CIK 1802376
Mattern Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
156
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 156
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 17K | $1M+ | SH |
| USMV | ISHARES TR | 13K | $1M+ | SH |
| UNP | UNION PAC CORP | 5K | $1M+ | SH |
| CB | CHUBB LIMITED | 4K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 8K | $1M+ | SH |
| LIN | LINDE PLC | 2K | $1M+ | SH |
| IWM | ISHARES TR | 4K | $1M+ | SH |
| AFL | AFLAC INC | 9K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 3K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| HYMB | SPDR SERIES TRUST | 37K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 18K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 11K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 5K | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 47K | $500K+ | SH |
| T | AT&T INC | 30K | $500K+ | SH |
| MINT | PIMCO ETF TR | 7K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| BN | BROOKFIELD CORP | 14K | $500K+ | SH |
| AMLP | ALPS ETF TR | 14K | $500K+ | SH |
| GBCI | GLACIER BANCORP INC NEW | 15K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 11K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC | 3K | $500K+ | SH |
| KO | COCA COLA CO | 9K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| AVMU | AMERICAN CENTY ETF TR | 13K | $500K+ | SH |
| META | META PLATFORMS INC | 895 | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 4K | $500K+ | SH |
| SHEL | SHELL PLC | 8K | $500K+ | SH |
| TBIL | RBB FD INC | 11K | $500K+ | SH |
| EVRG | EVERGY INC | 7K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| IJK | ISHARES TR | 5K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 4K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 5K | $100K–$500K | SH |
| FBIZ | FIRST BUSINESS FINL SVCS INC | 8K | $100K–$500K | SH |
| SNA | SNAP ON INC | 1K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 11K | $100K–$500K | SH |