Total Wealth Planning & Management, Inc.
CIK Number: 0002058383
Main Sectors:
Top Industries:
Filing Date: Jul 24, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 6.56K | -0.46% | 3.26M | 421.5 | 2.64% | Share |
| 2 | AAPL | Apple Inc. | 258.02 | +0.35% | 14.72K | +7.40% | 3.02M | 247.3 | 2.45% | Share |
| 3 | AMZN | Amazon.com, Inc... | 219.51 | -1.3% | 13.51K | +9.47% | 2.96M | 215.21 | 2.40% | Share |
| 4 | ABBV | AbbVie Inc. | 233.87 | -1.14% | 14.54K | -0.4% | 2.7M | 177.7 | 2.19% | Share |
| 5 | UNM | Unum Group | 79.42 | +1.04% | 31.37K | +7.94% | 2.53M | 73.6 | 2.05% | Share |
| 6 | NVDA | NVIDIA Corporat... | 187.62 | -0.67% | 13.47K | -0.38% | 2.13M | 134.29 | 1.72% | Share |
| 7 | JPM | JPMorgan Chase ... | 310.01 | +0.80% | 7.13K | +2.22% | 2.07M | 240.83 | 1.67% | Share |
| 8 | AVGO | Broadcom Inc. | 338.37 | +0.06% | 7.49K | +1.13% | 2.06M | 232.33 | 1.67% | Share |
| 9 | LNG | Cheniere Energy... | 232.29 | +0.22% | 4.2K | -40.4% | 1.61M | 215.97 | 1.31% | Share |
| 10 | HD | The Home Depot,... | 395.07 | +0.02% | 4.37K | +3.87% | 1.6M | 388.16 | 1.30% | Share |
| 11 | XOM | Exxon Mobil Cor... | 113.26 | +1.77% | 14.41K | +1.24% | 1.55M | 109.41 | 1.26% | Share |
| 12 | META | Meta Platforms,... | 710.56 | -2.27% | 2.09K | 0.00% | 1.54M | 585.51 | 1.25% | Share |
| 13 | GOOGL | Alphabet Inc. | 245.35 | -0.14% | 8.52K | +11.87% | 1.5M | 187.91 | 1.22% | Share |
| 14 | NRG | NRG Energy, Inc... | 166.39 | -0.54% | 9.08K | -13.68% | 1.46M | 90.22 | 1.18% | Share |
| 15 | QQQ | Invesco QQQ Tru... | 603.15 | -0.43% | 2.63K | +0.30% | 1.45M | 511.35 | 1.18% | Share |
| 16 | MU | Micron Technolo... | 187.83 | +2.22% | 11.25K | +13.23% | 1.39M | 89.41 | 1.12% | Share |
| 17 | XLK | Technology Sele... | 284.70 | -0.51% | 5.43K | +107.57% | 1.38M | 243.25 | 1.11% | Share |
| 18 | TMUS | T-Mobile US, In... | 230.27 | +0.06% | 5.51K | +152.06% | 1.31M | 231.3 | 1.06% | Share |
| 19 | ITRN | Ituran Location... | 35.91 | +0.91% | 33.63K | 0.00% | 1.3M | 36.16 | 1.05% | Share |
| 20 | TXO | TXO Partners, L... | 14.27 | +1.49% | 79.28K | -15.06% | 1.19M | 16.92 | 0.97% | Share |
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