TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHOP | 2K | $216.28K |
 | AVAV | 2K | $480.43K |
 | V | 2K | $593.64K |
 | TRV | 2K | $444.92K |
 | LMT | 2K | $760.08K |
 | PLTR | 2K | $221.38K |
 | ABT | 2K | $220.34K |
 | GD | 2K | $456.16K |
 | TSLA | 2K | $477.44K |
 | CI | 1K | $475.37K |
 | APD | 1K | $400.81K |
 | ADSK | 1K | $385.11K |
 | IBM | 1K | $342.53K |
 | PM | 1K | $200.34K |
 | WCC | 1K | $202.79K |
 | MAR | 909 | $248.35K |
 | CRWD | 634 | $322.90K |
 | NFLX | 176 | $235.69K |
Shopify Inc.
SHOP
Shares Held
2K
Value
$216.28K
AeroVironment, Inc.
AVAV
Shares Held
2K
Value
$480.43K
Visa Inc.
V
Shares Held
2K
Value
$593.64K
The Travelers Companies, Inc.
TRV
Shares Held
2K
Value
$444.92K
Lockheed Martin Corporation
LMT
Shares Held
2K
Value
$760.08K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$221.38K
Abbott Laboratories
ABT
Shares Held
2K
Value
$220.34K
General Dynamics Corporation
GD
Shares Held
2K
Value
$456.16K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$477.44K
Cigna Corporation
CI
Shares Held
1K
Value
$475.37K
Air Products and Chemicals, Inc.
APD
Shares Held
1K
Value
$400.81K
Autodesk, Inc.
ADSK
Shares Held
1K
Value
$385.11K
International Business Machines Corporation
IBM
Shares Held
1K
Value
$342.53K
Philip Morris International Inc.
PM
Shares Held
1K
Value
$200.34K
WESCO International, Inc.
WCC
Shares Held
1K
Value
$202.79K
Marriott International, Inc.
MAR
Shares Held
909
Value
$248.35K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
634
Value
$322.90K
Netflix, Inc.
NFLX
Shares Held
176
Value
$235.69K