Ptm Wealth Management, LLC Purchases and Sells in Q3 2025

Ptm Wealth Management, LLC

$168 Billion
Q3 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	1.96K + 2.28%	$250.97 - $282.66 $491K - $553K	87.7K $25.2B
FNDX	48.1K + 3.96%	$24.38 - $26.34 $1.17M - $1.27M	1.26M $33.5B
ULST	50.1K + 8.22%	$40.49 - $40.7 $2.03M - $2.04M	660K $26.8B
SMLF	8.75K + 5.36%	$68.27 - $75.58 $597K - $661K	172K $12.9B
BALT	16.9K + 5.24%	$32.11 - $32.82 $541K - $553K	339K $11.1B
INNOVATOR ETFS TRUST	12K + 4.82%	N/A	261K $8.34B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INNOVATOR ETFS TRUST	17.3K New	N/A	17.3K $458M
LAM RESEARCH CORP	2K New	N/A	2K $298M
TSLA	600 New	$293.94 - $444.72 $176K - $267K	600 $272M
SCHA	7.2K New	$25.29 - $28.33 $182K - $204K	7.2K $204M
GOOG	805 New	$175.16 - $255.24 $141K - $205K	805 $203M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-883 - 22.66%	$211.65 - $238.24 $187K - $210K	3.01K $666M
MSFT	-198 - 11.03%	$491.09 - $535.64 $97.2K - $106K	1.6K $844M
META	-30 - 7.06%	$695.21 - $791.73 $20.9K - $23.8K	395 $283M
NVDA	-400 - 17.32%	$153.3 - $186.58 $61.3K - $74.6K	1.91K $354M
SCHD	-60 - 0.51%	$26.38 - $27.95 $1.58K - $1.68K	11.7K $319M
FVD	-227 - 1.3%	$44.73 - $46.86 $10.2K - $10.6K	17.2K $797M

Activity Summary All Purchases 29 New Holdings 5 Increased Positions 24 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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