Total Wealth Planning & Management, Inc. Purchases in Q2 2025

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CAH
Cardinal Health Inc

Healthcare
11.1K
+ 230.97%
$125.0 - $168.0 $1.39M - $1.86M
15.9K $655M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
300
+ 4.69%
$45.92 - $50.78 $13.8K - $15.2K
6.7K $313M
AAPL
Apple Inc.

Technology
1.01K
+ 7.4%
$172.42 - $223.89 $175K - $227K
14.7K $3.02B
BP
Bp PLC

Energy
400
+ 3.74%
$26.11 - $33.81 $10.4K - $13.5K
11.1K $332M
KHC
Kraft Heinz CO

Consumer Defensive
663
+ 5.47%
$25.61 - $30.81 $17K - $20.4K
12.8K $330M
CVX
Chevron Corp

Energy
1.51K
+ 20.75%
$133.73 - $168.51 $202K - $255K
8.8K $1.15B
OMC
Omnicom Group Inc.

Communication Services
285
+ 2.17%
$69.22 - $79.77 $19.7K - $22.7K
13.4K $967M
XOM
Exxon Mobil Corp

Energy
177
+ 1.24%
$99.93 - $119.04 $17.7K - $21.1K
14.4K $1.55B
CAG
Conagra Brands Inc.

Consumer Defensive
2.78K
+ 8.32%
$20.4 - $26.78 $56.7K - $74.4K
36.2K $740M
Activity Summary
Buys All Purchases 109 New Holdings 37 Increased Positions 72 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 3 Puts 18
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