TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TFC | 8K | $358.37K |
 | PZZA | 8K | $396.41K |
 | KTOS | 8K | $361.19K |
 | D | 8K | $436.39K |
 | OKLO | 8K | $427.54K |
 | AVGO | 7K | $2.06M |
 | ROAD | 7K | $791.47K |
 | SCHW | 7K | $655.83K |
 | J | 7K | $938.21K |
 | JPM | 7K | $2.07M |
 | KD | 7K | $295.73K |
 | CF | 7K | $448.22K |
 | GLPI | 7K | $312.76K |
 | CNXC | 7K | $354.13K |
 | MSFT | 7K | $3.26M |
 | GEHC | 6K | $476.48K |
 | UPS | 6K | $636.99K |
 | MLI | 6K | $472.69K |
 | MMS | 6K | $412.43K |
 | WLK | 6K | $424.14K |
Truist Financial Corporation
TFC
Shares Held
8K
Value
$358.37K
Papa John's International, Inc.
PZZA
Shares Held
8K
Value
$396.41K
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
8K
Value
$361.19K
Dominion Energy, Inc.
D
Shares Held
8K
Value
$436.39K
Oklo Inc.
OKLO
Shares Held
8K
Value
$427.54K
Broadcom Inc.
AVGO
Shares Held
7K
Value
$2.06M
Construction Partners, Inc.
ROAD
Shares Held
7K
Value
$791.47K
The Charles Schwab Corporation
SCHW
Shares Held
7K
Value
$655.83K
Jacobs Solutions Inc.
J
Shares Held
7K
Value
$938.21K
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.07M
Kyndryl Holdings, Inc.
KD
Shares Held
7K
Value
$295.73K
CF Industries Holdings, Inc.
CF
Shares Held
7K
Value
$448.22K
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
7K
Value
$312.76K
Concentrix Corporation
CNXC
Shares Held
7K
Value
$354.13K
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.26M
GE HealthCare Technologies Inc.
GEHC
Shares Held
6K
Value
$476.48K
United Parcel Service, Inc.
UPS
Shares Held
6K
Value
$636.99K
Mueller Industries, Inc.
MLI
Shares Held
6K
Value
$472.69K
Maximus, Inc.
MMS
Shares Held
6K
Value
$412.43K
Westlake Corporation
WLK
Shares Held
6K
Value
$424.14K