Holdings
Ptm Wealth Management, LLC
As of Jun 30, 2026, Ptm Wealth Management, LLC reported 21 positions worth US$15.1M. Largest: Apple Inc, Constellation Energy Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 12,735 | US$4.24M | +270 | Jun 30, 2026 |
| Constellation Energy Corporation | 4,151 | US$1.14M | +7 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,251 | US$1.04M | +58 | Jun 30, 2026 |
| Microsoft Corp. | 2,588 | US$988K | +947 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,063 | US$943K | +50 | Jun 30, 2026 |
| Nvidia Corporation | 4,335 | US$897K | +679 | Jun 30, 2026 |
| Exelon Corporation | 13,977 | US$664K | +66 | Jun 30, 2026 |
| Lam Research Corporation | 2,004 | US$612K | +4 | Jun 30, 2026 |
| Lightwave Logic, Inc. | 100K | US$605K | no change | Jun 30, 2026 |
| Eli Lilly And Company | 506 | US$605K | +1 | Jun 30, 2026 |