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
EHI
Western Asset Global High Income Fund Inc.

Financial Services
4.16K
+ 10.43%
$6.16 - $6.64 $25.6K - $27.6K
44K $288M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
3.87K
+ 5.92%
$3.75 - $4.3 $14.5K - $16.6K
69.2K $297M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
907
+ 3.46%
$10.42 - $12.26 $9.45K - $11.1K
27.1K $332M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
2.97K
+ 5.84%
$5.17 - $5.91 $15.3K - $17.5K
53.7K $317M
DNN
Denison Mines Corp.

Energy
2.6K
+ 12.09%
$1.15 - $1.86 $2.99K - $4.84K
24.1K $43.9M
D
Dominion Energy, Inc

Utilities
184
+ 2.44%
$49.66 - $58.0 $9.14K - $10.7K
7.72K $436M
FE
Firstenergy Corp

Utilities
300
+ 3.37%
$38.31 - $43.17 $11.5K - $13K
9.2K $370M
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
1.04K
+ 2.85%
$8.06 - $8.67 $8.37K - $9K
37.4K $320M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.43K
+ 6.77%
$45.07 - $52.57 $64.5K - $75.3K
22.6K $1.1B
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
824
+ 2.01%
$6.87 - $7.76 $5.66K - $6.39K
41.8K $317M
DOCU
Docusign, Inc.

Technology
146
+ 4.83%
$70.35 - $93.84 $10.3K - $13.7K
3.17K $247M
KO
Coca Cola CO

Consumer Defensive
77
+ 1.7%
$68.37 - $73.9 $5.26K - $5.69K
4.6K $318M
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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