Mattern Wealth Management LLC Incresed Positions in Q2 2025

Mattern Wealth Management LLC

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
239K
+ 75.64%
$46.77 - $47.89 $11.2M - $11.4M
554K $26.3M
AVUS
American Centy ETF Tr Avantis

ETFs
67.6K
+ 24.12%
$81.38 - $100.82 $5.5M - $6.82M
348K $35.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
177K
+ 24.44%
$24.94 - $31.15 $4.41M - $5.51M
900K $28M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
75.7K
+ 4.36%
$29.12 - $35.84 $2.2M - $2.71M
1.81M $65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.58K
+ 9.27%
$416.06 - $551.64 $1.07M - $1.42M
30.4K $16.8M
DFIV
Dimensional ETF Tr

ETFs
41.1K
+ 45.95%
$34.67 - $43.21 $1.42M - $1.77M
130K $5.59M
DFAU
Dimensional ETF Tr

ETFs
3.3K
+ 2.26%
$34.04 - $42.36 $112K - $140K
149K $6.32M
COST
Costco Wholesale Corp

Consumer Defensive
167
+ 2.82%
$908.13 - $1056.85 $152K - $176K
6.09K $6.02M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.45K
+ 48.41%
$45.07 - $52.57 $201K - $234K
13.7K $667K
QUAL
Ishares Msci Usa Quality Facto

ETFs
445
+ 4.91%
$152.42 - $182.82 $67.8K - $81.4K
9.52K $1.74M
DUHP
Dimensional ETF Tr Dimensional

ETFs
700
+ 2.06%
$29.36 - $35.56 $20.6K - $24.9K
34.7K $1.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
54
+ 5.55%
$456.74 - $568.03 $24.7K - $30.7K
1.03K $583K
TSLA
Tesla, Inc.

Consumer Cyclical
21
+ 2.38%
$221.86 - $362.89 $4.66K - $7.62K
905 $287K
RTX
Raytheon Technologies Corp

Industrials
200
+ 10.11%
$113.75 - $148.48 $22.8K - $29.7K
2.18K $318K
T
At&T Inc.

Communication Services
506
+ 1.71%
$26.33 - $28.94 $13.3K - $14.6K
30.1K $871K
BX
Blackstone Inc.

Financial Services
60
+ 2.79%
$120.07 - $151.11 $7.2K - $9.07K
2.21K $331K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
250
+ 1.98%
$85.42 - $94.39 $21.4K - $23.6K
12.9K $1.21M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
500
+ 6.54%
$35.3 - $37.51 $17.7K - $18.8K
8.14K $305K
LLY
Eli Lilly & CO

Healthcare
180
+ 6.81%
$713.71 - $898.95 $128K - $162K
2.82K $2.2M
O
Realty Income Corp

Real Estate
200
+ 5.48%
$52.27 - $58.52 $10.5K - $11.7K
3.85K $221K
JEPI
J P Morgan Exchange Traded Fd

ETFs
178
+ 1.8%
$51.14 - $57.0 $9.1K - $10.1K
10.1K $573K
PAYX
Paychex Inc

Industrials
184
+ 6.93%
$137.01 - $159.78 $25.2K - $29.4K
2.84K $413K
EVRG
Evergy, Inc.

Utilities
1
+ 0.01%
$64.06 - $69.64 $64.1 - $69.6
7.91K $545K
Dimensional ETF Trust
55.8K
+ 135.0%
N/A
97.2K $0
Dimensional ETF Trust
65K
+ 99.11%
N/A
130K $0
Dimensional ETF Trust
3.66K
+ 1.21%
N/A
306K $0
Dimensional ETF Trust
31K
+ 16.4%
N/A
220K $0
SHEL
Shell PLC

Energy
120
+ 1.62%
$59.75 - $73.05 $7.17K - $8.77K
7.52K $529K
VZ
Verizon Communications Inc

Communication Services
118
+ 1.2%
$41.67 - $45.62 $4.92K - $5.38K
9.93K $429K
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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