TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSM | 4K | $348.58K |
 | DLR | 4K | $701.33K |
 | TSM | 4K | $905.05K |
 | SFM | 4K | $640.45K |
 | DY | 4K | $897.64K |
 | ABNB | 4K | $467.56K |
 | VLO | 4K | $474.07K |
 | WHR | 3K | $324.54K |
 | DOCU | 3K | $246.91K |
 | R | 3K | $440.91K |
 | HII | 3K | $612.83K |
 | ETR | 3K | $210.63K |
 | HEI | 3K | $825.90K |
 | DDOG | 2K | $333.54K |
 | AWK | 2K | $340.82K |
 | GE | 2K | $569.79K |
 | CCL | 2K | $897.06K |
 | META | 2K | $1.54M |
 | QCOM | 2K | $322.57K |
 | AMD | 2K | $275.57K |
MSC Industrial Direct Co., Inc.
MSM
Shares Held
4K
Value
$348.58K
Digital Realty Trust, Inc.
DLR
Shares Held
4K
Value
$701.33K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
4K
Value
$905.05K
Sprouts Farmers Market, Inc.
SFM
Shares Held
4K
Value
$640.45K
Dycom Industries, Inc.
DY
Shares Held
4K
Value
$897.64K
Airbnb, Inc.
ABNB
Shares Held
4K
Value
$467.56K
Valero Energy Corporation
VLO
Shares Held
4K
Value
$474.07K
Whirlpool Corporation
WHR
Shares Held
3K
Value
$324.54K
DocuSign, Inc.
DOCU
Shares Held
3K
Value
$246.91K
Ryder System, Inc.
R
Shares Held
3K
Value
$440.91K
Huntington Ingalls Industries, Inc.
HII
Shares Held
3K
Value
$612.83K
Entergy Corporation
ETR
Shares Held
3K
Value
$210.63K
HEICO Corporation
HEI
Shares Held
3K
Value
$825.90K
Datadog, Inc.
DDOG
Shares Held
2K
Value
$333.54K
American Water Works Company, Inc.
AWK
Shares Held
2K
Value
$340.82K
GE Aerospace
GE
Shares Held
2K
Value
$569.79K
Carnival Corporation & plc
CCL
Shares Held
2K
Value
$897.06K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.54M
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$322.57K
Advanced Micro Devices, Inc.
AMD
Shares Held
2K
Value
$275.57K