Mtc Wealth Management LLC Portfolio Holdings
Mtc Wealth Management LLC
- $208 Million
- Q4 2024
Mtc Wealth Management LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $208 Million distributed in 14 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $43.5M, Spdr S&P 500 ETF Trust with a value of $30.1M, Vanguard Value ETF with a value of $28M, Ishares Barclays with a value of $21.1M, and Ishares Tr with a value of $17.6M.
Examining the 13F form we can see an decrease of $12M in the current position value, from $220M to 208M.
Below you can find more details about Mtc Wealth Management LLC portfolio as well as his latest detailed transactions.