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| Name: |
MTM Investment Management LLC |
| City: |
SPARTANBURG |
| State: |
SC |
| Zip: |
29302 |
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data |
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| Holdings
Found :
42 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VEA |
Vanguard Europe Pacific ETF |
83 |
New |
$49.56 |
$763,000 |
15,213 |
0.31% |
763,000 |
15,213 |
0.001 |
Closed - End Fund - F... |
|
|
SDVD |
FT Vest SMID Rising Dividen... |
85 |
New |
$0.00 |
$743,000 |
33,780 |
0.31% |
743,000 |
33,780 |
0.375 |
N/A |
|
|
MTUM |
Ishares Msci Usa Momentum F... |
115 |
New |
$0.00 |
$473,000 |
2,523 |
0.2% |
473,000 |
2,523 |
0 |
N/A |
|
|
LZB |
La-Z-Boy Inc |
143 |
New |
$35.46 |
$330,000 |
8,781 |
0.14% |
330,000 |
8,781 |
0.019 |
Home Furnishings & Fi... |
|
|
HSY |
Hershey Foods Corp |
167 |
New |
$204.78 |
$253,000 |
1,299 |
0.1% |
253,000 |
1,299 |
0.001 |
Confectioners |
|
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RTX |
RTX Corp |
174 |
New |
$101.02 |
$226,000 |
2,318 |
0.09% |
226,000 |
2,318 |
0 |
Conglomerates |
|
|
ORCL |
Oracle Corp |
178 |
New |
$116.67 |
$219,000 |
1,743 |
0.09% |
219,000 |
1,743 |
0 |
Application Software |
|
|
BKNG |
Booking Holdings Inc |
179 |
New |
$3,805.75 |
$218,000 |
60 |
0.09% |
218,000 |
60 |
0 |
Internet Software & S... |
|
|
DGRO |
iShares Core Dividend Growth |
184 |
New |
$57.77 |
$211,000 |
3,629 |
0.09% |
211,000 |
3,629 |
0.001 |
N/A |
|
|
PH |
Parker Hannifin Corp |
185 |
New |
$561.13 |
$210,000 |
378 |
0.09% |
210,000 |
378 |
0 |
Industrial Equipment ... |
|
|
D |
Dominion Energy Inc |
187 |
New |
$53.07 |
$207,000 |
4,200 |
0.09% |
207,000 |
4,200 |
0.001 |
Electric Utilities |
|
|
DIA |
Diamonds Trust |
188 |
New |
$395.18 |
$206,000 |
519 |
0.08% |
206,000 |
519 |
0.002 |
Closed - End Fund - E... |
|
|
VIS |
Vanguard Industrials ETF |
201 |
New |
$243.15 |
$116,000 |
475 |
0.05% |
116,000 |
475 |
0.002 |
Closed - End Fund - E... |
|
|
IEFA |
Ishares Core Msci Eafe |
211 |
New |
$0.00 |
$75,000 |
1,017 |
0.03% |
75,000 |
1,017 |
0 |
N/A |
|
|
VDC |
Vangaurd Cnsmr Staples VIPER |
212 |
New |
$207.12 |
$74,000 |
361 |
0.03% |
74,000 |
361 |
0.001 |
Closed - End Fund - E... |
|
|
SCHV |
Schwab Strategic Trust |
216 |
New |
$74.81 |
$57,000 |
745 |
0.02% |
57,000 |
745 |
0.001 |
Closed - End Fund - Debt |
|
|
IPAY |
Amplify Mobile Payments ETF |
218 |
New |
$49.21 |
$53,000 |
1,008 |
0.02% |
53,000 |
1,008 |
0.007 |
N/A |
|
|
SCHF |
Schwab Strategic Trust |
222 |
New |
$39.15 |
$44,000 |
1,126 |
0.02% |
44,000 |
1,126 |
0 |
Closed - End Fund - Debt |
|
|
MKTW |
Marketwise Inc. |
223 |
New |
$1.53 |
$43,000 |
25,000 |
0.02% |
43,000 |
25,000 |
0.089 |
N/A |
|
|
SCHD |
Schwab US Dividend Equity ETF |
227 |
New |
$79.30 |
$38,000 |
474 |
0.02% |
38,000 |
474 |
0 |
N/A |
|
|
VGT |
Vanguard I T VIPERS |
230 |
New |
$516.26 |
$35,000 |
66 |
0.01% |
35,000 |
66 |
0 |
Closed - End Fund - E... |
|
|
SCHG |
Schwab Strategic Trust |
235 |
New |
$92.91 |
$32,000 |
343 |
0.01% |
32,000 |
343 |
0 |
Closed - End Fund - Debt |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
249 |
New |
$0.00 |
$16,000 |
100 |
0.01% |
16,000 |
100 |
0 |
N/A |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
250 |
New |
$90.12 |
$15,000 |
154 |
0.01% |
15,000 |
154 |
0 |
Closed - End Fund - E... |
|
|
VCIT |
Vanguard Intermediate-Term |
252 |
New |
$79.12 |
$14,000 |
174 |
0.01% |
14,000 |
174 |
0 |
Closed - End Fund - Debt |
|
|
VFH |
Vanguard Financial VIPERS |
257 |
New |
$101.53 |
$12,000 |
121 |
0% |
12,000 |
121 |
0 |
Closed - End Fund - E... |
|
|
VGIT |
Vanguard Intermediate -Ter |
256 |
New |
$57.66 |
$12,000 |
200 |
0% |
12,000 |
200 |
0 |
Closed - End Fund - Debt |
|
|
SCHO |
Schwab Short-Term U.S. Tre... |
258 |
New |
$47.92 |
$11,000 |
228 |
0% |
11,000 |
228 |
0 |
N/A |
|
|
VLUE |
Ishares Msci Usa Value Factor |
259 |
New |
$0.00 |
$11,000 |
98 |
0% |
11,000 |
98 |
0 |
N/A |
|
|
XLC |
Communication Services Sele... |
262 |
New |
$81.79 |
$9,000 |
108 |
0% |
9,000 |
108 |
0 |
N/A |
|
|
SCHB |
Schwab Strategic Trust |
267 |
New |
$60.61 |
$8,000 |
134 |
0% |
8,000 |
134 |
0 |
Closed - End Fund - Debt |
|
|
EFAV |
Ishares Msci Eafe Minimum V... |
266 |
New |
$0.00 |
$8,000 |
115 |
0% |
8,000 |
115 |
0 |
N/A |
|
|
SCHE |
Schwab Emerging Markets Equ... |
269 |
New |
$26.32 |
$7,000 |
280 |
0% |
7,000 |
280 |
0 |
N/A |
|
|
SCHX |
Schwab Strategic Trust |
273 |
New |
$61.75 |
$5,000 |
80 |
0% |
5,000 |
80 |
0 |
Closed - End Fund - Debt |
|
|
RYT |
Invesco S&P 500 Equal Weigh... |
275 |
New |
$33.97 |
$4,000 |
110 |
0% |
4,000 |
110 |
0 |
Closed - End Fund - E... |
|
|
PGX |
Invesco Preferred ETF |
282 |
New |
$11.49 |
$2,000 |
146 |
0% |
2,000 |
146 |
0 |
Closed - End Fund - Debt |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
281 |
New |
$79.78 |
$2,000 |
20 |
0% |
2,000 |
20 |
0 |
N/A |
|
|
MJ |
Amplify Alternative Harvest... |
280 |
New |
$4.11 |
$2,000 |
404 |
0% |
2,000 |
404 |
0 |
N/A |
|
|
IBB |
iShares Tr Nasdaq Biotech |
278 |
New |
$133.40 |
$2,000 |
15 |
0% |
2,000 |
15 |
0 |
Closed - End Fund - E... |
|
|
PCY |
Invesco Emerging Markets S |
285 |
New |
$20.21 |
$1,000 |
65 |
0% |
1,000 |
65 |
0 |
Closed - End Fund - E... |
|
|
KBWB |
Invesco KBW Bank ETF |
284 |
New |
$54.47 |
$1,000 |
26 |
0% |
1,000 |
26 |
0 |
N/A |
|
|
SRVR |
Pacer Benchmark Data & Infr... |
297 |
New |
$0.00 |
$0 |
12 |
0% |
0 |
12 |
0 |
N/A |
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