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
INTC
Intel Corp

Technology
-1.91K
- 8.93%
$19.1 - $27.39 $36.5K - $52.4K
19.5K $443K
VTV
Vanguard Value ETF

ETFs
-2
- 0.04%
$167.73 - $179.21 $335 - $358
4.45K $769K
FAST
Fastenal CO

Industrials
-100
- 2.09%
$71.11 - $79.98 $7.11K - $8K
4.68K $362K
WEC
Wec Energy Group, Inc.

Utilities
-160
- 5.75%
$92.12 - $108.98 $14.7K - $17.4K
2.63K $286K
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.18%
$279.74 - $321.29 $559 - $643
1.14K $354K
VEA
Vanguard Ftse Developed Market

ETFs
-378
- 2.52%
$47.4 - $52.99 $17.9K - $20K
14.6K $741K
PSX
Phillips 66

Energy
-30
- 0.89%
$113.93 - $131.55 $3.42K - $3.95K
3.34K $412K
CCI
Crown Castle International Corp

Real Estate
-315
- 5.98%
$84.33 - $106.39 $26.6K - $33.5K
4.96K $516K
XLF
Financial Sector Spdr

ETFs
-289
- 0.75%
$47.32 - $52.19 $13.7K - $15.1K
38.3K $1.91M
V
Visa Inc.

Financial Services
-176
- 5.32%
$306.92 - $362.71 $54K - $63.8K
3.14K $1.1M
JPM
Jpmorgan Chase & CO

Financial Services
-428
- 1.49%
$225.19 - $279.95 $96.4K - $120K
28.4K $6.96M
MMM
3 M CO

Industrials
-11
- 0.29%
$129.7 - $155.12 $1.43K - $1.71K
3.83K $561K
AMT
American Tower Corp

Real Estate
-530
- 9.76%
$173.46 - $217.6 $91.9K - $115K
4.9K $1.07M
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 1.1%
$890.62 - $1076.86 $40.1K - $48.5K
4.05K $3.83M
GLD
Spdr Gold Trust

ETFs
-31
- 1.26%
$243.19 - $288.14 $7.54K - $8.93K
2.42K $698K
JNJ
Johnson & Johnson

Healthcare
-677
- 5.96%
$142.06 - $167.7 $96.2K - $114K
10.7K $1.77M
WM
Waste Management Inc

Industrials
-106
- 1.85%
$200.54 - $233.78 $21.3K - $24.8K
5.62K $1.3M
GE
General Electric CO

Industrials
-253
- 3.98%
$168.59 - $212.13 $42.7K - $53.7K
6.11K $1.22M
XLV
Select Sector Spdr Fund Health

ETFs
-25
- 0.12%
$137.61 - $149.68 $3.44K - $3.74K
21.4K $3.12M
XOM
Exxon Mobil Corp

Energy
-816
- 2.91%
$105.44 - $118.93 $86K - $97K
27.2K $3.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9
- 0.25%
$442.66 - $534.52 $3.98K - $4.81K
3.53K $1.88M
LLY
Eli Lilly & CO

Healthcare
-9
- 0.09%
$725.72 - $929.72 $6.53K - $8.37K
9.66K $7.97M
MCK
Mckesson Corp

Healthcare
-102
- 1.0%
$566.21 - $672.99 $57.8K - $68.6K
10.1K $6.77M
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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