Mtm Investment Management, LLC Reduced Holdings in Q3 2025

Mtm Investment Management, LLC

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
-5.07K
- 51.1%
$300.7 - $455.9 $1.52M - $2.31M
4.85K $1.56M
AMT
American Tower Corp

Real Estate
-294
- 6.0%
$192.32 - $232.35 $56.5K - $68.3K
4.61K $885K
VRSK
Verisk Analytics, Inc.

Industrials
-12
- 0.38%
$242.3 - $312.95 $2.91K - $3.76K
3.16K $794K
PG
Procter & Gamble CO

Consumer Defensive
-902
- 11.06%
$150.47 - $161.22 $136K - $145K
7.26K $1.12M
ABNB
Airbnb, Inc.

Consumer Cyclical
-95
- 0.75%
$118.3 - $142.16 $11.2K - $13.5K
12.6K $1.53M
BSX
Boston Scientific Corp

Healthcare
-675
- 11.69%
$97.03 - $108.14 $65.5K - $73K
5.1K $497K
UNP
Union Pacific Corp

Industrials
-686
- 9.79%
$214.91 - $237.16 $147K - $163K
6.32K $1.49M
CCI
Crown Castle International Corp

Real Estate
-820
- 16.65%
$92.96 - $113.91 $76.2K - $93.4K
4.11K $396K
ACN
Accenture PLC

Technology
-337
- 81.6%
$232.56 - $304.78 $78.4K - $103K
76 $18K
USFR
Wisdomtree Floating Rate Treas

ETFs
-2K
- 20.14%
$50.23 - $50.48 $100K - $101K
7.93K $398K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-350
- 4.03%
$65.64 - $78.22 $23K - $27.4K
8.33K $558K
DLR
Digital Realty Trust, Inc.

Real Estate
-475
- 26.72%
$161.21 - $180.02 $76.6K - $85.5K
1.3K $225K
ORCL
Oracle Corp

Technology
-656
- 38.75%
$218.96 - $328.33 $144K - $215K
1.04K $291K
LZB
La Z Boy Inc

Consumer Cyclical
-1.5K
- 41.93%
$33.69 - $40.03 $50.5K - $60K
2.08K $71K
ZTS
Zoetis Inc.

Healthcare
-122
- 3.0%
$141.13 - $159.19 $17.2K - $19.4K
3.95K $578K
FISV
Fiserv Inc

Technology
-449
- 3.32%
N/A
13.1K $1.64M
FTA
First Tr Large Cap Value

ETFs
-809
- 23.02%
$78.13 - $83.78 $63.2K - $67.8K
2.71K $225K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-73
- 0.91%
$60.9 - $70.75 $4.45K - $5.16K
7.99K $498K
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
-1.18K
- 56.7%
$37.9 - $40.19 $44.7K - $47.4K
901 $36K
ABT
Abbott Laboratories

Healthcare
-189
- 2.98%
$120.51 - $136.62 $22.8K - $25.8K
6.15K $823K
CSCO
Cisco Systems, Inc.

Technology
-338
- 2.26%
$66.2 - $71.79 $22.4K - $24.3K
14.6K $1M
DIS
Walt Disney CO

Communication Services
-75
- 2.56%
$112.25 - $124.0 $8.42K - $9.3K
2.86K $327K
WMB
Williams Companies, Inc.

Energy
-700
- 3.08%
$56.52 - $64.01 $39.6K - $44.8K
22.1K $1.4M
UPS
United Parcel Service Inc

Industrials
-50
- 3.27%
$82.58 - $105.54 $4.13K - $5.28K
1.48K $123K
PTF
Invesco Exchange Traded Fd Tr

ETFs
-891
- 15.63%
$65.69 - $76.84 $58.5K - $68.5K
4.81K $359K
ADP
Automatic Data Processing Inc

Industrials
-85
- 44.27%
$288.69 - $310.94 $24.5K - $26.4K
107 $31K
CSL
Carlisle Companies Inc

Industrials
-15
- 2.91%
$327.52 - $435.11 $4.91K - $6.53K
500 $164K
FVD
First Tr Value Line Divid Inde

ETFs
-993
- 7.83%
$44.73 - $46.86 $44.4K - $46.5K
11.7K $540K
TXN
Texas Instruments Inc

Technology
-130
- 2.06%
N/A
6.19K $1.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-300
- 31.09%
$108.46 - $120.63 $32.5K - $36.2K
665 $79K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-300
- 11.49%
$92.18 - $95.14 $27.7K - $28.5K
2.31K $219K
AMGN
Amgen Inc

Healthcare
-77
- 38.31%
$271.18 - $309.22 $20.9K - $23.8K
124 $34K
CB
Chubb LTD

Financial Services
-76
- 90.48%
$265.99 - $289.59 $20.2K - $22K
8 $2K
MGNI
Magnite, Inc.

Communication Services
-750
- 31.3%
$21.75 - $26.52 $16.3K - $19.9K
1.65K $35K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-322
- 13.17%
$98.56 - $110.68 $31.7K - $35.6K
2.12K $232K
NOW
Service Now, Inc.

Technology
-20
- 86.96%
$850.86 - $1044.69 $17K - $20.9K
3 $2K
CMCSA
Comcast Corp

Communication Services
-199
- 6.71%
$31.41 - $36.33 $6.25K - $7.23K
2.77K $86K
VZ
Verizon Communications Inc

Communication Services
-648
- 3.76%
$40.84 - $45.06 $26.5K - $29.2K
16.6K $728K
SBUX
Starbucks Corp

Consumer Cyclical
-170
- 54.84%
$81.9 - $96.86 $13.9K - $16.5K
140 $11K
CL
Colgate Palmolive CO

Consumer Defensive
-110
- 25.52%
$79.36 - $93.33 $8.73K - $10.3K
321 $25K
EMLP
First Tr Exchange Traded Iv

ETFs
-600
- 5.42%
$36.99 - $38.38 $22.2K - $23K
10.5K $401K
EMR
Emerson Electric CO

Industrials
-21
- 0.6%
$128.6 - $149.63 $2.7K - $3.14K
3.51K $459K
COP
Conocophillips

Energy
-255
- 9.06%
$91.0 - $98.99 $23.2K - $25.2K
2.56K $242K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-410
- 9.71%
$55.81 - $60.32 $22.9K - $24.7K
3.81K $226K
CCL
Carnival Corp

Consumer Cyclical
-300
- 60.0%
$28.37 - $32.49 $8.51K - $9.75K
200 $5K
CMS
Cms Energy Corp

Utilities
-140
- 88.61%
$69.37 - $74.67 $9.71K - $10.5K
18 $1K
RWR
Spdr Dow Jones Reit ETF

ETFs
-122
- 11.17%
$95.17 - $101.62 $11.6K - $12.4K
970 $97K
PSX
Phillips 66

Energy
-466
- 13.4%
$118.37 - $139.46 $55.2K - $65K
3.01K $409K
XLP
Consumer Staples Sector Spdr

ETFs
-47
- 0.44%
N/A
10.6K $802K
Activity Summary
Buys All Purchases 128 New Holdings 11 Increased Positions 117 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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