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Total Wealth Planning & Management, Inc.

13F
Total Wealth Planning & Management, Inc.
Last update 2025-04-24 199 Stocks (25 new)
Value $105.00 Mil Turnover 17 %
Countries:
Total Wealth Planning & Manage... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ABBV
AbbVie Inc
14,597
3,058.4
-0.83%
2.900
-0.02%
0.000
+8.60%
+8.20%
330,511.7
Drug Manufacturers
AAPL
Apple Inc
13,704
3,044.0
-3.03%
2.890
-0.10%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
MSFT
Microsoft Corp
6,589
2,473.3
-0.69%
2.350
-0.02%
0.000
+38.00%
+20.34%
3,755,441.4
Software
UNM
Unum Group
29,064
2,367.6
-3.04%
2.250
-0.06%
0.020
+4.65%
+11.41%
14,150.5
Insurance
AMZN
Amazon.com Inc
12,337
2,347.2
+18.63%
2.230
+0.35%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
TXO
TXO Partners LP
93,334
1,788.3
+3.64%
1.700
+0.06%
0.230
-8.32%
-4.92%
816.3
Oil & Gas
JPM
JPMorgan Chase & Co
6,971
1,710.0
+0.45%
1.620
+0.01%
0.000
+24.30%
+23.55%
801,337.5
Banks
XOM
Exxon Mobil Corp
14,230
1,692.3
+19.57%
1.610
+0.26%
0.000
+1.14%
+2.74%
467,768.2
Oil & Gas
LNG
Cheniere Energy Inc
7,047
1,630.7
+7.10%
1.550
+0.10%
0.000
-2.89%
+4.09%
49,387.2
Oil & Gas
HD
The Home Depot Inc
4,207
1,541.8
-1.66%
1.460
-0.03%
0.000
+5.33%
-3.42%
369,128.2
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
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-6.25%
551.42 ($587.78) 612.93
$628.86
6.99%
Reduce -96.61%
413
-11,758
MMM
3M Co
2025-03-31
Sold Out
Sold Out
-1.58%
129.7 ($146.92) 155.12
$151.20
2.91%
Sold Out
0
-13,485
ITRN
Ituran Location and Control Ltd
2025-03-31
New Buy
New Buy
+1.15%
31.47 ($36.06) 43.91
$38.91
7.90%
New holding
33,631
33,631
MRVL
Marvell Technology Inc
2025-03-31
Sold Out
Sold Out
-0.75%
61.57 ($97.02) 126.06
$71.99
-25.80%
Sold Out
0
-7,463
SOFI
SoFi Technologies Inc
2025-03-31
Sold Out
Sold Out
-0.75%
11.18 ($14.41) 18.03
$20.98
45.59%
Sold Out
0
-53,319
IMO
Imperial Oil Ltd
2025-03-31
Reduce
Reduce
-0.68%
62.41 ($68.69) 73.34
$83.48
21.53%
Reduce -71.65%
4,838
-12,229
CMCSA
Comcast Corp
2025-03-31
Add
Add
+0.64%
33.19 ($36.08) 38.23
$35.27
-2.25%
Add 85.64%
39,712
18,320
XLK
Technology Select Sector SPDR ETF
2025-03-31
Reduce
Reduce
-0.61%
206.38 ($226.74) 242.18
$258.81
14.14%
Reduce -52.56%
2,617
-2,899
CVX
Chevron Corp
2025-03-31
Add
Add
+0.59%
146.71 ($156.54) 167.97
$150.04
-4.15%
Add 102.39%
7,288
3,687
UBER
Uber Technologies Inc
2025-03-31
Add
Add
+0.54%
63.17 ($72.04) 81.49
$91.79
27.42%
Add 115.53%
14,492
7,768

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 2025-03-31

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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