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 100.0% .

 Value Shares↓ Weighting
HBAN ExitHUNTINGTON BANCSHARES INC$0-25,562
-100.0%
-0.11%
COP ExitCONOCOPHILLIPS$0-5,656
-100.0%
-0.12%
FTSM ExitFIRST TR EXCHANGE-TRADED FDfirst tr enh new$0-6,557
-100.0%
-0.19%
SYY ExitSYSCO CORP$0-13,193
-100.0%
-0.35%
SHYG ExitISHARES TR0-5yr hi yl cp$0-34,560
-100.0%
-0.72%
SHM ExitSPDR SER TRnuveen blmbrg sr$0-40,982
-100.0%
-0.99%
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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