Total Wealth Planning & Management, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $3.26B, Apple Inc. with a value of $3.02B, Amazon Com Inc with a value of $2.96B, Abb Vie Inc. with a value of $2.7B, and Unum Group with a value of $2.53B.
Examining the 13F form we can see an increase of $18.1B in the current position value, from $105B to 124B.
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
$124 Billion
Technology: $21.6 Billion
Financial Services: $16.8 Billion
ETFs: $14.2 Billion
Industrials: $12.9 Billion
Consumer Cyclical: $10 Billion
Energy: $8.66 Billion
Communication Services: $8.54 Billion
Healthcare: $8.07 Billion
Other: $16.5 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
