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
JOBY
Joby Aviation, Inc.

Industrials
3.14K
+ 12.51%
$5.33 - $10.55 $16.7K - $33.1K
28.3K $298M
TSLA
Tesla, Inc.

Consumer Cyclical
207
+ 15.97%
$221.86 - $362.89 $45.9K - $75.1K
1.5K $477M
XLC
Select Sector Spdr Tr Communic

ETFs
921
+ 35.38%
$86.13 - $108.53 $79.3K - $100K
3.52K $382M
Jacobs Solutions Inc
454
+ 6.79%
N/A
7.14K $938M
DDOG
Datadog, Inc.

Technology
423
+ 20.53%
$87.0 - $134.33 $36.8K - $56.8K
2.48K $334M
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 0.02%
$136.11 - $177.69 $136 - $178
4.02K $701M
CF
Cf Industries Holdings, Inc.

Basic Materials
2.63K
+ 61.67%
$68.47 - $102.48 $180K - $270K
6.9K $448M
AG
First Majestic Silver Corp

Basic Materials
3.1K
+ 5.7%
$5.24 - $8.55 $16.2K - $26.5K
57.5K $475M
ALLY
Ally Financial Inc.

Financial Services
1.74K
+ 14.69%
$30.09 - $38.95 $52.4K - $67.8K
13.6K $529M
MPC
Marathon Petroleum Corp

Energy
56
+ 1.38%
$118.55 - $170.08 $6.64K - $9.52K
4.13K $685M
SBSW
Sibanye Stillwater LTD

Basic Materials
5.08K
+ 27.44%
$3.22 - $7.55 $16.4K - $38.4K
23.6K $170M
SMG
Scotts Miracle Gro CO

Basic Materials
200
+ 4.06%
$48.21 - $66.48 $9.64K - $13.3K
5.12K $338M
IBM
International Business Machines Corp

Technology
50
+ 4.5%
$221.03 - $294.78 $11.1K - $14.7K
1.16K $343M
ABNB
Airbnb, Inc.

Consumer Cyclical
129
+ 3.79%
$105.69 - $140.64 $13.6K - $18.1K
3.53K $468M
HD
Home Depot, Inc.

Consumer Cyclical
163
+ 3.87%
$335.24 - $380.78 $54.6K - $62.1K
4.37K $1.6B
APD
Air Products & Chemicals, Inc.

Basic Materials
267
+ 23.14%
$248.61 - $294.96 $66.4K - $78.8K
1.42K $401M
MMS
Maximus, Inc.

Industrials
679
+ 13.07%
$65.54 - $76.8 $44.5K - $52.1K
5.88K $412M
VLO
Valero Energy Corp

Energy
353
+ 11.12%
$104.69 - $141.77 $37K - $50K
3.53K $474M
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
1.61K
+ 3.56%
$5.4 - $7.04 $8.71K - $11.4K
46.9K $330M
IP
International Paper CO

Consumer Cyclical
2.61K
+ 23.58%
$43.89 - $54.46 $114K - $142K
13.7K $639M
Ge Healthcare Technologies I
1.14K
+ 21.49%
N/A
6.43K $476M
WHR
Whirlpool Corp

Consumer Cyclical
100
+ 3.23%
$75.71 - $101.42 $7.57K - $10.1K
3.2K $325M
QCOM
Qualcomm Inc

Technology
215
+ 11.88%
$124.66 - $159.48 $26.8K - $34.3K
2.03K $323M
FOR
Forestar Group Inc.

Real Estate
3.15K
+ 16.46%
$18.45 - $21.41 $58K - $67.4K
22.3K $445M
NFGC
New Found Gold Corp.
8.8K
+ 7.02%
$0.97 - $1.65 $8.54K - $14.5K
134K $191M
CAT
Caterpillar Inc

Industrials
10.2K
New
$273.94 - $388.21 $2.79M - $3.96M
10.2K $37.9M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
1.2K
+ 8.8%
$25.26 - $29.45 $30.4K - $35.4K
14.9K $414M
MLI
Mueller Industries Inc

Industrials
144
+ 2.48%
$68.45 - $79.6 $9.86K - $11.5K
5.95K $473M
TFC
Truist Financial Corp

Financial Services
300
+ 3.73%
$34.79 - $42.99 $10.4K - $12.9K
8.34K $358M
WLK
Westlake Corp

Basic Materials
1.62K
+ 40.88%
$69.83 - $102.01 $113K - $165K
5.59K $424M
Uranium Rty Corp
10.4K
New
N/A
10.4K $26M
PSLV
Sprott Physical Silver Trust

Financial Services
1K
+ 4.66%
$9.98 - $12.51 $9.98K - $12.5K
22.5K $275M
PLG
Platinum Group Metals LTD

Basic Materials
1.6K
+ 2.02%
$1.01 - $1.73 $1.62K - $2.77K
81K $124M
EHI
Western Asset Global High Income Fund Inc.

Financial Services
4.16K
+ 10.43%
$6.16 - $6.64 $25.6K - $27.6K
44K $288M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
3.87K
+ 5.92%
$3.75 - $4.3 $14.5K - $16.6K
69.2K $297M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
907
+ 3.46%
$10.42 - $12.26 $9.45K - $11.1K
27.1K $332M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
2.97K
+ 5.84%
$5.17 - $5.91 $15.3K - $17.5K
53.7K $317M
DNN
Denison Mines Corp.

Energy
2.6K
+ 12.09%
$1.15 - $1.86 $2.99K - $4.84K
24.1K $43.9M
D
Dominion Energy, Inc

Utilities
184
+ 2.44%
$49.66 - $58.0 $9.14K - $10.7K
7.72K $436M
FE
Firstenergy Corp

Utilities
300
+ 3.37%
$38.31 - $43.17 $11.5K - $13K
9.2K $370M
CSCO
Cisco Systems, Inc.

Technology
11.2K
New
$53.19 - $69.38 $596K - $777K
11.2K $9.02M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
1.04K
+ 2.85%
$8.06 - $8.67 $8.37K - $9K
37.4K $320M
CTRE
Care Trust Reit, Inc.

Real Estate
10.7K
New
$26.65 - $30.69 $285K - $328K
10.7K $7.04M
GLQ
Clough Global Equity Fund

Financial Services
11.8K
New
$5.56 - $7.12 $65.6K - $84K
11.8K $6.16M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.43K
+ 6.77%
$45.07 - $52.57 $64.5K - $75.3K
22.6K $1.1B
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
824
+ 2.01%
$6.87 - $7.76 $5.66K - $6.39K
41.8K $317M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
25
+ 0.02%
$3.84 - $4.48 $96 - $112
102K $447M
DOCU
Docusign, Inc.

Technology
146
+ 4.83%
$70.35 - $93.84 $10.3K - $13.7K
3.17K $247M
KO
Coca Cola CO

Consumer Defensive
77
+ 1.7%
$68.37 - $73.9 $5.26K - $5.69K
4.6K $318M
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
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