Stock Taper 
TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 HEICO Corporation | HEI | 3.57K | $1.27M |
 GE HealthCare Technologies Inc. | GEHC | 3.52K | $225.18K |
 WESCO International, Inc. | WCC | 3.21K | $1.11M |
 Okta, Inc. | OKTA | 3K | $409.49K |
 Dycom Industries, Inc. | DY | 2.88K | $1.46M |
 QUALCOMM Incorporated | QCOM | 2.81K | $518.71K |
 Ryder System, Inc. | R | 2.78K | $732.49K |
 Marathon Petroleum Corporation | MPC | 2.71K | $693.38K |
 Kimberly-Clark Corporation | KMB | 2.6K | $285.4K |
 Cigna Corporation | CI | 2.56K | $705.74K |
 Entergy Corporation | ETR | 2.53K | $291.06K |
 American Water Works Company, Inc. | AWK | 2.52K | $331.06K |
 Valero Energy Corporation | VLO | 2.5K | $652.3K |
 Meta Platforms, Inc. | META | 2.3K | $1.3M |
 ServiceNow, Inc. | NOW | 2.28K | $225.96K |
 Impinj, Inc. | PI | 2.27K | $325.85K |
 Texas Instruments Incorporated | TXN | 2.2K | $655.75K |
 Visa Inc. | V | 2.19K | $750.68K |
 Huntington Ingalls Industries, Inc. | HII | 2.13K | $597.57K |
 Shopify Inc. | SHOP | 2.05K | $234.53K |