Ptm Wealth Management, LLC Incresed Positions in Q3 2025

Ptm Wealth Management, LLC

  • $168 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
1.96K
+ 2.28%
$250.97 - $282.66 $491K - $553K
87.7K $25.2B
FNDX
Schwab Fundamental U S Large C

ETFs
48.1K
+ 3.96%
$24.38 - $26.34 $1.17M - $1.27M
1.26M $33.5B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
50.1K
+ 8.22%
$40.49 - $40.7 $2.03M - $2.04M
660K $26.8B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
8.75K
+ 5.36%
$68.27 - $75.58 $597K - $661K
172K $12.9B
BALT
Innovator Etfs Tr
16.9K
+ 5.24%
$32.11 - $32.82 $541K - $553K
339K $11.1B
Innovator Etfs Trust
12K
+ 4.82%
N/A
261K $8.34B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.08K
+ 4.8%
$55.15 - $58.11 $391K - $412K
155K $8.96B
Fidelity Wise Origin Bitcoin
1.36K
+ 4.4%
N/A
32.2K $3.52B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.65K
+ 3.06%
$79.89 - $83.25 $292K - $304K
123K $10.2B
CEG
Constellation Energy Corp

Utilities
6
+ 0.14%
$298.82 - $354.89 $1.79K - $2.13K
4.18K $1.52B
IWY
Ishares Tr Russell 200 Growth

ETFs
9
+ 0.36%
$243.93 - $275.62 $2.2K - $2.48K
2.54K $701M
SOXX
Ishares Semiconductor ETF

ETFs
3
+ 0.19%
$236.93 - $271.12 $711 - $813
1.57K $453M
ATAI
Atai Life Sciences N.V.

Healthcare
2.5K
+ 20.0%
$2.62 - $5.61 $6.55K - $14K
15K $82.1M
LMT
Lockheed Martin Corp

Industrials
6
+ 0.7%
$410.74 - $499.21 $2.46K - $3K
862 $443M
EXC
Exelon Corp

Utilities
125
+ 0.92%
$42.73 - $45.54 $5.34K - $5.69K
13.7K $625M
PANW
Palo Alto Networks Inc

Technology
50
+ 4.0%
$167.06 - $208.19 $8.35K - $10.4K
1.3K $276M
WTRG
Essential Utilities, Inc.

Utilities
54
+ 0.85%
$36.73 - $39.9 $1.98K - $2.15K
6.39K $256M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.25%
$546.99 - $602.2 $547 - $602
403 $245M
VT
Vanguard Total World Stk Index

ETFs
7
+ 0.37%
$128.41 - $138.03 $899 - $966
1.88K $262M
FMB
First Tr Exchange Traded Fd Ii

ETFs
126
+ 1.17%
$49.32 - $50.93 $6.21K - $6.42K
10.9K $553M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.18%
$279.83 - $293.74 $560 - $587
1.11K $329M
VTV
Vanguard Value ETF

ETFs
4
+ 0.25%
$175.51 - $186.57 $702 - $746
1.6K $301M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11
+ 0.6%
$132.9 - $142.03 $1.46K - $1.56K
1.85K $261M
Activity Summary
Buys All Purchases 29 New Holdings 5 Increased Positions 24 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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