4.11%
$42.71 - $43.27 $570K - $578K
338K $14.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.99K
+ 115.72%
$100.33 - $100.69 $400K - $402K
7.44K $747K
XLY
Select Sector Spdr Consumer Di

ETFs
1.66K
+ 100.0%
$228.75 - $242.18 $379K - $402K
3.32K $765K
AVIG
American Centy ETF Tr Avantis

ETFs
5.69K
+ 5.22%
$41.84 - $42.48 $238K - $242K
115K $4.81M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.78K
+ 0.34%
$47.98 - $48.33 $85.4K - $86K
531K $25.6M
AVGO
Broadcom Inc.

Technology
120
+ 1.62%
$324.63 - $385.98 $39K - $46.3K
7.53K $2.58M
XOM
Exxon Mobil Corp

Energy
239
+ 1.1%
$110.64 - $119.78 $26.4K - $28.6K
22K $2.59M
IVV
Ishares Core S&P 500 ETF

ETFs
67
+ 1.24%
$656.2 - $690.71 $44K - $46.3K
5.49K $3.7M
MRK
Merck & Co., Inc.

Healthcare
100
+ 1.69%
$82.49 - $92.93 $8.25K - $9.29K
6.03K $560K
COST
Costco Wholesale Corp

Consumer Defensive
149
+ 2.51%
$910.94 - $954.99 $136K - $142K
6.08K $5.54M
NVDA
Nvidia Corp

Technology
294
+ 0.89%
$179.83 - $207.04 $52.9K - $60.9K
33.5K $6.25M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
300
+ 6.38%
$82.92 - $88.2 $24.9K - $26.5K
5K $437K
O
Realty Income Corp

Real Estate
875
+ 22.73%
$56.12 - $60.64 $49.1K - $53.1K
4.73K $268K
ET
Energy Transfer LP

Energy
2.35K
+ 5.29%
$16.29 - $17.01 $38.3K - $40K
46.8K $795K
PANW
Palo Alto Networks Inc

Technology
125
+ 7.39%
$204.77 - $221.38 $25.6K - $27.7K
1.82K $372K
IBM
International Business Machines Corp

Technology
5
+ 0.29%
$275.97 - $314.98 $1.38K - $1.57K
1.73K $514K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
500
+ 3.77%
$44.68 - $47.47 $22.3K - $23.7K
13.8K $645K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
112
+ 3.2%
$72.17 - $75.74 $8.08K - $8.48K
3.61K $270K
JEPI
J P Morgan Exchange Traded Fd

ETFs
250
+ 2.58%
$56.0 - $57.6 $14K - $14.4K
9.95K $564K
QCOM
Qualcomm Inc

Technology
40
+ 2.29%
$153.59 - $187.68 $6.14K - $7.51K
1.78K $297K
PFE
Pfizer Inc

Healthcare
400
+ 4.57%
$24.23 - $27.37 $9.69K - $10.9K
9.16K $229K
Dimensional ETF Trust
8.43K
+ 5.72%
N/A
156K $0
Brookfield Corp
4.83K
+ 49.99%
N/A
14.5K $0
STCE
Schwab Strategic Tr Crypto The
1.43K
+ 30.39%
N/A
6.12K $0
Dimensional ETF Trust
6.04K
+ 5.87%
N/A
109K $0
Dimensional ETF Trust
14.7K
+ 6.29%
N/A
248K $0
Dimensional ETF Trust
36.2K
+ 11.53%
N/A
350K $0
ECL
Ecolab Inc.

Basic Materials
32
+ 2.88%
$253.06 - $281.35 $8.1K - $9K
1.14K $295K
VZ
Verizon Communications Inc

Communication Services
250
+ 2.43%
$38.4 - $43.83 $9.6K - $11K
10.5K $431K
NFLX
Netflix Inc

Communication Services
3.16K
+ 914.49%
$110.29 - $1241.35 $348K - $3.92M
3.5K $386K
JPM
Jpmorgan Chase & CO

Financial Services
354
+ 1.39%
$294.11 - $320.41 $104K - $113K
25.7K $7.73M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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