Total Wealth Planning & Management, Inc. Incresed Positions in Q2 2025

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
2.82K
+ 107.57%
$179.73 - $253.23 $506K - $713K
5.43K $1.38B
AVGO
Broadcom Inc.

Technology
84
+ 1.13%
$146.29 - $275.65 $12.3K - $23.2K
7.49K $2.06B
TMUS
T Mobile Us, Inc.

Communication Services
3.33K
+ 152.06%
$220.99 - $268.54 $735K - $893K
5.52K $1.31B
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
+ 9.47%
$167.32 - $223.3 $195K - $261K
13.5K $2.96B
MU
Micron Technology Inc

Technology
1.31K
+ 13.23%
$64.72 - $127.91 $85K - $168K
11.2K $1.39B
JPM
Jpmorgan Chase & CO

Financial Services
155
+ 2.22%
$210.28 - $289.91 $32.6K - $44.9K
7.13K $2.07B
GOOGL
Alphabet Inc.

Communication Services
904
+ 11.87%
$144.7 - $178.6 $131K - $161K
8.52K $1.5B
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.4K
+ 21.25%
$57.41 - $74.81 $138K - $179K
13.7K $1.02B
PRIM
Primoris Services Corp

Industrials
887
+ 9.5%
$52.66 - $80.05 $46.7K - $71K
10.2K $797M
SPY
Spdr S&P 500 ETF Trust

ETFs
321
+ 77.72%
$496.48 - $617.85 $159K - $198K
734 $454M
PFE
Pfizer Inc

Healthcare
10.2K
+ 36.57%
$21.59 - $24.84 $220K - $253K
38K $922M
UEC
Uranium Energy Corp

Energy
1.1K
+ 1.27%
$4.0 - $7.05 $4.4K - $7.76K
87.7K $597M
KLIC
Kulicke & Soffa Industries Inc

Technology
4.49K
+ 28.65%
$27.65 - $35.38 $124K - $159K
20.2K $697M
BX
Blackstone Inc.

Financial Services
968
+ 28.15%
$120.07 - $151.11 $116K - $146K
4.41K $659M
DVN
Devon Energy Corp

Energy
7.78K
+ 62.83%
$26.8 - $37.92 $208K - $295K
20.2K $641M
XLF
Financial Sector Spdr

ETFs
2.84K
+ 25.42%
$43.92 - $52.37 $125K - $149K
14K $733M
UNM
Unum Group

Financial Services
2.31K
+ 7.94%
$70.48 - $82.91 $163K - $191K
31.4K $2.53B
JOBY
Joby Aviation, Inc.

Industrials
3.14K
+ 12.51%
$5.33 - $10.55 $16.7K - $33.1K
28.3K $298M
TSLA
Tesla, Inc.

Consumer Cyclical
207
+ 15.97%
$221.86 - $362.89 $45.9K - $75.1K
1.5K $477M
XLC
Select Sector Spdr Tr Communic

ETFs
921
+ 35.38%
$86.13 - $108.53 $79.3K - $100K
3.52K $382M
Jacobs Solutions Inc
454
+ 6.79%
N/A
7.14K $938M
DDOG
Datadog, Inc.

Technology
423
+ 20.53%
$87.0 - $134.33 $36.8K - $56.8K
2.48K $334M
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 0.02%
$136.11 - $177.69 $136 - $178
4.02K $701M
CF
Cf Industries Holdings, Inc.

Basic Materials
2.63K
+ 61.67%
$68.47 - $102.48 $180K - $270K
6.9K $448M
AG
First Majestic Silver Corp

Basic Materials
3.1K
+ 5.7%
$5.24 - $8.55 $16.2K - $26.5K
57.5K $475M
ALLY
Ally Financial Inc.

Financial Services
1.74K
+ 14.69%
$30.09 - $38.95 $52.4K - $67.8K
13.6K $529M
MPC
Marathon Petroleum Corp

Energy
56
+ 1.38%
$118.55 - $170.08 $6.64K - $9.52K
4.13K $685M
R
Ryder System Inc

Industrials
307
+ 12.45%
$130.14 - $160.88 $40K - $49.4K
2.77K $441M
SBSW
Sibanye Stillwater LTD

Basic Materials
5.08K
+ 27.44%
$3.22 - $7.55 $16.4K - $38.4K
23.6K $170M
SMG
Scotts Miracle Gro CO

Basic Materials
200
+ 4.06%
$48.21 - $66.48 $9.64K - $13.3K
5.12K $338M
IBM
International Business Machines Corp

Technology
50
+ 4.5%
$221.03 - $294.78 $11.1K - $14.7K
1.16K $343M
ABNB
Airbnb, Inc.

Consumer Cyclical
129
+ 3.79%
$105.69 - $140.64 $13.6K - $18.1K
3.53K $468M
HD
Home Depot, Inc.

Consumer Cyclical
163
+ 3.87%
$335.24 - $380.78 $54.6K - $62.1K
4.37K $1.6B
APD
Air Products & Chemicals, Inc.

Basic Materials
267
+ 23.14%
$248.61 - $294.96 $66.4K - $78.8K
1.42K $401M
MMS
Maximus, Inc.

Industrials
679
+ 13.07%
$65.54 - $76.8 $44.5K - $52.1K
5.88K $412M
VLO
Valero Energy Corp

Energy
353
+ 11.12%
$104.69 - $141.77 $37K - $50K
3.53K $474M
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
1.61K
+ 3.56%
$5.4 - $7.04 $8.71K - $11.4K
46.9K $330M
IP
International Paper CO

Consumer Cyclical
2.61K
+ 23.58%
$43.89 - $54.46 $114K - $142K
13.7K $639M
Ge Healthcare Technologies I
1.14K
+ 21.49%
N/A
6.43K $476M
WHR
Whirlpool Corp

Consumer Cyclical
100
+ 3.23%
$75.71 - $101.42 $7.57K - $10.1K
3.2K $325M
QCOM
Qualcomm Inc

Technology
215
+ 11.88%
$124.66 - $159.48 $26.8K - $34.3K
2.03K $323M
FOR
Forestar Group Inc.

Real Estate
3.15K
+ 16.46%
$18.45 - $21.41 $58K - $67.4K
22.3K $445M
NFGC
New Found Gold Corp.
8.8K
+ 7.02%
$0.97 - $1.65 $8.54K - $14.5K
134K $191M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
1.2K
+ 8.8%
$25.26 - $29.45 $30.4K - $35.4K
14.9K $414M
MLI
Mueller Industries Inc

Industrials
144
+ 2.48%
$68.45 - $79.6 $9.86K - $11.5K
5.95K $473M
TFC
Truist Financial Corp

Financial Services
300
+ 3.73%
$34.79 - $42.99 $10.4K - $12.9K
8.34K $358M
WLK
Westlake Corp

Basic Materials
1.62K
+ 40.88%
$69.83 - $102.01 $113K - $165K
5.59K $424M
PSLV
Sprott Physical Silver Trust

Financial Services
1K
+ 4.66%
$9.98 - $12.51 $9.98K - $12.5K
22.5K $275M
PLG
Platinum Group Metals LTD

Basic Materials
1.6K
+ 2.02%
$1.01 - $1.73 $1.62K - $2.77K
81K $124M
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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