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John P. Moore

@Mtm Investment Management, Llc

Latest period2024 - Q3ReportedManaged Assets$256.888MTotal holdings270
Assets growth rate5.28%Assets growth rate (2-Q avg)2.97%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mtm Investment Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 270 positions.

Assets under management

The assets under management (AUM) of Mtm Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 256.888M in assets, with a quarterly growth rate of 5.28% and a 2-quarter average growth rate of 2.97%. The portfolio is managed by John P. Moore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWFIshares Tr
Recent Activity
Decreased -0.8%
1.77%
$4.534M
12,100 shares@ $374.74 avg price
CVXChevron Corp New
Recent Activity
Increased 1.25%
1.67%
$4.268M
28,312 shares@ $150.75 avg price
SOSouthern Co
Recent Activity
Increased 0.07%
1.55%
$3.969M
43,952 shares@ $90.31 avg price
KOCoca Cola Co
Recent Activity
Decreased -2.71%
1.51%
$3.869M
55,132 shares@ $70.18 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.03%
1.41%
$3.597M
4,074 shares@ $883.0 avg price
CBSHCommerce Bancshares Inc
Recent Activity
Increased 0.39%
1.37%
$3.503M
59,864 shares@ $58.52 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.17%
1.36%
$3.472M
27,815 shares@ $124.84 avg price
PDPInvesco Exchange Traded Fd T
Recent Activity
1.34%
$3.431M
32,956 shares@ $104.11 avg price
FYXFirst Tr Sml Cp Core Alpha F
Recent Activity
Increased 3.16%
1.27%
$3.25M
33,180 shares@ $97.95 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 0.3%
1.27%
$3.241M
21,370 shares@ $151.65 avg price