Total Investment Management Inc has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $892 Million distributed in 71 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 $95.8M, Invesco S&P 500 Equal Weight E with a value of $72.9M, First Trust Mid Cap Value Alph with a value of $70.7M, Spdr S&P 500 ETF Trust with a value of $69.2M, and Ishares Msci Emerging Markets with a value of $68.2M.

Examining the 13F form we can see an increase of $132M in the current position value, from $760M to 892M.

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 $892 Million
ETFs: $866 Million
Technology: $10.5 Million
Industrials: $5.65 Million
Consumer Cyclical: $2.62 Million
Financial Services: $2.62 Million
Consumer Defensive: $1.4 Million
Communication Services: $1.16 Million
Energy: $616,000
Other: $561,000

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 71
  • Current Value $892 Million
  • Prior Value $760 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Total Investment Management Inc Portfolio

Follow Total Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Total Investment Management Inc with notifications on news.