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MTM Investment Management, LLC

Q3 2023 · 13F-HR

MTM Investment Management, LLCholdings as filed

Filed 2023-10-26 · accession 0001398344-23-019764

$198.0M
Reported value
252
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
548661107LOWLOWES COS INC$9.2M4.65%44,326CommonNONE
037833100AAPLAPPLE INC$9.2M4.64%53,718CommonNONE
594918104MSFTMICROSOFT CORP$6.1M3.10%19,424CommonNONE
532457108LLYELI LILLY & CO$5.9M2.98%10,999CommonNONE
58155Q103MCKMCKESSON CORP$5.3M2.66%12,098CommonNONE
49456B101KMIKINDER MORGAN INC DEL$4.8M2.44%291,221CommonNONE
166764100CVXCHEVRON CORP NEW$4.7M2.39%28,095CommonNONE
032108409DIVOAMPLIFY ETF TR$4.5M2.30%130,940CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.5M2.26%30,848CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.8M1.94%9,001CommonNONE
191216100KOCOCA COLA CO$3.4M1.71%60,592CommonNONE
30231G102XOMEXXON MOBIL CORP$3.3M1.69%28,452CommonNONE
464287614IWFISHARES TR$3.3M1.66%12,392CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$3.2M1.60%128,083CommonNONE
33734Y109FYXFIRST TR SML CP CORE ALPHA F$3.1M1.57%38,444CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$2.8M1.44%59,325CommonNONE
842587107SOSOUTHERN CO$2.8M1.43%43,816CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.8M1.41%21,707CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$2.5M1.28%32,966CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.4M1.21%4,248CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$2.3M1.16%15,746CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.2M1.09%15,203CommonNONE
126408103CSXCSX CORP$2.2M1.09%69,990CommonNONE
17275R102CSCOCISCO SYS INC$2.1M1.04%38,263CommonNONE
437076102HDHOME DEPOT INC$2.0M1.01%6,595CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$1.8M0.92%16,476CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.8M0.92%39,570CommonNONE
478160104JNJJOHNSON & JOHNSON$1.8M0.91%11,524CommonNONE
69374H857CALFPACER FDS TR$1.8M0.89%42,432CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.7M0.86%8,620CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.85%29,158CommonNONE
931142103WMTWALMART INC$1.7M0.84%10,428CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.6M0.79%9,525CommonNONE
11135F101AVGOBROADCOM INC$1.5M0.77%1,841CommonNONE
872540109TJXTJX COS INC NEW$1.5M0.77%17,108CommonNONE
337738108FISVFISERV INC$1.5M0.77%13,453CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$1.5M0.76%26,035CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1.5M0.74%60,698CommonNONE
69374H881COWZPACER FDS TR$1.4M0.73%29,290CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.4M0.72%8,872CommonNONE
58933Y105MRKMERCK & CO INC$1.4M0.71%13,657CommonNONE
060505104BACBANK AMERICA CORP$1.4M0.71%51,330CommonNONE
438516106HONHONEYWELL INTL INC$1.4M0.68%7,311CommonNONE
907818108UNPUNION PAC CORP$1.3M0.65%6,369CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.3M0.65%14,594CommonNONE
713448108PEPPEPSICO INC$1.3M0.64%7,532CommonNONE
33733E856IGLDFIRST TR EXCHANGE-TRADED FD$1.3M0.63%69,330CommonNONE
023135106AMZNAMAZON COM INC$1.3M0.63%9,834CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.2M0.63%8,548CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$1.2M0.63%20,907CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.2M0.62%37,113CommonNONE
882508104TXNTEXAS INSTRS INC$1.1M0.57%7,127CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.1M0.57%6,883CommonNONE
33737M102FNYFIRST TR EXCHANGE-TRADED ALP$1.1M0.57%18,580CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$1.1M0.56%19,770CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$1.1M0.55%19,209CommonNONE
G29183103ETNEATON CORP PLC$1.0M0.51%4,732CommonNONE
98978V103ZTSZOETIS INC$973,8000.49%5,597CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$959,9340.48%13,950CommonNONE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$903,1190.46%27,995CommonNONE
718172109PMPHILIP MORRIS INTL INC$886,7310.45%9,578CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$885,0250.45%15,054CommonNONE
02079K107GOOGALPHABET INC$864,7000.44%6,558CommonNONE
458140100INTCINTEL CORP$858,1150.43%24,138CommonNONE
969457100WMBWILLIAMS COS INC$850,9080.43%25,257CommonNONE
94106L109WMWASTE MGMT INC DEL$849,5480.43%5,573CommonNONE
369604301GEGENERAL ELECTRIC CO$805,5770.41%7,287CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$793,1910.40%3,358CommonNONE
33733B100FIWFIRST TR EXCHANGE TRADED FD$792,7450.40%9,580CommonNONE
29250N105ENBENBRIDGE INC$791,0100.40%23,833CommonNONE
49435R102KRPKIMBELL RTY PARTNERS LP$751,5540.38%46,972CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$740,0330.37%22,833CommonNONE
126650100CVSCVS HEALTH CORP$739,2530.37%10,588CommonNONE
92826C839VVISA INC$727,0800.37%3,161CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$711,0210.36%4,562CommonNONE
00287Y109ABBVABBVIE INC$704,7480.36%4,728CommonNONE
02209S103MOALTRIA GROUP INC$703,1760.36%16,722CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$702,2000.35%33,327CommonNONE
91913Y100VLOVALERO ENERGY CORP$684,4590.35%4,830CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$654,0500.33%12,822CommonNONE
464287465EFAISHARES TR$645,5050.33%9,366CommonNONE
717081103PFEPFIZER INC$628,9080.32%18,960CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$625,6910.32%9,142CommonNONE
609207105MDLZMONDELEZ INTL INC$624,1490.32%8,993CommonNONE
002824100ABTABBOTT LABS$603,1070.30%6,227CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$586,7590.30%7,969CommonNONE
773903109ROKROCKWELL AUTOMATION INC$584,0320.29%2,043CommonNONE
22822V101CCICROWN CASTLE INC$572,2430.29%6,218CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$571,0570.29%15,273CommonNONE
025816109AXPAMERICAN EXPRESS CO$570,2040.29%3,822CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$566,2050.29%1,123CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$540,8570.27%3,855CommonNONE
09247X101BLKCHFBLACKROCK INC$528,1820.27%817CommonNONE
78463V107GLDSPDR GOLD TR$511,7780.26%2,985CommonNONE
700658107PRKPARK NATL CORP$478,5580.24%5,063CommonNONE
534187109LNCLINCOLN NATL CORP IND$478,3190.24%19,373CommonNONE
97717X594IHDGWISDOMTREE TR$469,6450.24%12,123CommonNONE
46090E103QQQINVESCO QQQ TR$463,6010.23%1,294CommonNONE
25459Y207QQQEDIREXION SHS ETF TR$462,5270.23%6,186CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$459,0220.23%16,771CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$450,7430.23%14,950CommonNONE
67066G104NVDANVIDIA CORPORATION$434,1320.22%998CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$434,0220.22%1,239CommonNONE
001055102AFLAFLAC INC$433,6860.22%5,651CommonNONE
78468R200FLRNSPDR SER TR$432,2550.22%14,071CommonNONE
718546104PSXPHILLIPS 66$424,1300.21%3,530CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$422,6970.21%3,842CommonNONE
464287689IWVISHARES TR$415,3770.21%1,695CommonNONE
02079K305GOOGLALPHABET INC$414,8260.21%3,170CommonNONE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$406,8830.21%6,281CommonNONE
G8473T100STESTERIS PLC$405,0490.20%1,846CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$402,2630.20%6,881CommonNONE
89832Q109TFCTRUIST FINL CORP$388,8440.20%13,591CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$381,8180.19%11,418CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$381,7420.19%3,929CommonNONE
88579Y101MMM3M CO$380,2150.19%4,061CommonNONE
31428X106FDXFEDEX CORP$380,1600.19%1,435CommonNONE
704326107PAYXPAYCHEX INC$376,6680.19%3,266CommonNONE
244199105DEDEERE & CO$347,4520.18%921CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$335,2410.17%7,028CommonNONE
780287108RGLDROYAL GOLD INC$334,0320.17%3,141CommonNONE
254687106DISDISNEY WALT CO$333,4400.17%4,114CommonNONE
00508Y102AYIACUITY BRANDS INC$330,3940.17%1,940CommonNONE
291011104EMREMERSON ELEC CO$325,8220.16%3,374CommonNONE
594972408MSTRMICROSTRATEGY INC$323,6840.16%986CommonNONE
311900104FASTFASTENAL CO$321,7910.16%5,889CommonNONE
46266C105IQVIQVIA HLDGS INC$303,9790.15%1,545CommonNONE
580135101MCDMCDONALDS CORP$299,1990.15%1,136CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$293,3040.15%5,555CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$292,6540.15%11,077CommonNONE
20825C104COPCONOCOPHILLIPS$287,5200.15%2,400CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$285,8760.14%2,726CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$284,0740.14%1,400CommonNONE
038222105AMATAPPLIED MATLS INC$281,4690.14%2,033CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$280,4490.14%3,955CommonNONE
253868103DLRDIGITAL RLTY TR INC$274,5940.14%2,269CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$271,4800.14%5,500CommonNONE
754730109RJFRAYMOND JAMES FINL INC$271,1610.14%2,700CommonNONE
33741L108DVOLFIRST TR EXCHANGE-TRADED FD$266,8600.13%10,693CommonNONE
78464A763SDYSPDR SER TR$258,7730.13%2,250CommonNONE
26875P101EOGEOG RES INC$257,8300.13%2,034CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$254,9290.13%8,315CommonNONE
46137V811PTFINVESCO EXCHANGE TRADED FD T$251,7690.13%5,700CommonNONE
G54950103LINLINDE PLC$250,9640.13%674CommonNONE
22052L104CTVACORTEVA INC$249,2850.13%4,873CommonNONE
97717W505DONWISDOMTREE TR$244,0810.12%5,959CommonNONE
372460105GPCGENUINE PARTS CO$244,0020.12%1,690CommonNONE
224408104CRCRANE COMPANY$242,0890.12%2,725CommonNONE
567908108HZOMARINEMAX INC$239,6190.12%7,301CommonNONE
00206R102TAT&T INC$237,4480.12%15,809CommonNONE
30303M102METAMETA PLATFORMS INC$229,3600.12%764CommonNONE
92939U106WECWEC ENERGY GROUP INC$227,9570.12%2,830CommonNONE
23331A109DHID R HORTON INC$226,4390.11%2,107CommonNONE
03073E105CORCENCORA INC$225,5020.11%1,253CommonNONE
97717W307DLNWISDOMTREE TR$225,1760.11%3,662CommonNONE
370334104GISGENERAL MLS INC$219,8390.11%3,436CommonNONE
26884L109EQTEQT CORP$218,6730.11%5,389CommonNONE
237194105DRIDARDEN RESTAURANTS INC$216,4090.11%1,511CommonNONE
253393102DKSDICKS SPORTING GOODS INC$211,6650.11%1,949CommonNONE
30161N101EXCEXELON CORP$210,4150.11%5,568CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$208,9780.11%4,600CommonNONE
46428Q109SLVISHARES SILVER TR$208,4850.11%10,250CommonNONE
85512C105SGUSTAR GROUP L P$205,9140.10%17,117CommonNONE
46138E115PSCTINVESCO EXCH TRADED FD TR II$204,4500.10%4,671CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$203,6360.10%2,993CommonNONE
74319B502PROFPROFOUND MED CORP$202,7250.10%19,875CommonNONE
233331107DTEDTE ENERGY CO$201,9360.10%2,034CommonNONE
03076C106AMPAMERIPRISE FINL INC$200,4450.10%608CommonNONE
46429B697USMVISHARES TR$200,0580.10%2,764CommonNONE
464287499IWRISHARES TR$192,0300.10%2,773CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$191,0400.10%11,107CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$190,7200.10%16,968CommonNONE
320517105FHNFIRST HORIZON CORPORATION$181,4220.09%16,463CommonNONE
46138E842DWASINVESCO EXCH TRADED FD TR II$174,9310.09%2,329CommonNONE
46137V845PRNINVESCO EXCHANGE TRADED FD T$167,7080.08%1,659CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$159,6800.08%4,221CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$146,3500.07%3,098CommonNONE
464287598IWDISHARES TR$145,7470.07%960CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$132,8400.07%4,100CommonNONE
464287507IJHISHARES TR$131,4070.07%527CommonNONE
345370860FFORD MTR CO DEL$130,2380.07%10,486CommonNONE
464287200IVVISHARES TR$123,6760.06%288CommonNONE
46138E123PSCIINVESCO EXCH TRADED FD TR II$118,6560.06%1,193CommonNONE
46137V886PSLINVESCO EXCHANGE TRADED FD T$110,9010.06%1,329CommonNONE
464287655IWMISHARES TR$109,9320.06%622CommonNONE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$109,8110.06%3,095CommonNONE
922908744VTVVANGUARD INDEX FDS$108,1910.05%784CommonNONE
33737J232FSZFIRST TR EXCH TRD ALPHDX FD$107,6310.05%1,866CommonNONE
78464A607RWRSPDR SER TR$107,1580.05%1,292CommonNONE
33738R860FTXOFIRST TR EXCHANGE-TRADED FD$88,6950.04%4,291CommonNONE
464287762IYHISHARES TR$87,7730.04%325CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$87,3410.04%966CommonNONE
464287804IJRISHARES TR$83,8590.04%889CommonNONE
33738R878FVCFIRST TR EXCHANGE-TRADED FD$74,8640.04%2,388CommonNONE
33740F672DOCTFIRST TR EXCHNG TRADED FD VI$72,6810.04%2,100CommonNONE
362397101GABGABELLI EQUITY TR INC$69,4090.04%13,530CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$68,2220.03%1,540CommonNONE
464287721IYWISHARES TR$63,6860.03%607CommonNONE
85859N102STEM INC$63,6000.03%15,000CommonNONE
464287580IYCISHARES TR$59,1840.03%884CommonNONE
092533108BKCCUSDBLACKROCK CAP INVT CORP$57,8310.03%15,588CommonNONE
33738R696DDIVFIRST TR EXCHANGE-TRADED FD$57,8310.03%2,081CommonNONE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$50,9940.03%1,015CommonNONE
464287168DVYISHARES TR$48,4380.02%450CommonNONE
464287846IYYISHARES TR$44,5080.02%426CommonNONE
46137V878PXIINVESCO EXCHANGE TRADED FD T$44,1590.02%955CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$38,9760.02%1,144CommonNONE
922908363VOOVANGUARD INDEX FDS$37,3070.02%95CommonNONE
33734X127FXNFIRST TR EXCHANGE TRADED FD$35,6060.02%2,044CommonNONE
922908736VUGVANGUARD INDEX FDS$35,1280.02%129CommonNONE
922908629VOVANGUARD INDEX FDS$34,3600.02%165CommonNONE
33740F854DAUGFIRST TR EXCHNG TRADED FD VI$33,0900.02%1,000CommonNONE
33738R688FIDFIRST TR EXCHANGE-TRADED FD$30,2610.02%2,060CommonNONE
33737J190FGMFIRST TR EXCH TRD ALPHDX FD$29,7200.02%821CommonNONE
33737M409FYTFIRST TR EXCHANGE-TRADED ALP$28,4200.01%605CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$25,7160.01%672CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$24,9010.01%423CommonNONE
464287622IWBISHARES TR$23,4910.01%100CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$22,8490.01%301CommonNONE
464287788IYFISHARES TR$22,4280.01%300CommonNONE
33737J224FKUFIRST TR EXCH TRD ALPHDX FD$22,2690.01%685CommonNONE
464287176TIPISHARES TR$20,7440.01%200CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$20,2350.01%275CommonNONE
922908769VTIVANGUARD INDEX FDS$19,9670.01%94CommonNONE
464287838IYMISHARES TR$18,3160.01%145CommonNONE
78464A300SLYVSPDR SER TR$15,1980.01%210CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$15,0820.01%192CommonNONE
922908512VOEVANGUARD INDEX FDS$14,0130.01%107CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$12,5540.01%320CommonNONE
464287713IYZISHARES TR$12,1410.01%570CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$11,6590.01%115CommonNONE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$11,2700.01%540CommonNONE
33738R795FTXRFIRST TR EXCHANGE-TRADED FD$8,5740.00%305CommonNONE
464287879IJSISHARES TR$8,0300.00%90CommonNONE
33738R886IFVFIRST TR EXCHANGE-TRADED FD$7,2020.00%406CommonNONE
46137V704PYZINVESCO EXCHANGE TRADED FD T$6,8340.00%87CommonNONE
464287234EEMISHARES TR$6,6410.00%175CommonNONE
922908553VNQVANGUARD INDEX FDS$6,4310.00%85CommonNONE
922908751VBVANGUARD INDEX FDS$6,0500.00%32CommonNONE
46137V803PEZINVESCO EXCHANGE TRADED FD T$5,3140.00%82CommonNONE
78468R622JNKSPDR SER TR$5,1530.00%57CommonNONE
69374H873ICOWPACER FDS TR$4,9290.00%165CommonNONE
97717W406AIVLWISDOMTREE TR$4,4480.00%50CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$4,0250.00%25CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3,9080.00%52CommonNONE
464287663IUSVISHARES TR$2,9850.00%40CommonNONE
464287671IUSGISHARES TR$2,8450.00%30CommonNONE
46429B499ENORISHARES TR$1,5890.00%68CommonNONE
78468R556XOPSPDR SER TR$1,4790.00%10CommonNONE
464287606IJKISHARES TR$1,4450.00%20CommonNONE
46429B515EFNLISHARES TR$1,1070.00%34CommonNONE
464287242LQDISHARES TR$4080.00%4CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.