TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QBTS | 12K | $175.06K |
 | HIMS | 12K | $593.41K |
 | UHT | 11K | $450.30K |
 | MU | 11K | $1.39M |
 | CSCO | 11K | $9.02K |
 | BP | 11K | $332.22K |
 | UBER | 11K | $1.02M |
 | BFLY | 11K | $21.80K |
 | CTRE | 11K | $7.04K |
 | CUBE | 10K | $444.17K |
 | UROY | 10K | $26.00K |
 | DOC | 10K | $179.40K |
 | PRIM | 10K | $796.63K |
 | CAT | 10K | $37.87K |
 | DSX | 10K | $14.85K |
 | FE | 9K | $370.39K |
 | NRG | 9K | $1.46M |
 | CVX | 9K | $1.15M |
 | WMT | 9K | $840.64K |
 | GOOGL | 9K | $1.50M |
D-Wave Quantum Inc.
QBTS
Shares Held
12K
Value
$175.06K
Hims & Hers Health, Inc.
HIMS
Shares Held
12K
Value
$593.41K
Universal Health Realty Income Trust
UHT
Shares Held
11K
Value
$450.30K
Micron Technology, Inc.
MU
Shares Held
11K
Value
$1.39M
Cisco Systems, Inc.
CSCO
Shares Held
11K
Value
$9.02K
BP p.l.c.
BP
Shares Held
11K
Value
$332.22K
Uber Technologies, Inc.
UBER
Shares Held
11K
Value
$1.02M
Butterfly Network, Inc.
BFLY
Shares Held
11K
Value
$21.80K
CareTrust REIT, Inc.
CTRE
Shares Held
11K
Value
$7.04K
CubeSmart
CUBE
Shares Held
10K
Value
$444.17K
Uranium Royalty Corp.
UROY
Shares Held
10K
Value
$26.00K
Healthpeak Properties, Inc.
DOC
Shares Held
10K
Value
$179.40K
Primoris Services Corporation
PRIM
Shares Held
10K
Value
$796.63K
Caterpillar Inc.
CAT
Shares Held
10K
Value
$37.87K
Diana Shipping Inc.
DSX
Shares Held
10K
Value
$14.85K
FirstEnergy Corp.
FE
Shares Held
9K
Value
$370.39K
NRG Energy, Inc.
NRG
Shares Held
9K
Value
$1.46M
Chevron Corporation
CVX
Shares Held
9K
Value
$1.15M
Walmart Inc.
WMT
Shares Held
9K
Value
$840.64K
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$1.50M