Total Wealth Planning & Management, Inc. Purchases in Q1 2025

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITRN
Ituran Location & Control Ltd.

Technology
33.6K
New
$31.47 - $43.91 $1.06M - $1.48M
33.6K $1.22B
CVX
Chevron Corp

Energy
3.69K
+ 102.39%
$146.71 - $167.97 $541K - $619K
7.29K $1.22B
CMCSA
Comcast Corp

Communication Services
18.3K
+ 85.64%
$33.19 - $38.23 $608K - $700K
39.7K $1.47B
UBER
Uber Technologies, Inc

Technology
7.77K
+ 115.53%
$63.17 - $81.49 $491K - $633K
14.5K $1.06B
AEM
Agnico Eagle Mines LTD

Basic Materials
3.4K
+ 44.85%
$79.66 - $108.41 $271K - $369K
11K $1.19B
T
At&T Inc.

Communication Services
13.6K
+ 59.48%
$21.56 - $28.28 $293K - $384K
36.4K $1.03B
MCHP
Microchip Technology Inc

Technology
10.1K
New
$48.41 - $64.3 $487K - $647K
10.1K $487M
UHT
Universal Health Realty Income Trust

Real Estate
11.4K
New
$35.13 - $42.02 $399K - $477K
11.4K $465M
GD
General Dynamics Corp

Industrials
1.68K
New
$241.94 - $272.58 $407K - $459K
1.68K $459M
Ge Healthcare Technologies I
5.3K
New
N/A
5.3K $427M
XOM
Exxon Mobil Corp

Energy
2.33K
+ 19.57%
$105.44 - $118.93 $246K - $277K
14.2K $1.69B
ABNB
Airbnb, Inc.

Consumer Cyclical
3.4K
New
$119.38 - $161.42 $406K - $549K
3.4K $407M
KHC
Kraft Heinz CO

Consumer Defensive
12.1K
New
$28.51 - $32.22 $346K - $390K
12.1K $369M
FE
Firstenergy Corp

Utilities
8.9K
New
$37.95 - $43.5 $338K - $387K
8.9K $360M
RTX
Raytheon Technologies Corp

Industrials
2.27K
+ 71.34%
$114.1 - $135.66 $258K - $307K
5.44K $721M
DLR
Digital Realty Trust, Inc.

Real Estate
2.75K
+ 217.19%
$142.1 - $183.56 $391K - $506K
4.02K $576M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
41K
New
$7.54 - $7.93 $309K - $325K
41K $313M
KD
Kyndryl Holdings, Inc.

Technology
9.86K
New
$31.32 - $43.45 $309K - $429K
9.86K $310M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
26.2K
New
$11.64 - $12.49 $305K - $327K
26.2K $309M
THW
Tekla World Healthcare Fund

Financial Services
26.3K
New
$11.09 - $12.2 $292K - $321K
26.3K $304M
XLV
Select Sector Spdr Fund Health

ETFs
1.79K
+ 70.28%
$137.61 - $149.68 $246K - $268K
4.33K $633M
VZ
Verizon Communications Inc

Communication Services
3.49K
+ 15.23%
$37.81 - $46.49 $132K - $162K
26.4K $1.2B
WHR
Whirlpool Corp

Consumer Cyclical
3.1K
New
$88.58 - $133.14 $275K - $413K
3.1K $279M
Txo Partners LP
3.27K
+ 3.64%
N/A
93.3K $1.79B
Gsk PLC
5.36K
+ 46.47%
N/A
16.9K $654M
MU
Micron Technology Inc

Technology
2.82K
+ 39.56%
$86.89 - $109.38 $245K - $308K
9.94K $863M
VICI
Vici Properties Inc.

Real Estate
6.53K
+ 48.26%
$28.21 - $32.68 $184K - $213K
20.1K $655M
HGLB
Highland Global Allocation Fund

N/A
28.2K
+ 194.9%
$7.06 - $8.36 $199K - $235K
42.6K $355M
CUBE
Cube Smart

Real Estate
5.28K
+ 98.73%
$40.23 - $43.23 $212K - $228K
10.6K $454M
OKTA
Okta, Inc.

Technology
2.1K
New
$78.83 - $116.72 $165K - $245K
2.1K $221M
LNG
Cheniere Energy, Inc.

Energy
467
+ 7.1%
$209.32 - $253.66 $97.8K - $118K
7.05K $1.63B
ETR
Entergy Corp

Utilities
2.53K
New
$75.26 - $87.89 $191K - $223K
2.53K $217M
GLD
Spdr Gold Trust

ETFs
272
+ 9.11%
$243.19 - $288.14 $66.1K - $78.4K
3.26K $939M
ABT
Abbott Laboratories

Healthcare
1.62K
New
$111.1 - $140.22 $180K - $227K
1.62K $215M
MCD
Mcdonalds Corp

Consumer Cyclical
683
New
$279.74 - $321.29 $191K - $219K
683 $213M
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
38.4K
+ 239.06%
$4.96 - $5.5 $191K - $211K
54.5K $291M
AR
Antero Resources Corp

Energy
5.12K
New
$33.64 - $41.42 $172K - $212K
5.12K $207M
JNJ
Johnson & Johnson

Healthcare
691
+ 15.91%
$142.06 - $167.7 $98.2K - $116K
5.03K $835M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.2K
New
$142.8 - $176.36 $171K - $211K
1.2K $206M
TS
Tenaris Sa

Energy
5.17K
New
$35.73 - $40.28 $185K - $208K
5.17K $202M
SU
Suncor Energy Inc

Energy
5.18K
New
$34.27 - $40.63 $178K - $211K
5.18K $201M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
22.8K
+ 168.67%
$8.31 - $8.77 $190K - $200K
36.4K $312M
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
32K
+ 239.81%
$5.96 - $6.37 $191K - $204K
45.3K $280M
CAG
Conagra Brands Inc.

Consumer Defensive
8.35K
+ 33.35%
$23.9 - $27.67 $200K - $231K
33.4K $890M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
32.8K
+ 182.72%
$5.87 - $6.26 $193K - $205K
50.8K $299M
DVN
Devon Energy Corp

Energy
4.05K
+ 48.6%
$33.15 - $38.55 $134K - $156K
12.4K $463M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
45.6K
+ 231.55%
$4.18 - $4.41 $191K - $201K
65.3K $273M
IP
International Paper CO

Consumer Cyclical
3.56K
+ 47.52%
$49.38 - $60.09 $176K - $214K
11K $589M
EHI
Western Asset Global High Income Fund Inc.

Financial Services
27K
+ 210.48%
$6.57 - $6.89 $177K - $186K
39.8K $263M
Activity Summary
Buys All Purchases 99 New Holdings 25 Increased Positions 74 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 3 Puts 6
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