Mtc Wealth Management LLC Portfolio Holdings

Mtc Wealth Management LLC

  • $204 Million
  • Q1 2025

Mtc Wealth Management LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $204 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 $42.7M, Spdr S&P 500 ETF Trust with a value of $35.7M, Vanguard Value ETF with a value of $20.3M, Ishares Tr with a value of $19.6M, and Ishares Iboxx $ Investment Gra with a value of $12.8M.

Examining the 13F form we can see an decrease of $4.51M in the current position value, from $208M to 204M.

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

Portfolio value $204 Million
ETFs: $204 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 13
  • Current Value $204 Million
  • Prior Value $208 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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