Total Wealth Planning & Management, Inc. Purchases in Q4 2024

Total Wealth Planning & Management, Inc.

  • $110 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CTRA
Coterra Energy Inc.

Energy
13.5K
New
$22.71 - $27.63 $307K - $373K
13.5K $345M
AI
C3.Ai, Inc.

Technology
9.85K
New
$22.6 - $42.94 $223K - $423K
9.85K $339M
SMG
Scotts Miracle Gro CO

Basic Materials
4.92K
New
$65.14 - $93.47 $321K - $460K
4.92K $327M
HAS
Hasbro, Inc.

Consumer Cyclical
5.8K
New
$55.71 - $72.94 $323K - $423K
5.8K $324M
SMR
Nuscale Power Corp

Industrials
18.1K
New
$11.69 - $30.21 $211K - $545K
18.1K $324M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
11.3K
New
$27.09 - $32.06 $306K - $362K
11.3K $317M
BP
Bp PLC

Energy
10.7K
New
$28.16 - $33.14 $301K - $355K
10.7K $316M
CRWD
Crowd Strike Holdings, Inc.

Technology
920
New
$275.15 - $388.2 $253K - $357K
920 $315M
DDOG
Datadog, Inc.

Technology
2.2K
New
$113.98 - $168.65 $250K - $371K
2.2K $314M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
3.61K
New
$79.6 - $95.17 $287K - $344K
3.61K $313M
SQ
Block, Inc.

Technology
3.67K
New
$65.06 - $98.92 $239K - $363K
3.67K $312M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
6.4K
New
$46.46 - $51.66 $297K - $331K
6.4K $308M
MSM
Msc Industrial Direct CO Inc

Industrials
4.1K
New
$73.09 - $90.18 $300K - $370K
4.1K $306M
AWK
American Water Works Company, Inc.

Utilities
2.45K
New
$123.83 - $146.07 $303K - $357K
2.45K $304M
XLY
Select Sector Spdr Consumer Di

ETFs
1.34K
New
$194.8 - $239.43 $261K - $321K
1.34K $301M
RWM
Proshares Short Russell2000

ETFs
16.1K
New
$17.33 - $19.36 $278K - $311K
16.1K $301M
WLK
Westlake Corp

Basic Materials
2.62K
New
$113.23 - $148.98 $297K - $390K
2.62K $300M
FOR
Forestar Group Inc.

Real Estate
11.5K
New
$25.52 - $33.06 $292K - $379K
11.5K $297M
IAI
Ishares Tr Us Broker Dealers &

ETFs
2.05K
New
$127.59 - $153.41 $262K - $314K
2.05K $295M
AG
First Majestic Silver Corp

Basic Materials
52.7K
New
$5.39 - $7.94 $284K - $418K
52.7K $289M
XLC
Select Sector Spdr Tr Communic

ETFs
2.94K
New
$89.66 - $102.16 $264K - $301K
2.94K $285M
JOBY
Joby Aviation, Inc.

Industrials
35K
New
$4.8 - $9.16 $168K - $321K
35K $285M
CRM
Salesforce, Inc.

Technology
850
New
$270.87 - $367.87 $230K - $313K
850 $284M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
10.7K
New
$22.72 - $28.29 $242K - $301K
10.7K $281M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.59K
New
$174.22 - $187.62 $276K - $298K
1.59K $278M
IRDM
Iridium Communications Inc.

Communication Services
9.42K
New
$27.32 - $33.54 $257K - $316K
9.42K $273M
DVN
Devon Energy Corp

Energy
8.33K
New
$30.52 - $42.96 $254K - $358K
8.33K $273M
PM
Philip Morris International Inc.

Consumer Defensive
2.24K
New
$118.38 - $133.06 $265K - $298K
2.24K $269M
FMC
Fmc Corp

Basic Materials
5.4K
New
$47.86 - $66.62 $258K - $360K
5.4K $262M
WEN
Wendy'S CO

Consumer Cyclical
16.1K
New
$16.26 - $20.42 $262K - $329K
16.1K $262M
MMS
Maximus, Inc.

Industrials
3.47K
New
$69.81 - $92.82 $242K - $322K
3.47K $259M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.13K
New
$193.7 - $235.05 $218K - $265K
1.13K $258M
MAR
Marriott International Inc

Consumer Cyclical
909
New
$246.06 - $292.59 $224K - $266K
909 $254M
IBM
International Business Machines Corp

Technology
1.13K
New
$204.9 - $238.04 $231K - $268K
1.13K $248M
GDDY
Go Daddy Inc.

Technology
1.24K
New
$153.16 - $209.03 $190K - $259K
1.24K $244M
CPA
Copa Holdings, S.A.

Industrials
2.78K
New
$86.16 - $107.25 $239K - $298K
2.78K $244M
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.34K
New
$56.08 - $68.53 $243K - $297K
4.34K $244M
DKNG
Draft Kings Inc.

Consumer Cyclical
6.53K
New
$35.32 - $44.84 $231K - $293K
6.53K $243M
SHOP
Shopify Inc.

Technology
2.18K
New
$78.14 - $119.49 $170K - $260K
2.18K $232M
CUBE
Cube Smart

Real Estate
5.35K
New
$41.74 - $53.03 $223K - $284K
5.35K $229M
QCOM
Qualcomm Inc

Technology
1.47K
New
$150.4 - $178.04 $220K - $261K
1.47K $225M
DLR
Digital Realty Trust, Inc.

Real Estate
1.27K
New
$156.46 - $195.69 $198K - $248K
1.27K $225M
VOXCF
Vox Royalty Corp.
95.4K
New
N/A
95.4K $223M
NFLX
Netflix Inc

Communication Services
249
New
$687.65 - $936.56 $171K - $233K
249 $222M
PSLV
Sprott Physical Silver Trust

Financial Services
23K
New
$9.65 - $11.76 $222K - $270K
23K $222M
EME
Emcor Group, Inc.

Industrials
477
New
$427.96 - $526.95 $204K - $251K
477 $217M
OKE
Oneok Inc

Energy
2.13K
New
$92.28 - $117.05 $196K - $249K
2.13K $213M
VTI
Vanguard Total Stock Market Et

ETFs
727
New
$280.04 - $302.45 $204K - $220K
727 $211M
MRK
Merck & Co., Inc.

Healthcare
2.04K
New
$96.31 - $114.76 $196K - $234K
2.04K $203M
Activity Summary
Buys All Purchases 175 New Holdings 175 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 2 Puts 24
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