TW

Total Wealth Planning & Management, Inc.

13F
Total Wealth Planning & Management, Inc.
Last update 2025-07-24 217 Stocks (37 new)
Value $124.00 Mil Turnover 17 %
Countries:
Total Wealth Planning & Manage... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
6,559
3,262.4
-0.46%
2.640
-0.01%
0.000
+32.15%
+21.67%
3,797,138.0
Software
AAPL
Apple Inc
14,718
3,019.8
+7.40%
2.450
+0.17%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
AMZN
Amazon.com Inc
13,505
2,962.9
+9.47%
2.400
+0.21%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
ABBV
AbbVie Inc
14,538
2,698.5
-0.40%
2.190
-0.01%
0.000
+6.71%
+10.35%
337,082.7
Drug Manufacturers
UNM
Unum Group
31,373
2,533.7
+7.94%
2.050
+0.15%
0.020
+1.38%
+10.76%
14,067.9
Insurance
NVDA
NVIDIA Corp
13,466
2,127.5
-0.38%
1.720
-0.01%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
JPM
JPMorgan Chase & Co
7,126
2,065.8
+2.22%
1.670
+0.04%
0.000
+21.80%
+25.72%
815,415.8
Banks
AVGO
Broadcom Inc
7,486
2,063.5
+1.13%
1.670
+0.02%
0.000
+53.81%
+25.20%
1,357,939.1
Semiconductors
LNG
Cheniere Energy Inc
4,200
1,611.9
-40.40%
1.310
-0.63%
0.000
-2.58%
+5.55%
50,079.2
Oil & Gas
HD
The Home Depot Inc
4,370
1,602.3
+3.87%
1.300
+0.05%
0.000
+4.38%
-2.88%
371,197.7
Retail - Cyclical

Total Wealth Planning & Management, Inc.'s Historical Top Holdings Breakdowns

Total Wealth Planning & Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CMCSA
Comcast Corp
2025-06-30
Sold Out
Sold Out
-1.39%
32.84 ($34.63) 36.9
$35.37
2.14%
Sold Out
0
-39,712
AEM
Agnico Eagle Mines Ltd
2025-06-30
Sold Out
Sold Out
-1.13%
99.48 ($115.94) 124.46
$125.79
8.50%
Sold Out
0
-10,988
MRK
Merck & Co Inc
2025-06-30
New Buy
New Buy
+0.90%
73.47 ($79.65) 89.76
$84.11
5.60%
New holding
14,040
14,040
CCL
Carnival Corp
2025-06-30
New Buy
New Buy
+0.73%
16.43 ($21.37) 28.12
$29.78
39.35%
New holding
2,200
2,200
WEYS
Weyco Group Inc
2025-06-30
New Buy
New Buy
+0.67%
27.2 ($30.75) 33.78
$32.48
5.63%
New holding
24,788
24,788
TOST
Toast Inc
2025-06-30
New Buy
New Buy
+0.66%
30.03 ($39.2) 45.23
$48.07
22.63%
New holding
18,388
18,388
BBY
Best Buy Co Inc
2025-06-30
Sold Out
Sold Out
-0.66%
56.17 ($68.02) 75.73
$67.29
-1.07%
Sold Out
0
-9,506
TMUS
T-Mobile US Inc
2025-06-30
Add
Add
+0.64%
220.99 ($244.5) 268.54
$247.50
1.23%
Add 152.06%
5,515
3,327
LNG
Cheniere Energy Inc
2025-06-30
Reduce
Reduce
-0.63%
197.25 ($231.6) 244.33
$225.80
-2.50%
Reduce -40.4%
4,200
-2,847
EFAD
ProShares MSCI EAFE Dividend Growers ETF
ProShares MSCI EAFE Dividend Growers ETF
2025-06-30
New Buy
New Buy
+0.62%
36.17 ($41.08) 43.43
$42.52
3.50%
New holding
17,746
17,746

Total Wealth Planning & Management, Inc. Total Holding History ($B)

To

Total Wealth Planning & Management, Inc.'s Asset Allocation

To

Total Wealth Planning & Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Total Wealth Planning & Management, Inc.'s Hypothetical Growth since 2025-06-30

Total Wealth Planning & Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Total Wealth Planning & Management, Inc.'s Holdings Heat Map

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Total Wealth Planning & Management, Inc.'s Holdings Bubble Chart

Total Wealth Planning & Management, Inc. News

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