Mtc Wealth Management LLC Portfolio Holdings

Mtc Wealth Management LLC

  • $220 Million
  • Q3 2024

Mtc Wealth Management LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $220 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 $45.6M, Spdr S&P 500 ETF Trust with a value of $30.5M, Vanguard Value ETF with a value of $29.5M, Ishares Barclays with a value of $22.5M, and Ishares Tr with a value of $19.5M.

Examining the 13F form we can see an increase of $10M in the current position value, from $210M to 220M.

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

Portfolio value $220 Million
ETFs: $220 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $220 Million
  • Prior Value $210 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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