Total Investment Management Inc Incresed Positions in Q4 2024

Total Investment Management Inc

  • $709 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
10.5K
+ 8.73%
$567.81 - $607.81 $5.98M - $6.4M
131K $76.8M
FTGC
First Trust Global Tactical CO

ETFs
66.3K
+ 3.49%
$23.23 - $24.25 $1.54M - $1.61M
1.96M $47M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
24K
+ 3.63%
$89.01 - $96.24 $2.14M - $2.31M
685K $61.5M
WMT
Walmart Inc.

Consumer Defensive
14.8K
+ 378.34%
$79.1 - $95.7 $1.17M - $1.42M
18.8K $1.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.17K
+ 40.95%
$96.64 - $101.23 $790K - $827K
28.1K $2.73M
TSLA
Tesla, Inc.

Consumer Cyclical
429
+ 16.61%
$213.65 - $479.86 $91.7K - $206K
3.01K $1.22M
VV
Vanguard Large Cap ETF

ETFs
663
+ 1.32%
$260.27 - $280.65 $173K - $186K
51.1K $13.8M
CAT
Caterpillar Inc

Industrials
1.33K
+ 64.57%
$360.37 - $416.88 $480K - $555K
3.4K $1.23M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.63K
+ 11.4%
$90.42 - $94.5 $509K - $532K
55K $4.98M
FLGV
Franklin Templeton ETF Trfrank

ETFs
46.2K
+ 6.6%
$20.03 - $21.07 $925K - $973K
747K $15M
FNK
First Trust Mid Cap Value Alph

ETFs
27.3K
+ 2.11%
$52.39 - $58.28 $1.43M - $1.59M
1.33M $70.9M
MMLG
First Tr Exc Viii First Multi

Technology
1.8K
+ 3.12%
$28.07 - $31.89 $50.6K - $57.5K
59.6K $1.8M
JPM
Jpmorgan Chase & CO

Financial Services
203
+ 5.46%
$205.18 - $250.29 $41.7K - $50.8K
3.92K $940K
LUV
Southwest Airlines CO

Industrials
26
+ 0.07%
$28.99 - $34.84 $754 - $906
37.1K $1.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
318
+ 13.92%
$442.29 - $483.08 $141K - $154K
2.6K $1.18M
MSFT
Microsoft Corp

Technology
303
+ 18.31%
$406.35 - $454.46 $123K - $138K
1.96K $825K
QQQ
Invesco Qqq Trust, Series 1

ETFs
77
+ 3.2%
$481.22 - $538.17 $37.1K - $41.4K
2.48K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
89
+ 37.24%
$873.59 - $994.69 $77.7K - $88.5K
328 $300K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.4K
+ 248.51%
$22.01 - $66.82 $361K - $1.1M
23K $522K
GOOGL
Alphabet Inc.

Communication Services
237
+ 16.18%
$161.86 - $196.66 $38.4K - $46.6K
1.7K $322K
FNDB
Schwab Fundamental U S Broad M

ETFs
12.6K
+ 272.65%
$23.07 - $70.32 $291K - $887K
17.2K $400K
META
Meta Platforms, Inc.

Communication Services
88
+ 11.25%
$554.08 - $632.68 $48.8K - $55.7K
870 $513K
CSCO
Cisco Systems, Inc.

Technology
224
+ 3.71%
$52.45 - $60.02 $11.7K - $13.4K
6.27K $371K
BA
Boeing CO

Industrials
11
+ 0.66%
$138.14 - $180.72 $1.52K - $1.99K
1.67K $295K
PG
Procter & Gamble CO

Consumer Defensive
234
+ 8.68%
$161.05 - $179.7 $37.7K - $42K
2.93K $491K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.13%
$316.94 - $357.88 $317 - $358
798 $274K
XOM
Exxon Mobil Corp

Energy
340
+ 15.91%
$105.51 - $125.37 $35.9K - $42.6K
2.48K $266K
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 8.46%
$385.02 - $431.37 $19.3K - $21.6K
641 $249K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.02K
+ 200.62%
$22.4 - $68.28 $202K - $616K
13.5K $313K
IBM
International Business Machines Corp

Technology
48
+ 5.11%
$204.9 - $238.04 $9.84K - $11.4K
987 $216K
CVX
Chevron Corp

Energy
104
+ 4.18%
$141.15 - $162.53 $14.7K - $16.9K
2.6K $375K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.06%
$197.36 - $217.3 $197 - $217
1.72K $340K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
1
+ 0.04%
$125.0 - $133.2 $125 - $133
2.3K $287K
IVE
Ishares S&P 500 Value ETF

ETFs
329
+ 2.81%
$189.5 - $206.17 $62.3K - $67.8K
12K $2.3M
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 1.73%
$288.47 - $316.54 $5.77K - $6.33K
1.18K $341K
VTV
Vanguard Value ETF

ETFs
10
+ 0.39%
$168.32 - $181.87 $1.68K - $1.82K
2.6K $439K
PFE
Pfizer Inc

Healthcare
183
+ 2.47%
$24.8 - $30.19 $4.54K - $5.52K
7.6K $201K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
207
+ 1.16%
$9.84 - $10.98 $2.04K - $2.27K
18K $177K
VZ
Verizon Communications Inc

Communication Services
224
+ 4.58%
$39.6 - $45.21 $8.87K - $10.1K
5.12K $204K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
304
+ 1.21%
$11.6 - $12.83 $3.53K - $3.9K
25.4K $296K
KO
Coca Cola CO

Consumer Defensive
331
+ 5.82%
$61.74 - $71.71 $20.4K - $23.7K
6.02K $374K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
27.1K
+ 1.77%
$41.16 - $43.15 $1.12M - $1.17M
1.56M $64.2M
EEM
Ishares Msci Emerging Markets

ETFs
54.7K
+ 3.68%
$41.82 - $47.36 $2.29M - $2.59M
1.54M $64.5M
SCHQ
Schwab Strategic Tr Long Term

ETFs
93.9K
+ 3.43%
$31.33 - $35.13 $2.94M - $3.3M
2.83M $89M
Activity Summary
Buys All Purchases 56 New Holdings 11 Increased Positions 45 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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