Mtc Wealth Management LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $218 Million distributed in 13 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 $45.9M, Spdr S&P 500 ETF Trust with a value of $29.4M, Vanguard Value ETF with a value of $28.8M, Ishares Barclays with a value of $22.6M, and Ishares Tr with a value of $19.3M.

Examining the 13F form we can see an increase of $2.62M in the current position value, from $215M to 218M.

Below you can find more details about Mtc Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $218 Million
ETFs: $218 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 13
  • Current Value $218 Million
  • Prior Value $215 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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