Mattern Wealth Management LLC Portfolio Holdings
Mattern Wealth Management LLC
- $426 Million
- Q3 2024
Mattern Wealth Management LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $426 Million distributed in 174 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 $53.5M, Dimensional ETF Tr Short Durat with a value of $26.2M, Microsoft Corp with a value of $26.1M, Apple Inc. with a value of $25.6M, and Dimensional ETF Tr Dimensional with a value of $17.5M.
Examining the 13F form we can see an increase of $24.1M in the current position value, from $402M to 426M.
Below you can find more details about Mattern Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$426 Million
ETFs: $248 Million
Technology: $66.2 Million
Financial Services: $19 Million
Healthcare: $18.4 Million
Consumer Defensive: $17.8 Million
Industrials: $17.2 Million
Energy: $12.6 Million
Consumer Cyclical: $11.7 Million
Other: $13.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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