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

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Txo Partners LP
-14.1K
- 15.06%
N/A
79.3K $1.19B
ABBV
Abb Vie Inc.

Healthcare
-59
- 0.4%
$170.16 - $206.27 $10K - $12.2K
14.5K $2.7B
XLV
Select Sector Spdr Fund Health

ETFs
-1.56K
- 35.96%
$128.77 - $144.3 $201K - $225K
2.77K $374M
UPS
United Parcel Service Inc

Industrials
-1.62K
- 20.39%
$91.92 - $110.2 $149K - $178K
6.31K $637M
MCHP
Microchip Technology Inc

Technology
-5.69K
- 56.61%
$35.34 - $71.6 $201K - $408K
4.36K $307M
PLTR
Palantir Technologies Inc.

Technology
-2.15K
- 56.98%
$74.01 - $144.25 $159K - $310K
1.62K $221M
JNJ
Johnson & Johnson

Healthcare
-61
- 1.21%
$146.36 - $159.82 $8.93K - $9.75K
4.97K $759M
CI
Cigna Corp

Healthcare
-223
- 13.43%
$301.89 - $340.04 $67.3K - $75.8K
1.44K $475M
Gsk PLC
-1.57K
- 9.27%
N/A
15.3K $588M
VZ
Verizon Communications Inc

Communication Services
-166
- 0.63%
$41.67 - $45.62 $6.92K - $7.57K
26.2K $1.13B
ADC
Agree Realty Corp

Real Estate
-207
- 3.79%
$70.68 - $79.12 $14.6K - $16.4K
5.26K $384M
VICI
Vici Properties Inc.

Real Estate
-1.07K
- 5.32%
$29.41 - $32.97 $31.4K - $35.2K
19K $619M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-534
- 12.07%
$144.63 - $179.53 $77.2K - $95.9K
3.89K $640M
UBER
Uber Technologies, Inc

Technology
-3.54K
- 24.41%
$64.62 - $93.3 $229K - $330K
11K $1.02B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-2.21K
- 11.21%
$26.18 - $30.91 $57.9K - $68.4K
17.5K $527M
WABC
Westamerica Bancorporation

Financial Services
-100
- 0.77%
$43.72 - $50.7 $4.37K - $5.07K
12.8K $622M
T
At&T Inc.

Communication Services
-1.88K
- 5.16%
$26.33 - $28.94 $49.5K - $54.4K
34.5K $1B
TRV
Travelers Companies, Inc.

Financial Services
-109
- 6.15%
$233.83 - $276.34 $25.5K - $30.1K
1.66K $445M
AWK
American Water Works Company, Inc.

Utilities
-19
- 0.77%
$133.82 - $151.96 $2.54K - $2.89K
2.45K $341M
TMQ
Trilogy Metals Inc.

Basic Materials
-2K
- 1.95%
$1.17 - $1.71 $2.34K - $3.42K
101K $136M
LNG
Cheniere Energy, Inc.

Energy
-2.85K
- 40.4%
$197.25 - $244.33 $562K - $696K
4.2K $1.61B
V
Visa Inc.

Financial Services
-68
- 3.91%
$308.27 - $373.31 $21K - $25.4K
1.67K $594M
UHT
Universal Health Realty Income Trust

Real Estate
-84
- 0.74%
$36.71 - $41.51 $3.08K - $3.49K
11.3K $450M
KD
Kyndryl Holdings, Inc.

Technology
-2.82K
- 28.54%
$27.77 - $41.96 $78.2K - $118K
7.05K $296M
CUBE
Cube Smart

Real Estate
-179
- 1.68%
$35.88 - $43.68 $6.42K - $7.82K
10.5K $444M
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.71K
- 24.2%
$31.67 - $42.89 $54K - $73.2K
5.34K $229M
GROY
Gold Royalty Corp.

Basic Materials
-9.13K
- 40.22%
$1.29 - $2.36 $11.8K - $21.6K
13.6K $30M
GD
General Dynamics Corp

Industrials
-119
- 7.07%
$247.68 - $291.66 $29.5K - $34.7K
1.56K $456M
RYJ
Invesco Exchange Traded Fd Tr

ETFs
-47
- 0.8%
N/A
5.83K $414M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-45
- 0.96%
$86.79 - $101.21 $3.91K - $4.55K
4.65K $458M
LMT
Lockheed Martin Corp

Industrials
-37
- 2.21%
$430.82 - $486.45 $15.9K - $18K
1.64K $760M
HII
Huntington Ingalls Industries, Inc.

Industrials
-386
- 13.2%
$183.31 - $241.46 $70.8K - $93.2K
2.54K $613M
VOXCF
Vox Royalty Corp.
-600
- 0.7%
N/A
85.3K $270M
NFLX
Netflix Inc

Communication Services
-45
- 20.36%
$855.86 - $1339.13 $38.5K - $60.3K
176 $236M
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
-278
- 0.51%
$4.62 - $5.95 $1.28K - $1.65K
54.3K $322M
WMT
Walmart Inc.

Consumer Defensive
-425
- 4.71%
$81.79 - $99.98 $34.8K - $42.5K
8.6K $841M
CRWD
Crowd Strike Holdings, Inc.

Technology
-142
- 18.3%
$321.63 - $509.31 $45.7K - $72.3K
634 $323M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-20
- 0.47%
$70.56 - $92.75 $1.41K - $1.86K
4.27K $383M
QBTS
D Wave Quantum Inc.

Technology
-4.39K
- 26.86%
$6.22 - $19.04 $27.3K - $83.6K
12K $175M
GLD
Spdr Gold Trust

ETFs
-5
- 0.15%
$273.71 - $316.29 $1.37K - $1.58K
3.25K $992M
IIIN
Insteel Industries Inc

Industrials
-2.88K
- 18.33%
$23.76 - $37.75 $68.3K - $109K
12.8K $477M
CPA
Copa Holdings, S.A.

Industrials
-86
- 2.03%
$83.12 - $109.97 $7.15K - $9.46K
4.15K $456M
HEI
Heico Corp

Industrials
-317
- 11.18%
$236.44 - $328.0 $75K - $104K
2.52K $826M
GE
General Electric CO

Industrials
-288
- 11.51%
$166.81 - $257.39 $48K - $74.1K
2.21K $570M
RTX
Raytheon Technologies Corp

Industrials
-20
- 0.37%
$113.75 - $148.48 $2.28K - $2.97K
5.42K $791M
ACHR
Archer Aviation Inc.

Industrials
-955
- 4.11%
$6.2 - $13.3 $5.92K - $12.7K
22.3K $242M
SCHW
Schwab Charles Corp

Financial Services
-47
- 0.65%
$69.06 - $91.24 $3.25K - $4.29K
7.19K $656M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-1.19K
- 13.3%
$27.82 - $46.45 $33.2K - $55.4K
7.78K $361M
ROAD
Construction Partners, Inc.

Industrials
-1.12K
- 13.09%
$68.75 - $110.36 $77.1K - $124K
7.45K $791M
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
Track This Portfolio

Track Total Wealth Planning & Management, Inc. Portfolio

Follow Total Wealth Planning & Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning & Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning & Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email