Total Wealth Planning & Management, Inc. Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$105.4B
Holdings
173
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (173 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $3.2B |
ABBVABBVIE INC | $3.1B |
AAPLAPPLE INC | $3.0B |
UNMUNUM GROUP | $2.4B |
AMZNAMAZON COM INC | $2.3B |
TXOTXO PARTNERS LP | $1.8B |
JPMJPMORGAN CHASE & CO. | $1.7B |
XOMEXXON MOBIL CORP | $1.7B |
LNGCHENIERE ENERGY INC | $1.6B |
BACVERIZON COMMUNICATIONS INC | $1.6B |
CVXCHEVRON CORP NEW | $1.6B |
HDHOME DEPOT INC | $1.5B |
TAT&T INC | $1.5B |
CMCSACOMCAST CORP NEW | $1.5B |
NVDANVIDIA CORPORATION | $1.5B |
AVGOBROADCOM INC | $1.2B |
NDQINVESCO QQQ TR | $1.2B |
ITRNITURAN LOCATION AND CONTROL | $1.2B |
METAMETA PLATFORMS INC | $1.2B |
AEMAGNICO EAGLE MINES LTD | $1.2B |
GOOGLALPHABET INC | $1.2B |
UPSUNITED PARCEL SERVICE INC | $1.2B |
CAGCONAGRA BRANDS INC | $1.2B |
AMLPALPS ETF TR | $1.1B |
OMCOMNICOM GROUP INC | $1.1B |
PRUPRUDENTIAL FINL INC | $1.1B |
UBERUBER TECHNOLOGIES INC | $1.1B |
NRANRG ENERGY INC | $1.0B |
PFEPFIZER INC | $992.3M |
GQ9SPDR GOLD TR | $938.8M |
ITA*ISHARES TR | $880.2M |
MUMICRON TECHNOLOGY INC | $863.3M |
BMYBRISTOL-MYERS SQUIBB CO | $857.4M |
JNJJOHNSON & JOHNSON | $834.7M |
JJACOBS SOLUTIONS INC | $807.9M |
DDOMINION ENERGY INC | $798.3M |
WMTWALMART INC | $792.0M |
MCHPMICROCHIP TECHNOLOGY INC. | $767.6M |
HEIHEICO CORP NEW | $757.5M |
LMTLOCKHEED MARTIN CORP | $749.6M |
PYPLPAYPAL HLDGS INC | $736.0M |
CHICALAMOS CONV OPPORTUNITIES & | $725.8M |
RTXRTX CORPORATION | $720.6M |
BPBP PLC | $709.6M |
AWCAMERICAN WTR WKS CO INC NEW | $703.5M |
FEFIRSTENERGY CORP | $703.3M |
BBYBEST BUY INC | $699.7M |
KHCKRAFT HEINZ CO | $697.4M |
SFMSPROUTS FMRS MKT INC | $675.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $663.3M |
CAHCARDINAL HEALTH INC | $661.8M |
WABCWESTAMERICA BANCORPORATION | $655.1M |
VICIVICI PPTYS INC | $654.6M |
GSKGSK PLC | $654.0M |
GLPIGAMING & LEISURE PPTYS INC | $651.5M |
TFCTRUIST FINL CORP | $639.3M |
MSMMSC INDL DIRECT INC | $636.9M |
XLVSELECT SECTOR SPDR TR | $632.5M |
7HPHP INC | $627.2M |
ROADCONSTRUCTION PARTNERS INC | $615.9M |
VVISA INC | $609.8M |
HIIHUNTINGTON INGALLS INDS INC | $596.6M |
MPCMARATHON PETE CORP | $592.8M |
IPINTERNATIONAL PAPER CO | $589.5M |
TMUST-MOBILE US INC | $583.6M |
FQIDIGITAL RLTY TR INC | $576.3M |
SCHWSCHWAB CHARLES CORP | $566.4M |
DYDYCOM INDS INC | $566.2M |
CEF/USPROTT PHYSICAL GOLD & SILVE | $560.4M |
WHRWHIRLPOOL CORP | $558.8M |
XLFSELECT SECTOR SPDR TR | $555.9M |
CITHE CIGNA GROUP | $546.5M |
XLKSELECT SECTOR SPDR TR | $540.4M |
SMGSCOTTS MIRACLE-GRO CO | $539.2M |
TRVCCITIGROUP INC | $537.0M |
GILDGILEAD SCIENCES INC | $536.0M |
PRIMPRIMORIS SVCS CORP | $535.9M |
KLICKULICKE & SOFFA INDS INC | $516.7M |
GEGE AEROSPACE | $500.7M |
BXBLACKSTONE INC | $480.7M |
WENWENDYS CO | $471.1M |
TRVTRAVELERS COMPANIES INC | $468.6M |
UHTUNIVERSAL HEALTH RLTY INCOME | $464.9M |
DVNDEVON ENERGY CORP NEW | $463.0M |
GDGENERAL DYNAMICS CORP | $458.8M |
KBESPDR SER TR | $457.4M |
FMCFMC CORP | $455.7M |
U6ZURANIUM ENERGY CORP | $454.7M |
XHBSPDR SER TR | $454.5M |
CUBECUBESMART | $454.0M |
GGNGAMCO GLOBAL GOLD NAT RES & | $444.5M |
MLIMUELLER INDS INC | $441.9M |
ALLYALLY FINL INC | $432.1M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $427.3M |
ADCAGREE RLTY CORP | $421.6M |
VLOVALERO ENERGY CORP | $419.2M |
IIININSTEEL INDS INC | $412.7M |
UPGDINVESCO EXCHANGE TRADED FD T | $411.5M |
IYTISHARES TR | $407.4M |
ABNBAIRBNB INC | $406.6M |
Page 1 of 2Next