Total Wealth Planning & Management, Inc. Options Holdings

Total Wealth Planning & Management, Inc.

  • $110 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
MSFT
Microsoft Corp

Technology
PUT
$759 Million
1.8K
Q4 2024
New holding
PRU
Prudential Financial Inc

Financial Services
PUT
$545 Million
4.6K
Q4 2024
New holding
CSCO
Cisco Systems, Inc.

Technology
PUT
$403 Million
6.8K
Q4 2024
New holding
BMY
Bristol Myers Squibb CO

Healthcare
PUT
$379 Million
6.7K
Q4 2024
New holding
KO
Coca Cola CO

Consumer Defensive
PUT
$367 Million
5.9K
Q4 2024
New holding
D
Dominion Energy, Inc

Utilities
PUT
$361 Million
6.7K
Q4 2024
New holding
VZ
Verizon Communications Inc

Communication Services
PUT
$348 Million
8.7K
Q4 2024
New holding
HPQ
Hp Inc

Technology
PUT
$346 Million
10.6K
Q4 2024
New holding
UPS
United Parcel Service Inc

Industrials
PUT
$340 Million
2.7K
Q4 2024
New holding
SMG
Scotts Miracle Gro CO

Basic Materials
PUT
$325 Million
4.9K
Q4 2024
New holding
HAS
Hasbro, Inc.

Consumer Cyclical
PUT
$324 Million
5.8K
Q4 2024
New holding
UGI
Ugi Corp

Utilities
PUT
$325 Million
11.5K
Q4 2024
New holding
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
PUT
$308 Million
6.4K
Q4 2024
New holding
CVX
Chevron Corp

Energy
PUT
$304 Million
2.1K
Q4 2024
New holding
IPG
Interpublic Group Of Companies, Inc.

Communication Services
PUT
$305 Million
10.9K
Q4 2024
New holding
BP
Bp PLC

Energy
PUT
$304 Million
10.3K
Q4 2024
New holding
MSM
Msc Industrial Direct CO Inc

Industrials
PUT
$306 Million
4.1K
Q4 2024
New holding
PFE
Pfizer Inc

Healthcare
PUT
$300 Million
11.3K
Q4 2024
New holding
AWK
American Water Works Company, Inc.

Utilities
PUT
$286 Million
2.3K
Q4 2024
New holding
CTRA
Coterra Energy Inc.

Energy
PUT
$289 Million
11.3K
Q4 2024
New holding
CAG
Conagra Brands Inc.

Consumer Defensive
PUT
$283 Million
10.2K
Q4 2024
New holding
FMC
Fmc Corp

Basic Materials
PUT
$262 Million
5.4K
Q4 2024
New holding
WEN
Wendy'S CO

Consumer Cyclical
PUT
$262 Million
16.1K
Q4 2024
New holding
UEC
Uranium Energy Corp

Energy
CALL
$23.4 Million
3.5K
Q4 2024
New holding
AG
First Majestic Silver Corp

Basic Materials
CALL
$2.37 Million
300
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $110 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 175 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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