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
ACN
Accenture PLC

Technology
166
New
$279.23 - $323.21 $46.4K - $53.7K
166 $49K
PANW
Palo Alto Networks Inc

Technology
239
New
$152.44 - $204.64 $36.4K - $48.9K
239 $48K
GS
Goldman Sachs Group Inc

Financial Services
69
New
$462.22 - $707.75 $31.9K - $48.8K
69 $48K
AMCR
Amcor PLC

Consumer Cyclical
5.19K
New
$8.57 - $9.81 $44.5K - $50.9K
5.19K $47K
OKE
Oneok Inc

Energy
568
New
$78.71 - $100.37 $44.7K - $57K
568 $46K
JPIN
Jp Morgan Diversified Return I

ETFs
718
New
$52.18 - $64.25 $37.5K - $46.1K
718 $46K
DUK
Duke Energy Corp

Utilities
389
New
$112.46 - $124.05 $43.7K - $48.3K
389 $45K
IAU
Ishares Gold Trust

ETFs
736
New
$56.1 - $64.74 $41.3K - $47.6K
736 $45K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
320
New
$121.58 - $136.74 $38.9K - $43.8K
320 $43K
QUAL
Ishares Msci Usa Quality Facto

ETFs
232
New
$152.42 - $182.82 $35.4K - $42.4K
232 $42K
USB
Us Bancorp \De\

Financial Services
938
New
$36.4 - $45.76 $34.1K - $42.9K
938 $42K
EXK
Endeavour Silver Corp

Basic Materials
8.42K
New
$3.15 - $4.99 $26.5K - $42K
8.42K $41K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.49K
New
$23.55 - $27.67 $35K - $41.1K
1.49K $41K
BAC
Bank Of America Corp

Financial Services
856
New
$34.39 - $47.46 $29.4K - $40.6K
856 $40K
F
Ford Motor CO

Consumer Cyclical
3.76K
New
$8.69 - $10.85 $32.7K - $40.8K
3.76K $40K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
607
New
$56.84 - $65.5 $34.5K - $39.8K
607 $39K
CRWD
Crowd Strike Holdings, Inc.

Technology
77
New
$321.63 - $509.31 $24.8K - $39.2K
77 $39K
PM
Philip Morris International Inc.

Consumer Defensive
215
New
$149.23 - $184.95 $32.1K - $39.8K
215 $39K
FNDB
Schwab Fundamental U S Broad M

ETFs
786
+ 4.07%
$20.36 - $23.98 $16K - $18.8K
20.1K $482K
ABC
Amerisourcebergen Corp

Healthcare
202
New
N/A
202 $37K
BMY
Bristol Myers Squibb CO

Healthcare
818
New
$44.12 - $59.6 $36.1K - $48.8K
818 $37K
JPIE
J P Morgan Exchange Traded Fd
809
New
$45.12 - $46.32 $36.5K - $37.5K
809 $37K
DIS
Walt Disney CO

Communication Services
302
New
$81.72 - $124.01 $24.7K - $37.5K
302 $37K
PYPL
Pay Pal Holdings, Inc.

Financial Services
506
New
$57.41 - $74.81 $29K - $37.9K
506 $37K
JCPB
J P Morgan Exchange Traded Fd

ETFs
781
New
$45.9 - $47.2 $35.8K - $36.9K
781 $36K
HAL
Halliburton CO

Energy
1.77K
New
$19.26 - $25.7 $34.2K - $45.6K
1.77K $36K
ITA
Ishares Tr

ETFs
188
New
$135.31 - $188.64 $25.4K - $35.5K
188 $35K
RIOT
Riot Blockchain, Inc.

Technology
3.18K
New
$6.29 - $11.3 $20K - $36K
3.18K $35K
FSLR
First Solar, Inc.

Technology
216
New
$120.38 - $192.98 $26K - $41.7K
216 $35K
ADBE
Adobe Inc.

Technology
90
New
$340.0 - $420.68 $30.6K - $37.9K
90 $34K
AMAT
Applied Materials Inc

Technology
181
New
$126.95 - $183.52 $23K - $33.2K
181 $33K
CMCSA
Comcast Corp

Communication Services
938
New
$32.84 - $36.72 $30.8K - $34.4K
938 $33K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
75
New
$421.16 - $509.5 $31.6K - $38.2K
75 $33K
INTU
Intuit Inc

Technology
42
New
$544.07 - $787.63 $22.9K - $33.1K
42 $33K
MUB
Ishares National Muni Bond ETF

ETFs
320
New
$102.31 - $105.8 $32.7K - $33.9K
320 $33K
LIT
Global X Fds Global X Lithium

ETFs
854
New
$31.82 - $39.24 $27.2K - $33.5K
854 $32K
UBER
Uber Technologies, Inc

Technology
345
New
$64.62 - $93.3 $22.3K - $32.2K
345 $32K
BP
Bp PLC

Energy
1.07K
New
$26.11 - $33.81 $27.8K - $36K
1.07K $31K
UNP
Union Pacific Corp

Industrials
133
New
$208.27 - $238.46 $27.7K - $31.7K
133 $30K
BOTZ
Global X Fds

ETFs
925
New
$24.51 - $32.65 $22.7K - $30.2K
925 $30K
NOW
Service Now, Inc.

Technology
30
New
$721.65 - $1040.18 $21.6K - $31.2K
30 $30K
DVY
Ishares Tr

ETFs
222
New
$118.37 - $134.86 $26.3K - $29.9K
222 $29K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
238
New
$103.88 - $123.68 $24.7K - $29.4K
238 $29K
AMBA
Ambarella Inc

Technology
450
New
$40.3 - $69.3 $18.1K - $31.2K
450 $29K
SPOT
Spotify Technology S.A.

Communication Services
38
New
$503.3 - $775.9 $19.1K - $29.5K
38 $29K
RBLX
Roblox Corp

Communication Services
271
New
$51.22 - $105.59 $13.9K - $28.6K
271 $28K
SA
Seabridge Gold Inc

Basic Materials
1.9K
New
$9.75 - $14.93 $18.5K - $28.4K
1.9K $27K
GLW
Corning Inc

Technology
530
New
$39.07 - $52.59 $20.7K - $27.9K
530 $27K
BEN
Franklin Resources Inc

Financial Services
1.14K
New
$16.66 - $23.85 $19K - $27.3K
1.14K $27K
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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