Total Wealth Planning & Management, Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $3.06B, Apple Inc. with a value of $3.04B, Microsoft Corp with a value of $2.47B, Unum Group with a value of $2.37B, and Amazon Com Inc with a value of $2.35B.
Examining the 13F form we can see an decrease of $4.74B in the current position value, from $110B to 105B.
Total Wealth Planning & Management, Inc. is based out at Ponte Vedra Beach, FL
Below you can find more details about Total Wealth Planning & Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$105 Billion
Technology: $17.4 Billion
Financial Services: $15.1 Billion
Industrials: $10.2 Billion
ETFs: $9.52 Billion
Energy: $8.81 Billion
Communication Services: $8.78 Billion
Consumer Cyclical: $7.99 Billion
Healthcare: $7.73 Billion
Other: $15.7 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
