Total Wealth Planning & Management, Inc. New Holdings in Q4 2024

Total Wealth Planning & Management, Inc.

  • $110 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
12.2K
New
$567.81 - $607.81 $6.91M - $7.4M
12.2K $7.13B
AAPL
Apple Inc.

Technology
14.1K
New
$221.69 - $259.02 $3.13M - $3.66M
14.1K $3.54B
MSFT
Microsoft Corp

Technology
6.64K
New
$406.35 - $454.46 $2.7M - $3.02M
6.64K $2.8B
ABBV
Abb Vie Inc.

Healthcare
14.7K
New
$164.99 - $203.87 $2.43M - $3M
14.7K $2.62B
AMZN
Amazon Com Inc

Consumer Cyclical
10.4K
New
$180.88 - $232.93 $1.88M - $2.42M
10.4K $2.28B
UNM
Unum Group

Financial Services
30K
New
$58.88 - $77.07 $1.76M - $2.31M
30K $2.19B
NVDA
Nvidia Corp

Technology
15.5K
New
$117.0 - $148.88 $1.81M - $2.3M
15.5K $2.08B
AVGO
Broadcom Inc.

Technology
8.25K
New
$159.67 - $250.0 $1.32M - $2.06M
8.25K $1.91B
MMM
3 M CO

Industrials
13.5K
New
$124.74 - $137.12 $1.68M - $1.85M
13.5K $1.74B
HD
Home Depot, Inc.

Consumer Cyclical
4.28K
New
$385.02 - $431.37 $1.65M - $1.85M
4.28K $1.66B
GOOGL
Alphabet Inc.

Communication Services
8.57K
New
$161.86 - $196.66 $1.39M - $1.68M
8.57K $1.62B
Txo Partners LP
90.1K
New
N/A
90.1K $1.52B
LNG
Cheniere Energy, Inc.

Energy
6.58K
New
$181.07 - $225.92 $1.19M - $1.49M
6.58K $1.41B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.64K
New
$481.22 - $538.17 $1.27M - $1.42M
2.64K $1.35B
META
Meta Platforms, Inc.

Communication Services
2.23K
New
$554.08 - $632.68 $1.23M - $1.41M
2.23K $1.3B
XLK
Technology Sector Spdr

ETFs
5.52K
New
$220.26 - $241.44 $1.21M - $1.33M
5.52K $1.28B
XOM
Exxon Mobil Corp

Energy
11.9K
New
$105.51 - $125.37 $1.26M - $1.49M
11.9K $1.28B
IMO
Imperial Oil LTD

Energy
17.1K
New
$61.13 - $79.21 $1.04M - $1.35M
17.1K $1.05B
NRG
Nrg Energy, Inc.

Utilities
11.4K
New
$85.3 - $101.61 $971K - $1.16M
11.4K $1.03B
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.7K
New
$77.25 - $91.3 $906K - $1.07M
11.7K $1B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
20.2K
New
$46.48 - $51.32 $940K - $1.04M
20.2K $974M
OMC
Omnicom Group Inc.

Communication Services
10.9K
New
$85.82 - $105.47 $935K - $1.15M
10.9K $938M
VZ
Verizon Communications Inc

Communication Services
22.9K
New
$39.6 - $45.21 $907K - $1.03M
22.9K $915M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
75.6K
New
$11.34 - $12.27 $858K - $928K
75.6K $903M
WMT
Walmart Inc.

Consumer Defensive
9.45K
New
$79.1 - $95.7 $747K - $904K
9.45K $854M
MRVL
Marvell Technology, Inc.

Technology
7.46K
New
$70.31 - $124.78 $525K - $931K
7.46K $824M
SOFI
So Fi Technologies, Inc.

Financial Services
53.3K
New
$7.63 - $16.88 $407K - $900K
53.3K $821M
ITA
Ishares Tr

ETFs
5.58K
New
$144.31 - $157.31 $805K - $878K
5.58K $811M
CMCSA
Comcast Corp

Communication Services
21.4K
New
$37.39 - $45.14 $800K - $966K
21.4K $803M
UPS
United Parcel Service Inc

Industrials
6.18K
New
$122.65 - $138.35 $758K - $855K
6.18K $779M
Jacobs Solutions Inc
5.62K
New
N/A
5.62K $751M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.74K
New
$172.07 - $207.36 $643K - $775K
3.74K $738M
BBY
Best Buy CO Inc

Consumer Cyclical
8.52K
New
$85.2 - $101.35 $725K - $863K
8.52K $731M
GLD
Spdr Gold Trust

ETFs
2.99K
New
$236.59 - $257.5 $706K - $769K
2.99K $723M
LMT
Lockheed Martin Corp

Industrials
1.48K
New
$479.66 - $614.62 $711K - $911K
1.48K $721M
CAG
Conagra Brands Inc.

Consumer Defensive
25K
New
$26.48 - $32.72 $663K - $819K
25K $695M
XLF
Financial Sector Spdr

ETFs
14.3K
New
$44.89 - $51.34 $642K - $734K
14.3K $691M
WABC
Westamerica Bancorporation

Financial Services
13K
New
$47.14 - $58.54 $615K - $763K
13K $684M
PRIM
Primoris Services Corp

Industrials
8.86K
New
$57.06 - $84.91 $505K - $752K
8.86K $677M
PFE
Pfizer Inc

Healthcare
25.1K
New
$24.8 - $30.19 $624K - $759K
25.1K $667M
ROAD
Construction Partners, Inc.

Industrials
7.49K
New
$67.44 - $101.86 $505K - $763K
7.49K $663M
KO
Coca Cola CO

Consumer Defensive
10.4K
New
$61.74 - $71.71 $644K - $747K
10.4K $649M
DY
Dycom Industries Inc

Industrials
3.67K
New
$168.3 - $202.91 $618K - $745K
3.67K $639M
HEI
Heico Corp

Industrials
2.68K
New
$237.06 - $279.02 $636K - $748K
2.68K $637M
JNJ
Johnson & Johnson

Healthcare
4.34K
New
$143.34 - $165.86 $622K - $720K
4.34K $628M
C
Citigroup Inc

Financial Services
8.87K
New
$61.31 - $72.5 $544K - $643K
8.87K $625M
V
Visa Inc.

Financial Services
1.96K
New
$273.87 - $320.91 $537K - $629K
1.96K $619M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.82K
New
$110.69 - $154.48 $534K - $745K
4.82K $613M
PRU
Prudential Financial Inc

Financial Services
5.1K
New
$114.59 - $129.52 $584K - $660K
5.1K $604M
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
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