MTM Investment Management, LLC
711 holdingsFiling period: 2026-03-31Current AUM: $350.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 46.0K | $11.7M | $14.2M | 4.06% | +950 | 2026-03-31 |
| 2 | LOW | LOWES COMPANIES INCORPORATED | 45.4K | $10.7M | $9.4M | 2.70% | +123 | 2026-03-31 |
| 3 | TCAF | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | 285.2K | $10.2M | $11.8M | 3.38% | +2.4K | 2026-03-31 |
| 4 | JPM | JPMORGAN CHASE & COMPANY | 28.7K | $8.4M | $10.1M | 2.88% | +161 | 2026-03-31 |
| 5 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 187.7K | $8.4M | $8.8M | 2.51% | +11.1K | 2026-03-31 |
| 6 | LLY | ELI LILLY & COMPANY | 9.0K | $8.3M | $10.4M | 2.97% | -15 | 2026-03-31 |
| 7 | MCK | MCKESSON CORPORATION | 9.5K | $8.2M | $8.1M | 2.31% | -93 | 2026-03-31 |
| 8 | KMI | KINDER MORGAN INCORPORATED DEL | 232.0K | $7.8M | $7.5M | 2.13% | -2,131 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORPORATION | 18.2K | $6.7M | $8.4M | 2.41% | +362 | 2026-03-31 |
| 10 | CVX | CHEVRON CORPORATION | 30.5K | $6.3M | $6.0M | 1.72% | +140 | 2026-03-31 |
| 11 | AVGO | BROADCOM INCORPORATED | 18.2K | $5.6M | $7.1M | 2.02% | +38 | 2026-03-31 |
| 12 | IWF | ISHARES TR RUS 1000 GRW ETF | 12.6K | $5.4M | $5.9M | 1.70% | +55 | 2026-03-31 |
| 13 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | 7.9K | $5.1M | $5.9M | 1.69% | -1 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORPORATION | 26.3K | $4.5M | $4.1M | 1.17% | -250 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORPORATION | 26.3K | $4.5M | $4.1M | 1.17% | -250 | 2026-03-31 |
| 16 | CBSH | COMMERCE BANCSHARES INCORPORATED | 88.2K | $4.3M | $5.2M | 1.49% | +281 | 2026-03-31 |
| 17 | FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | 36.3K | $4.3M | $5.1M | 1.47% | +621 | 2026-03-31 |
| 18 | SO | SOUTHERN COMPANY | 43.6K | $4.2M | $4.1M | 1.18% | +21 | 2026-03-31 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | 3.9K | $3.9M | $3.7M | 1.05% | -26 | 2026-03-31 |
| 20 | KO | COCA COLA COMPANY | 49.7K | $3.8M | $4.4M | 1.24% | -50 | 2026-03-31 |
| 21 | WMT | WALMART INCORPORATED | 29.5K | $3.7M | $3.3M | 0.94% | -304 | 2026-03-31 |
| 22 | PDP | INVESCO DWA MOMENTUM ETF | 29.0K | $3.5M | $3.9M | 1.11% | -445 | 2026-03-31 |
| 23 | XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 22.7K | $3.3M | $3.7M | 1.06% | +194 | 2026-03-31 |
| 24 | QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | 14.4K | $3.1M | $4.3M | 1.23% | -- | 2026-03-31 |
| 25 | TJX | TJX COMPANIES INCORPORATED NEW | 19.2K | $3.1M | $3.0M | 0.86% | +127 | 2026-03-31 |
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