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
HII
Huntington Ingalls Industries, Inc.

Industrials
628
+ 27.35%
$159.75 - $208.61 $100K - $131K
2.92K $597M
OMC
Omnicom Group Inc.

Communication Services
2.25K
+ 20.67%
$79.43 - $88.34 $179K - $199K
13.2K $1.09B
MPC
Marathon Petroleum Corp

Energy
902
+ 28.48%
$134.72 - $159.03 $122K - $143K
4.07K $593M
CPA
Copa Holdings, S.A.

Industrials
1.46K
+ 52.43%
$85.71 - $98.05 $125K - $143K
4.23K $391M
CI
Cigna Corp

Healthcare
207
+ 14.24%
$274.49 - $329.0 $56.8K - $68.1K
1.66K $546M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
925
+ 4.57%
$48.65 - $53.06 $45K - $49.1K
21.2K $1.1B
QBTS
D Wave Quantum Inc.

Technology
16.4K
New
$3.83 - $11.18 $62.6K - $183K
16.4K $124M
HEI
Heico Corp

Industrials
154
+ 5.74%
$219.6 - $270.85 $33.8K - $41.7K
2.84K $757M
KLIC
Kulicke & Soffa Industries Inc

Technology
7.01K
+ 80.95%
$32.98 - $47.98 $231K - $336K
15.7K $517M
FOR
Forestar Group Inc.

Real Estate
7.65K
+ 66.75%
$21.07 - $27.26 $161K - $209K
19.1K $404M
MMS
Maximus, Inc.

Industrials
1.73K
+ 49.7%
$64.34 - $79.68 $111K - $137K
5.2K $354M
UPS
United Parcel Service Inc

Industrials
1.75K
+ 28.27%
$109.66 - $136.26 $192K - $238K
7.93K $872M
AG
First Majestic Silver Corp

Basic Materials
1.67K
+ 3.16%
$5.28 - $7.25 $8.79K - $12.1K
54.4K $364M
VLO
Valero Energy Corp

Energy
352
+ 12.47%
$121.76 - $142.99 $42.9K - $50.3K
3.17K $419M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
3.03K
+ 3.06%
$3.88 - $4.37 $11.7K - $13.2K
102K $445M
ITA
Ishares Tr

ETFs
168
+ 3.01%
$144.84 - $159.5 $24.3K - $26.8K
5.75K $880M
AMZN
Amazon Com Inc

Consumer Cyclical
1.94K
+ 18.63%
$190.26 - $242.06 $369K - $469K
12.3K $2.35B
CDE
Coeur Mining, Inc.

Basic Materials
10.3K
New
$5.02 - $7.29 $51.9K - $75.4K
10.3K $61.2M
AWK
American Water Works Company, Inc.

Utilities
24
+ 0.98%
$121.01 - $149.31 $2.9K - $3.58K
2.47K $364M
Jacobs Solutions Inc
1.07K
+ 18.98%
N/A
6.68K $808M
ALLY
Ally Financial Inc.

Financial Services
1.36K
+ 12.98%
$32.99 - $40.09 $44.9K - $54.6K
11.8K $432M
QCOM
Qualcomm Inc

Technology
345
+ 23.55%
$151.94 - $175.86 $52.4K - $60.7K
1.81K $278M
TRV
Travelers Companies, Inc.

Financial Services
36
+ 2.07%
$232.43 - $265.13 $8.37K - $9.54K
1.77K $469M
JPM
Jpmorgan Chase & CO

Financial Services
31
+ 0.45%
$225.19 - $279.95 $6.98K - $8.68K
6.97K $1.71B
MLI
Mueller Industries Inc

Industrials
809
+ 16.2%
$76.14 - $82.67 $61.6K - $66.9K
5.8K $442M
ADC
Agree Realty Corp

Real Estate
98
+ 1.83%
$68.36 - $77.19 $6.7K - $7.56K
5.46K $422M
PFE
Pfizer Inc

Healthcare
2.72K
+ 10.8%
$25.01 - $27.13 $67.9K - $73.7K
27.9K $706M
LMT
Lockheed Martin Corp

Industrials
195
+ 13.15%
$423.19 - $506.29 $82.5K - $98.7K
1.68K $750M
D
Dominion Energy, Inc

Utilities
189
+ 2.57%
$52.85 - $57.43 $9.99K - $10.9K
7.54K $423M
BFLY
Butterfly Network, Inc.

Healthcare
10.9K
New
$2.28 - $4.82 $24.9K - $52.5K
10.9K $24.9M
KBE
Spdr S&P Bank ETF

ETFs
582
+ 7.23%
$51.28 - $59.92 $29.8K - $34.9K
8.64K $457M
XPL
Solitario Zinc Corp.

Basic Materials
15.3K
+ 10.16%
$0.6 - $0.77 $9.18K - $11.8K
166K $99.5M
DNN
Denison Mines Corp.

Energy
11.5K
+ 115.0%
$1.3 - $2.1 $15K - $24.2K
21.5K $28M
OKE
Oneok Inc

Energy
19
+ 0.89%
$89.57 - $109.85 $1.7K - $2.09K
2.15K $213M
DKNG
Draft Kings Inc.

Consumer Cyclical
523
+ 8.01%
$33.21 - $53.49 $17.4K - $28K
7.05K $234M
IWM
Ishares Russell 2000 ETF

ETFs
125
+ 7.43%
$198.1 - $229.79 $24.8K - $28.7K
1.81K $361M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
70
+ 1.52%
$95.53 - $112.45 $6.69K - $7.87K
4.69K $454M
BBY
Best Buy CO Inc

Consumer Cyclical
991
+ 11.64%
$70.3 - $91.1 $69.7K - $90.3K
9.51K $700M
R
Ryder System Inc

Industrials
5
+ 0.2%
$136.38 - $170.92 $682 - $855
2.47K $355M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
55
+ 1.52%
$73.28 - $92.15 $4.03K - $5.07K
3.67K $271M
ROAD
Construction Partners, Inc.

Industrials
1.08K
+ 14.36%
$67.61 - $93.18 $72.7K - $100K
8.57K $616M
NFGC
New Found Gold Corp.
15.3K
+ 13.93%
$1.04 - $1.93 $15.9K - $29.6K
125K $150M
SMG
Scotts Miracle Gro CO

Basic Materials
1
+ 0.02%
$54.76 - $77.7 $54.8 - $77.7
4.92K $270M
DY
Dycom Industries Inc

Industrials
47
+ 1.28%
$136.75 - $200.56 $6.43K - $9.43K
3.72K $566M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
260
+ 6.96%
$165.25 - $224.62 $43K - $58.4K
4K $663M
TSLA
Tesla, Inc.

Consumer Cyclical
170
+ 15.1%
$222.15 - $428.22 $37.8K - $72.8K
1.3K $336M
PRIM
Primoris Services Corp

Industrials
475
+ 5.36%
$57.27 - $89.03 $27.2K - $42.3K
9.33K $536M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
35
+ 0.05%
$9.59 - $11.83 $336 - $414
75.7K $726M
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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