Stock Taper 
TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Blackstone Inc. | BX | 7.57K | $891.06K |
 Cognex Corporation | CGNX | 7.5K | $543.12K |
 Insteel Industries, Inc. | IIIN | 7.44K | $224.63K |
 United Parcel Service, Inc. | UPS | 7.35K | $790.48K |
 Alphabet Inc. | GOOGL | 7.31K | $2.61M |
 Microsoft Corporation | MSFT | 7.3K | $2.72M |
 Jacobs Solutions Inc. | J | 7.11K | $896.23K |
 T-Mobile US, Inc. | TMUS | 7.05K | $1.18M |
 Primoris Services Corporation | PRIM | 6.99K | $692.88K |
 Digital Realty Trust, Inc. | DLR | 6.78K | $1.22M |
 ONEOK, Inc. | OKE | 6.62K | $575.2K |
 Maximus, Inc. | MMS | 6.49K | $349.12K |
 Mueller Industries, Inc. | MLI | 5.92K | $727.38K |
 The Scotts Miracle-Gro Company | SMG | 5.7K | $388.23K |
 Agilent Technologies, Inc. | A | 5.66K | $752.22K |
 Westlake Corporation | WLK | 5.65K | $412.74K |
 Chevron Corporation | CVX | 5.54K | $917.99K |
 The Clorox Company | CLX | 5.47K | $522.53K |
 CVS Health Corp. | CVS | 5.47K | $565.55K |
 Stanley Black & Decker, Inc. | SWK | 5.1K | $480.01K |