Hartmann Taylor Wealth Management, LLC Portfolio Holdings by Sector

Hartmann Taylor Wealth Management, LLC

$120 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VTV CGGR CGDV VEU VXUS SCHB VB DFAC 24 stocks	$83.9 Million 86.09% of portfolio	12	11	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$3.18 Million 3.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.29 Million 2.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1.51 Million 1.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.15 Million 1.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$1.13 Million 1.16% of portfolio	2	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$745,943 0.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$715,095 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BFST 1 stocks	$702,673 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$660,290 0.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$383,401 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$335,198 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$288,048 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$239,833 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials GMS 1 stocks	$217,500 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials WWR 1 stocks	$9,018 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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