Mattern Wealth Management LLC Purchases and Sells in Q3 2025

Mattern Wealth Management LLC

$456 Million
Q3 2025

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	6.56K + 1.88%	$101.2 - $109.16 $664K - $716K	355K $38.5M
DFIC	48.3K + 5.36%	$30.76 - $33.01 $1.48M - $1.59M	948K $31.1M
QQQ	810 + 2.66%	$546.99 - $602.2 $443K - $488K	31.2K $18.7M
DFIV	4.09K + 3.13%	$42.66 - $46.53 $174K - $190K	134K $6.2M
DFAU	1.79K + 1.2%	$42.42 - $45.96 $75.7K - $82K	151K $6.91M
DFSD	7.72K + 1.39%	$47.86 - $48.43 $369K - $374K	562K $27.1M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DVN	5.99K New	$31.75 - $36.99 $190K - $222K	5.99K $210K
GE	683 New	$244.75 - $305.63 $167K - $209K	683 $205K
LMT	403 New	$410.74 - $499.21 $166K - $201K	403 $201K
IJH	3.07K New	$62.09 - $66.51 $191K - $204K	3.07K $200K
ISHARES BITCOIN TRUST ETF	4.31K New	N/A	4.31K $0
STCE	4.7K New	N/A	4.7K $0

Top Sells

Reduced Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-4.53K - 8.13%	$491.09 - $535.64 $2.23M - $2.43M	51.2K $26.5M
DFNM	-24.6K - 4.44%	$47.18 - $48.17 $1.16M - $1.18M	529K $25.4M
IVE	-4.06K - 36.65%	$194.44 - $206.51 $789K - $838K	7.01K $1.45M
COST	-160 - 2.63%	$915.95 - $994.57 $147K - $159K	5.93K $5.49M
AVSF	-11.4K - 6.06%	$46.71 - $47.3 $534K - $541K	177K $8.37M
DFCF	-12.9K - 3.83%	$41.8 - $43.15 $540K - $558K	325K $13.9M

Activity Summary All Purchases 25 New Holdings 6 Increased Positions 19 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

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