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
WFC
Wells Fargo & Company

Financial Services
5
+ 0.03%
$66.78 - $81.42 $334 - $407
14.8K $1.06M
NSC
Norfolk Southern Corp

Industrials
9
+ 0.1%
$227.69 - $259.76 $2.05K - $2.34K
8.59K $2.04M
SGU
Star Group, L.P.

Energy
1
+ 0.01%
$11.28 - $13.45 $11.3 - $13.5
12.1K $159K
TJX
Tjx Companies Inc

Consumer Cyclical
26
+ 0.15%
$112.81 - $126.16 $2.93K - $3.28K
17.3K $2.1M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
150
+ 1.36%
$49.22 - $51.73 $7.38K - $7.76K
11.1K $562K
VUG
Vanguard Growth ETF

ETFs
43
+ 35.83%
$369.1 - $427.61 $15.9K - $18.4K
163 $60K
XLE
Energy Sector Spdr

ETFs
4
+ 0.4%
$85.7 - $93.96 $343 - $376
1.01K $94K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
402
New
$21.23 - $23.75 $8.53K - $9.55K
402 $8K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
200
New
$37.84 - $44.02 $7.57K - $8.8K
200 $7K
SCHX
Schwab Strategic Tr Us Large C

ETFs
240
New
$21.75 - $24.28 $5.22K - $5.83K
240 $5K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.08%
$182.82 - $196.21 $183 - $196
1.28K $240K
F
Ford Motor CO

Consumer Cyclical
292
+ 2.62%
$9.12 - $10.43 $2.66K - $3.05K
11.5K $114K
FISV
Fiserv Inc

Technology
19
+ 0.14%
N/A
13.3K $1.67M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
25
+ 35.71%
$96.88 - $111.25 $2.42K - $2.78K
95 $9K
FLRN
Spdr Bloomberg Investment Grad

ETFs
51
+ 0.39%
$30.71 - $30.87 $1.57K - $1.57K
13.1K $404K
VBK
Vanguard Small Cap Growth ETF

ETFs
7
New
$247.97 - $296.33 $1.74K - $2.07K
7 $1K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4
+ 0.62%
$22.25 - $23.0 $89 - $92
653 $15K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
39
New
$20.2 - $22.24 $788 - $867
39 $0
Crane Company
960
+ 35.23%
N/A
3.69K $0
First Tr Exch Traded Fd Iii
120
+ 0.18%
N/A
65.1K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
1
+ 0.15%
N/A
682 $0
T Rowe Price ETF Inc
39.9K
+ 23.0%
N/A
213K $0
IWV
Ishares Russell 3000 ETF

ETFs
75
+ 4.45%
$313.1 - $349.83 $23.5K - $26.2K
1.76K $559K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
100
+ 1.82%
$86.24 - $97.98 $8.62K - $9.8K
5.6K $488K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25
+ 2.66%
$102.49 - $119.96 $2.56K - $3K
964 $100K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.28%
$302.31 - $337.54 $605 - $675
726 $222K
PEP
Pepsico Inc

Consumer Defensive
27
+ 0.35%
$142.64 - $156.42 $3.85K - $4.22K
7.67K $1.15M
PFE
Pfizer Inc

Healthcare
45
+ 0.32%
$25.01 - $27.13 $1.13K - $1.22K
14.3K $362K
TFC
Truist Financial Corp

Financial Services
15
+ 0.16%
$39.48 - $48.15 $592 - $722
9.25K $380K
ELAN
Elanco Animal Health Inc

Healthcare
300
+ 2.12%
$10.04 - $12.47 $3.01K - $3.74K
14.5K $151K
TROW
Price T Rowe Group Inc

Financial Services
271
+ 11.11%
$91.57 - $116.93 $24.8K - $31.7K
2.71K $248K
QQQ
Invesco Qqq Trust, Series 1

ETFs
21
+ 1.65%
$468.34 - $539.52 $9.84K - $11.3K
1.3K $608K
TT
Trane Technologies PLC

Industrials
2
+ 0.14%
$332.0 - $400.86 $664 - $802
1.4K $472K
EMR
Emerson Electric CO

Industrials
1
+ 0.03%
$108.64 - $131.17 $109 - $131
3.42K $374K
AYI
Acuity Brands Inc

Industrials
1
+ 0.05%
$257.8 - $337.07 $258 - $337
1.95K $512K
NVDA
Nvidia Corp

Technology
1.13K
+ 14.04%
$106.98 - $149.43 $121K - $169K
9.18K $994K
PRK
Park National Corp

Financial Services
10
+ 0.21%
$151.4 - $174.01 $1.51K - $1.74K
4.74K $716K
VONG
Vanguard Russell 1000 Growth E

ETFs
3
+ 0.03%
$92.71 - $107.38 $278 - $322
9.17K $850K
PYPL
Pay Pal Holdings, Inc.

Financial Services
785
+ 10.19%
$65.15 - $91.81 $51.1K - $72.1K
8.49K $553K
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 0.62%
$347.25 - $424.87 $13.9K - $17K
6.46K $2.37M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
121
+ 2.02%
$186.55 - $250.04 $22.6K - $30.3K
6.13K $1.23M
ETN
Eaton Corp PLC

Industrials
9
+ 0.2%
$271.83 - $371.23 $2.45K - $3.34K
4.58K $1.24M
FYX
First Tr Small Cap Core Alphad

ETFs
339
+ 1.01%
$89.26 - $104.61 $30.3K - $35.5K
34K $3.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
154
+ 1.27%
$360.07 - $417.26 $55.5K - $64.3K
12.3K $4.45M
LOW
Lowes Companies Inc

Consumer Cyclical
117
+ 0.27%
$222.66 - $268.42 $26.1K - $31.4K
44.2K $10.3M
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
Track This Portfolio

Track Mtm Investment Management, LLC Portfolio

Follow Mtm Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mtm Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mtm Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email