Stock Taper

PTM WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Seagate Technology Holdings plcSTX240$204.41K
Caterpillar Inc.CAT291$259K
GE Vernova Inc.GEV404$409.61K
Meta Platforms, Inc.META446$265.32K
Applied Materials, Inc.AMAT501$268.76K
Eli Lilly and CompanyLLY506$604.76K
Taiwan Semiconductor Manufacturing Company LimitedTSM600$242.05K
Alphabet Inc.GOOG869$277.34K
Lockheed Martin CorporationLMT879$511.89K
Tesla, Inc.TSLA911$285.17K
Palo Alto Networks, Inc.PANW1K$323.79K
Lam Research CorporationLRCX2K$611.54K
Alphabet Inc.GOOGL2.39K$764.68K
Microsoft CorporationMSFT2.59K$988.01K
Merck & Co., Inc.MRK3.25K$426.25K
Amazon.com, Inc.AMZN4.06K$943.06K
Constellation Energy CorporationCEG4.15K$1.14M
NVIDIA CorporationNVDA4.33K$896.61K
Essential Utilities, Inc.WTRG6.66K$263.75K
Aurora Innovation, Inc.AUR12.37K$73.57K