Total Wealth Planning & Management, Inc. New Holdings in Q1 2025

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITRN
Ituran Location & Control Ltd.

Technology
33.6K
New
$31.47 - $43.91 $1.06M - $1.48M
33.6K $1.22B
MCHP
Microchip Technology Inc

Technology
10.1K
New
$48.41 - $64.3 $487K - $647K
10.1K $487M
UHT
Universal Health Realty Income Trust

Real Estate
11.4K
New
$35.13 - $42.02 $399K - $477K
11.4K $465M
GD
General Dynamics Corp

Industrials
1.68K
New
$241.94 - $272.58 $407K - $459K
1.68K $459M
Ge Healthcare Technologies I
5.3K
New
N/A
5.3K $427M
IIIN
Insteel Industries Inc

Industrials
15.7K
New
$24.04 - $31.45 $377K - $493K
15.7K $413M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.4K
New
$119.38 - $161.42 $406K - $549K
3.4K $407M
KHC
Kraft Heinz CO

Consumer Defensive
12.1K
New
$28.51 - $32.22 $346K - $390K
12.1K $369M
FE
Firstenergy Corp

Utilities
8.9K
New
$37.95 - $43.5 $338K - $387K
8.9K $360M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
41K
New
$7.54 - $7.93 $309K - $325K
41K $313M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
26.2K
New
$11.64 - $12.49 $305K - $327K
26.2K $309M
THW
Tekla World Healthcare Fund

Financial Services
26.3K
New
$11.09 - $12.2 $292K - $321K
26.3K $304M
WHR
Whirlpool Corp

Consumer Cyclical
3.1K
New
$88.58 - $133.14 $275K - $413K
3.1K $279M
OKTA
Okta, Inc.

Technology
2.1K
New
$78.83 - $116.72 $165K - $245K
2.1K $221M
ETR
Entergy Corp

Utilities
2.53K
New
$75.26 - $87.89 $191K - $223K
2.53K $217M
ABT
Abbott Laboratories

Healthcare
1.62K
New
$111.1 - $140.22 $180K - $227K
1.62K $215M
MCD
Mcdonalds Corp

Consumer Cyclical
683
New
$279.74 - $321.29 $191K - $219K
683 $213M
AR
Antero Resources Corp

Energy
5.12K
New
$33.64 - $41.42 $172K - $212K
5.12K $207M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.2K
New
$142.8 - $176.36 $171K - $211K
1.2K $206M
TS
Tenaris Sa

Energy
5.17K
New
$35.73 - $40.28 $185K - $208K
5.17K $202M
SU
Suncor Energy Inc

Energy
5.18K
New
$34.27 - $40.63 $178K - $211K
5.18K $201M
QBTS
D Wave Quantum Inc.

Technology
16.4K
New
$3.83 - $11.18 $62.6K - $183K
16.4K $124M
CDE
Coeur Mining, Inc.

Basic Materials
10.3K
New
$5.02 - $7.29 $51.9K - $75.4K
10.3K $61.2M
BFLY
Butterfly Network, Inc.

Healthcare
10.9K
New
$2.28 - $4.82 $24.9K - $52.5K
10.9K $24.9M
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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