Mtm Investment Management, LLC Purchases in Q1 2025

Mtm Investment Management, LLC

  • $242 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
14.9K
New
N/A
14.9K $829K
CVX
Chevron Corp

Energy
1.06K
+ 3.74%
$146.71 - $167.97 $156K - $178K
29.4K $4.92M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
21.5K
New
$23.9 - $24.18 $515K - $521K
21.5K $520K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.03K
+ 80.45%
$507.05 - $563.67 $522K - $580K
2.31K $1.19M
KO
Coca Cola CO

Consumer Defensive
144
+ 0.29%
$60.81 - $72.32 $8.76K - $10.4K
50.6K $3.62M
HON
Honeywell International Inc

Industrials
2.4K
+ 42.48%
$202.75 - $226.52 $487K - $544K
8.05K $1.7M
SO
Southern CO

Utilities
30
+ 0.07%
$80.96 - $92.96 $2.43K - $2.79K
43.9K $4.04M
SON
Sonoco Products CO

Consumer Cyclical
7.77K
New
$44.71 - $49.22 $347K - $382K
7.77K $366K
EQT
Eqt Corp

Energy
4.27K
+ 37.53%
$46.16 - $54.25 $197K - $232K
15.7K $836K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.83K
+ 3.74%
$39.61 - $42.65 $231K - $248K
162K $6.59M
ARLP
Alliance Resource Partners LP

Energy
9.04K
New
$24.47 - $29.24 $221K - $264K
9.04K $246K
CBSH
Commerce Bancshares Inc

Financial Services
3.89K
+ 6.16%
$58.85 - $68.59 $229K - $267K
67K $4.17M
EXC
Exelon Corp

Utilities
5.15K
New
$37.3 - $46.08 $192K - $237K
5.15K $237K
AEP
American Electric Power CO Inc

Utilities
2.03K
New
$90.32 - $109.27 $183K - $222K
2.03K $221K
GPC
Genuine Parts CO

Consumer Cyclical
1.69K
New
$115.91 - $129.02 $196K - $218K
1.69K $201K
UNP
Union Pacific Corp

Industrials
623
+ 10.14%
$225.21 - $254.42 $140K - $159K
6.77K $1.6M
DUK
Duke Energy Corp

Utilities
19
+ 0.14%
$105.87 - $121.97 $2.01K - $2.32K
13.2K $1.61M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.04%
$169.2 - $216.66 $338 - $433
4.74K $993K
HSY
Hershey CO

Consumer Defensive
870
+ 63.64%
$144.74 - $186.36 $126K - $162K
2.24K $382K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.05%
$50.81 - $60.02 $406 - $480
16.3K $977K
ABT
Abbott Laboratories

Healthcare
5
+ 0.08%
$111.1 - $140.22 $556 - $701
6.18K $819K
ICE
Intercontinental Exchange, Inc.

Financial Services
53
+ 1.24%
$142.8 - $176.36 $7.57K - $9.35K
4.33K $747K
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.01%
$53.9 - $63.11 $108 - $126
24.2K $1.48M
IBM
International Business Machines Corp

Technology
4
+ 0.11%
$217.4 - $264.74 $870 - $1.06K
3.64K $904K
RGLD
Royal Gold Inc

Basic Materials
4
+ 0.13%
$132.55 - $163.51 $530 - $654
3.16K $517K
EPD
Enterprise Products Partners L.P.

Energy
1.16K
+ 5.72%
$31.75 - $34.14 $36.9K - $39.7K
21.5K $732K
VZ
Verizon Communications Inc

Communication Services
5
+ 0.03%
$37.81 - $46.49 $189 - $232
17.2K $781K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3K
New
$29.34 - $31.31 $88K - $93.9K
3K $89K
BK
Bank Of New York Mellon Corp

Financial Services
99
+ 0.98%
$75.42 - $88.95 $7.47K - $8.81K
10.2K $851K
EFA
Ishares Tr Msci Eafe ETF

ETFs
102
+ 1.08%
$74.85 - $84.89 $7.63K - $8.66K
9.58K $783K
IVV
Ishares Core S&P 500 ETF

ETFs
119
+ 35.0%
$554.06 - $615.85 $65.9K - $73.3K
459 $257K
FTGC
First Trust Global Tactical CO

ETFs
650
+ 2.62%
$23.95 - $25.86 $15.6K - $16.8K
25.5K $649K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.09K
New
$25.77 - $27.6 $53.7K - $57.5K
2.09K $55K
ENB
Enbridge Inc

Energy
147
+ 0.6%
$41.54 - $45.45 $6.11K - $6.68K
24.8K $1.1M
PAYX
Paychex Inc

Industrials
54
+ 1.88%
$136.06 - $154.52 $7.35K - $8.34K
2.92K $450K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.8K
New
$24.91 - $29.02 $44.7K - $52.1K
1.8K $44K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.19K
New
$18.36 - $20.51 $40.2K - $45K
2.19K $43K
MSTR
Microstrategy Inc

Technology
185
+ 1.93%
$239.27 - $396.5 $44.3K - $73.4K
9.79K $2.82M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.42K
New
$27.01 - $28.54 $38.4K - $40.6K
1.42K $39K
DE
Deere & CO

Industrials
1
+ 0.12%
$408.57 - $509.27 $409 - $509
828 $388K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
370
New
$95.85 - $99.25 $35.5K - $36.7K
370 $36K
VO
Vanguard Mid Cap ETF

ETFs
149
+ 18.06%
$251.87 - $277.95 $37.5K - $41.4K
974 $251K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.19K
+ 13.07%
$119.38 - $161.42 $142K - $192K
10.3K $1.23M
IHDG
Wisdomtree Tr

ETFs
776
+ 5.99%
$43.4 - $47.51 $33.7K - $36.9K
13.7K $595K
MKTW
Marketwise, Inc.

Technology
94K
+ 50.46%
$0.49 - $0.83 $46.1K - $78K
280K $137K
XLG
Invesco Exchange Traded Fd Tr

ETFs
642
New
$45.72 - $51.73 $29.4K - $33.2K
642 $29K
CTVA
Corteva, Inc.

Basic Materials
2
+ 0.04%
$55.94 - $66.15 $112 - $132
4.58K $288K
DRI
Darden Restaurants Inc

Consumer Cyclical
3
+ 0.25%
$180.02 - $208.56 $540 - $626
1.22K $253K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.04%
$158.56 - $176.26 $476 - $529
8.3K $1.41M
Activity Summary
Buys All Purchases 96 New Holdings 21 Increased Positions 75 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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