Total Investment Management Inc Purchases in Q2 2025

Total Investment Management Inc

  • $539 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
428
+ 0.12%
$152.93 - $181.74 $65.5K - $77.8K
345K $62.7M
BKUI
Bny Mellon ETF Tr Ultra Short

ETFs
31.7K
+ 1.69%
$49.62 - $49.88 $1.57M - $1.58M
1.9M $94.8M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
28.1K
+ 1.7%
$41.2 - $42.29 $1.16M - $1.19M
1.68M $70.9M
AVGO
Broadcom Inc.

Technology
1.07K
New
$146.29 - $275.65 $156K - $295K
1.07K $294K
MSTR
Microstrategy Inc

Technology
693
New
$237.95 - $421.61 $165K - $292K
693 $280K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
275
+ 13.36%
$456.74 - $568.03 $126K - $156K
2.33K $1.33M
MSFT
Microsoft Corp

Technology
30
+ 1.75%
$354.56 - $497.45 $10.6K - $14.9K
1.74K $865K
MARA
Marathon Digital Holdings, Inc.

Financial Services
9.65K
New
N/A
9.65K $217K
NFLX
Netflix Inc

Communication Services
161
New
$855.86 - $1339.13 $138K - $216K
161 $215K
VUG
Vanguard Growth ETF

ETFs
474
New
$329.49 - $438.4 $156K - $208K
474 $207K
CAT
Caterpillar Inc

Industrials
10
+ 0.29%
$273.94 - $388.21 $2.74K - $3.88K
3.4K $1.32M
WMT
Walmart Inc.

Consumer Defensive
140
+ 0.75%
$81.79 - $99.98 $11.5K - $14K
18.8K $1.84M
QTEC
First Trust Nasdaq 100 Technol

ETFs
944
New
$149.56 - $212.83 $141K - $201K
944 $200K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.11K
New
$81.46 - $94.63 $171K - $199K
2.11K $199K
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.77K
New
$89.63 - $111.92 $158K - $198K
1.77K $197K
GOOG
Alphabet Inc.

Communication Services
1.1K
New
$146.58 - $180.01 $162K - $199K
1.1K $195K
ABBV
Abb Vie Inc.

Healthcare
1.01K
New
$170.16 - $206.27 $172K - $208K
1.01K $187K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8.8K
New
$18.94 - $21.67 $167K - $191K
8.8K $186K
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.62K
New
$19.6 - $24.44 $149K - $186K
7.62K $186K
ACWI
Ishares Msci Acwi ETF

ETFs
1.44K
New
$103.59 - $128.6 $150K - $186K
1.44K $185K
PFE
Pfizer Inc

Healthcare
7.39K
New
$21.59 - $24.84 $160K - $184K
7.39K $179K
CAH
Cardinal Health Inc

Healthcare
1.05K
New
$125.0 - $168.0 $131K - $176K
1.05K $175K
IEFA
Ishares Tr

ETFs
2.02K
New
$67.83 - $84.09 $137K - $170K
2.02K $168K
SIL
Global X Silver Miners ETF

ETFs
3.49K
New
$33.97 - $49.02 $119K - $171K
3.49K $167K
PHYS
Sprott Physical Gold Trust

Financial Services
6.49K
New
$22.82 - $26.29 $148K - $171K
6.49K $164K
VEA
Vanguard Ftse Developed Market

ETFs
2.78K
New
$45.65 - $57.01 $127K - $158K
2.78K $158K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
699
New
$171.4 - $227.1 $120K - $159K
699 $158K
MRK
Merck & Co., Inc.

Healthcare
1.97K
New
$73.47 - $87.12 $145K - $172K
1.97K $156K
IBB
Ishares Biotechnology ETF

ETFs
1.18K
New
$112.02 - $129.0 $132K - $152K
1.18K $148K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.76K
New
$60.61 - $87.72 $106K - $154K
1.76K $148K
JHML
John Hancock Multifactor Large

ETFs
1.97K
New
$59.74 - $73.35 $117K - $144K
1.97K $144K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.1K
New
$22.68 - $23.28 $138K - $142K
6.1K $141K
SYM
Symbotic Inc.

Financial Services
3.4K
New
$17.5 - $38.85 $59.5K - $132K
3.4K $132K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
227
New
$468.22 - $566.51 $106K - $129K
227 $128K
AME
Ametek Inc

Industrials
695
New
$151.41 - $182.75 $105K - $127K
695 $125K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.68K
New
$72.02 - $73.82 $121K - $124K
1.68K $123K
GE
General Electric CO

Industrials
469
New
$166.81 - $257.39 $78.2K - $121K
469 $120K
JNJ
Johnson & Johnson

Healthcare
780
New
$146.36 - $159.82 $114K - $125K
780 $119K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
1.38K
New
$69.01 - $86.17 $95.4K - $119K
1.38K $119K
CRM
Salesforce, Inc.

Technology
423
New
$236.26 - $291.15 $99.9K - $123K
423 $115K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.5K
New
$37.51 - $45.52 $93.7K - $114K
2.5K $113K
IDV
Ishares Tr

ETFs
3.28K
New
$27.79 - $34.84 $91.2K - $114K
3.28K $113K
IEMG
Ishares Inc

ETFs
2.06K
New
N/A
2.06K $110K
TIP
Ishares Tr Tips Bd ETF

ETFs
995
New
$107.93 - $110.97 $107K - $110K
995 $109K
PATH
Ui Path, Inc.

Technology
8.45K
New
$9.79 - $13.31 $82.7K - $112K
8.45K $108K
ED
Consolidated Edison Inc

Utilities
1.08K
New
$98.05 - $113.3 $106K - $122K
1.08K $108K
DAL
Delta Air Lines, Inc.

Industrials
1.41K
+ 21.82%
$35.88 - $52.99 $50.7K - $74.8K
7.88K $387K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
2.05K
New
$45.58 - $48.28 $93.5K - $99K
2.05K $99K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.41K
New
$22.27 - $29.21 $75.8K - $99.5K
3.41K $99K
Activity Summary
Buys All Purchases 856 New Holdings 829 Increased Positions 27 Sells All Sells 42 Reductions 41 Sold out 1 Options Calls 0 Puts 0
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