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Mtc Wealth Management Llc

13F Holdings
Filed: 2024-10-15
Portfolio Value
221.20M arrow_upward 5.29%
Number of Holdings
lock info
Reporting Date
2024-09-30
Key Stats trending_flat
CIK
0001821455
Filing Date
2024-10-15 00:00:00
Address
14055 Riveredge Dr
Tampa
FL
Prior Value
210.09M
Top 10 Holdings %
lock
Portfolio Value
Mtc Wealth Management Llc
(13F - 2024-09-30)
Ishares Tr
AGG
2024-10-15
Value
45.65M
Shares
450.77K
Portfolio %
20.64%
Spdr S&p 500 Etf Tr
SPY
2024-10-15
Value
30.46M
Shares
53.09K
Portfolio %
13.77%
Vanguard Index Fds
VTV
2024-10-15
Value
29.48M
Shares
168.87K
Portfolio %
13.33%
Ishares Tr
IEF
2024-10-15
Value
22.54M
Shares
229.71K
Portfolio %
10.19%
Ishares Tr
IEFA
2024-10-15
Value
19.54M
Shares
250.32K
Portfolio %
8.83%
Ishares Inc
IEMG
2024-10-15
Value
16.95M
Shares
295.28K
Portfolio %
7.66%
Ishares Tr
IJH
2024-10-15
Value
11.08M
Shares
177.76K
Portfolio %
5.01%
Ishares Tr
LQD
2024-10-15
Value
10.05M
Shares
88.97K
Portfolio %
4.54%
Invesco Exchange Traded Fd T
RSP
2024-10-15
Value
9.87M
Shares
55.06K
Portfolio %
4.46%
Ishares Tr
SHY
2024-10-15
Value
9.71M
Shares
116.80K
Portfolio %
4.39%
Top Increases | Mtc Wealth Management Llc
(2024-06-30 → 2024-09-30)
Vanguard Index Fds
VTV
2024-10-15
Value Change
arrow_upward 1.94M
Shares
arrow_upward -2796.00
Portfolio % Change
arrow_upward 0.22%
Portfolio %
13.33%
Ishares Tr
IEFA
2024-10-15
Value Change
arrow_upward 1.17M
Shares
arrow_upward -2481.00
Portfolio % Change
arrow_upward 0.09%
Portfolio %
8.83%
Invesco Exchange Traded Fd T
RSP
2024-10-15
Value Change
arrow_upward 673.54K
Shares
arrow_upward -888.00
Portfolio % Change
arrow_upward 0.08%
Portfolio %
4.46%
Ishares Tr
IJR
2024-10-15
Value Change
arrow_upward 484.45K
Shares
arrow_upward -993.00
Portfolio % Change
arrow_upward 0.07%
Portfolio %
3.03%
Ishares Inc
IEMG
2024-10-15
Value Change
arrow_upward 969.75K
Shares
arrow_upward -3287.00
Portfolio % Change
arrow_upward 0.06%
Portfolio %
7.66%
Ishares Tr
LQD
2024-10-15
Value Change
arrow_upward 555.30K
Shares
arrow_upward 317.00
Portfolio % Change
arrow_upward 0.02%
Portfolio %
4.54%
Top Decreases | Mtc Wealth Management Llc
(2024-06-30 → 2024-09-30)
Vanguard Index Fds
VBK
2024-10-15
Value Change
arrow_downward 119.84K
Shares
arrow_downward -285.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
1.34%
Ishares Tr
IJH
2024-10-15
Value Change
arrow_downward 526.84K
Shares
arrow_downward -2539.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
5.01%
Ishares Tr
IGSB
2024-10-15
Value Change
arrow_downward 134.41K
Shares
arrow_downward 633.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
1.71%
Ishares Tr
IEF
2024-10-15
Value Change
arrow_downward 1.07M
Shares
arrow_downward 414.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
10.19%
Vanguard Index Fds
VUG
2024-10-15
Value Change
arrow_downward -32149.00
Shares
arrow_downward -253.00
Portfolio % Change
arrow_downward 0.07%
Portfolio %
1.09%
Ishares Tr
AGG
2024-10-15
Value Change
arrow_downward 2.11M
Shares
arrow_downward 2.24K
Portfolio % Change
arrow_downward 0.09%
Portfolio %
20.64%
Ishares Tr
SHY
2024-10-15
Value Change
arrow_downward 241.25K
Shares
arrow_downward 809.00
Portfolio % Change
arrow_downward 0.12%
Portfolio %
4.39%
Spdr S&p 500 Etf Tr
SPY
2024-10-15
Value Change
arrow_downward 1.14M
Shares
arrow_downward -787.00
Portfolio % Change
arrow_downward 0.19%
Portfolio %
13.77%
Mtc Wealth Management Llc (13F - 2024-09-30) Comparing to 2024-06-30
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date