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

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-397
- 8.23%
$132.75 - $177.12 $52.7K - $70.3K
4.42K $675M
CAH
Cardinal Health Inc

Healthcare
-222
- 4.42%
$118.02 - $137.77 $26.2K - $30.6K
4.8K $662M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1K
- 4.83%
$24.11 - $28.41 $24.1K - $28.4K
19.7K $560M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-50
- 1.15%
$55.75 - $77.63 $2.79K - $3.88K
4.29K $333M
TMUS
T Mobile Us, Inc.

Communication Services
-14
- 0.64%
$211.3 - $272.83 $2.96K - $3.82K
2.19K $584M
UNM
Unum Group

Financial Services
-911
- 3.04%
$71.8 - $83.34 $65.4K - $75.9K
29.1K $2.37B
ABBV
Abb Vie Inc.

Healthcare
-122
- 0.83%
$169.2 - $216.66 $20.6K - $26.4K
14.6K $3.06B
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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