Universe · entity
MTM Investment Management, LLC
Institutional manager (13F) · CIK 1831416
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $200M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INCORPORATED | $12M | 46,026 |
| 2 | LOWES COMPANIES INCORPORATED | $11M | 45,430 |
| 3 | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | $10M | 285,230 |
| 4 | JPMORGAN CHASE & COMPANY | $8M | 28,688 |
| 5 | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $8M | 187,715 |
| 6 | ELI LILLY & COMPANY | $8M | 9,039 |
| 7 | MCKESSON CORPORATION | $8M | 9,456 |
| 8 | KINDER MORGAN INCORPORATED DEL | $8M | 231,990 |
| 9 | MICROSOFT CORPORATION | $7M | 18,152 |
| 10 | CHEVRON CORPORATION | $6M | 30,502 |
| 11 | BROADCOM INCORPORATED | $6M | 18,186 |
| 12 | ISHARES TR RUS 1000 GRW ETF | $5M | 12,556 |
| 13 | STATE STREET SPDR S&P 500 ETF TRUST | $5M | 7,909 |
| 14 | EXXON MOBIL CORPORATION | $4M | 26,290 |
| 15 | COMMERCE BANCSHARES INCORPORATED | $4M | 88,242 |
| 16 | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $4M | 36,261 |
| 17 | SOUTHERN COMPANY | $4M | 43,647 |
| 18 | COSTCO WHOLESALE CORPORATION | $4M | 3,874 |
| 19 | COCA COLA COMPANY | $4M | 49,696 |
| 20 | WALMART INCORPORATED | $4M | 29,453 |
| 21 | INVESCO DWA MOMENTUM ETF | $3M | 28,978 |
| 22 | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $3M | 22,745 |
| 23 | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | $3M | 14,405 |
| 24 | TJX COMPANIES INCORPORATED NEW | $3M | 19,224 |
| 25 | ISHARES TR IBONDS 27 ETF | $3M | 114,766 |
| 26 | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $3M | 4,554 |
| 27 | CSX CORPORATION | $3M | 64,362 |
| 28 | JOHNSON & JOHNSON | $3M | 10,331 |
| 29 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $2M | 18,546 |
| 30 | NORFOLK SOUTHN CORPORATION | $2M | 8,587 |
| 31 | BANK AMERICA CORPORATION | $2M | 49,537 |
| 32 | FT VEST SMID RISING DIVID ACHIEVERS TARGET | $2M | 108,540 |
| 33 | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $2M | 14,512 |
| 34 | INVESCO S&P 500 EQUAL WEIGHT ETF | $2M | 11,883 |
| 35 | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $2M | 32,169 |
| 36 | AMAZON COM INCORPORATED | $2M | 10,254 |
| 37 | DECKERS OUTDOOR CORPORATION | $2M | 20,572 |
| 38 | BANK NEW YORK MELLON CORPORATION | $2M | 16,984 |
| 39 | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $2M | 21,393 |
| 40 | FIRST TRUST ETF II INDLS PROD DURABLE | $2M | 24,378 |
| 41 | HONEYWELL INTERNATIONAL INCORPORATED | $2M | 8,584 |
| 42 | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $2M | 38,289 |
| 43 | HOME DEPOT INCORPORATED | $2M | 5,719 |
| 44 | FIRST TRUST DOW JONES INTERNET INDEX FUND | $2M | 7,912 |
| 45 | EATON CORPORATION PLC SHS (IRELAND) | $2M | 4,964 |
| 46 | ALPHABET INCORPORATED CAP STK CLASS C | $2M | 6,177 |
| 47 | NVIDIA CORPORATION | $2M | 9,842 |
| 48 | ISHARES TR MSCI EAFE ETF | $2M | 17,510 |
| 49 | GE AEROSPACE COM NEW | $2M | 5,916 |
| 50 | DUKE ENERGY CORPORATION NEW COM NEW | $2M | 12,636 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.