Ptm Wealth Management, LLC Portfolio Holdings

Ptm Wealth Management, LLC

  • $95.1 Billion
  • Q1 2025

Ptm Wealth Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $95.1 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $24.2B, Technology Sector Spdr with a value of $14.2B, Innovator Etfs Tr with a value of $8.79B, Innovator Etfs Trust with a value of $7.47B, and Pacer Fds Tr Us Cash Cows 100 with a value of $7.15B.

Examining the 13F form we can see an increase of $95.1B in the current position value.

Ptm Wealth Management, LLC is based out at North Wales, X1

Below you can find more details about Ptm Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $95.1 Billion
ETFs: $69 Billion
Technology: $2.37 Billion
Utilities: $1.61 Billion
Communication Services: $465 Million
Consumer Cyclical: $439 Million
Industrials: $377 Million
Healthcare: $344 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$74B
$772 Million 0.81% of portfolio
4,173
Q1 2025 New
$45.7B
$597 Million 0.63% of portfolio
13,422
Q1 2025 New
$124B
$377 Million 0.4% of portfolio
850
Q1 2025 New
$10.7B
$236 Million 0.25% of portfolio
6,279
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $95.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 39 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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