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
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
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
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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