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
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
250
New
$49.48 - $61.22 $12.4K - $15.3K
250 $15K
DRIV
Global X Fds Global X Autonomo

ETFs
686
New
$17.75 - $23.51 $12.2K - $16.1K
686 $15K
SAP
Sap Se

Technology
51
New
$237.53 - $309.8 $12.1K - $15.8K
51 $15K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
193
New
$67.03 - $80.35 $12.9K - $15.5K
193 $15K
CDE
Coeur Mining, Inc.

Basic Materials
1.8K
New
$4.81 - $9.46 $8.66K - $17K
1.8K $15K
WFC
Wells Fargo & Company

Financial Services
197
New
$60.98 - $80.12 $12K - $15.8K
197 $15K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
101
New
$114.78 - $133.31 $11.6K - $13.5K
101 $13K
NEE
Nextera Energy Inc

Utilities
194
New
$64.11 - $75.0 $12.4K - $14.6K
194 $13K
FNDF
Schwab Fundamental Intl Large

ETFs
327
New
$32.25 - $40.02 $10.5K - $13.1K
327 $13K
IGV
Ishares Expanded Tech Software

ETFs
125
New
$80.15 - $109.5 $10K - $13.7K
125 $13K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
128
New
$89.28 - $103.8 $11.4K - $13.3K
128 $13K
NFGC
New Found Gold Corp.
9.16K
New
$0.97 - $1.65 $8.88K - $15.1K
9.16K $13K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
100
New
$120.49 - $141.16 $12K - $14.1K
100 $13K
SOUN
Soundhound Ai, Inc.

Technology
1.25K
New
$7.18 - $11.76 $8.98K - $14.7K
1.25K $13K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
267
New
$39.89 - $49.46 $10.7K - $13.2K
267 $13K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
181
New
$57.46 - $75.58 $10.4K - $13.7K
181 $13K
D
Dominion Energy, Inc

Utilities
236
New
$49.66 - $58.0 $11.7K - $13.7K
236 $13K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
170
New
$65.42 - $80.7 $11.1K - $13.7K
170 $13K
T
At&T Inc.

Communication Services
241
+ 3.25%
$26.33 - $28.94 $6.35K - $6.97K
7.65K $221K
UPS
United Parcel Service Inc

Industrials
125
New
$91.92 - $110.2 $11.5K - $13.8K
125 $12K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
294
New
$33.7 - $43.1 $9.91K - $12.7K
294 $12K
VCIT
Vanguard Intermediate Term Cor

ETFs
146
New
$79.56 - $82.92 $11.6K - $12.1K
146 $12K
CMRE
Costamare Inc.

Industrials
1.34K
New
$6.84 - $10.34 $9.15K - $13.8K
1.34K $12K
DD
Du Pont De Nemours, Inc.

Basic Materials
185
New
$55.13 - $75.25 $10.2K - $13.9K
185 $12K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
238
New
$41.45 - $54.46 $9.87K - $13K
238 $12K
DHS
Wisdomtree Tr U.S

ETFs
129
New
$87.71 - $98.37 $11.3K - $12.7K
129 $12K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
151
New
$77.94 - $79.5 $11.8K - $12K
151 $12K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
222
New
$45.88 - $54.4 $10.2K - $12.1K
222 $12K
PRU
Prudential Financial Inc

Financial Services
105
New
$95.12 - $112.71 $9.99K - $11.8K
105 $11K
CFG
Citizens Financial Group Inc

Financial Services
257
New
$34.27 - $44.75 $8.81K - $11.5K
257 $11K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
New
$4164.15 - $5789.24 $8.33K - $11.6K
2 $11K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
103
New
$90.56 - $109.49 $9.33K - $11.3K
103 $11K
PFG
Principal Financial Group Inc

Financial Services
145
New
$69.56 - $86.19 $10.1K - $12.5K
145 $11K
COP
Conocophillips

Energy
133
New
$82.66 - $106.1 $11K - $14.1K
133 $11K
TMUS
T Mobile Us, Inc.

Communication Services
47
New
$220.99 - $268.54 $10.4K - $12.6K
47 $11K
URI
United Rentals, Inc.

Industrials
15
New
$551.94 - $753.4 $8.28K - $11.3K
15 $11K
BUG
Global X Fds Cybersecurity ETF

ETFs
306
New
$29.9 - $37.1 $9.15K - $11.4K
306 $11K
AAL
American Airlines Group Inc.

Industrials
1.04K
New
N/A
1.04K $11K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
162
New
$68.13 - $74.77 $11K - $12.1K
162 $11K
BITO
Proshares Tr Bitcoin Strategy

ETFs
517
New
$16.69 - $23.43 $8.63K - $12.1K
517 $11K
SGOL
Abrdn Gold ETF Trust

ETFs
355
New
$28.39 - $32.75 $10.1K - $11.6K
355 $11K
KMI
Kinder Morgan, Inc.

Energy
96
+ 1.04%
$25.21 - $29.4 $2.42K - $2.82K
9.34K $274K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.03K
New
$7.69 - $11.46 $7.89K - $11.8K
1.03K $11K
SWBI
Smith & Wesson Brands, Inc.

Industrials
1.22K
New
$8.48 - $10.88 $10.3K - $13.3K
1.22K $10K
TXN
Texas Instruments Inc

Technology
53
New
N/A
53 $10K
DISV
Dimensional ETF Tr Dimensional

ETFs
313
New
$25.93 - $32.91 $8.12K - $10.3K
313 $10K
CDNS
Cadence Design Systems Inc

Technology
35
New
$231.64 - $323.08 $8.11K - $11.3K
35 $10K
FSK
Fs Kkr Capital Corp

Financial Services
517
New
$17.95 - $21.5 $9.28K - $11.1K
517 $10K
SCHR
Schwab Intermediate Term Us Tr

ETFs
436
New
$24.54 - $25.07 $10.7K - $10.9K
436 $10K
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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