Hartmann Taylor Wealth Management, LLC Portfolio Holdings by Sector
Hartmann Taylor Wealth Management, LLC
- $139 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VTV CGGR CGDV VEU SCHB VXUS VB GDLC 25 stocks |
$99 Million
86.72% of portfolio
|
16
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$3.69 Million
3.24% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.87 Million
2.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$1.81 Million
1.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$1.49 Million
1.3% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.18 Million
1.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$754,482
0.66% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
BFST 1 stocks |
$673,027
0.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$649,815
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$622,023
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$469,369
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$355,776
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$315,882
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$265,019
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Other Industrial Metals & Mining | Basic Materials
WWR 1 stocks |
$14,231
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|