Mattern Wealth Management LLC Portfolio Holdings
Mattern Wealth Management LLC
- $402 Million
- Q2 2024
Mattern Wealth Management LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $402 Million distributed in 172 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 $31.9M, Microsoft Corp with a value of $27.2M, Dimensional ETF Tr Short Durat with a value of $24.2M, Dimensional ETF Tr Core Fxd In with a value of $23.2M, and Apple Inc. with a value of $23.1M.
Examining the 13F form we can see an increase of $2.38M in the current position value, from $399M to 402M.
Below you can find more details about Mattern Wealth Management LLC portfolio as well as his latest detailed transactions.