Total Wealth Planning & Management, Inc. Q4 2024 Filing
Filed February 28, 2025
Portfolio Value
$110.2M
Holdings
176
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (176 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $7.1M |
MSFTMICROSOFT CORP | $3.6M |
AAPLAPPLE INC | $3.5M |
ABBVABBVIE INC | $2.6M |
AMZNAMAZON COM INC | $2.3M |
UNMUNUM GROUP | $2.2M |
NVDANVIDIA CORPORATION | $2.1M |
AVGOBROADCOM INC | $1.9M |
MMM3M CO | $1.7M |
HDHOME DEPOT INC | $1.7M |
JPMJPMORGAN CHASE & CO. | $1.7M |
GOOGLALPHABET INC | $1.6M |
TXOTXO PARTNERS LP | $1.5M |
LNGCHENIERE ENERGY INC | $1.4M |
NDQINVESCO QQQ TR | $1.3M |
METAMETA PLATFORMS INC | $1.3M |
XLKSELECT SECTOR SPDR TR | $1.3M |
XOMEXXON MOBIL CORP | $1.3M |
BACVERIZON COMMUNICATIONS INC | $1.3M |
PRUPRUDENTIAL FINL INC | $1.1M |
UPSUNITED PARCEL SERVICE INC | $1.1M |
IMOIMPERIAL OIL LTD | $1.1M |
NRANRG ENERGY INC | $1.0M |
KOCOCA COLA CO | $1.0M |
PYPLPAYPAL HLDGS INC | $1.0M |
CAGCONAGRA BRANDS INC | $978K |
AMLPALPS ETF TR | $974K |
PFEPFIZER INC | $967K |
OMCOMNICOM GROUP INC | $938K |
CHICALAMOS CONV OPPORTUNITIES & | $903K |
WMTWALMART INC | $854K |
CVXCHEVRON CORP NEW | $826K |
MRVLMARVELL TECHNOLOGY INC | $824K |
SOFISOFI TECHNOLOGIES INC | $821K |
CSCOCISCO SYS INC | $813K |
ITA*ISHARES TR | $811K |
CMCSACOMCAST CORP NEW | $803K |
BMYBRISTOL-MYERS SQUIBB CO | $795K |
DDOMINION ENERGY INC | $757K |
JJACOBS SOLUTIONS INC | $751K |
7HPHP INC | $739K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $738K |
BBYBEST BUY INC | $731K |
GQ9SPDR GOLD TR | $723K |
LMTLOCKHEED MARTIN CORP | $721K |
XLFSELECT SECTOR SPDR TR | $691K |
WABCWESTAMERICA BANCORPORATION | $684K |
PRIMPRIMORIS SVCS CORP | $677K |
TFCTRUIST FINL CORP | $674K |
ROADCONSTRUCTION PARTNERS INC | $663K |
SMGSCOTTS MIRACLE-GRO CO | $652K |
HASHASBRO INC | $649K |
DYDYCOM INDS INC | $639K |
HEIHEICO CORP NEW | $637K |
CTRACOTERRA ENERGY INC | $633K |
JNJJOHNSON & JOHNSON | $628K |
TRVCCITIGROUP INC | $625K |
IPGINTERPUBLIC GROUP COS INC | $622K |
BPBP PLC | $621K |
VVISA INC | $619K |
GLPIGAMING & LEISURE PPTYS INC | $616K |
SFMSPROUTS FMRS MKT INC | $613K |
MSMMSC INDL DIRECT INC | $612K |
U6ZURANIUM ENERGY CORP | $609K |
MUMICRON TECHNOLOGY INC | $599K |
CAHCARDINAL HEALTH INC | $594K |
AEMAGNICO EAGLE MINES LTD | $593K |
BXBLACKSTONE INC | $593K |
AWCAMERICAN WTR WKS CO INC NEW | $591K |
GOOGALPHABET INC | $586K |
SCHWSCHWAB CHARLES CORP | $580K |
FMCFMC CORP | $525K |
WENWENDYS CO | $525K |
GLDDGREAT LAKES DREDGE & DOCK CO | $522K |
TAT&T INC | $520K |
GILDGILEAD SCIENCES INC | $496K |
CEF/USPROTT PHYSICAL GOLD & SILVE | $492K |
GEGE AEROSPACE | $489K |
TMUST-MOBILE US INC | $486K |
XHBSPDR SER TR | $483K |
TSLATESLA INC | $455K |
ACHRARCHER AVIATION INC | $450K |
KBESPDR SER TR | $447K |
MPCMARATHON PETE CORP | $442K |
HIIHUNTINGTON INGALLS INDS INC | $434K |
IYTISHARES TR | $434K |
TRVTRAVELERS COMPANIES INC | $418K |
CFCF INDS HLDGS INC | $417K |
UPGDINVESCO EXCHANGE TRADED FD T | $406K |
UBERUBER TECHNOLOGIES INC | $406K |
KLICKULICKE & SOFFA INDS INC | $404K |
IPINTERNATIONAL PAPER CO | $403K |
CITHE CIGNA GROUP | $402K |
ETDETHAN ALLEN INTERIORS INC | $401K |
KVYOKLAVIYO INC | $397K |
MLIMUELLER INDS INC | $396K |
VICIVICI PPTYS INC | $395K |
GSKGSK PLC | $390K |
RRYDER SYS INC | $386K |
ADCAGREE RLTY CORP | $378K |
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