Total Wealth Planning & Management, Inc. New Holdings in Q2 2025

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
14K
New
$73.47 - $87.12 $1.03M - $1.22M
14K $1.11B
CCL
Carnival Corp

Consumer Cyclical
2.2K
New
$16.43 - $28.12 $36.1K - $61.9K
2.2K $897M
WEYS
Weyco Group Inc

Consumer Cyclical
24.8K
New
$27.2 - $33.82 $674K - $838K
24.8K $822M
TOST
Toast, Inc.

Technology
18.4K
New
$30.03 - $45.23 $552K - $832K
18.4K $814M
EFAD
Proshares Tr Proshares Msci Ea

ETFs
17.7K
New
$36.17 - $43.43 $642K - $771K
17.7K $762M
Coreweave Inc
4.54K
New
N/A
4.54K $740M
Kenvue Inc
33.4K
New
N/A
33.4K $698M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
11.9K
New
$25.35 - $64.65 $302K - $770K
11.9K $593M
Ishares Bitcoin Trust ETF
8.37K
New
N/A
8.37K $512M
EWY
Ishares Inc Msci South Korea E

ETFs
6.7K
New
$48.92 - $72.65 $328K - $487K
6.7K $481M
LEU
Centrus Energy Corp

Energy
6.7K
New
$54.43 - $208.81 $365K - $1.4M
6.7K $453M
ALCC
Alt C Acquisition Corp.

Financial Services
7.64K
New
N/A
7.64K $428M
HPE
Hewlett Packard Enterprise CO

Technology
20.8K
New
$12.51 - $20.45 $260K - $424K
20.8K $424M
VNM
Vaneck Vietnam ETF

ETFs
29.3K
New
$10.13 - $13.96 $297K - $409K
29.3K $403M
XLY
Select Sector Spdr Consumer Di

ETFs
1.85K
New
$176.34 - $218.59 $326K - $404K
1.85K $402M
PZZA
Papa Johns International Inc

Consumer Cyclical
8.1K
New
$30.45 - $51.79 $247K - $419K
8.1K $396M
CNXC
Concentrix Corp

Technology
6.7K
New
$45.73 - $57.88 $306K - $388K
6.7K $354M
Hut 8 Corp
17.6K
New
N/A
17.6K $327M
EMN
Eastman Chemical CO

Basic Materials
4.2K
New
$72.7 - $88.29 $305K - $371K
4.2K $314M
SWK
Stanley Black & Decker, Inc.

Industrials
4.6K
New
$55.86 - $76.98 $257K - $354K
4.6K $312M
Virtus Convertible & Income
20.2K
New
N/A
20.2K $287M
AMD
Advanced Micro Devices Inc

Technology
1.94K
New
$78.21 - $143.81 $152K - $279K
1.94K $276M
XLP
Consumer Staples Sector Spdr

ETFs
3.14K
New
N/A
3.14K $254M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
835
New
$179.95 - $278.88 $150K - $233K
835 $233M
VTI
Vanguard Total Stock Market Et

ETFs
727
New
$243.75 - $303.93 $177K - $221K
727 $221M
XLI
Industrial Sector Spdr

ETFs
1.49K
New
$116.42 - $147.52 $174K - $220K
1.49K $220M
SHOP
Shopify Inc.

Technology
1.88K
New
$76.89 - $115.35 $144K - $216K
1.88K $216M
WCC
Wesco International Inc

Industrials
1.1K
New
$132.86 - $186.1 $145K - $204K
1.1K $203M
PM
Philip Morris International Inc.

Consumer Defensive
1.1K
New
$149.23 - $184.95 $164K - $203K
1.1K $200M
PEAK
Healthpeak Properties, Inc.

Real Estate
10.2K
New
N/A
10.2K $179M
CINF
Cincinnati Financial Corp

Financial Services
19.3K
New
$126.6 - $151.6 $2.44M - $2.93M
19.3K $153M
CAT
Caterpillar Inc

Industrials
10.2K
New
$273.94 - $388.21 $2.79M - $3.96M
10.2K $37.9M
Uranium Rty Corp
10.4K
New
N/A
10.4K $26M
CSCO
Cisco Systems, Inc.

Technology
11.2K
New
$53.19 - $69.38 $596K - $777K
11.2K $9.02M
CTRE
Care Trust Reit, Inc.

Real Estate
10.7K
New
$26.65 - $30.69 $285K - $328K
10.7K $7.04M
GLQ
Clough Global Equity Fund

Financial Services
11.8K
New
$5.56 - $7.12 $65.6K - $84K
11.8K $6.16M
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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