TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HAL | 75K | $2.12M |
 | PFE | 51K | $1.27M |
 | AG | 46K | $768.89K |
 | T | 36K | $898.22K |
 | EXE | 34K | $3.78M |
 | VZ | 28K | $1.15M |
 | JOBY | 27K | $361.61K |
 | CAG | 27K | $470.19K |
 | HL | 26K | $493.18K |
 | ACHR | 26K | $191.90K |
 | FOR | 22K | $551.66K |
 | KLIC | 21K | $969.87K |
 | DVN | 21K | $763.19K |
 | UROY | 20K | $70.09K |
 | SBSW | 18K | $253.66K |
 | GSK | 16K | $803.32K |
 | ITRN | 16K | $689.11K |
 | AAPL | 16K | $4.30M |
 | OMC | 15K | $1.22M |
 | VICI | 15K | $417.93K |
Halliburton Company
HAL
Shares Held
75K
Value
$2.12M
Pfizer Inc.
PFE
Shares Held
51K
Value
$1.27M
First Majestic Silver Corp.
AG
Shares Held
46K
Value
$768.89K
AT&T Inc.
T
Shares Held
36K
Value
$898.22K
Expand Energy Corporation
EXE
Shares Held
34K
Value
$3.78M
Verizon Communications Inc.
VZ
Shares Held
28K
Value
$1.15M
Joby Aviation, Inc.
JOBY
Shares Held
27K
Value
$361.61K
Conagra Brands, Inc.
CAG
Shares Held
27K
Value
$470.19K
Hecla Mining Company
HL
Shares Held
26K
Value
$493.18K
Archer Aviation Inc.
ACHR
Shares Held
26K
Value
$191.90K
Forestar Group Inc.
FOR
Shares Held
22K
Value
$551.66K
Kulicke and Soffa Industries, Inc.
KLIC
Shares Held
21K
Value
$969.87K
Devon Energy Corporation
DVN
Shares Held
21K
Value
$763.19K
Uranium Royalty Corp.
UROY
Shares Held
20K
Value
$70.09K
Sibanye Stillwater Limited
SBSW
Shares Held
18K
Value
$253.66K
GSK plc
GSK
Shares Held
16K
Value
$803.32K
Ituran Location and Control Ltd.
ITRN
Shares Held
16K
Value
$689.11K
Apple Inc.
AAPL
Shares Held
16K
Value
$4.30M
Omnicom Group Inc.
OMC
Shares Held
15K
Value
$1.22M
VICI Properties Inc.
VICI
Shares Held
15K
Value
$417.93K