Mattern Wealth Management LLC Portfolio Holdings
Mattern Wealth Management LLC
- $422 Million
- Q4 2024
Mattern Wealth Management LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $422 Million distributed in 169 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 $56.3M, Dimensional ETF Tr Short Durat with a value of $26.1M, Apple Inc. with a value of $25.7M, Microsoft Corp with a value of $24.2M, and Dimensional ETF Tr Dimensional with a value of $18.4M.
Examining the 13F form we can see an decrease of $3.35M in the current position value, from $426M to 422M.
Below you can find more details about Mattern Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$422 Million
ETFs: $251 Million
Technology: $67.5 Million
Financial Services: $18.8 Million
Industrials: $17 Million
Consumer Defensive: $16.6 Million
Healthcare: $14.5 Million
Consumer Cyclical: $12.1 Million
Energy: $10.5 Million
Other: $11.8 Million