Total Investment Management Inc Reduced Holdings in Q1 2025

Total Investment Management Inc

  • $762 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.59K
- 5.2%
$209.68 - $247.1 $334K - $394K
29.1K $6.45M
NVDA
Nvidia Corp

Technology
-2.09K
- 15.41%
$106.98 - $149.43 $223K - $312K
11.5K $1.24M
UAL
United Airlines Holdings, Inc.

Industrials
-820
- 6.51%
$69.05 - $110.52 $56.6K - $90.6K
11.8K $812K
AMZN
Amazon Com Inc

Consumer Cyclical
-269
- 3.67%
$190.26 - $242.06 $51.2K - $65.1K
7.05K $1.34M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.55K
- 24.11%
$74.85 - $84.89 $340K - $386K
14.3K $1.17M
MMLG
First Tr Exc Viii First Multi

Technology
-2.91K
- 4.88%
$27.1 - $33.12 $78.8K - $96.3K
56.7K $1.55M
GLDM
World Gold Trust

ETFs
-6.34K
- 32.0%
$52.19 - $61.89 $331K - $392K
13.5K $833K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-432
- 33.08%
$408.78 - $448.82 $177K - $194K
874 $366K
MSFT
Microsoft Corp

Technology
-247
- 12.61%
$375.39 - $447.2 $92.7K - $110K
1.71K $642K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-728
- 27.98%
$442.66 - $534.52 $322K - $389K
1.87K $998K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-594
- 5.07%
$47.25 - $67.02 $28.1K - $39.8K
11.1K $528K
DAL
Delta Air Lines, Inc.

Industrials
-120
- 1.82%
$43.6 - $69.06 $5.23K - $8.29K
6.47K $282K
CAT
Caterpillar Inc

Industrials
-5
- 0.15%
$326.75 - $407.63 $1.63K - $2.04K
3.39K $1.12M
COST
Costco Wholesale Corp

Consumer Defensive
-85
- 25.91%
$890.62 - $1076.86 $75.7K - $91.5K
243 $229K
IVV
Ishares Core S&P 500 ETF

ETFs
-81
- 12.29%
$554.06 - $615.85 $44.9K - $49.9K
578 $324K
WMT
Walmart Inc.

Consumer Defensive
-105
- 0.56%
$84.5 - $105.05 $8.87K - $11K
18.7K $1.64M
GLD
Spdr Gold Trust

ETFs
-394
- 25.05%
$243.19 - $288.14 $95.8K - $114K
1.18K $339K
HON
Honeywell International Inc

Industrials
-3
- 0.14%
$202.75 - $226.52 $608 - $680
2.12K $449K
PG
Procter & Gamble CO

Consumer Defensive
-201
- 6.86%
$158.56 - $176.26 $31.9K - $35.4K
2.73K $464K
SLV
I Shares Silver Trust

ETFs
-2.04K
- 22.42%
$26.93 - $31.32 $54.8K - $63.8K
7.04K $218K
BA
Boeing CO

Industrials
-5
- 0.3%
$148.15 - $186.25 $741 - $931
1.66K $283K
Fidelity Wise Origin Bitcoin
-483
- 10.45%
N/A
4.14K $0
Ishares Bitcoin Trust ETF
-12.6K
- 19.05%
N/A
53.7K $0
VZ
Verizon Communications Inc

Communication Services
-104
- 2.03%
$37.81 - $46.49 $3.93K - $4.83K
5.02K $227K
MCD
Mcdonalds Corp

Consumer Cyclical
-7
- 0.59%
$279.74 - $321.29 $1.96K - $2.25K
1.17K $365K
V
Visa Inc.

Financial Services
-4
- 0.47%
$306.92 - $362.71 $1.23K - $1.45K
839 $294K
IBM
International Business Machines Corp

Technology
-4
- 0.41%
$217.4 - $264.74 $870 - $1.06K
983 $244K
PSLV
Sprott Physical Silver Trust

Financial Services
-149
- 0.82%
$9.86 - $11.68 $1.47K - $1.74K
18K $209K
KO
Coca Cola CO

Consumer Defensive
-242
- 4.02%
$60.81 - $72.32 $14.7K - $17.5K
5.78K $414K
CVX
Chevron Corp

Energy
-37
- 1.43%
$146.71 - $167.97 $5.43K - $6.21K
2.56K $427K
Activity Summary
Buys All Purchases 41 New Holdings 6 Increased Positions 35 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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