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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 % |
Total Wealth Planning & Manage... Top Holdings of 2025-03-31
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| 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 | +8.55% | +10.19% | 336,588.1 | Drug Manufacturers | |
AAPL | Apple Inc | 13,704 | 3,044.0 | -3.03% | 2.890 | -0.10% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
MSFT | Microsoft Corp | 6,589 | 2,473.3 | -0.69% | 2.350 | -0.02% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
UNM | Unum Group | 29,064 | 2,367.6 | -3.04% | 2.250 | -0.06% | 0.020 | +3.14% | +11.77% | 14,196.3 | Insurance | |
AMZN | Amazon.com Inc | 12,337 | 2,347.2 | +18.63% | 2.230 | +0.35% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
TXO | TXO Partners LP | 93,334 | 1,788.3 | +3.64% | 1.700 | +0.06% | 0.230 | -7.60% | -3.84% | 825.6 | Oil & Gas | |
JPM | JPMorgan Chase & Co | 6,971 | 1,710.0 | +0.45% | 1.620 | +0.01% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
XOM | Exxon Mobil Corp | 14,230 | 1,692.3 | +19.57% | 1.610 | +0.26% | 0.000 | +3.33% | +4.06% | 473,758.6 | Oil & Gas | |
LNG | Cheniere Energy Inc | 7,047 | 1,630.7 | +7.10% | 1.550 | +0.10% | 0.000 | -1.90% | +4.38% | 49,522.5 | Oil & Gas | |
HD | The Home Depot Inc | 4,207 | 1,541.8 | -1.66% | 1.460 | -0.03% | 0.000 | +6.25% | -2.03% | 374,441.1 | Retail - Cyclical |
Total Wealth Planning & Management, Inc.'s Historical Top Holdings Breakdowns
Total Wealth Planning & Management, Inc.'s Top Stock Picks
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| 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 | $634.21 | 7.90% | Reduce -96.61% | 413 | -11,758 | |
MMM | 3M Co | 2025-03-31 | Sold Out Sold Out | -1.58% | 129.7 ($146.92) 155.12 | $150.82 | 2.65% | 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 | $40.17 | 11.40% | 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 | $73.27 | -24.48% | Sold Out | 0 | -7,463 | |
SOFI | SoFi Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.75% | 11.18 ($14.41) 18.03 | $21.56 | 49.62% | Sold Out | 0 | -53,319 | |
IMO | Imperial Oil Ltd | 2025-03-31 | Reduce Reduce | -0.68% | 62.41 ($68.69) 73.34 | $84.01 | 22.30% | Reduce -71.65% | 4,838 | -12,229 | |
CMCSA | Comcast Corp | 2025-03-31 | Add Add | +0.64% | 33.19 ($36.08) 38.23 | $35.79 | -0.80% | 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 | $260.29 | 14.80% | Reduce -52.56% | 2,617 | -2,899 | |
CVX | Chevron Corp | 2025-03-31 | Add Add | +0.59% | 146.71 ($156.54) 167.97 | $153.12 | -2.18% | Add 102.39% | 7,288 | 3,687 | |
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +0.54% | 63.17 ($72.04) 81.49 | $89.94 | 24.85% | Add 115.53% | 14,492 | 7,768 |
Total Wealth Planning & Management, Inc. Total Holding History ($B)
Total Wealth Planning & Management, Inc.'s Asset Allocation
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 % |
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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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