Mtm Investment Management, LLC Incresed Positions 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
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
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
26.1K
+ 120.93%
$23.96 - $24.27 $624K - $632K
47.6K $1.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
227
+ 2.71%
$496.48 - $617.85 $113K - $140K
8.59K $5.31M
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
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
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
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 0.52%
$908.13 - $1056.85 $19.1K - $22.2K
4.07K $4.03M
VEA
Vanguard Ftse Developed Market

ETFs
1.75K
+ 12.0%
$45.65 - $57.01 $80K - $99.9K
16.3K $931K
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
VONG
Vanguard Russell 1000 Growth E

ETFs
3
+ 0.03%
$82.51 - $109.2 $248 - $328
9.17K $1M
META
Meta Platforms, Inc.

Communication Services
20
+ 2.7%
$484.66 - $738.09 $9.69K - $14.8K
762 $562K
CSCO
Cisco Systems, Inc.

Technology
286
+ 1.95%
$53.19 - $69.38 $15.2K - $19.8K
15K $1.04M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$146.58 - $180.01 $147 - $180
6.28K $1.11M
CBSH
Commerce Bancshares Inc

Financial Services
2.18K
+ 3.26%
$55.42 - $65.63 $121K - $143K
69.1K $4.3M
WFC
Wells Fargo & Company

Financial Services
5
+ 0.03%
$60.98 - $80.12 $305 - $401
14.8K $1.18M
ABBV
Abb Vie Inc.

Healthcare
1.25K
+ 26.39%
$170.16 - $206.27 $213K - $258K
6K $1.11M
ICE
Intercontinental Exchange, Inc.

Financial Services
357
+ 8.24%
$151.62 - $183.47 $54.1K - $65.5K
4.69K $860K
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.39%
$416.06 - $551.64 $2.08K - $2.76K
1.3K $718K
FTGC
First Trust Global Tactical CO

ETFs
5.18K
+ 20.36%
$23.09 - $25.91 $120K - $134K
30.6K $756K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
457
+ 8.16%
$76.98 - $98.31 $35.2K - $44.9K
6.06K $595K
EMR
Emerson Electric CO

Industrials
111
+ 3.25%
$94.15 - $133.33 $10.5K - $14.8K
3.53K $470K
PYPL
Pay Pal Holdings, Inc.

Financial Services
190
+ 2.24%
$57.41 - $74.81 $10.9K - $14.2K
8.68K $644K
HSY
Hershey CO

Consumer Defensive
596
+ 26.64%
$151.29 - $173.13 $90.2K - $103K
2.83K $470K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
1.55K
+ 10.43%
N/A
16.4K $916K
VO
Vanguard Mid Cap ETF

ETFs
219
+ 22.48%
$228.54 - $279.83 $50.1K - $61.3K
1.19K $333K
EQT
Eqt Corp

Energy
45
+ 0.29%
$46.11 - $60.44 $2.07K - $2.72K
15.7K $915K
V
Visa Inc.

Financial Services
179
+ 5.71%
$308.27 - $373.31 $55.2K - $66.8K
3.31K $1.18M
PRK
Park National Corp

Financial Services
10
+ 0.21%
$141.75 - $170.63 $1.42K - $1.71K
4.75K $793K
GOOGL
Alphabet Inc.

Communication Services
101
+ 3.75%
$144.7 - $178.6 $14.6K - $18K
2.8K $492K
DIS
Walt Disney CO

Communication Services
7
+ 0.24%
$81.72 - $124.01 $572 - $868
2.93K $363K
TROW
Price T Rowe Group Inc

Financial Services
584
+ 21.55%
$80.27 - $98.06 $46.9K - $57.3K
3.29K $317K
AYI
Acuity Brands Inc

Industrials
1
+ 0.05%
$223.31 - $304.18 $223 - $304
1.95K $581K
ELAN
Elanco Animal Health Inc

Healthcare
800
+ 5.53%
$8.1 - $14.3 $6.48K - $11.4K
15.3K $218K
PAYX
Paychex Inc

Industrials
558
+ 19.09%
$137.01 - $159.78 $76.5K - $89.2K
3.48K $506K
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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