Fund HoldingsMTM Investment Management, LLC

Total Portfolio Value
$256.89M
Total Bought
$11.92M
Total Sold
$15.60M
Net Transaction
-$3.68M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
LOWES COS INC(LOW)044,133+44,133011,8174.60%+11,817
AMPLIFY ETF TR0157,799+157,79906,4892.53%+6,489
T ROWE PRICE ETF INC
CAP APPRECIATION
143,952169,238+25,2864,5225,6072.18%+1,085
KINDER MORGAN INC DEL(KMI)310,040304,364-5,6766,1617,1892.80%+1,028
AIRBNB INC07,125+7,12509250.36%+925
SOUTHERN CO(SO)43,92243,952+303,4073,9691.55%+562
FISERV INC(FISV)013,322+13,32202,4700.96%+2,470
WALMART INC(WMT)31,49531,478-172,1332,5480.99%+415
HOME DEPOT INC(HD)06,435+6,43502,6281.02%+2,628
FIRST TR SML CP CORE ALPHA F
COM SHS
033,180+33,18003,2501.27%+3,250
VANGUARD INDEX FDS5501,152+6022756070.24%+332
BRISTOL-MYERS SQUIBB CO(BMY)025,259+25,25901,3630.53%+1,363
MICROSTRATEGY INC(MSTR)09,840+9,84001,7370.68%+1,737
APPLE INC(AAPL)52,53550,070-2,46511,06511,3554.42%+290
BROADCOM INC(AVGO)1,76417,675+15,9112,8323,1221.22%+290
NORFOLK SOUTHN CORP(NSC)08,574+8,57402,1260.83%+2,126
SPDR S&P 500 ETF TR(SPY)9,5099,511+25,1755,4442.12%+269
EXXON MOBIL CORP027,815+27,81503,4721.35%+3,472
COCA COLA CO(KO)055,132+55,13203,8691.51%+3,869
JPMORGAN CHASE & CO.(JPM)028,897+28,89706,1022.38%+6,102
PARKER-HANNIFIN CORP(PH)0378+37802380.09%+238
EXELON CORP(EXC)05,568+5,56802240.09%+224
BERKSHIRE HATHAWAY INC DEL3,1033,213+1101,2621,4830.58%+221
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
1,0006,000+5,000402480.10%+208
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
032,956+32,95603,4311.34%+3,431
ISHARES SILVER TR(SLV)07,000+7,00002060.08%+206
NEXTERA ENERGY INC(NEE)02,440+2,44002050.08%+205
AMERICAN ELEC PWR CO INC02,031+2,03102040.08%+204
WHEATON PRECIOUS METALS CORP(WPM)03,343+3,34302020.08%+202
FIRST TR EXCH TRADED FD III
FT VEST SMID
55,00060,535+5,5351,1441,3380.52%+194
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
026,035+26,03501,9630.76%+1,963
SELECT SECTOR SPDR TR
ST STR FINL ETF
038,596+38,59601,7620.69%+1,762
WILLIAMS COS INC(WMB)24,98324,98301,0621,2400.48%+178
COMMERCE BANCSHARES INC(CBSH)59,63459,864+2303,3263,5031.36%+176
JOHNSON & JOHNSON(JNJ)012,066+12,06601,9340.75%+1,934
PAYPAL HLDGS INC(PYPL)07,703+7,70306110.24%+611
AMERICAN EXPRESS CO(AXP)3,8223,82208851,0550.41%+170
DUKE ENERGY CORP NEW(DUK)013,232+13,23201,5090.59%+1,509
INTERNATIONAL BUSINESS MACHS(IBM)03,630+3,63008200.32%+820
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
034,484+34,48402,0520.80%+2,052
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
06,560+6,56001530.06%+153
CONSTELLATION ENERGY CORP(CEG)1,7781,77803565080.20%+152
GE VERNOVA INC(GEV)1,6341,616-182804290.17%+149
GE AEROSPACE(GE)06,364+6,36401,1910.46%+1,191
ENBRIDGE INC(ENB)024,476+24,47601,0050.39%+1,005
COSTCO WHSL CORP NEW(COST)4,0734,074+13,4623,5971.40%+136
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
013,485+13,48502,4080.94%+2,408
SELECT SECTOR SPDR TR
ST STR CARE ETF
021,370+21,37003,2411.26%+3,241
AMERICAN TOWER CORP NEW(AMT)05,548+5,54801,2410.48%+1,241
ACUITY BRANDS INC(AYI)01,945+1,94505970.23%+597
3M CO(MMM)03,836+3,83605190.20%+519
VANGUARD WORLD FD
INDUSTRIAL ETF
0475+47501230.05%+123
PAYCOM SOFTWARE INC(PAYC)2,2552,639+3843234430.17%+121
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
018,130+18,13001,4470.56%+1,447
INTERCONTINENTAL EXCHANGE IN(ICE)4,2684,278+105846960.27%+112
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
02,450+2,45001120.04%+112
ABBVIE INC(ABBV)04,739+4,73909210.36%+921
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
1,0003,670+2,670381430.06%+105
PHILIP MORRIS INTL INC(PM)9,5788,978-6009711,0690.42%+99
PARK NATL CORP(PRK)5,0034,940-637128080.31%+96
D R HORTON INC(DHI)02,107+2,10703890.15%+389
EATON CORP PLC(ETN)04,566+4,56601,5210.59%+1,521
FIRST TR EXCHANGE-TRADED FD08,660+8,66001,8640.73%+1,864
UNITEDHEALTH GROUP INC(UNH)01,009+1,00905970.23%+597
ISHARES TR12,19812,100-984,4464,5341.77%+88
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
20,07020,07001,5181,6050.62%+86
TRANE TECHNOLOGIES PLC(TT)1,4001,40004615440.21%+83
TJX COS INC NEW(TJX)17,21017,236+261,8951,9770.77%+82
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
17,66716,917-7501,1641,2430.48%+79
META PLATFORMS INC(META)86786704375150.20%+78
VANGUARD WORLD FD
CONSUM STP ETF
0361+3610780.03%+78
ALTRIA GROUP INC(MO)16,19916,261+627388150.32%+77
VANGUARD INDEX FDS585825+2401422180.08%+76
FIRST TR EXCHANGE-TRADED FD
WTR ETF
09,580+9,58001,0330.40%+1,033
DICKS SPORTING GOODS INC(DKS)02,265+2,26504870.19%+487
EQT CORP(EQT)6,3128,352+2,0402333090.12%+75
FIRST TR EXCHANGE-TRADED FD65,68064,380-1,3001,3151,3890.54%+74
CSX CORP(CSX)069,790+69,79002,4070.94%+2,407
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
45,51245,712+2001,0641,1350.44%+71
HARTFORD FINL SVCS GROUP INC(HIG)03,955+3,95504670.18%+467
ISHARES TR30530+5004700.03%+66
MCDONALDS CORP(MCD)01,154+1,15403500.14%+350
PAYCHEX INC(PAYX)02,853+2,85303960.15%+396
RTX CORPORATION(RTX)2,3182,31802332900.11%+57
TEXAS INSTRS INC(TXN)6,8046,80401,3241,3790.54%+56
FIRST TR VALUE LINE DIVID IN
SHS
013,700+13,70006170.24%+617
ABBOTT LABS06,157+6,15706930.27%+693
VISA INC(V)03,283+3,28309120.36%+912
ORACLE CORP(ORCL)1,6931,69302392890.11%+50
MONDELEZ INTL INC(MDLZ)08,215+8,21505870.23%+587
INVESCO QQQ TR1,0751,159+845155650.22%+50
VANGUARD TAX-MANAGED FDS014,238+14,23807430.29%+743
WELLTOWER INC(WELL)2,3002,30002402890.11%+49
WISDOMTREE TR(WT)9,80710,739+9324935400.21%+47
WEC ENERGY GROUP INC(WEC)02,800+2,80002670.10%+267
AMERIPRISE FINL INC(AMP)0626+62603050.12%+305
ROYAL GOLD INC(RGLD)3,1533,156+33954390.17%+44
FIRST TR MORNINGSTAR DIVID L011,418+11,41804770.19%+477
BOSTON SCIENTIFIC CORP(BSX)5,6225,62204334750.19%+42
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
11,07711,07703373790.15%+42
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