Mattern Wealth Management LLC Sells in Q4 2025

Mattern Wealth Management LLC

  • $469 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-472
- 0.92%
$496.82 - $542.07 $234K - $256K
50.8K $25.8M
ADP
Automatic Data Processing Inc

Industrials
-203
- 2.66%
$250.9 - $292.94 $50.9K - $59.5K
7.42K $1.86M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-14.7K
- 28.36%
$24.85 - $25.28 $366K - $373K
37.3K $933K
LOW
Lowes Companies Inc

Consumer Cyclical
-37
- 0.39%
$225.0 - $247.99 $8.33K - $9.18K
9.42K $2.12M
V
Visa Inc.

Financial Services
-75
- 0.73%
$325.75 - $352.42 $24.4K - $26.4K
10.2K $3.31M
ADI
Analog Devices Inc

Technology
-29
- 0.31%
$225.32 - $246.37 $6.53K - $7.14K
9.35K $2.15M
AMT
American Tower Corp

Real Estate
-444
- 14.01%
$176.64 - $193.32 $78.4K - $85.8K
2.73K $491K
WMT
Walmart Inc.

Consumer Defensive
-1.08K
- 2.72%
$101.18 - $109.03 $109K - $118K
38.6K $3.98M
META
Meta Platforms, Inc.

Communication Services
-5
- 0.56%
$609.01 - $751.67 $3.05K - $3.76K
895 $545K
ABT
Abbott Laboratories

Healthcare
-267
- 1.32%
$123.62 - $134.59 $33K - $35.9K
20K $2.59M
LHX
L3 Harris Technologies, Inc.

Industrials
-28
- 0.55%
$283.87 - $306.76 $7.95K - $8.59K
5.07K $1.47M
SYK
Stryker Corp

Healthcare
-90
- 1.8%
$353.81 - $388.35 $31.8K - $35K
4.9K $1.76M
PAYX
Paychex Inc

Industrials
-353
- 14.92%
$111.08 - $128.59 $39.2K - $45.4K
2.01K $225K
PG
Procter & Gamble CO

Consumer Defensive
-50
- 0.66%
$145.5 - $153.18 $7.28K - $7.66K
7.56K $1.1M
EMR
Emerson Electric CO

Industrials
-124
- 0.9%
$126.01 - $140.03 $15.6K - $17.4K
13.7K $1.74M
APD
Air Products & Chemicals, Inc.

Basic Materials
-115
- 4.4%
$237.56 - $271.47 $27.3K - $31.2K
2.5K $648K
FDS
Factset Research Systems Inc

Financial Services
-189
- 19.34%
$253.62 - $294.11 $47.9K - $55.6K
788 $215K
CVX
Chevron Corp

Energy
-340
- 1.64%
$148.9 - $157.72 $50.6K - $53.6K
20.4K $3.16M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-292
- 3.28%
$191.01 - $199.18 $55.8K - $58.2K
8.62K $1.68M
IVW
Ishares S&P 500 Growth ETF

ETFs
-479
- 1.67%
$118.29 - $126.28 $56.7K - $60.5K
28.1K $3.4M
KMB
Kimberly Clark Corp

Consumer Defensive
-50
- 2.41%
$100.05 - $123.23 $5K - $6.16K
2.03K $210K
CLX
Clorox CO

Consumer Defensive
-10
- 0.42%
$103.68 - $123.19 $1.04K - $1.23K
2.39K $247K
ACN
Accenture PLC

Technology
-124
- 5.32%
$234.02 - $253.35 $29K - $31.4K
2.21K $532K
CL
Colgate Palmolive CO

Consumer Defensive
-262
- 2.38%
$74.98 - $79.86 $19.6K - $20.9K
10.8K $847K
MCD
Mcdonalds Corp

Consumer Cyclical
-132
- 1.65%
$293.81 - $310.11 $38.8K - $40.9K
7.85K $2.39M
IWM
Ishares Russell 2000 ETF

ETFs
-32
- 0.75%
$236.79 - $250.33 $7.58K - $8.01K
4.22K $1M
CRM
Salesforce, Inc.

Technology
-100
- 7.87%
$235.69 - $263.41 $23.6K - $26.3K
1.17K $277K
DUHP
Dimensional ETF Tr Dimensional

ETFs
-500
- 1.24%
$37.18 - $38.47 $18.6K - $19.2K
39.7K $1.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-100
- 2.16%
$475.68 - $513.11 $47.6K - $51.3K
4.52K $2.3M
PEP
Pepsico Inc

Consumer Defensive
-313
- 8.75%
$138.84 - $153.71 $43.5K - $48.1K
3.27K $482K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-60
- 5.54%
$454.87 - $482.76 $27.3K - $29K
1.02K $483K
WELL
Welltower Inc.

Real Estate
-200
- 14.29%
$165.94 - $193.82 $33.2K - $38.8K
1.2K $232K
IYM
Ishares Tr

ETFs
-54
- 2.16%
$139.22 - $151.57 $7.52K - $8.18K
2.45K $354K
IVE
Ishares S&P 500 Value ETF

ETFs
-178
- 2.54%
$202.52 - $212.07 $36K - $37.7K
6.84K $1.43M
VGT
Vanguard Information Technolog

ETFs
-25
- 5.42%
$736.33 - $801.52 $18.4K - $20K
436 $329K
ABBV
Abb Vie Inc.

Healthcare
-125
- 1.97%
$211.96 - $244.38 $26.5K - $30.5K
6.23K $1.46M
NVS
Novartis Ag

Healthcare
-93
- 5.44%
$121.8 - $132.39 $11.3K - $12.3K
1.62K $212K
FCX
Freeport Mcmoran Inc

Basic Materials
-625
- 3.32%
$38.65 - $43.31 $24.2K - $27.1K
18.2K $731K
FDL
First Tr Morningstar Dividend

ETFs
-193
- 2.69%
$42.27 - $43.9 $8.16K - $8.47K
6.97K $304K
Linde PLC
-118
- 4.54%
N/A
2.48K $0
Blackrock Inc
-304
- 18.55%
N/A
1.34K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 0.5%
$600.51 - $631.95 $3K - $3.16K
1K $617K
DFAU
Dimensional ETF Tr

ETFs
-518
- 0.34%
$44.77 - $47.01 $23.2K - $24.4K
150K $6.92M
GD
General Dynamics Corp

Industrials
-10
- 0.36%
$330.59 - $353.77 $3.31K - $3.54K
2.79K $960K
AFL
Aflac Inc

Financial Services
-40
- 0.45%
$105.7 - $115.01 $4.23K - $4.6K
8.85K $1.01M
KO
Coca Cola CO

Consumer Defensive
-20
- 0.23%
$66.1 - $71.61 $1.32K - $1.43K
8.79K $621K
CB
Chubb LTD

Financial Services
-29
- 0.81%
$268.2 - $296.22 $7.78K - $8.59K
3.54K $1.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-80
- 0.26%
$589.5 - $635.77 $47.2K - $50.9K
31.1K $18.8M
PSX
Phillips 66

Energy
-269
- 1.75%
$126.76 - $142.32 $34.1K - $38.3K
15.1K $2.15M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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