Mattern Wealth Management LLC Reduced Holdings in Q3 2024

Mattern Wealth Management LLC

  • $426 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-98
- 6.36%
$238.42 - $276.53 $23.4K - $27.1K
1.44K $395K
Linde PLC
-4.16K
- 53.75%
N/A
3.58K $0
BX
Blackstone Inc.

Financial Services
-500
- 18.33%
$120.77 - $159.66 $60.4K - $79.8K
2.23K $341K
FDS
Factset Research Systems Inc

Financial Services
-146
- 10.13%
$397.04 - $469.48 $58K - $68.5K
1.3K $595K
KMB
Kimberly Clark Corp

Consumer Defensive
-62
- 1.55%
$135.05 - $148.35 $8.37K - $9.2K
3.93K $559K
TIP
Ishares Tr Tips Bd ETF

ETFs
-50
- 1.23%
$105.92 - $110.83 $5.3K - $5.54K
4K $441K
XOM
Exxon Mobil Corp

Energy
-370
- 1.36%
$109.72 - $119.0 $40.6K - $44K
26.7K $3.14M
NVS
Novartis Ag

Healthcare
-74
- 2.18%
$106.13 - $120.89 $7.85K - $8.95K
3.33K $382K
IYM
Ishares Tr

ETFs
-40
- 1.46%
$136.13 - $151.64 $5.45K - $6.07K
2.71K $406K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-21
- 1.9%
$386.81 - $423.12 $8.12K - $8.89K
1.08K $458K
BRO
Brown & Brown, Inc.

Financial Services
-88
- 2.97%
$89.11 - $105.82 $7.84K - $9.31K
2.88K $298K
MO
Altria Group, Inc.

Consumer Defensive
-400
- 3.55%
$45.95 - $54.71 $18.4K - $21.9K
10.9K $555K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-185
- 1.98%
$162.64 - $179.3 $30.1K - $33.2K
9.16K $1.64M
EVRG
Evergy, Inc.

Utilities
-600
- 6.2%
$52.46 - $62.01 $31.5K - $37.2K
9.07K $562K
IBM
International Business Machines Corp

Technology
-182
- 8.91%
$175.1 - $223.38 $31.9K - $40.7K
1.86K $411K
T
At&T Inc.

Communication Services
-1.17K
- 4.06%
$18.21 - $22.28 $21.4K - $26.1K
27.8K $610K
IWM
Ishares Russell 2000 ETF

ETFs
-25
- 0.58%
$200.87 - $224.6 $5.02K - $5.62K
4.28K $944K
SYK
Stryker Corp

Healthcare
-60
- 1.19%
$315.94 - $371.96 $19K - $22.3K
4.99K $1.8M
AMT
American Tower Corp

Real Estate
-403
- 8.45%
$192.27 - $242.73 $77.5K - $97.8K
4.36K $1.01M
NEE
Nextera Energy Inc

Utilities
-1.23K
- 6.05%
$69.9 - $84.97 $85.9K - $104K
19.1K $1.61M
VTI
Vanguard Total Stock Market Et

ETFs
-37
- 0.29%
$255.18 - $283.2 $9.44K - $10.5K
12.9K $3.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-80
- 1.53%
$405.19 - $478.57 $32.4K - $38.3K
5.15K $2.37M
CB
Chubb LTD

Financial Services
-87
- 0.81%
$252.51 - $292.2 $22K - $25.4K
10.7K $3.08M
CAT
Caterpillar Inc

Industrials
-21
- 0.34%
$316.8 - $391.12 $6.65K - $8.21K
6.13K $2.4M
WMT
Walmart Inc.

Consumer Defensive
-125
- 0.23%
$66.91 - $81.4 $8.36K - $10.2K
54.6K $4.41M
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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