Mattern Wealth Management LLC Purchases in Q3 2024

Mattern Wealth Management LLC

  • $426 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
572K
+ 57.9%
$31.05 - $34.29 $17.8M - $19.6M
1.56M $53.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
29.2K
New
$434.77 - $502.96 $12.7M - $14.7M
29.2K $14.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
313K
+ 101.17%
$25.36 - $28.37 $7.94M - $8.88M
622K $17.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
238K
+ 215.56%
$25.21 - $28.46 $6M - $6.77M
348K $9.81M
AAPL
Apple Inc.

Technology
280
+ 0.26%
$207.23 - $234.82 $58K - $65.7K
110K $25.6M
AVUS
American Centy ETF Tr Avantis

ETFs
17.8K
+ 11.48%
$86.27 - $95.15 $1.53M - $1.69M
172K $16.4M
DFSD
Dimensional ETF Tr Short Durat

ETFs
34.3K
+ 6.68%
$47.0 - $47.84 $1.61M - $1.64M
549K $26.2M
AVSC
American Centy ETF Tr Avantis
26.8K
+ 371.01%
$49.07 - $56.13 $1.32M - $1.5M
34K $1.84M
AVMU
American Centy ETF Travantis C

ETFs
21.5K
+ 9.43%
$46.01 - $46.95 $987K - $1.01M
249K $11.7M
AVSF
American Centy ETF Tr Avantis

ETFs
20K
+ 12.75%
$45.96 - $47.18 $920K - $945K
177K $8.34M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
14.2K
+ 5.3%
$47.7 - $48.54 $677K - $689K
282K $13.7M
DFAU
Dimensional ETF Tr

ETFs
9.61K
+ 7.07%
$35.8 - $39.69 $344K - $381K
146K $5.78M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
25.3K
+ 256.68%
$25.38 - $26.27 $641K - $663K
35.1K $921K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
9.41K
New
$48.27 - $49.43 $454K - $465K
9.41K $464K
DFIV
Dimensional ETF Tr

ETFs
7.18K
+ 9.66%
$34.66 - $38.38 $249K - $275K
81.4K $3.1M
TGT
Target Corp

Consumer Defensive
2.78K
New
$133.47 - $159.25 $371K - $442K
2.78K $432K
AVUV
American Centy ETF Tr Avantis

ETFs
2.77K
+ 13.51%
$88.24 - $99.7 $245K - $277K
23.3K $2.24M
JPM
Jpmorgan Chase & CO

Financial Services
587
+ 2.11%
$194.9 - $224.8 $114K - $132K
28.5K $6M
AVGO
Broadcom Inc.

Technology
18K
+ 939.02%
$136.27 - $1745.86 $2.46M - $31.5M
20K $3.45M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.52K
+ 12.96%
$30.74 - $34.07 $200K - $222K
56.8K $1.94M
COST
Costco Wholesale Corp

Consumer Defensive
105
+ 1.76%
$801.83 - $917.05 $84.2K - $96.3K
6.06K $5.37M
BMY
Bristol Myers Squibb CO

Healthcare
4.8K
New
$39.66 - $51.75 $190K - $248K
4.8K $248K
O
Realty Income Corp

Real Estate
3.91K
New
$52.36 - $63.42 $205K - $248K
3.91K $247K
RTX
Raytheon Technologies Corp

Industrials
1.98K
New
$99.55 - $123.34 $197K - $244K
1.98K $239K
LMT
Lockheed Martin Corp

Industrials
393
New
$460.3 - $584.56 $181K - $230K
393 $229K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.32K
+ 5.96%
$28.25 - $31.7 $93.7K - $105K
59K $1.82M
DUK
Duke Energy Corp

Utilities
1.78K
New
$99.35 - $117.71 $177K - $210K
1.78K $205K
CI
Cigna Corp

Healthcare
588
New
$319.12 - $367.1 $188K - $216K
588 $203K
NFLX
Netflix Inc

Communication Services
285
New
$598.55 - $722.26 $171K - $206K
285 $202K
RSG
Republic Services, Inc.

Industrials
1K
New
$189.34 - $208.21 $189K - $208K
1K $200K
NVDA
Nvidia Corp

Technology
2.05K
+ 6.55%
$98.91 - $134.91 $202K - $276K
33.3K $4.04M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.59K
+ 50.02%
$100.09 - $100.69 $159K - $160K
4.77K $480K
GD
General Dynamics Corp

Industrials
125
+ 1.25%
$279.51 - $308.09 $34.9K - $38.5K
10.1K $3.05M
DE
Deere & CO

Industrials
25
+ 1.34%
$344.84 - $418.0 $8.62K - $10.5K
1.88K $786K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2K
+ 29.97%
$36.06 - $37.66 $72.1K - $75.3K
8.67K $326K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.61K
+ 14.24%
$30.71 - $34.79 $49.3K - $55.8K
12.9K $448K
META
Meta Platforms, Inc.

Communication Services
10
+ 1.07%
$453.41 - $572.44 $4.53K - $5.72K
941 $538K
ET
Energy Transfer LP

Energy
3.7K
+ 10.28%
$15.43 - $16.44 $57.1K - $60.8K
39.7K $636K
ENB
Enbridge Inc

Energy
300
+ 4.16%
$35.27 - $41.18 $10.6K - $12.4K
7.51K $305K
PANW
Palo Alto Networks Inc

Technology
95
+ 8.04%
$294.18 - $368.01 $27.9K - $35K
1.28K $436K
CTAS
Cintas Corp

Industrials
900
+ 300.0%
$201.38 - $819.83 $181K - $738K
1.2K $246K
JEPI
J P Morgan Exchange Traded Fd

ETFs
174
+ 2.2%
$54.98 - $59.51 $9.57K - $10.4K
8.07K $480K
EPD
Enterprise Products Partners L.P.

Energy
800
+ 9.38%
$27.88 - $30.0 $22.3K - $24K
9.33K $271K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.17%
$475.2 - $527.7 $475 - $528
604 $318K
Dimensional ETF Trust
104K
+ 135.93%
N/A
181K $0
Dimensional ETF Trust
176K
+ 189.86%
N/A
269K $0
Dimensional ETF Trust
6.17K
+ 55.64%
N/A
17.3K $0
Dimensional ETF Trust
4.4K
+ 14.1%
N/A
35.6K $0
QCOM
Qualcomm Inc

Technology
82
+ 5.61%
$156.12 - $209.64 $12.8K - $17.2K
1.54K $262K
Activity Summary
Buys All Purchases 50 New Holdings 11 Increased Positions 39 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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