MTM FINANCIAL GROUP, LLC

Q1 2022 13F-HR Holdings

Location
Bethlehem, PA
Holdings as of
3/31/2022
Date filed
6/23/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$95,448
Net value change ($000)
—
New positions
47
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 6/23/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VIG 12,956 —
SCHD 12,249 —
SDOG 9,627 —
BALT 8,649 —
QQQ 6,545 —
BUFF 4,681 —
BUFB 3,120 —
HYZD 2,853 —
PFEB 2,507 —
VNQ 2,321 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type