Total Wealth Planning & Management, Inc. has filed its 13F form on February 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $110 Billion distributed in 201 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $7.13B, Apple Inc. with a value of $3.54B, Microsoft Corp with a value of $2.8B, Abb Vie Inc. with a value of $2.62B, and Amazon Com Inc with a value of $2.28B.
Examining the 13F form we can see an increase of $110B in the current position value.
Total Wealth Planning & Management, Inc. is based out at Ponte Vedra Beach, FL
Below you can find more details about Total Wealth Planning & Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$110 Billion
Technology: $19.2 Billion
ETFs: $17.6 Billion
Financial Services: $14.2 Billion
Industrials: $11.5 Billion
Communication Services: $8.64 Billion
Energy: $8.15 Billion
Consumer Cyclical: $7.86 Billion
Healthcare: $6.77 Billion
Other: $12.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
