Ptm Wealth Management, LLC Incresed Positions in Q4 2025

Ptm Wealth Management, LLC

  • $177 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
48.5K
+ 3.84%
$25.68 - $26.95 $1.25M - $1.31M
1.31M $36.3B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
42.6K
+ 6.46%
$40.53 - $40.72 $1.73M - $1.73M
702K $28.5B
BALT
Innovator Etfs Tr
22.6K
+ 6.66%
$32.7 - $33.07 $738K - $746K
361K $12.1B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
8.63K
+ 5.02%
$71.9 - $75.9 $620K - $655K
180K $13.8B
XLK
Technology Sector Spdr

ETFs
92.6K
+ 105.57%
$278.39 - $304.13 $25.8M - $28.2M
180K $26.1B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.89K
+ 3.16%
$55.63 - $58.98 $272K - $288K
160K $9.72B
Innovator Etfs Trust
15.8K
+ 6.06%
N/A
277K $9.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
249
+ 6.79%
$600.51 - $631.95 $150K - $157K
3.92K $2.48B
AAPL
Apple Inc.

Technology
331
+ 2.87%
$245.27 - $275.25 $81.2K - $91.1K
11.9K $3.17B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.64K
+ 3.78%
$80.06 - $83.68 $372K - $389K
128K $10.4B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
937
+ 50.79%
$137.47 - $143.13 $129K - $134K
2.78K $406M
QQQ
Invesco Qqq Trust, Series 1

ETFs
190
+ 47.15%
$589.5 - $635.77 $112K - $121K
593 $366M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.09K
+ 35.08%
$26.44 - $27.53 $108K - $113K
15.8K $440M
VO
Vanguard Mid Cap ETF

ETFs
221
+ 19.84%
$286.27 - $296.23 $63.3K - $65.5K
1.34K $395M
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 3.32%
$213.04 - $254.0 $21.3K - $25.4K
3.11K $726M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.12%
$237.49 - $291.74 $237 - $292
806 $256M
SOXX
Ishares Semiconductor ETF

ETFs
2
+ 0.13%
$271.99 - $309.6 $544 - $619
1.57K $500M
VT
Vanguard Total World Stk Index

ETFs
35
+ 1.86%
$135.16 - $141.78 $4.73K - $4.96K
1.92K $274M
SCHX
Schwab Strategic Tr Us Large C

ETFs
37
+ 0.3%
$25.85 - $27.19 $956 - $1.01K
12.5K $339M
SCHA
Schwab Strategic Tr Us Small C

ETFs
32
+ 0.44%
$27.17 - $28.65 $869 - $917
7.23K $211M
LMT
Lockheed Martin Corp

Industrials
6
+ 0.7%
$452.1 - $514.24 $2.71K - $3.09K
868 $444M
WTRG
Essential Utilities, Inc.

Utilities
56
+ 0.88%
$38.08 - $41.93 $2.13K - $2.35K
6.44K $243M
EXC
Exelon Corp

Utilities
125
+ 0.91%
$44.97 - $48.24 $5.62K - $6.03K
13.8K $601M
CEG
Constellation Energy Corp

Utilities
4
+ 0.1%
$335.74 - $401.43 $1.34K - $1.61K
4.19K $1.49B
MSFT
Microsoft Corp

Technology
1
+ 0.06%
$496.82 - $542.07 $497 - $542
1.6K $756M
Fidelity Wise Origin Bitcoin
2.11K
+ 6.56%
N/A
34.3K $2.82B
Activity Summary
Buys All Purchases 29 New Holdings 2 Increased Positions 27 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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