Total Wealth Planning & Management, Inc. New Holdings in Q4 2024

Total Wealth Planning & Management, Inc.

  • $110 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MU
Micron Technology Inc

Technology
7.12K
New
$84.16 - $113.41 $599K - $807K
7.12K $599M
CAH
Cardinal Health Inc

Healthcare
5.03K
New
$107.89 - $125.33 $542K - $630K
5.03K $594M
AEM
Agnico Eagle Mines LTD

Basic Materials
7.59K
New
$75.99 - $88.85 $576K - $674K
7.59K $593M
BX
Blackstone Inc.

Financial Services
3.44K
New
$148.45 - $199.05 $511K - $685K
3.44K $593M
GOOG
Alphabet Inc.

Communication Services
3.08K
New
$163.08 - $198.16 $501K - $609K
3.08K $586M
UEC
Uranium Energy Corp

Energy
87.5K
New
$6.55 - $8.6 $573K - $753K
87.5K $586M
SCHW
Schwab Charles Corp

Financial Services
7.84K
New
$63.31 - $82.85 $496K - $649K
7.84K $580M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
46.2K
New
$10.72 - $12.73 $495K - $588K
46.2K $522M
CVX
Chevron Corp

Energy
3.6K
New
$141.15 - $162.53 $508K - $585K
3.6K $522M
T
At&T Inc.

Communication Services
22.8K
New
$21.22 - $23.88 $485K - $545K
22.8K $520M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
20.7K
New
$23.63 - $26.47 $490K - $549K
20.7K $492M
GE
General Electric CO

Industrials
2.93K
New
$159.95 - $194.23 $469K - $570K
2.93K $489M
TMUS
T Mobile Us, Inc.

Communication Services
2.2K
New
$206.1 - $246.94 $454K - $544K
2.2K $486M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
4.62K
New
$104.5 - $125.64 $483K - $580K
4.62K $483M
TSLA
Tesla, Inc.

Consumer Cyclical
1.13K
New
$213.65 - $479.86 $241K - $540K
1.13K $455M
ACHR
Archer Aviation Inc.

Industrials
46.1K
New
$2.94 - $11.33 $136K - $523K
46.1K $450M
KBE
Spdr S&P Bank ETF

ETFs
8.06K
New
$51.33 - $62.76 $413K - $506K
8.06K $447M
MPC
Marathon Petroleum Corp

Energy
3.17K
New
$131.65 - $174.84 $417K - $554K
3.17K $442M
HII
Huntington Ingalls Industries, Inc.

Industrials
2.3K
New
$184.96 - $264.65 $425K - $608K
2.3K $434M
IYT
Ishares Tr U.S. Transportation

ETFs
6.42K
New
$66.79 - $75.4 $429K - $484K
6.42K $434M
TRV
Travelers Companies, Inc.

Financial Services
1.74K
New
$225.97 - $266.66 $392K - $463K
1.74K $418M
CF
Cf Industries Holdings, Inc.

Basic Materials
4.89K
New
$81.39 - $94.14 $398K - $460K
4.89K $417M
BMY
Bristol Myers Squibb CO

Healthcare
7.36K
New
$51.92 - $59.94 $382K - $441K
7.36K $416M
CSCO
Cisco Systems, Inc.

Technology
6.94K
New
$52.45 - $60.02 $364K - $417K
6.94K $411M
RYJ
Invesco Exchange Traded Fd Tr

ETFs
5.88K
New
N/A
5.88K $406M
UBER
Uber Technologies, Inc

Technology
6.72K
New
$59.93 - $86.34 $403K - $581K
6.72K $406M
KLIC
Kulicke & Soffa Industries Inc

Technology
8.66K
New
$42.42 - $50.54 $367K - $438K
8.66K $404M
IP
International Paper CO

Consumer Cyclical
7.49K
New
$46.64 - $59.57 $349K - $446K
7.49K $403M
CI
Cigna Corp

Healthcare
1.45K
New
$265.59 - $358.58 $386K - $521K
1.45K $402M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
14.2K
New
$27.67 - $31.93 $394K - $455K
14.2K $401M
Klaviyo Inc
9.63K
New
N/A
9.63K $397M
MLI
Mueller Industries Inc

Industrials
5K
New
$71.2 - $95.34 $356K - $476K
5K $396M
D
Dominion Energy, Inc

Utilities
7.35K
New
$52.63 - $60.92 $387K - $448K
7.35K $396M
VICI
Vici Properties Inc.

Real Estate
13.5K
New
$28.27 - $33.19 $383K - $449K
13.5K $395M
HPQ
Hp Inc

Technology
12.1K
New
$32.46 - $39.3 $391K - $474K
12.1K $393M
Gsk PLC
11.5K
New
N/A
11.5K $390M
R
Ryder System Inc

Industrials
2.46K
New
$138.78 - $170.03 $342K - $418K
2.46K $386M
ADC
Agree Realty Corp

Real Estate
5.36K
New
$69.44 - $77.65 $372K - $417K
5.36K $378M
ALLY
Ally Financial Inc.

Financial Services
10.5K
New
$34.12 - $39.98 $358K - $419K
10.5K $378M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
98.7K
New
$3.76 - $4.47 $371K - $441K
98.7K $372M
IWM
Ishares Russell 2000 ETF

ETFs
1.68K
New
$216.13 - $242.4 $364K - $408K
1.68K $372M
ADSK
Autodesk, Inc.

Technology
1.24K
New
N/A
1.24K $368M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.27K
New
$285.5 - $335.62 $362K - $425K
1.27K $367M
RTX
Raytheon Technologies Corp

Industrials
3.18K
New
$114.45 - $127.21 $363K - $404K
3.18K $367M
PLTR
Palantir Technologies Inc.

Technology
4.82K
New
$36.46 - $82.38 $176K - $397K
4.82K $364M
XLV
Select Sector Spdr Fund Health

ETFs
2.54K
New
$136.28 - $154.74 $347K - $394K
2.54K $350M
TFC
Truist Financial Corp

Financial Services
8.04K
New
$41.51 - $48.1 $334K - $387K
8.04K $349M
DINO
Hf Sinclair Corp

Energy
9.92K
New
$33.69 - $47.67 $334K - $473K
9.92K $348M
VLO
Valero Energy Corp

Energy
2.82K
New
$118.59 - $144.02 $335K - $406K
2.82K $346M
Activity Summary
Buys All Purchases 175 New Holdings 175 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 2 Puts 24
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