Mattern Wealth Management LLC - Q3 2020 holdings

$234 Million is the total value of Mattern Wealth Management LLC's 142 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .

 Value Shares↓ Weighting
IMCG NewISHARES TRmrgstr md cp grw$4,192,00013,083
+100.0%
1.80%
LQD NewISHARES TRiboxx inv cp etf$3,937,00029,228
+100.0%
1.69%
NVDA NewNVIDIA CORPORATION$570,0001,054
+100.0%
0.24%
QCLN NewFIRST TR EXCHANGE-TRADED FDnas clnedg green$540,00012,178
+100.0%
0.23%
PYPL NewPAYPAL HLDGS INC$537,0002,726
+100.0%
0.23%
LB NewL BRANDS INC$416,00013,077
+100.0%
0.18%
AMD NewADVANCED MICRO DEVICES INC$378,0004,609
+100.0%
0.16%
ABMD NewABIOMED INC$366,0001,320
+100.0%
0.16%
HYG NewISHARES TRiboxx hi yd etf$339,0004,038
+100.0%
0.14%
TTD NewTHE TRADE DESK INC$239,000461
+100.0%
0.10%
CIBR NewFIRST TR EXCHANGE TRADED FDnasdaq cyb etf$232,0006,675
+100.0%
0.10%
GLD NewSPDR GOLD TR$202,0001,143
+100.0%
0.09%
F NewFORD MTR CO DEL$85,00012,700
+100.0%
0.04%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-11-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP16Q3 20236.2%
APPLE INC16Q3 20235.7%
ISHARES TR16Q3 20235.0%
JOHNSON & JOHNSON16Q3 20232.5%
ISHARES TR16Q3 20233.5%
AMAZON COM INC16Q3 20232.0%
ABBOTT LABS16Q3 20231.8%
CHEVRON CORP NEW16Q3 20232.2%
LOWES COS INC16Q3 20231.6%
MCDONALDS CORP16Q3 20231.5%

View Mattern Wealth Management LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-14
13F-HR2024-02-12
13F-HR2023-11-01
13F-HR2023-07-26
13F-HR2023-05-05
13F-HR2023-02-06
13F-HR2022-11-01
13F-HR2022-07-25
13F-HR2022-04-14
13F-HR2022-01-27

View Mattern Wealth Management LLC's complete filings history.

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