Ptm Wealth Management, LLC Portfolio Holdings by Sector

Ptm Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs FNDX XLK COWZ ULST IMCG VOO PJAN USMV 22 stocks	$69 Million 92.5% of portfolio	22	-	22	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.66 Million 2.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$771,731 1.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EXC 1 stocks	$597,151 0.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$465,257 0.62% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$448,187 0.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$438,938 0.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$376,829 0.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$344,238 0.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$261,840 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG 1 stocks	$236,227 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts

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