Ptm Wealth Management, LLC Purchases and Sells in Q2 2025

Ptm Wealth Management, LLC

$151 Billion
Q2 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ULST	435K + 248.69%	$40.41 - $40.68 $17.6M - $17.7M	610K $24.7B
XLK	7.01K + 8.9%	$179.73 - $253.23 $1.26M - $1.77M	85.8K $22B
FNDX	52.3K + 4.5%	$20.84 - $24.54 $1.09M - $1.28M	1.21M $30.4B
IMCG	13.1K + 12.31%	$63.36 - $80.23 $829K - $1.05M	119K $9.7B
BALT	32.4K + 11.17%	$30.33 - $32.1 $982K - $1.04M	322K $10.4B
AAPL	2.27K + 23.63%	$172.42 - $223.89 $392K - $509K	11.9K $2.54B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMLF	163K New	$54.28 - $67.95 $8.85M - $11.1M	163K $11.4B
VO	1.11K New	$228.54 - $279.83 $254K - $311K	1.11K $315M
NAMS	12.9K New	N/A	12.9K $256M
PANW	1.25K New	$152.44 - $204.64 $191K - $256K	1.25K $252M
VYM	1.83K New	$114.78 - $133.31 $211K - $244K	1.83K $249M
VT	1.87K New	$103.16 - $128.52 $193K - $241K	1.87K $243M

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PMAR	-2.01K - 19.99%	$37.18 - $42.23 $74.8K - $85K	8.06K $342M
PJAN	-4.21K - 14.65%	$38.7 - $44.05 $163K - $185K	24.5K $1.08B
PDEC	-4.55K - 12.24%	N/A	32.6K $1.31B
PFEB	-917 - 5.1%	$33.46 - $38.01 $30.7K - $34.9K	17.1K $653M
POCT	-82 - 0.41%	$36.35 - $41.3 $2.98K - $3.39K	19.7K $820M
NVDA	-409 - 15.04%	$94.31 - $157.99 $38.6K - $64.6K	2.31K $368M

Activity Summary All Purchases 35 New Holdings 11 Increased Positions 24 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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