Ptm Wealth Management, LLC Incresed Positions in Q2 2025

Ptm Wealth Management, LLC

  • $151 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
435K
+ 248.69%
$40.41 - $40.68 $17.6M - $17.7M
610K $24.7B
XLK
Technology Sector Spdr

ETFs
7.01K
+ 8.9%
$179.73 - $253.23 $1.26M - $1.77M
85.8K $22B
FNDX
Schwab Fundamental U S Large C

ETFs
52.3K
+ 4.5%
$20.84 - $24.54 $1.09M - $1.28M
1.21M $30.4B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
13.1K
+ 12.31%
$63.36 - $80.23 $829K - $1.05M
119K $9.7B
BALT
Innovator Etfs Tr
32.4K
+ 11.17%
$30.33 - $32.1 $982K - $1.04M
322K $10.4B
AAPL
Apple Inc.

Technology
2.27K
+ 23.63%
$172.42 - $223.89 $392K - $509K
11.9K $2.54B
CEG
Constellation Energy Corp

Utilities
5
+ 0.12%
$170.96 - $322.76 $855 - $1.61K
4.18K $1.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
109
+ 3.07%
$456.74 - $568.03 $49.8K - $61.9K
3.66K $2.11B
MSFT
Microsoft Corp

Technology
531
+ 42.01%
$354.56 - $497.45 $188K - $264K
1.8K $895M
AMZN
Amazon Com Inc

Consumer Cyclical
1.32K
+ 51.48%
$167.32 - $223.3 $222K - $296K
3.9K $870M
IWY
Ishares Tr Russell 200 Growth

ETFs
18
+ 0.72%
$187.5 - $246.51 $3.38K - $4.44K
2.53K $628M
SOXX
Ishares Semiconductor ETF

ETFs
4
+ 0.26%
$154.86 - $239.07 $619 - $956
1.57K $381M
FVD
First Tr Value Line Divid Inde

ETFs
799
+ 4.79%
$40.62 - $45.12 $32.5K - $36.1K
17.5K $795M
META
Meta Platforms, Inc.

Communication Services
30
+ 7.59%
$484.66 - $738.09 $14.5K - $22.1K
425 $305M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
34
+ 0.36%
$85.42 - $94.39 $2.9K - $3.21K
9.51K $895M
SCHX
Schwab Strategic Tr Us Large C

ETFs
175
+ 1.41%
$19.6 - $24.44 $3.43K - $4.28K
12.5K $311M
LLY
Eli Lilly & CO

Healthcare
50
+ 10.55%
$713.71 - $898.95 $35.7K - $44.9K
524 $409M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
406
+ 3.59%
$24.32 - $27.87 $9.87K - $11.3K
11.7K $321M
VTV
Vanguard Value ETF

ETFs
5
+ 0.31%
$153.67 - $176.74 $768 - $884
1.6K $287M
LMT
Lockheed Martin Corp

Industrials
6
+ 0.71%
$430.82 - $486.45 $2.58K - $2.92K
856 $396M
FMB
First Tr Exchange Traded Fd Ii

ETFs
80
+ 0.75%
$49.12 - $50.93 $3.93K - $4.07K
10.8K $537M
WTRG
Essential Utilities, Inc.

Utilities
54
+ 0.86%
$36.92 - $41.39 $1.99K - $2.24K
6.33K $233M
EXC
Exelon Corp

Utilities
124
+ 0.92%
$42.2 - $47.37 $5.23K - $5.87K
13.5K $584M
Activity Summary
Buys All Purchases 35 New Holdings 11 Increased Positions 24 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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