Total Investment Management Inc has filed its 13F form on August 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $539 Million distributed in 903 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bny Mellon ETF Tr Ultra Short with a value of $94.8M, Spdr S&P 500 ETF Trust with a value of $86.5M, Ishares Msci Emerging Markets with a value of $77M, Bny Mellon ETF Tr Core Bond Et with a value of $70.9M, and First Trust Mid Cap Value Alph with a value of $69.4M.
Examining the 13F form we can see an decrease of $223M in the current position value, from $762M to 539M.
Also it can be appreciated an additional of 829 stocks purchases and 1 closed positions.
Total Investment Management Inc is based out at Scottsdale, AZ
Below you can find more details about Total Investment Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$539 Million
ETFs: $505 Million
Technology: $11 Million
Industrials: $7.81 Million
Financial Services: $4.28 Million
Consumer Defensive: $3.18 Million
Consumer Cyclical: $3.07 Million
Communication Services: $1.93 Million
Healthcare: $1.58 Million
Other: $1.56 Million
Stock Holdings Table Market Cap. of $200 Billions or more
