Hartmann Taylor Wealth Management, LLC Portfolio Holdings by Sector

Hartmann Taylor Wealth Management, LLC

$112 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VTV CGGR CGDV VXUS VEU SCHB VB VV 22 stocks	$77 Million 85.92% of portfolio	22	-	22	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$2.24 Million 2.5% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.16 Million 2.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TXN 2 stocks	$1.3 Million 1.45% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.08 Million 1.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BFST 1 stocks	$815,871 0.91% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$727,569 0.81% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$670,942 0.75% of portfolio	2	-	2	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$635,985 0.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$631,781 0.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$454,826 0.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$373,311 0.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$370,358 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$347,804 0.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$295,395 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$264,331 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$233,316 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials WWR 1 stocks	$8,271 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts

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