Mtm Investment Management, LLC Purchases in Q2 2025

Mtm Investment Management, LLC

  • $277 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
497
+ 2.8%
$354.56 - $497.45 $176K - $247K
18.2K $9.06M
AVGO
Broadcom Inc.

Technology
456
+ 2.6%
$146.29 - $275.65 $66.7K - $126K
18K $4.97M
JPM
Jpmorgan Chase & CO

Financial Services
309
+ 1.09%
$210.28 - $289.91 $65K - $89.6K
28.7K $8.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.16K
+ 93.63%
$456.74 - $568.03 $987K - $1.23M
4.47K $2.54M
MSTR
Microstrategy Inc

Technology
124
+ 1.27%
$237.95 - $421.61 $29.5K - $52.3K
9.91K $4.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
129
+ 1.05%
$320.42 - $424.58 $41.3K - $54.8K
12.4K $5.29M
TSLA
Tesla, Inc.

Consumer Cyclical
2.24K
New
$221.86 - $362.89 $497K - $813K
2.24K $711K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
9.36K
+ 5.79%
$37.18 - $42.55 $348K - $398K
171K $7.27M
BK
Bank Of New York Mellon Corp

Financial Services
6.48K
+ 63.8%
$73.31 - $91.62 $475K - $593K
16.6K $1.51M
DECK
Deckers Outdoor Corp

Consumer Cyclical
6.21K
New
$100.44 - $129.37 $624K - $804K
6.21K $640K
SPY
Spdr S&P 500 ETF Trust

ETFs
227
+ 2.71%
$496.48 - $617.85 $113K - $140K
8.59K $5.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.89K
+ 51.0%
$72.96 - $90.39 $357K - $442K
14.5K $1.29M
VTV
Vanguard Value ETF

ETFs
2.6K
+ 58.26%
$153.67 - $176.74 $399K - $459K
7.05K $1.25M
ETN
Eaton Corp PLC

Industrials
198
+ 4.33%
$246.52 - $356.99 $48.8K - $70.7K
4.77K $1.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.41K
+ 23.47%
$105.69 - $140.64 $255K - $339K
12.7K $1.68M
XLK
Technology Sector Spdr

ETFs
9
+ 0.1%
$179.73 - $253.23 $1.62K - $2.28K
9.46K $2.4M
TDIV
First Trust Nasdaq Technology

ETFs
893
+ 4.53%
$64.41 - $90.17 $57.5K - $80.5K
20.6K $1.86M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11.3K
New
$29.12 - $35.84 $329K - $405K
11.3K $404K
FYX
First Tr Small Cap Core Alphad

ETFs
1.23K
+ 3.62%
$79.22 - $97.28 $97.4K - $120K
35.2K $3.43M
AMZN
Amazon Com Inc

Consumer Cyclical
387
+ 4.08%
$167.32 - $223.3 $64.8K - $86.4K
9.88K $2.17M
LAMR
Lamar Advertising CO

Real Estate
2.6K
New
$102.35 - $121.67 $266K - $316K
2.6K $315K
TJX
Tjx Companies Inc

Consumer Cyclical
1.82K
+ 10.51%
$119.13 - $135.03 $216K - $245K
19.1K $2.36M
HON
Honeywell International Inc

Industrials
281
+ 3.49%
$182.86 - $232.88 $51.4K - $65.4K
8.33K $1.94M
CEG
Constellation Energy Corp

Utilities
30
+ 1.69%
$170.96 - $322.76 $5.13K - $9.68K
1.81K $583K
BX
Blackstone Inc.

Financial Services
1.37K
New
$120.07 - $151.11 $164K - $206K
1.37K $204K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 0.52%
$908.13 - $1056.85 $19.1K - $22.2K
4.07K $4.03M
BA
Boeing CO

Industrials
956
New
$136.59 - $217.51 $131K - $208K
956 $200K
D
Dominion Energy, Inc

Utilities
3.54K
New
$49.66 - $58.0 $176K - $205K
3.54K $200K
TRV
Travelers Companies, Inc.

Financial Services
732
New
$233.83 - $276.34 $171K - $202K
732 $195K
KR
Kroger CO

Consumer Defensive
2.72K
New
$64.62 - $74.0 $175K - $201K
2.72K $194K
CSL
Carlisle Companies Inc

Industrials
515
New
$317.1 - $408.5 $163K - $210K
515 $192K
VEA
Vanguard Ftse Developed Market

ETFs
1.75K
+ 12.0%
$45.65 - $57.01 $80K - $99.9K
16.3K $931K
RSG
Republic Services, Inc.

Industrials
723
New
$227.2 - $258.07 $164K - $187K
723 $178K
PAYC
Paycom Software, Inc.

Technology
620
+ 26.53%
$193.07 - $265.71 $120K - $165K
2.96K $684K
IBM
International Business Machines Corp

Technology
3
+ 0.08%
$221.03 - $294.78 $663 - $884
3.64K $1.07M
GD
General Dynamics Corp

Industrials
582
New
$247.68 - $291.66 $144K - $170K
582 $169K
HUBB
Hubbell Inc

Industrials
400
New
$315.94 - $408.41 $126K - $163K
400 $163K
DVN
Devon Energy Corp

Energy
5.04K
New
$26.8 - $37.92 $135K - $191K
5.04K $160K
TGT
Target Corp

Consumer Defensive
1.61K
New
$88.76 - $105.77 $143K - $170K
1.61K $158K
NEE
Nextera Energy Inc

Utilities
2.27K
New
$64.11 - $75.0 $146K - $170K
2.27K $157K
UPS
United Parcel Service Inc

Industrials
1.53K
New
$91.92 - $110.2 $141K - $168K
1.53K $154K
PLD
Prologis, Inc.

Real Estate
1.45K
New
$89.76 - $112.34 $131K - $163K
1.45K $152K
VONG
Vanguard Russell 1000 Growth E

ETFs
3
+ 0.03%
$82.51 - $109.2 $248 - $328
9.17K $1M
SHEL
Shell PLC

Energy
2.15K
New
$59.75 - $73.05 $128K - $157K
2.15K $151K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
5K
New
$26.18 - $30.91 $131K - $155K
5K $150K
MAR
Marriott International Inc

Consumer Cyclical
549
New
$211.12 - $274.14 $116K - $151K
549 $149K
ADI
Analog Devices Inc

Technology
618
New
$164.6 - $238.02 $102K - $147K
618 $147K
SLV
I Shares Silver Trust

ETFs
4.5K
New
$27.08 - $33.74 $122K - $152K
4.5K $147K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.62K
New
$87.84 - $1441.89 $142K - $2.34M
1.62K $146K
Activity Summary
Buys All Purchases 552 New Holdings 458 Increased Positions 94 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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