TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TMUS | 6K | $1.31M |
 | RTX | 5K | $791.43K |
 | DKNG | 5K | $229.20K |
 | ADC | 5K | $383.93K |
 | SMG | 5K | $337.91K |
 | PRU | 5K | $547.51K |
 | JNJ | 5K | $759.47K |
 | C | 5K | $752.72K |
 | GILD | 5K | $530.40K |
 | SWK | 5K | $311.65K |
 | KO | 5K | $318.09K |
 | CRWV | 5K | $739.80K |
 | BX | 4K | $659.19K |
 | HD | 4K | $1.60M |
 | MCHP | 4K | $307.10K |
 | WPM | 4K | $383.00K |
 | EMN | 4K | $313.57K |
 | LNG | 4K | $1.61M |
 | CPA | 4K | $456.05K |
 | MPC | 4K | $685.20K |
T-Mobile US, Inc.
TMUS
Shares Held
6K
Value
$1.31M
RTX Corporation
RTX
Shares Held
5K
Value
$791.43K
DraftKings Inc.
DKNG
Shares Held
5K
Value
$229.20K
Agree Realty Corporation
ADC
Shares Held
5K
Value
$383.93K
The Scotts Miracle-Gro Company
SMG
Shares Held
5K
Value
$337.91K
Prudential Financial, Inc.
PRU
Shares Held
5K
Value
$547.51K
Johnson & Johnson
JNJ
Shares Held
5K
Value
$759.47K
Citigroup Inc.
C
Shares Held
5K
Value
$752.72K
Gilead Sciences, Inc.
GILD
Shares Held
5K
Value
$530.40K
Stanley Black & Decker, Inc.
SWK
Shares Held
5K
Value
$311.65K
The Coca-Cola Company
KO
Shares Held
5K
Value
$318.09K
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
5K
Value
$739.80K
Blackstone Inc.
BX
Shares Held
4K
Value
$659.19K
The Home Depot, Inc.
HD
Shares Held
4K
Value
$1.60M
Microchip Technology Incorporated
MCHP
Shares Held
4K
Value
$307.10K
Wheaton Precious Metals Corp.
WPM
Shares Held
4K
Value
$383.00K
Eastman Chemical Company
EMN
Shares Held
4K
Value
$313.57K
Cheniere Energy, Inc.
LNG
Shares Held
4K
Value
$1.61M
Copa Holdings, S.A.
CPA
Shares Held
4K
Value
$456.05K
Marathon Petroleum Corporation
MPC
Shares Held
4K
Value
$685.20K