Mattern Wealth Management LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $418 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $57.3M, Dimensional ETF Tr Short Durat with a value of $27.5M, American Centy ETF Tr Avantis with a value of $25.9M, Microsoft Corp with a value of $21.7M, and Apple Inc. with a value of $20.4M.
Examining the 13F form we can see an decrease of $4.25M in the current position value, from $422M to 418M.
Below you can find more details about Mattern Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$418 Million
ETFs: $261 Million
Technology: $56.4 Million
Financial Services: $18.5 Million
Consumer Defensive: $16.9 Million
Industrials: $14.7 Million
Healthcare: $13.3 Million
Energy: $11.9 Million
Consumer Cyclical: $11.1 Million
Other: $11.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
