Total Wealth Planning & Management, Inc. Options Holdings

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
MSFT
Microsoft Corp

Technology
PUT
$713 Million
1.9K
Q1 2025
Added 5.56%
PRU
Prudential Financial Inc

Financial Services
PUT
$514 Million
4.6K
Q4 2024
New holding
T
At&T Inc.

Communication Services
PUT
$436 Million
15.4K
Q1 2025
New holding
BMY
Bristol Myers Squibb CO

Healthcare
PUT
$409 Million
6.7K
Q4 2024
New holding
VZ
Verizon Communications Inc

Communication Services
PUT
$395 Million
8.7K
Q4 2024
New holding
D
Dominion Energy, Inc

Utilities
PUT
$376 Million
6.7K
Q4 2024
New holding
BP
Bp PLC

Energy
PUT
$348 Million
10.3K
Q4 2024
New holding
CVX
Chevron Corp

Energy
PUT
$351 Million
2.1K
Q4 2024
New holding
FE
Firstenergy Corp

Utilities
PUT
$344 Million
8.5K
Q1 2025
New holding
AWK
American Water Works Company, Inc.

Utilities
PUT
$339 Million
2.3K
Q4 2024
New holding
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
PUT
$326 Million
6.4K
Q4 2024
New holding
MSM
Msc Industrial Direct CO Inc

Industrials
PUT
$318 Million
4.1K
Q4 2024
New holding
TFC
Truist Financial Corp

Financial Services
PUT
$309 Million
7.5K
Q4 2024
New holding
HPQ
Hp Inc

Technology
PUT
$294 Million
10.6K
Q4 2024
New holding
UPS
United Parcel Service Inc

Industrials
PUT
$297 Million
2.7K
Q4 2024
New holding
MCHP
Microchip Technology Inc

Technology
PUT
$281 Million
5.8K
Q1 2025
New holding
PFE
Pfizer Inc

Healthcare
PUT
$286 Million
11.3K
Q4 2024
New holding
CAG
Conagra Brands Inc.

Consumer Defensive
PUT
$272 Million
10.2K
Q4 2024
New holding
SMG
Scotts Miracle Gro CO

Basic Materials
PUT
$269 Million
4.9K
Q4 2024
New holding
WHR
Whirlpool Corp

Consumer Cyclical
PUT
$279 Million
3.1K
Q1 2025
New holding
FMC
Fmc Corp

Basic Materials
PUT
$228 Million
5.4K
Q4 2024
New holding
WEN
Wendy'S CO

Consumer Cyclical
PUT
$236 Million
16.1K
Q4 2024
New holding
UEC
Uranium Energy Corp

Energy
CALL
$40.6 Million
8.5K
Q1 2025
Added 142.86%
DNN
Denison Mines Corp.

Energy
CALL
$9.4 Million
5K
Q1 2025
New holding
AG
First Majestic Silver Corp

Basic Materials
CALL
$962,000
100
Q1 2025
Reduced 66.67%

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $105 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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