Holdings
Mattern Wealth Management LLC
As of Jun 30, 2026, Mattern Wealth Management LLC reported 113 positions worth US$183M. Largest: Apple Inc, Microsoft Corp. and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 74,854 | US$21.7M | +3,803 | Jun 30, 2026 |
| Microsoft Corp. | 55,467 | US$20.7M | +4,352 | Jun 30, 2026 |
| Caterpillar, Inc. | 9,771 | US$10.4M | +3 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 27,560 | US$9.85M | +710 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 26,466 | US$8.66M | +354 | Jun 30, 2026 |
| Nvidia Corporation | 39,059 | US$7.82M | +5,649 | Jun 30, 2026 |
| Amazon.com, Inc. | 29,425 | US$7.01M | +1,599 | Jun 30, 2026 |
| Costco Wholesale Corporation | 6,258 | US$5.85M | +53 | Jun 30, 2026 |
| Walmart Inc. | 39,744 | US$4.5M | +1,641 | Jun 30, 2026 |
| Visa Inc. | 11,491 | US$3.94M | +1,497 | Jun 30, 2026 |