Mtc Wealth Management LLC Portfolio Holdings

Mtc Wealth Management LLC

  • $210 Million
  • Q2 2024

Mtc Wealth Management LLC has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $210 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 $29.3M, Vanguard Value ETF with a value of $27.5M, Ishares Barclays with a value of $21.5M, and Ishares Tr with a value of $18.4M.

Examining the 13F form we can see an decrease of $7.52M in the current position value, from $218M to 210M.

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

Portfolio value $210 Million
ETFs: $210 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $210 Million
  • Prior Value $218 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 29, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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