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MTM Investment Management, LLC

Q4 2023 · 13F-HR

MTM Investment Management, LLCholdings as filed

Filed 2024-01-16 · accession 0001398344-24-000648

$218.8M
Reported value
257
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$10.3M4.70%53,443CommonNONE
548661107LOWLOWES COS INC$9.9M4.51%44,342CommonNONE
594918104MSFTMICROSOFT CORP$7.2M3.29%19,145CommonNONE
532457108LLYELI LILLY & CO$6.4M2.93%11,000CommonNONE
58155Q103MCKMCKESSON CORP$5.6M2.54%12,011CommonNONE
49456B101KMIKINDER MORGAN INC DEL$5.2M2.38%295,336CommonNONE
46625H100JPMJPMORGAN CHASE & CO$5.2M2.38%30,581CommonNONE
032108409DIVOAMPLIFY ETF TR$4.7M2.15%128,513CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.3M1.97%9,082CommonNONE
166764100CVXCHEVRON CORP NEW$4.1M1.89%27,716CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$3.9M1.79%142,116CommonNONE
464287614IWFISHARES TR$3.7M1.71%12,335CommonNONE
191216100KOCOCA COLA CO$3.6M1.63%60,594CommonNONE
33734Y109FYXFIRST TR SML CP CORE ALPHA F$3.5M1.59%37,956CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$3.2M1.46%59,931CommonNONE
842587107SOSOUTHERN CO$3.1M1.41%43,852CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.9M1.31%21,043CommonNONE
30231G102XOMEXXON MOBIL CORP$2.8M1.30%28,393CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$2.8M1.29%32,956CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.8M1.28%4,255CommonNONE
337345102QTECFIRST TR NASDAQ 100 TECH IND$2.8M1.26%15,711CommonNONE
69374H857CALFPACER FDS TR$2.5M1.17%53,087CommonNONE
126408103CSXCSX CORP$2.4M1.11%69,990CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.4M1.09%15,116CommonNONE
437076102HDHOME DEPOT INC$2.3M1.05%6,601CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$2.1M0.96%16,427CommonNONE
655844108NSCNORFOLK SOUTHN CORP$2.0M0.93%8,621CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.9M0.89%37,599CommonNONE
17275R102CSCOCISCO SYS INC$1.9M0.88%38,267CommonNONE
11135F101AVGOBROADCOM INC$1.9M0.87%1,711CommonNONE
478160104JNJJOHNSON & JOHNSON$1.9M0.86%12,036CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.8M0.84%9,544CommonNONE
337738108FISVFISERV INC$1.8M0.82%13,453CommonNONE
060505104BACBANK AMERICA CORP$1.7M0.79%51,331CommonNONE
33734X150FXRFIRST TR EXCHANGE TRADED FD$1.7M0.77%26,035CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$1.6M0.75%8,842CommonNONE
931142103WMTWALMART INC$1.6M0.75%10,428CommonNONE
872540109TJXTJX COS INC NEW$1.6M0.73%17,108CommonNONE
69374H881COWZPACER FDS TR$1.6M0.72%30,111CommonNONE
907818108UNPUNION PAC CORP$1.6M0.72%6,371CommonNONE
023135106AMZNAMAZON COM INC$1.5M0.69%9,871CommonNONE
58933Y105MRKMERCK & CO INC$1.5M0.68%13,657CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.5M0.67%28,559CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.4M0.64%37,251CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.4M0.63%14,318CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.4M0.63%6,429CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1.3M0.62%60,071CommonNONE
33733E856IGLDFIRST TR EXCHANGE-TRADED FD$1.3M0.60%68,080CommonNONE
438516106HONHONEYWELL INTL INC$1.3M0.59%6,169CommonNONE
713448108PEPPEPSICO INC$1.3M0.58%7,529CommonNONE
33738R118TDIVFIRST TR EXCHANGE-TRADED FD$1.3M0.58%19,770CommonNONE
33737M102FNYFIRST TR EXCHANGE-TRADED ALP$1.3M0.58%18,580CommonNONE
458140100INTCINTEL CORP$1.3M0.57%25,040CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.3M0.57%8,542CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$1.2M0.56%20,607CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$1.2M0.53%18,442CommonNONE
882508104TXNTEXAS INSTRS INC$1.2M0.53%6,804CommonNONE
G29183103ETNEATON CORP PLC$1.1M0.52%4,732CommonNONE
98978V103ZTSZOETIS INC$1.1M0.50%5,597CommonNONE
94106L109WMWASTE MGMT INC DEL$998,1240.46%5,573CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$983,4010.45%13,653CommonNONE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$978,4080.45%27,995CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$932,6310.43%14,884CommonNONE
369604301GEGENERAL ELECTRIC CO$925,3300.42%7,250CommonNONE
02079K107GOOGALPHABET INC$909,4510.42%6,453CommonNONE
33733B100FIWFIRST TR EXCHANGE TRADED FD$908,1660.41%9,580CommonNONE
718172109PMPHILIP MORRIS INTL INC$901,0980.41%9,578CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$879,9710.40%38,127CommonNONE
969457100WMBWILLIAMS COS INC$879,7010.40%25,257CommonNONE
29250N105ENBENBRIDGE INC$865,9290.40%24,040CommonNONE
126650100CVSCVS HEALTH CORP$836,0640.38%10,588CommonNONE
92826C839VVISA INC$822,9930.38%3,161CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$784,4200.36%3,284CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$739,1630.34%19,606CommonNONE
00287Y109ABBVABBVIE INC$733,0590.33%4,730CommonNONE
949746101WMT2WELLS FARGO CO NEW$728,7730.33%14,806CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$720,6820.33%9,004CommonNONE
025816109AXPAMERICAN EXPRESS CO$717,1380.33%3,828CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$713,6730.33%9,147CommonNONE
49435R102KRPKIMBELL RTY PARTNERS LP$708,4720.32%47,075CommonNONE
464287465EFAISHARES TR$705,7280.32%9,366CommonNONE
22822V101CCICROWN CASTLE INC$694,7110.32%6,031CommonNONE
002824100ABTABBOTT LABS$685,5250.31%6,228CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$683,0850.31%4,177CommonNONE
700658107PRKPARK NATL CORP$674,4750.31%5,077CommonNONE
02209S103MOALTRIA GROUP INC$652,7450.30%16,181CommonNONE
594972408MSTRMICROSTRATEGY INC$648,6740.30%1,027CommonNONE
09247X101BLKCHFBLACKROCK INC$648,6280.30%799CommonNONE
773903109ROKROCKWELL AUTOMATION INC$634,3110.29%2,043CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$608,4620.28%1,706CommonNONE
91913Y100VLOVALERO ENERGY CORP$601,9000.28%4,630CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$599,6960.27%3,814CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$598,0660.27%22,697CommonNONE
609207105MDLZMONDELEZ INTL INC$591,6140.27%8,168CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$591,2260.27%1,123CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$584,5910.27%14,413CommonNONE
78463V107GLDSPDR GOLD TR$570,6420.26%2,985CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD$549,8120.25%9,322CommonNONE
717081103PFEPFIZER INC$547,8520.25%19,029CommonNONE
46090E103QQQINVESCO QQQ TR$529,9190.24%1,294CommonNONE
25459Y207QQQEDIREXION SHS ETF TR$523,5830.24%6,186CommonNONE
97717X594IHDGWISDOMTREE TR$509,0450.23%12,123CommonNONE
534187109LNCLINCOLN NATL CORP IND$501,9660.23%18,612CommonNONE
97717Y527USFRWISDOMTREE TR$496,4210.23%9,881CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$493,4280.23%3,842CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$481,3840.22%14,922CommonNONE
718546104PSXPHILLIPS 66$469,9840.21%3,530CommonNONE
001055102AFLAFLAC INC$466,5820.21%5,656CommonNONE
464287689IWVISHARES TR$463,9890.21%1,695CommonNONE
33735J101FTAFIRST TR LRG CP VL ALPHADEX$444,9460.20%6,281CommonNONE
67066G104NVDANVIDIA CORPORATION$444,7220.20%898CommonNONE
89832Q109TFCTRUIST FINL CORP$439,7670.20%11,911CommonNONE
78468R200FLRNSPDR SER TR$428,5460.20%14,009CommonNONE
47103U845JAAAJANUS DETROIT STR TR$422,2690.19%8,395CommonNONE
88579Y101MMM3M CO$418,4900.19%3,828CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$417,2200.19%6,794CommonNONE
02079K305GOOGLALPHABET INC$412,0860.19%2,950CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$409,6780.19%11,418CommonNONE
G8473T100STESTERIS PLC$405,8430.19%1,846CommonNONE
00508Y102AYIACUITY BRANDS INC$397,6810.18%1,942CommonNONE
780287108RGLDROYAL GOLD INC$380,4610.17%3,145CommonNONE
311900104FASTFASTENAL CO$378,2890.17%5,841CommonNONE
244199105DEDEERE & CO$368,6110.17%922CommonNONE
254687106DISDISNEY WALT CO$367,4800.17%4,070CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD$364,1960.17%3,517CommonNONE
31428X106FDXFEDEX CORP$363,0120.17%1,435CommonNONE
46266C105IQVIQVIA HLDGS INC$357,4820.16%1,545CommonNONE
464287499IWRISHARES TR$347,1420.16%4,466CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$341,4600.16%1,400CommonNONE
580135101MCDMCDONALDS CORP$336,8360.15%1,136CommonNONE
704326107PAYXPAYCHEX INC$330,6490.15%2,776CommonNONE
291011104EMREMERSON ELEC CO$328,5090.15%3,375CommonNONE
224408104CRCRANE COMPANY$321,9320.15%2,725CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$321,1350.15%5,555CommonNONE
23331A109DHID R HORTON INC$320,2220.15%2,107CommonNONE
416515104HIGHARTFORD FINL SVCS GROUP INC$317,9030.15%3,955CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$317,2120.14%6,138CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$306,7220.14%11,077CommonNONE
754730109RJFRAYMOND JAMES FINL INC$301,0500.14%2,700CommonNONE
253868103DLRDIGITAL RLTY TR INC$298,6330.14%2,219CommonNONE
33741L108DVOLFIRST TR EXCHANGE-TRADED FD$292,2330.13%10,693CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$289,1130.13%8,315CommonNONE
038222105AMATAPPLIED MATLS INC$288,9710.13%1,783CommonNONE
253393102DKSDICKS SPORTING GOODS INC$288,4010.13%1,963CommonNONE
46137V811PTFINVESCO EXCHANGE TRADED FD T$287,9070.13%5,700CommonNONE
567908108HZOMARINEMAX INC$284,0090.13%7,301CommonNONE
78464A763SDYSPDR SER TR$281,1830.13%2,250CommonNONE
20825C104COPCONOCOPHILLIPS$278,5680.13%2,400CommonNONE
G54950103LINLINDE PLC$276,8190.13%674CommonNONE
97717W505DONWISDOMTREE TR$272,2670.12%5,959CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$272,0550.12%2,526CommonNONE
30303M102METAMETA PLATFORMS INC$270,4250.12%764CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$263,3140.12%5,813CommonNONE
03073E105CORCENCORA INC$257,3410.12%1,253CommonNONE
237194105DRIDARDEN RESTAURANTS INC$249,3860.11%1,518CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$247,6640.11%4,600CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$247,6080.11%16,618CommonNONE
26875P101EOGEOG RES INC$246,0120.11%2,034CommonNONE
92939U106WECWEC ENERGY GROUP INC$238,2010.11%2,830CommonNONE
372460105GPCGENUINE PARTS CO$234,0650.11%1,690CommonNONE
22052L104CTVACORTEVA INC$233,6040.11%4,875CommonNONE
320517105FHNFIRST HORIZON CORPORATION$233,1160.11%16,463CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$231,4110.11%2,993CommonNONE
824889109SCVLSHOE CARNIVAL INC$231,1940.11%7,653CommonNONE
03076C106AMPAMERIPRISE FINL INC$230,9370.11%608CommonNONE
370334104GISGENERAL MLS INC$224,4520.10%3,446CommonNONE
46428Q109SLVISHARES SILVER TR$223,2450.10%10,250CommonNONE
00206R102TAT&T INC$222,2510.10%13,245CommonNONE
87612E106TGTTARGET CORP$220,7780.10%1,550CommonNONE
68280L101ONEWONEWATER MARINE INC$217,1360.10%6,426CommonNONE
097023105BABOEING CO$216,6080.10%831CommonNONE
46429B697USMVISHARES TR$215,6750.10%2,764CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$209,5840.10%1,793CommonNONE
95040Q104WELLWELLTOWER INC$207,3910.09%2,300CommonNONE
942622200WSOWATSCO INC$207,2740.09%484CommonNONE
97717W307DLNWISDOMTREE TR$207,2380.09%3,122CommonNONE
26884L109EQTEQT CORP$203,5810.09%5,266CommonNONE
26614N102DDDUPONT DE NEMOURS INC$200,2380.09%2,603CommonNONE
85512C105SGUSTAR GROUP L P$197,3750.09%17,118CommonNONE
46137V845PRNINVESCO EXCHANGE TRADED FD T$196,4750.09%1,659CommonNONE
46138E842DWASINVESCO EXCH TRADED FD TR II$195,1470.09%2,329CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD$182,7270.08%4,221CommonNONE
74319B502PROFPROFOUND MED CORP$166,6160.08%19,625CommonNONE
78468R739SHMSPDR SER TR$165,3060.08%3,459CommonNONE
464287598IWDISHARES TR$152,8560.07%925CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$149,6950.07%3,098CommonNONE
464287507IJHISHARES TR$146,0580.07%527CommonNONE
464287200IVVISHARES TR$137,5570.06%288CommonNONE
345370860FFORD MTR CO DEL$129,0360.06%10,585CommonNONE
464287655IWMISHARES TR$124,8420.06%622CommonNONE
33740F631DJANFIRST TR EXCHNG TRADED FD VI$124,4520.06%3,600CommonNONE
78464A607RWRSPDR SER TR$123,1530.06%1,292CommonNONE
46137V886PSLINVESCO EXCHANGE TRADED FD T$121,6050.06%1,329CommonNONE
33737J232FSZFIRST TR EXCH TRD ALPHDX FD$121,3740.06%1,866CommonNONE
922908744VTVVANGUARD INDEX FDS$117,7150.05%787CommonNONE
464287804IJRISHARES TR$96,2340.04%889CommonNONE
464287762IYHISHARES TR$93,0280.04%325CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$81,4140.04%971CommonNONE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$81,1180.04%2,095CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$79,3870.04%1,540CommonNONE
33738R878FVCFIRST TR EXCHANGE-TRADED FD$78,2700.04%2,388CommonNONE
464287721IYWISHARES TR$74,5090.03%607CommonNONE
362397101GABGABELLI EQUITY TR INC$68,7320.03%13,530CommonNONE
464287580IYCISHARES TR$66,9810.03%884CommonNONE
33738R696DDIVFIRST TR EXCHANGE-TRADED FD$63,2610.03%2,081CommonNONE
092533108BKCCUSDBLACKROCK CAP INVT CORP$60,3260.03%15,588CommonNONE
85859N102STEM INC$58,2000.03%15,000CommonNONE
464287168DVYISHARES TR$52,7490.02%450CommonNONE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$48,0470.02%915CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$45,8290.02%1,144CommonNONE
46137V878PXIINVESCO EXCHANGE TRADED FD T$42,6800.02%955CommonNONE
922908363VOOVANGUARD INDEX FDS$41,4960.02%95CommonNONE
33740F672DOCTFIRST TR EXCHNG TRADED FD VI$39,9960.02%1,100CommonNONE
922908629VOVANGUARD INDEX FDS$38,3860.02%165CommonNONE
922908736VUGVANGUARD INDEX FDS$37,3060.02%120CommonNONE
33740F698DJULFIRST TR EXCHNG TRADED FD VI$36,4990.02%1,000CommonNONE
33740F854DAUGFIRST TR EXCHNG TRADED FD VI$35,4300.02%1,000CommonNONE
33734X127FXNFIRST TR EXCHANGE TRADED FD$34,1140.02%2,044CommonNONE
33738R688FIDFIRST TR EXCHANGE-TRADED FD$33,2070.02%2,060CommonNONE
33737M409FYTFIRST TR EXCHANGE-TRADED ALP$32,9060.02%605CommonNONE
464287846IYYISHARES TR$31,4630.01%270CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$29,0470.01%674CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$26,8250.01%424CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$26,3890.01%301CommonNONE
464287622IWBISHARES TR$26,2260.01%100CommonNONE
464287788IYFISHARES TR$25,6230.01%300CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$22,5720.01%275CommonNONE
922908769VTIVANGUARD INDEX FDS$22,2990.01%94CommonNONE
464287176TIPISHARES TR$21,4980.01%200CommonNONE
464287838IYMISHARES TR$20,0330.01%145CommonNONE
922908553VNQVANGUARD INDEX FDS$19,8810.01%225CommonNONE
33737J190FGMFIRST TR EXCH TRD ALPHDX FD$19,7950.01%509CommonNONE
78464A300SLYVSPDR SER TR$17,4950.01%210CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$16,4240.01%192CommonNONE
922908512VOEVANGUARD INDEX FDS$15,5160.01%107CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$13,3020.01%320CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$13,1090.01%115CommonNONE
464287713IYZISHARES TR$12,9730.01%570CommonNONE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$11,9500.01%540CommonNONE
464287879IJSISHARES TR$9,2760.00%90CommonNONE
33738R795FTXRFIRST TR EXCHANGE-TRADED FD$9,1530.00%305CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$8,6280.00%88CommonNONE
33738R886IFVFIRST TR EXCHANGE-TRADED FD$7,9330.00%406CommonNONE
46137V704PYZINVESCO EXCHANGE TRADED FD T$7,4430.00%87CommonNONE
922908751VBVANGUARD INDEX FDS$6,8270.00%32CommonNONE
46137V803PEZINVESCO EXCHANGE TRADED FD T$6,7530.00%82CommonNONE
69374H873ICOWPACER FDS TR$5,1550.00%165CommonNONE
97717W406AIVLWISDOMTREE TR$4,7950.00%50CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$4,4700.00%25CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$4,0230.00%52CommonNONE
464287234EEMISHARES TR$4,0210.00%100CommonNONE
464287663IUSVISHARES TR$3,3730.00%40CommonNONE
464287671IUSGISHARES TR$3,1230.00%30CommonNONE
46429B499ENORISHARES TR$1,6570.00%68CommonNONE
464287606IJKISHARES TR$1,5840.00%20CommonNONE
78468R556XOPSPDR SER TR$1,3690.00%10CommonNONE
464287242LQDISHARES TR$4430.00%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.