MTM FINANCIAL GROUP, LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MTM FINANCIAL GROUP, LLC opened 2 positions, added to 2, reduced 10, sold out of 4 and left 4 unchanged. The largest increase in value was SIGI (+$389,160); the largest decrease was DDSQ (-$503,808).
- GLD: Country of operation United States; Class GOLD SHS; Shares 2026-03-31 2,442; Shares 2026-06-30 2,075.
- SLV: Country of operation United States; Class ISHARES; Shares 2026-03-31 9,504; Shares 2026-06-30 8,155.
- PPL: Country of operation United States; Class COM; Shares 2026-03-31 30,973; Shares 2026-06-30 30,887.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 3,177; Shares 2026-06-30 2,980.
Two Form 13F-HR filings compared (SEC CIK 2132054): 2026-03-31 (filed 2026-06-23) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||