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
RGLD
Royal Gold Inc

Basic Materials
3
+ 0.09%
$155.48 - $186.71 $466 - $560
3.17K $563K
VRSK
Verisk Analytics, Inc.

Industrials
1
+ 0.03%
$277.03 - $321.33 $277 - $321
3.17K $987K
ABT
Abbott Laboratories

Healthcare
153
+ 2.48%
$123.95 - $138.08 $19K - $21.1K
6.33K $861K
WPM
Wheaton Precious Metals Corp.

Basic Materials
11
+ 0.33%
$70.56 - $92.75 $776 - $1.02K
3.36K $301K
XLG
Invesco Exchange Traded Fd Tr

ETFs
704
+ 109.66%
$40.94 - $52.1 $28.8K - $36.7K
1.35K $70K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.09%
$113.75 - $148.48 $228 - $297
2.32K $338K
FISV
Fiserv Inc

Technology
193
+ 1.45%
N/A
13.5K $1.69M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.14%
$272.36 - $339.57 $272 - $340
727 $246K
MMM
3 M CO

Industrials
1
+ 0.03%
$126.09 - $154.15 $126 - $154
3.83K $582K
TFC
Truist Financial Corp

Financial Services
16
+ 0.17%
$34.79 - $42.99 $557 - $688
9.26K $398K
VUG
Vanguard Growth ETF

ETFs
8
+ 4.91%
$329.49 - $438.4 $2.64K - $3.51K
171 $74K
DRI
Darden Restaurants Inc

Consumer Cyclical
3
+ 0.25%
$186.58 - $225.78 $560 - $677
1.22K $266K
SCHG
Schwab Strategic Tr Us Large C

ETFs
100
+ 5.57%
$22.27 - $29.21 $2.23K - $2.92K
1.9K $55K
FLRN
Spdr Bloomberg Investment Grad

ETFs
259
+ 1.97%
$30.29 - $30.83 $7.85K - $7.98K
13.4K $413K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.1%
$90.56 - $109.49 $90.6 - $109
965 $105K
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 0.11%
$335.24 - $380.78 $2.35K - $2.67K
6.47K $2.37M
PSX
Phillips 66

Energy
141
+ 4.23%
$92.87 - $125.73 $13.1K - $17.7K
3.48K $414K
EEM
Ishares Msci Emerging Markets

ETFs
1
+ 0.67%
$38.52 - $48.28 $38.5 - $48.3
151 $7K
T Rowe Price ETF Inc Capital Appreciation Equity
75.9K
+ 35.61%
N/A
289K $0
XLP
Consumer Staples Sector Spdr

ETFs
2
+ 0.02%
N/A
10.6K $805K
Blackrock Incorporated
19
+ 2.42%
N/A
805 $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
2
+ 0.29%
N/A
684 $0
Ft Vest Smid Rising Divid Achievers Target
400
+ 0.61%
N/A
65.5K $0
Linde PLC Shs (Ireland)
48
+ 7.06%
N/A
728 $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6
+ 0.92%
$22.54 - $23.17 $135 - $139
659 $15K
AFL
Aflac Inc

Financial Services
227
+ 5.25%
$99.77 - $112.45 $22.6K - $25.5K
4.55K $479K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5
+ 0.06%
$63.54 - $68.5 $318 - $343
8.06K $543K
WEC
Wec Energy Group, Inc.

Utilities
95
+ 3.62%
$102.24 - $109.76 $9.71K - $10.4K
2.72K $283K
XLE
Energy Sector Spdr

ETFs
5
+ 0.5%
$76.44 - $94.13 $382 - $471
1.01K $85K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.05%
$98.59 - $109.11 $98.6 - $109
2.03K $210K
PFE
Pfizer Inc

Healthcare
41
+ 0.29%
$21.59 - $24.84 $885 - $1.02K
14.4K $348K
WM
Waste Management Inc

Industrials
3
+ 0.05%
$216.47 - $242.1 $649 - $726
5.62K $1.29M
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 1.59%
$285.55 - $321.23 $5.14K - $5.78K
1.15K $336K
SGU
Star Group, L.P.

Energy
2
+ 0.02%
$11.53 - $13.39 $23.1 - $26.8
12.1K $141K
IQV
Iqvia Holdings Inc.

Healthcare
38
+ 2.53%
$137.0 - $174.37 $5.21K - $6.63K
1.54K $242K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.05%
$55.56 - $60.91 $444 - $487
16.3K $954K
VZ
Verizon Communications Inc

Communication Services
2
+ 0.01%
$41.67 - $45.62 $83.3 - $91.2
17.2K $745K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
118
+ 3.34%
$483.48 - $539.8 $57.1K - $63.7K
3.65K $1.77M
XLV
Select Sector Spdr Fund Health

ETFs
913
+ 4.27%
$128.77 - $144.3 $118K - $132K
22.3K $3M
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.01%
$44.12 - $59.6 $132 - $179
24.2K $1.12M
LOW
Lowes Companies Inc

Consumer Cyclical
499
+ 1.13%
$210.83 - $235.28 $105K - $117K
44.7K $9.93M
CVX
Chevron Corp

Energy
1.34K
+ 4.54%
$133.73 - $168.51 $179K - $225K
30.7K $4.4M
AAPL
Apple Inc.

Technology
444
+ 0.92%
$172.42 - $223.89 $76.6K - $99.4K
48.7K $9.99M
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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