Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
LOWES COS INC | 12 | Q3 2023 | 5.2% |
APPLE INC | 12 | Q3 2023 | 5.9% |
MICROSOFT CORP | 12 | Q3 2023 | 3.4% |
JPMORGAN CHASE & CO | 12 | Q3 2023 | 2.7% |
COCA COLA CO | 12 | Q3 2023 | 2.5% |
FIRST TR EXCHANGE-TRADED FD | 12 | Q3 2023 | 3.6% |
KINDER MORGAN INC DEL | 12 | Q3 2023 | 2.5% |
CHEVRON CORP NEW | 12 | Q3 2023 | 2.6% |
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 2.4% |
MCKESSON CORP | 12 | Q3 2023 | 2.7% |
View MTM Investment Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-26 |
13F-HR | 2023-07-28 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-07 |
13F-HR | 2022-10-28 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-02 |
13F-HR | 2022-02-08 |
View MTM Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.