Total Investment Management Inc Portfolio Holdings

Total Investment Management Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $762 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Long Term with a value of $102M, Bny Mellon ETF Tr Ultra Short with a value of $93.2M, Spdr S&P 500 ETF Trust with a value of $78.7M, Ishares Msci Emerging Markets with a value of $69.9M, and Bny Mellon ETF Tr Core Bond Et with a value of $69.6M.

Examining the 13F form we can see an increase of $52.9M in the current position value, from $709M to 762M.

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.