Mtm Investment Management, LLC Incresed Positions in Q1 2025

Mtm Investment Management, LLC

  • $242 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
1.06K
+ 3.74%
$146.71 - $167.97 $156K - $178K
29.4K $4.92M
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
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
CBSH
Commerce Bancshares Inc

Financial Services
3.89K
+ 6.16%
$58.85 - $68.59 $229K - $267K
67K $4.17M
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
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
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
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
MSTR
Microstrategy Inc

Technology
185
+ 1.93%
$239.27 - $396.5 $44.3K - $73.4K
9.79K $2.82M
DE
Deere & CO

Industrials
1
+ 0.12%
$408.57 - $509.27 $409 - $509
828 $388K
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
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
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
TJX
Tjx Companies Inc

Consumer Cyclical
26
+ 0.15%
$112.81 - $126.16 $2.93K - $3.28K
17.3K $2.1M
SGU
Star Group, L.P.

Energy
1
+ 0.01%
$11.28 - $13.45 $11.3 - $13.5
12.1K $159K
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
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
FLRN
Spdr Bloomberg Investment Grad

ETFs
51
+ 0.39%
$30.71 - $30.87 $1.57K - $1.57K
13.1K $404K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
25
+ 35.71%
$96.88 - $111.25 $2.42K - $2.78K
95 $9K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4
+ 0.62%
$22.25 - $23.0 $89 - $92
653 $15K
T Rowe Price ETF Inc
39.9K
+ 23.0%
N/A
213K $0
First Tr Exch Traded Fd Iii
120
+ 0.18%
N/A
65.1K $0
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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