Mtm Investment Management, LLC Reduced Holdings in Q1 2025

Mtm Investment Management, LLC

  • $242 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-992
- 2.01%
$209.68 - $247.1 $208K - $245K
48.3K $10.7M
MSFT
Microsoft Corp

Technology
-978
- 5.23%
$375.39 - $447.2 $367K - $437K
17.7K $6.65M
AVGO
Broadcom Inc.

Technology
-80
- 0.45%
$167.43 - $244.7 $13.4K - $19.6K
17.6K $2.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.07K
- 11.31%
$551.42 - $612.93 $588K - $654K
8.37K $4.68M
KMI
Kinder Morgan, Inc.

Energy
-37.5K
- 12.3%
$26.1 - $31.22 $979K - $1.17M
267K $7.63M
AMZN
Amazon Com Inc

Consumer Cyclical
-485
- 4.86%
$190.26 - $242.06 $92.3K - $117K
9.5K $1.81M
GOOG
Alphabet Inc.

Communication Services
-343
- 5.18%
$156.06 - $207.71 $53.5K - $71.2K
6.28K $980K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-250
- 0.77%
$96.95 - $116.13 $24.2K - $29K
32.4K $3.24M
XLK
Technology Sector Spdr

ETFs
-92
- 0.96%
$206.38 - $242.18 $19K - $22.3K
9.45K $1.95M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-225
- 1.47%
$173.56 - $210.67 $39.1K - $47.4K
15K $2.61M
FYC
First Trust Small Cap Growth A

ETFs
-230
- 1.37%
$68.13 - $80.57 $15.7K - $18.5K
16.5K $1.14M
WMT
Walmart Inc.

Consumer Defensive
-856
- 2.73%
$84.5 - $105.05 $72.3K - $89.9K
30.5K $2.68M
FXR
First Trust Industrials/Produc

ETFs
-305
- 1.17%
$68.3 - $79.81 $20.8K - $24.3K
25.7K $1.79M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.75K
- 5.74%
$53.6 - $58.97 $93.9K - $103K
28.8K $1.57M
MRK
Merck & Co., Inc.

Healthcare
-48
- 0.35%
$83.01 - $101.02 $3.98K - $4.85K
13.5K $1.21M
GOOGL
Alphabet Inc.

Communication Services
-218
- 7.49%
$154.33 - $206.19 $33.6K - $44.9K
2.69K $416K
TDIV
First Trust Nasdaq Technology

ETFs
-286
- 1.43%
$73.39 - $83.95 $21K - $24K
19.7K $1.45M
KRP
Kimbell Royalty Partners, LP

Energy
-196
- 0.45%
$13.35 - $16.45 $2.62K - $3.22K
43K $602K
DLR
Digital Realty Trust, Inc.

Real Estate
-200
- 10.11%
$142.1 - $183.56 $28.4K - $36.7K
1.78K $254K
TXN
Texas Instruments Inc

Technology
-482
- 7.08%
N/A
6.32K $1.23M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.6K
- 8.11%
$59.78 - $60.03 $95.6K - $96K
18.1K $1.09M
META
Meta Platforms, Inc.

Communication Services
-122
- 14.12%
$576.36 - $736.67 $70.3K - $89.9K
742 $427K
ROK
Rockwell Automation, Inc

Industrials
-85
- 4.16%
$255.29 - $303.75 $21.7K - $25.8K
1.96K $505K
FTA
First Tr Large Cap Value

ETFs
-710
- 14.34%
$74.42 - $80.34 $52.8K - $57K
4.24K $325K
IQV
Iqvia Holdings Inc.

Healthcare
-73
- 4.64%
$176.3 - $209.96 $12.9K - $15.3K
1.5K $264K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-111
- 0.89%
$169.43 - $182.84 $18.8K - $20.3K
12.3K $2.13M
DIS
Walt Disney CO

Communication Services
-5
- 0.17%
$96.87 - $114.0 $484 - $570
2.93K $288K
PAYC
Paycom Software, Inc.

Technology
-326
- 12.24%
$199.42 - $225.82 $65K - $73.6K
2.34K $510K
ZTS
Zoetis Inc.

Healthcare
-244
- 5.65%
$156.48 - $175.67 $38.2K - $42.9K
4.08K $671K
IWR
Ishares Russell Mid Cap ETF

ETFs
-161
- 3.67%
$82.81 - $92.93 $13.3K - $15K
4.23K $359K
RDVY
First Trust Rising Dividend Ac

ETFs
-124
- 0.36%
$57.22 - $63.39 $7.1K - $7.86K
34.1K $2M
UNH
Unitedhealth Group Inc

Healthcare
-80
- 8.93%
$461.52 - $548.18 $36.9K - $43.9K
816 $427K
IWM
Ishares Russell 2000 ETF

ETFs
-75
- 15.5%
$198.1 - $229.79 $14.9K - $17.2K
409 $81K
FID
First Tr Exchange Trded Fd Vi

ETFs
-1.25K
- 60.68%
$15.83 - $17.53 $19.8K - $21.9K
810 $13K
CSCO
Cisco Systems, Inc.

Technology
-836
- 5.39%
$58.74 - $64.87 $49.1K - $54.2K
14.7K $905K
IYW
Ishares Dj Us Tech ETF

ETFs
-7
- 1.15%
$140.44 - $166.79 $983 - $1.17K
600 $84K
RWR
Spdr Dow Jones Reit ETF

ETFs
-100
- 7.74%
$95.15 - $104.06 $9.52K - $10.4K
1.19K $118K
XLU
Utilities Sector Spdr

ETFs
-115
- 36.51%
$74.7 - $80.27 $8.59K - $9.23K
200 $15K
XLP
Consumer Staples Sector Spdr

ETFs
-99
- 0.93%
N/A
10.6K $805K
IYM
Ishares Tr

ETFs
-60
- 41.38%
$128.53 - $142.03 $7.71K - $8.52K
85 $11K
USFR
Wisdomtree Floating Rate Treas

ETFs
-100
- 0.93%
$50.29 - $50.5 $5.03K - $5.05K
10.6K $535K
VNQ
Vanguard Specialized Funds Van

ETFs
-23
- 10.22%
$85.55 - $94.34 $1.97K - $2.17K
202 $18K
Ge Vernova Inc
-49
- 3.03%
N/A
1.57K $0
Ge Healthcare Technologies I
-223
- 7.97%
N/A
2.57K $0
FNY
First Trust Mid Cap Growth Alp
-130
- 0.72%
N/A
18K $0
Fidelity Wise Origin Bitcoin
-525
- 14.55%
N/A
3.08K $0
FVD
First Tr Value Line Divid Inde

ETFs
-100
- 0.75%
$42.61 - $45.51 $4.26K - $4.55K
13.2K $588K
VLO
Valero Energy Corp

Energy
-255
- 5.51%
$121.76 - $142.99 $31K - $36.5K
4.38K $577K
FTCS
First Trust Capital Strength E

ETFs
-25
- 0.33%
$86.39 - $91.35 $2.16K - $2.28K
7.56K $678K
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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