Mattern Wealth Management LLC Sells in Q4 2024

Mattern Wealth Management LLC

  • $422 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-3.23K
- 5.32%
$406.35 - $454.46 $1.31M - $1.47M
57.4K $24.2M
AVSC
American Centy ETF Tr Avantis
-25K
- 73.33%
$52.7 - $59.57 $1.31M - $1.49M
9.07K $493K
MRK
Merck & Co., Inc.

Healthcare
-8.43K
- 53.46%
$96.31 - $114.76 $812K - $968K
7.34K $730K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-21K
- 36.9%
$33.62 - $35.69 $705K - $748K
35.8K $1.21M
XOM
Exxon Mobil Corp

Energy
-3.73K
- 13.95%
$105.51 - $125.37 $394K - $468K
23K $2.48M
GD
General Dynamics Corp

Industrials
-816
- 8.07%
$260.28 - $314.03 $212K - $256K
9.29K $2.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.2K
- 23.3%
$442.29 - $483.08 $531K - $580K
3.95K $1.79M
JNJ
Johnson & Johnson

Healthcare
-1.86K
- 13.39%
$143.34 - $165.86 $266K - $308K
12K $1.74M
ADI
Analog Devices Inc

Technology
-1.2K
- 9.73%
$206.35 - $236.48 $248K - $284K
11.2K $2.37M
PSX
Phillips 66

Energy
-919
- 4.4%
$110.35 - $138.93 $101K - $128K
20K $2.28M
UNH
Unitedhealth Group Inc

Healthcare
-429
- 16.1%
$485.52 - $625.25 $208K - $268K
2.24K $1.13M
MCD
Mcdonalds Corp

Consumer Cyclical
-989
- 10.27%
$288.47 - $316.54 $285K - $313K
8.65K $2.51M
CVX
Chevron Corp

Energy
-2.32K
- 9.75%
$141.15 - $162.53 $327K - $376K
21.4K $3.1M
AMT
American Tower Corp

Real Estate
-830
- 19.02%
$179.4 - $232.01 $149K - $193K
3.53K $648K
LHX
L3 Harris Technologies, Inc.

Industrials
-825
- 11.94%
$208.94 - $264.22 $172K - $218K
6.09K $1.28M
LOW
Lowes Companies Inc

Consumer Cyclical
-356
- 3.27%
$244.52 - $284.07 $87K - $101K
10.5K $2.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4K
- 33.01%
$81.68 - $82.93 $327K - $332K
8.12K $665K
COP
Conocophillips

Energy
-2.8K
- 39.2%
$95.12 - $114.72 $266K - $321K
4.34K $430K
NEE
Nextera Energy Inc

Utilities
-555
- 2.91%
$69.77 - $85.43 $38.7K - $47.4K
18.5K $1.33M
DFIV
Dimensional ETF Tr

ETFs
-1.87K
- 2.29%
$34.86 - $37.97 $65K - $70.8K
79.6K $2.82M
FCX
Freeport Mcmoran Inc

Basic Materials
-718
- 3.39%
$38.08 - $50.82 $27.3K - $36.5K
20.4K $778K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-8.07K
- 32.28%
$25.15 - $27.57 $203K - $223K
16.9K $427K
AVUV
American Centy ETF Tr Avantis

ETFs
-2.84K
- 12.19%
$94.37 - $106.41 $268K - $303K
20.5K $1.98M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.32K
- 48.69%
$100.22 - $100.73 $233K - $234K
2.45K $245K
CL
Colgate Palmolive CO

Consumer Defensive
-416
- 2.73%
$90.22 - $102.31 $37.5K - $42.6K
14.8K $1.35M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.35K
- 34.35%
$130.37 - $146.09 $176K - $197K
2.58K $338K
AFL
Aflac Inc

Financial Services
-1.18K
- 10.63%
$100.37 - $115.27 $118K - $136K
9.92K $1.03M
CB
Chubb LTD

Financial Services
-169
- 1.58%
$271.57 - $301.89 $45.9K - $51K
10.5K $2.91M
PG
Procter & Gamble CO

Consumer Defensive
-611
- 6.95%
$161.05 - $179.7 $98.4K - $110K
8.19K $1.37M
ABBV
Abb Vie Inc.

Healthcare
-75
- 1.14%
$164.99 - $203.87 $12.4K - $15.3K
6.48K $1.15M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-325
- 29.98%
$417.69 - $450.94 $136K - $147K
759 $322K
PEP
Pepsico Inc

Consumer Defensive
-277
- 5.69%
$151.29 - $176.1 $41.9K - $48.8K
4.59K $697K
DVN
Devon Energy Corp

Energy
-2.15K
- 23.55%
$30.52 - $42.96 $65.7K - $92.5K
6.99K $228K
IVE
Ishares S&P 500 Value ETF

ETFs
-287
- 2.58%
$189.5 - $206.17 $54.4K - $59.2K
10.8K $2.07M
ITW
Illinois Tool Works Inc

Industrials
-387
- 18.08%
$253.56 - $278.5 $98.1K - $108K
1.75K $444K
COST
Costco Wholesale Corp

Consumer Defensive
-321
- 5.3%
$873.59 - $994.69 $280K - $319K
5.74K $5.26M
VZ
Verizon Communications Inc

Communication Services
-1.43K
- 12.97%
$39.6 - $45.21 $56.4K - $64.4K
9.56K $382K
TGT
Target Corp

Consumer Defensive
-369
- 13.29%
$121.59 - $160.69 $44.9K - $59.3K
2.41K $325K
SPGI
S&P Global Inc.

Financial Services
-148
- 10.41%
$480.36 - $529.17 $71.1K - $78.3K
1.27K $634K
KO
Coca Cola CO

Consumer Defensive
-170
- 1.91%
$61.74 - $71.71 $10.5K - $12.2K
8.71K $542K
BDX
Becton Dickinson & CO

Healthcare
-254
- 10.07%
$220.02 - $243.75 $55.9K - $61.9K
2.27K $514K
GWW
W.W. Grainger, Inc.

Industrials
-89
- 27.13%
$1023.06 - $1220.93 $91.1K - $109K
239 $251K
PFE
Pfizer Inc

Healthcare
-2.19K
- 20.32%
$24.8 - $30.19 $54.2K - $66K
8.57K $227K
XLK
Technology Sector Spdr

ETFs
-649
- 6.1%
$220.26 - $241.44 $143K - $157K
9.98K $2.32M
EVRG
Evergy, Inc.

Utilities
-1.16K
- 12.8%
$59.06 - $65.0 $68.6K - $75.5K
7.91K $486K
IBM
International Business Machines Corp

Technology
-300
- 16.12%
$204.9 - $238.04 $61.5K - $71.4K
1.56K $343K
ABT
Abbott Laboratories

Healthcare
-419
- 2.01%
$111.93 - $119.39 $46.9K - $50K
20.4K $2.31M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-350
- 2.52%
$88.59 - $94.57 $31K - $33.1K
13.5K $1.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
-332
- 10.8%
$75.95 - $88.05 $25.2K - $29.2K
2.74K $209K
Activity Summary
Buys All Purchases 37 New Holdings 7 Increased Positions 30 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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