Total Investment Management Inc Portfolio Holdings

Total Investment Management Inc

  • $762 Million
  • Q1 2025

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.

Portfolio value $762 Million
ETFs: $734 Million
Technology: $9.19 Million
Industrials: $5.72 Million
Financial Services: $2.94 Million
Consumer Cyclical: $2.77 Million
Consumer Defensive: $2.75 Million
Communication Services: $1.21 Million
Energy: $1.01 Million
Other: $205,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$299,000 0.04% of portfolio
25,535
Q1 2025 Added 0.63%
$0
$209,000 0.03% of portfolio
18,039
Q1 2025 Reduced 0.82%
$0
$181,000 0.02% of portfolio
18,105
Q1 2025 Added 0.6%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $762 Million
  • Prior Value $709 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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