Mattern Wealth Management LLC Purchases and Sells in Q4 2025

Mattern Wealth Management LLC

$469 Million
Q4 2025

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	9.66K + 100.0%	$278.39 - $304.13 $2.69M - $2.94M	19.3K $5.57M
DFSD	33.2K + 5.9%	$48.17 - $48.5 $1.6M - $1.61M	595K $28.7M
DFAC	30.8K + 1.71%	$37.61 - $39.41 $1.16M - $1.21M	1.83M $70.8M
DFIC	20.7K + 2.18%	$32.24 - $33.72 $666K - $697K	969K $32.3M
AVUS	9.35K + 2.64%	$105.96 - $111.17 $991K - $1.04M	364K $39.7M
GOOGL	123 + 0.5%	$236.57 - $291.31 $29.1K - $35.8K	24.7K $6.81M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVMU	12.8K New	$45.51 - $46.25 $582K - $592K	12.8K $587K
USB	5.63K New	$45.28 - $48.26 $255K - $272K	5.63K $256K
MU	970 New	$181.6 - $253.3 $176K - $246K	970 $239K
ORI	4.6K New	$38.4 - $44.35 $177K - $204K	4.6K $204K
BMY	3.8K New	$42.6 - $49.08 $162K - $187K	3.8K $177K
TBIL	10.7K New	N/A	10.7K $0

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-472 - 0.92%	$496.82 - $542.07 $234K - $256K	50.8K $25.8M
ADP	-203 - 2.66%	$250.9 - $292.94 $50.9K - $59.5K	7.42K $1.86M
HYMB	-14.7K - 28.36%	$24.85 - $25.28 $366K - $373K	37.3K $933K
LOW	-37 - 0.39%	$225.0 - $247.99 $8.33K - $9.18K	9.42K $2.12M
V	-75 - 0.73%	$325.75 - $352.42 $24.4K - $26.4K	10.2K $3.31M
ADI	-29 - 0.31%	$225.32 - $246.37 $6.53K - $7.14K	9.35K $2.15M

Activity Summary All Purchases 47 New Holdings 6 Increased Positions 41 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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