MTM Investment Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MI MTM Investment Management, LLC | Institutional Filer | ▲ 0.75% | $315.7M | 709 |
Current Portfolio Holdings
Showing all 709 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 46K | $11.7M | 3.70% |
| 2 | LOW | Lowe's Companies, Inc. | Consumer Cyclical | 45K | $10.7M | 3.40% |
| 3 | TCAF | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | — | 285K | $10.2M | 3.22% |
| 4 | JPM | JPMorgan Chase & Co. | Financial Services | 29K | $8.4M | 2.67% |
| 5 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | — | 188K | $8.4M | 2.67% |
| 6 | LLY | Eli Lilly and Company | Healthcare | 9K | $8.3M | 2.63% |
| 7 | MCK | McKesson Corporation | Healthcare | 9K | $8.2M | 2.59% |
| 8 | KMI | Kinder Morgan, Inc. | Energy | 232K | $7.8M | 2.46% |
| 9 | MSFT | Microsoft Corporation | Technology | 18K | $6.7M | 2.13% |
| 10 | CVX | Chevron Corporation | Energy | 31K | $6.3M | 2.00% |
| 11 | AVGO | Broadcom Inc. | Technology | 18K | $5.6M | 1.78% |
| 12 | IWF | ISHARES TR RUS 1000 GRW ETF | — | 13K | $5.4M | 1.70% |
| 13 | SPY | SPDR S&P 500 ETF Trust | — | 8K | $5.1M | 1.63% |
| 14 | XOM | Exxon Mobil Corporation | Energy | 26K | $4.5M | 1.41% |
| 15 | CBSH | Commerce Bancshares, Inc. | Financial Services | 88K | $4.3M | 1.38% |
Showing 1 to 15 of 709 holdings