TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOST | 18K | $814.40K |
 | HUT | 18K | $327.17K |
 | OP | 16K | $29.91K |
 | CAH | 16K | $655.03K |
 | GSK | 15K | $588.13K |
 | ETD | 15K | $413.94K |
 | AAPL | 15K | $3.02M |
 | ABBV | 15K | $2.70M |
 | XOM | 14K | $1.55M |
 | MRK | 14K | $1.11M |
 | PYPL | 14K | $1.02M |
 | IP | 14K | $639.42K |
 | ALLY | 14K | $529.21K |
 | AMZN | 14K | $2.96M |
 | NVDA | 13K | $2.13M |
 | OMC | 13K | $966.66K |
 | SMR | 13K | $522.19K |
 | WABC | 13K | $621.92K |
 | IIIN | 13K | $476.85K |
 | KHC | 13K | $330.04K |
Toast, Inc.
TOST
Shares Held
18K
Value
$814.40K
Hut 8 Corp.
HUT
Shares Held
18K
Value
$327.17K
OceanPal Inc.
OP
Shares Held
16K
Value
$29.91K
Cardinal Health, Inc.
CAH
Shares Held
16K
Value
$655.03K
GSK plc
GSK
Shares Held
15K
Value
$588.13K
Ethan Allen Interiors Inc.
ETD
Shares Held
15K
Value
$413.94K
Apple Inc.
AAPL
Shares Held
15K
Value
$3.02M
AbbVie Inc.
ABBV
Shares Held
15K
Value
$2.70M
Exxon Mobil Corporation
XOM
Shares Held
14K
Value
$1.55M
Merck & Co., Inc.
MRK
Shares Held
14K
Value
$1.11M
PayPal Holdings, Inc.
PYPL
Shares Held
14K
Value
$1.02M
International Paper Company
IP
Shares Held
14K
Value
$639.42K
Ally Financial Inc.
ALLY
Shares Held
14K
Value
$529.21K
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$2.96M
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.13M
Omnicom Group Inc.
OMC
Shares Held
13K
Value
$966.66K
NuScale Power Corporation
SMR
Shares Held
13K
Value
$522.19K
Westamerica Bancorporation
WABC
Shares Held
13K
Value
$621.92K
Insteel Industries, Inc.
IIIN
Shares Held
13K
Value
$476.85K
The Kraft Heinz Company
KHC
Shares Held
13K
Value
$330.04K