Total Investment Management Inc Incresed Positions 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
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
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
DAL
Delta Air Lines, Inc.

Industrials
1.41K
+ 21.82%
$35.88 - $52.99 $50.7K - $74.8K
7.88K $387K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.47K
+ 5.79%
$19.1 - $23.83 $28.1K - $35.1K
26.9K $640K
CSCO
Cisco Systems, Inc.

Technology
127
+ 2.03%
$53.19 - $69.38 $6.76K - $8.81K
6.4K $443K
IBM
International Business Machines Corp

Technology
26
+ 2.64%
$221.03 - $294.78 $5.75K - $7.66K
1.01K $297K
HON
Honeywell International Inc

Industrials
16
+ 0.75%
$182.86 - $232.88 $2.93K - $3.73K
2.14K $498K
FNDB
Schwab Fundamental U S Broad M

ETFs
786
+ 4.07%
$20.36 - $23.98 $16K - $18.8K
20.1K $482K
V
Visa Inc.

Financial Services
47
+ 5.6%
$308.27 - $373.31 $14.5K - $17.5K
886 $314K
T
At&T Inc.

Communication Services
241
+ 3.25%
$26.33 - $28.94 $6.35K - $6.97K
7.65K $221K
KMI
Kinder Morgan, Inc.

Energy
96
+ 1.04%
$25.21 - $29.4 $2.42K - $2.82K
9.34K $274K
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 1.09%
$335.24 - $380.78 $2.35K - $2.67K
649 $237K
Ishares Ethereum Tr
42.2K
+ 317.26%
N/A
55.6K $0
Ishares Bitcoin Trust ETF
33.9K
+ 63.2%
N/A
87.6K $0
KO
Coca Cola CO

Consumer Defensive
75
+ 1.3%
$68.37 - $73.9 $5.13K - $5.54K
5.86K $414K
LLY
Eli Lilly & CO

Healthcare
12
+ 4.82%
$713.71 - $898.95 $8.56K - $10.8K
261 $203K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
172
+ 0.95%
$9.28 - $10.1 $1.6K - $1.74K
18.3K $176K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
260
+ 1.02%
$10.83 - $11.78 $2.82K - $3.06K
25.8K $288K
PG
Procter & Gamble CO

Consumer Defensive
97
+ 3.56%
$157.66 - $172.39 $15.3K - $16.7K
2.83K $450K
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 1.88%
$285.55 - $321.23 $6.28K - $7.07K
1.19K $348K
CVX
Chevron Corp

Energy
22
+ 0.86%
$133.73 - $168.51 $2.94K - $3.71K
2.58K $369K
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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