Total Wealth Planning & Management, Inc. Purchases in Q2 2025

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
14K
New
$73.47 - $87.12 $1.03M - $1.22M
14K $1.11B
CCL
Carnival Corp

Consumer Cyclical
2.2K
New
$16.43 - $28.12 $36.1K - $61.9K
2.2K $897M
XLK
Technology Sector Spdr

ETFs
2.82K
+ 107.57%
$179.73 - $253.23 $506K - $713K
5.43K $1.38B
AVGO
Broadcom Inc.

Technology
84
+ 1.13%
$146.29 - $275.65 $12.3K - $23.2K
7.49K $2.06B
WEYS
Weyco Group Inc

Consumer Cyclical
24.8K
New
$27.2 - $33.82 $674K - $838K
24.8K $822M
TOST
Toast, Inc.

Technology
18.4K
New
$30.03 - $45.23 $552K - $832K
18.4K $814M
EFAD
Proshares Tr Proshares Msci Ea

ETFs
17.7K
New
$36.17 - $43.43 $642K - $771K
17.7K $762M
Coreweave Inc
4.54K
New
N/A
4.54K $740M
TMUS
T Mobile Us, Inc.

Communication Services
3.33K
+ 152.06%
$220.99 - $268.54 $735K - $893K
5.52K $1.31B
Kenvue Inc
33.4K
New
N/A
33.4K $698M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
11.9K
New
$25.35 - $64.65 $302K - $770K
11.9K $593M
MU
Micron Technology Inc

Technology
1.31K
+ 13.23%
$64.72 - $127.91 $85K - $168K
11.2K $1.39B
Ishares Bitcoin Trust ETF
8.37K
New
N/A
8.37K $512M
EWY
Ishares Inc Msci South Korea E

ETFs
6.7K
New
$48.92 - $72.65 $328K - $487K
6.7K $481M
AVAV
Aero Vironment Inc

Industrials
1.69K
New
$111.65 - $284.95 $188K - $480K
1.69K $480M
LEU
Centrus Energy Corp

Energy
6.7K
New
$54.43 - $208.81 $365K - $1.4M
6.7K $453M
ALCC
Alt C Acquisition Corp.

Financial Services
7.64K
New
N/A
7.64K $428M
HPE
Hewlett Packard Enterprise CO

Technology
20.8K
New
$12.51 - $20.45 $260K - $424K
20.8K $424M
VNM
Vaneck Vietnam ETF

ETFs
29.3K
New
$10.13 - $13.96 $297K - $409K
29.3K $403M
XLY
Select Sector Spdr Consumer Di

ETFs
1.85K
New
$176.34 - $218.59 $326K - $404K
1.85K $402M
PZZA
Papa Johns International Inc

Consumer Cyclical
8.1K
New
$30.45 - $51.79 $247K - $419K
8.1K $396M
JPM
Jpmorgan Chase & CO

Financial Services
155
+ 2.22%
$210.28 - $289.91 $32.6K - $44.9K
7.13K $2.07B
CNXC
Concentrix Corp

Technology
6.7K
New
$45.73 - $57.88 $306K - $388K
6.7K $354M
Hut 8 Corp
17.6K
New
N/A
17.6K $327M
GOOGL
Alphabet Inc.

Communication Services
904
+ 11.87%
$144.7 - $178.6 $131K - $161K
8.52K $1.5B
EMN
Eastman Chemical CO

Basic Materials
4.2K
New
$72.7 - $88.29 $305K - $371K
4.2K $314M
SWK
Stanley Black & Decker, Inc.

Industrials
4.6K
New
$55.86 - $76.98 $257K - $354K
4.6K $312M
Virtus Convertible & Income
20.2K
New
N/A
20.2K $287M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.4K
+ 21.25%
$57.41 - $74.81 $138K - $179K
13.7K $1.02B
AMD
Advanced Micro Devices Inc

Technology
1.94K
New
$78.21 - $143.81 $152K - $279K
1.94K $276M
PRIM
Primoris Services Corp

Industrials
887
+ 9.5%
$52.66 - $80.05 $46.7K - $71K
10.2K $797M
XLP
Consumer Staples Sector Spdr

ETFs
3.14K
New
N/A
3.14K $254M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
835
New
$179.95 - $278.88 $150K - $233K
835 $233M
SPY
Spdr S&P 500 ETF Trust

ETFs
321
+ 77.72%
$496.48 - $617.85 $159K - $198K
734 $454M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.3%
$416.06 - $551.64 $3.33K - $4.41K
2.63K $1.45B
VTI
Vanguard Total Stock Market Et

ETFs
727
New
$243.75 - $303.93 $177K - $221K
727 $221M
XLI
Industrial Sector Spdr

ETFs
1.49K
New
$116.42 - $147.52 $174K - $220K
1.49K $220M
PFE
Pfizer Inc

Healthcare
10.2K
+ 36.57%
$21.59 - $24.84 $220K - $253K
38K $922M
SHOP
Shopify Inc.

Technology
1.88K
New
$76.89 - $115.35 $144K - $216K
1.88K $216M
WCC
Wesco International Inc

Industrials
1.1K
New
$132.86 - $186.1 $145K - $204K
1.1K $203M
PM
Philip Morris International Inc.

Consumer Defensive
1.1K
New
$149.23 - $184.95 $164K - $203K
1.1K $200M
UEC
Uranium Energy Corp

Energy
1.1K
+ 1.27%
$4.0 - $7.05 $4.4K - $7.76K
87.7K $597M
KLIC
Kulicke & Soffa Industries Inc

Technology
4.49K
+ 28.65%
$27.65 - $35.38 $124K - $159K
20.2K $697M
PEAK
Healthpeak Properties, Inc.

Real Estate
10.2K
New
N/A
10.2K $179M
BX
Blackstone Inc.

Financial Services
968
+ 28.15%
$120.07 - $151.11 $116K - $146K
4.41K $659M
DVN
Devon Energy Corp

Energy
7.78K
+ 62.83%
$26.8 - $37.92 $208K - $295K
20.2K $641M
XLF
Financial Sector Spdr

ETFs
2.84K
+ 25.42%
$43.92 - $52.37 $125K - $149K
14K $733M
UNM
Unum Group

Financial Services
2.31K
+ 7.94%
$70.48 - $82.91 $163K - $191K
31.4K $2.53B
CINF
Cincinnati Financial Corp

Financial Services
19.3K
New
$126.6 - $151.6 $2.44M - $2.93M
19.3K $153M
Activity Summary
Buys All Purchases 109 New Holdings 37 Increased Positions 72 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 3 Puts 18
Track This Portfolio

Track Total Wealth Planning & Management, Inc. Portfolio

Follow Total Wealth Planning & Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning & Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning & Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email