Total Investment Management Inc Portfolio Holdings

Total Investment Management Inc

  • $709 Million
  • Q4 2024

Total Investment Management Inc has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $709 Million distributed in 75 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 $90.5M, Schwab Strategic Tr Long Term with a value of $89M, Spdr S&P 500 ETF Trust with a value of $76.8M, First Trust Mid Cap Value Alph with a value of $70.9M, and Ishares Msci Emerging Markets with a value of $64.5M.

Examining the 13F form we can see an decrease of $184M in the current position value, from $892M to 709M.

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 $709 Million
ETFs: $677 Million
Technology: $11.1 Million
Industrials: $6.8 Million
Consumer Cyclical: $3.41 Million
Financial Services: $3.03 Million
Consumer Defensive: $2.86 Million
Communication Services: $1.3 Million
Energy: $891,000
Other: $201,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $709 Million
  • Prior Value $892 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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