Ptm Wealth Management, LLC Portfolio Holdings by Sector

Ptm Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs FNDX ULST XLK SMLF IMCG COWZ VOO PJAN 26 stocks	$119 Million 92.96% of portfolio	18	6	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.54 Million 1.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$1.3 Million 1.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW 2 stocks	$1.15 Million 0.9% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$870,405 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$744,725 0.58% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EXC 1 stocks	$584,238 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$409,101 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$395,948 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$368,075 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG 1 stocks	$232,912 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IDXX 1 stocks	$218,804 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials LWLG 1 stocks	$134,000 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare ATAI 1 stocks	$34,625 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

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