Total Wealth Planning & Management, Inc. Incresed Positions in Q1 2025

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
XOM
Exxon Mobil Corp

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

Energy
467
+ 7.1%
$209.32 - $253.66 $97.8K - $118K
7.05K $1.63B
GLD
Spdr Gold Trust

ETFs
272
+ 9.11%
$243.19 - $288.14 $66.1K - $78.4K
3.26K $939M
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
38.4K
+ 239.06%
$4.96 - $5.5 $191K - $211K
54.5K $291M
JNJ
Johnson & Johnson

Healthcare
691
+ 15.91%
$142.06 - $167.7 $98.2K - $116K
5.03K $835M
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
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
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
WLK
Westlake Corp

Basic Materials
1.34K
+ 51.28%
$99.12 - $119.16 $133K - $160K
3.97K $397M
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
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
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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