TOTAL WEALTH PLANNING, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LLY | 32K | $24.38M |
 | PG | 24K | $3.63M |
 | CVX | 11K | $1.70M |
 | JPM | 9K | $2.83M |
 | AAPL | 6K | $1.63M |
 | UL | 6K | $343.41K |
 | XOM | 3K | $385.72K |
 | NVDA | 3K | $587.17K |
 | TSLA | 2K | $1.04M |
 | AMZN | 2K | $475.37K |
 | TJX | 2K | $303.68K |
 | MMM | 2K | $310.36K |
 | JNJ | 2K | $326.18K |
 | CINF | 2K | $273.63K |
 | ISRG | 2K | $770.58K |
 | PM | 2K | $275.74K |
 | MSFT | 1K | $771.75K |
 | NOC | 887 | $540.47K |
 | AVGO | 645 | $212.79K |
 | BRK-B | 606 | $304.66K |
Eli Lilly and Company
LLY
Shares Held
32K
Value
$24.38M
The Procter & Gamble Company
PG
Shares Held
24K
Value
$3.63M
Chevron Corporation
CVX
Shares Held
11K
Value
$1.70M
JPMorgan Chase & Co.
JPM
Shares Held
9K
Value
$2.83M
Apple Inc.
AAPL
Shares Held
6K
Value
$1.63M
Unilever PLC
UL
Shares Held
6K
Value
$343.41K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$385.72K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$587.17K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$1.04M
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$475.37K
The TJX Companies, Inc.
TJX
Shares Held
2K
Value
$303.68K
3M Company
MMM
Shares Held
2K
Value
$310.36K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$326.18K
Cincinnati Financial Corporation
CINF
Shares Held
2K
Value
$273.63K
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$770.58K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$275.74K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$771.75K
Northrop Grumman Corporation
NOC
Shares Held
887
Value
$540.47K
Broadcom Inc.
AVGO
Shares Held
645
Value
$212.79K
Berkshire Hathaway Inc.
BRK-B
Shares Held
606
Value
$304.66K