TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TXO | 79K | $1.19M |
 | AG | 57K | $475.13K |
 | PFE | 38K | $922.27K |
 | CAG | 36K | $740.32K |
 | T | 35K | $999.62K |
 | ITRN | 34K | $1.30M |
 | KVUE | 33K | $698.30K |
 | UNM | 31K | $2.53M |
 | HL | 29K | $171.31K |
 | JOBY | 28K | $298.19K |
 | VZ | 26K | $1.13M |
 | WEYS | 25K | $821.97K |
 | SBSW | 24K | $170.40K |
 | ACHR | 22K | $241.57K |
 | FOR | 22K | $445.14K |
 | HPE | 21K | $424.34K |
 | DVN | 20K | $641.29K |
 | KLIC | 20K | $697.35K |
 | CINF | 19K | $153.09K |
 | VICI | 19K | $619.43K |
TXO Partners, L.P.
TXO
Shares Held
79K
Value
$1.19M
First Majestic Silver Corp.
AG
Shares Held
57K
Value
$475.13K
Pfizer Inc.
PFE
Shares Held
38K
Value
$922.27K
Conagra Brands, Inc.
CAG
Shares Held
36K
Value
$740.32K
AT&T Inc.
T
Shares Held
35K
Value
$999.62K
Ituran Location and Control Ltd.
ITRN
Shares Held
34K
Value
$1.30M
Kenvue Inc.
KVUE
Shares Held
33K
Value
$698.30K
Unum Group
UNM
Shares Held
31K
Value
$2.53M
Hecla Mining Company
HL
Shares Held
29K
Value
$171.31K
Joby Aviation, Inc.
JOBY
Shares Held
28K
Value
$298.19K
Verizon Communications Inc.
VZ
Shares Held
26K
Value
$1.13M
Weyco Group, Inc.
WEYS
Shares Held
25K
Value
$821.97K
Sibanye Stillwater Limited
SBSW
Shares Held
24K
Value
$170.40K
Archer Aviation Inc.
ACHR
Shares Held
22K
Value
$241.57K
Forestar Group Inc.
FOR
Shares Held
22K
Value
$445.14K
Hewlett Packard Enterprise Company
HPE
Shares Held
21K
Value
$424.34K
Devon Energy Corporation
DVN
Shares Held
20K
Value
$641.29K
Kulicke and Soffa Industries, Inc.
KLIC
Shares Held
20K
Value
$697.35K
Cincinnati Financial Corporation
CINF
Shares Held
19K
Value
$153.09K
VICI Properties Inc.
VICI
Shares Held
19K
Value
$619.43K