Total Wealth Planning & Management, Inc. Options Holdings

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
PRU
Prudential Financial Inc

Financial Services
PUT
$494 Million
4.6K
Q4 2024
New holding
T
At&T Inc.

Communication Services
PUT
$460 Million
15.9K
Q2 2025
Added 3.25%
D
Dominion Energy, Inc

Utilities
PUT
$390 Million
6.9K
Q2 2025
Added 2.99%
HPE
Hewlett Packard Enterprise CO

Technology
PUT
$395 Million
19.3K
Q2 2025
New holding
VZ
Verizon Communications Inc

Communication Services
PUT
$389 Million
9K
Q2 2025
Added 3.45%
PZZA
Papa Johns International Inc

Consumer Cyclical
PUT
$396 Million
8.1K
Q2 2025
New holding
MRK
Merck & Co., Inc.

Healthcare
PUT
$388 Million
4.9K
Q2 2025
New holding
CNXC
Concentrix Corp

Technology
PUT
$354 Million
6.7K
Q2 2025
New holding
FE
Firstenergy Corp

Utilities
PUT
$354 Million
8.8K
Q2 2025
Added 3.53%
MSM
Msc Industrial Direct CO Inc

Industrials
PUT
$349 Million
4.1K
Q4 2024
New holding
TFC
Truist Financial Corp

Financial Services
PUT
$335 Million
7.8K
Q2 2025
Added 4.0%
AWK
American Water Works Company, Inc.

Utilities
PUT
$320 Million
2.3K
Q4 2024
New holding
CVX
Chevron Corp

Energy
PUT
$315 Million
2.2K
Q2 2025
Added 4.76%
BP
Bp PLC

Energy
PUT
$320 Million
10.7K
Q2 2025
Added 3.88%
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
PUT
$313 Million
6.7K
Q2 2025
Added 4.69%
EMN
Eastman Chemical CO

Basic Materials
PUT
$314 Million
4.2K
Q2 2025
New holding
SWK
Stanley Black & Decker, Inc.

Industrials
PUT
$312 Million
4.6K
Q2 2025
New holding
PFE
Pfizer Inc

Healthcare
PUT
$286 Million
11.8K
Q2 2025
Added 4.42%
KHC
Kraft Heinz CO

Consumer Defensive
PUT
$289 Million
11.2K
Q2 2025
Added 3.7%
CAG
Conagra Brands Inc.

Consumer Defensive
PUT
$209 Million
10.2K
Q4 2024
New holding
WHR
Whirlpool Corp

Consumer Cyclical
PUT
$138 Million
3.2K
Q2 2025
Added 3.23%
AG
First Majestic Silver Corp

Basic Materials
CALL
$113 Million
10K
Q2 2025
Added 9900.0%
UEC
Uranium Energy Corp

Energy
CALL
$91.8 Million
13.5K
Q2 2025
Added 58.82%
DNN
Denison Mines Corp.

Energy
CALL
$12.5 Million
5K
Q1 2025
New holding
Uranium Rty Corp
CALL
$17.1 Million
5K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $124 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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