Fund Holdings — Total Wealth Planning & Management, Inc.

Total Portfolio Value
$126.14M
Total Bought
$30.02M
Total Sold
$29.56M
Net Transaction
+$461.7K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
▲▼
Change
▲▼
CHENIERE ENERGY INC(LNG)6,47615,306+8,8301,2594,3433.44%+3,084
FACTSET RESH SYS INC(FDS)1,95910,607+8,6485682,3021.82%+1,733
NETFLIX INC.(NFLX)014,702+14,70201,4141.12%+1,414
STMICROELECTRONICS N V(STM)039,835+39,83501,3761.09%+1,376
INGREDION INC(INGR)011,135+11,13501,2540.99%+1,254
DIGITAL RLTY TR INC(DLR)1,7037,517+5,8142631,3551.07%+1,091
AMDOCS LTD(DOX)014,651+14,65109560.76%+956
GILEAD SCIENCES INC(GILD)4,70410,544+5,8405771,4701.17%+892
CLOROX CO DEL(CLX)07,157+7,15707420.59%+742
ISHARES TR07,478+7,47807140.57%+714
EXXON MOBIL CORP14,36814,239-1291,7292,4161.92%+687
T-MOBILE US INC(TMUS)3,7156,842+3,1277541,4371.14%+683
WESTLAKE CORPORATION(WLK)2,9557,707+4,7522189000.71%+682
INSTEEL INDS INC(IIIN)019,226+19,22606460.51%+646
ONEOK INC NEW(OKE)06,668+6,66806030.48%+603
CUBESMART(CUBE)016,374+16,37406000.48%+600
WESCO INTL INC(WCC)1,1863,168+1,9822908670.69%+577
BANK OZK LITTLE ROCK ARK(OZK)011,760+11,76005400.43%+540
HF SINCLAIR CORP(DINO)08,006+8,00604990.40%+499
COGNEX CORP(CGNX)010,027+10,02704910.39%+491
TEXAS INSTRS INC(TXN)02,300+2,30004470.35%+447
VERIZON COMMUNICATIONS INC(VZ)28,16931,586+3,4171,1471,5861.26%+438
CF INDUSTRIES HOLD(CF)4,5565,880+1,3243527630.61%+411
INTERNATIONAL PAPER CO(IP)12,91125,386+12,4755099060.72%+398
GE AEROSPACE(GE)2,2533,831+1,5786941,0870.86%+393
KEURIG DR PEPPER INC(KDP)014,300+14,30003770.30%+377
VERTIV HOLDINGS CO(VRT)01,452+1,45203640.29%+364
NXG CUSHING MIDSTREAM ENERGY(SRV)08,157+8,15703630.29%+363
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
03,935+3,93503260.26%+326
EQUINIX INC(EQIX)0320+32003140.25%+314
AT&T INC(T)36,16041,340+5,1808981,1980.95%+300
CONTANGO SILVER & GOLD INC(CTGO)015,931+15,93102990.24%+299
VICI PPTYS INC(VICI)14,86226,071+11,2094187120.56%+294
ALPS ETF TR
ALERIAN MLP
22,23025,315+3,0851,0451,3331.06%+287
KKR INCOME OPPORTUNITIES FD(KIO)025,654+25,65402820.22%+282
ISHARES TR0409+40902670.21%+267
NORTHEAST CMNTY BANCORP INC(NECB)010,896+10,89602590.21%+259
AIR PRODUCTS AND CHEMICALS I1,2151,915+7003005560.44%+256
DEVON ENERGY CORP NEW(DVN)20,83520,187-6487631,0160.81%+253
WALMART INC(WMT)9,57010,422+8521,0661,2951.03%+229
VALERO ENERGY CORP(VLO)3,2393,061-1785277560.60%+229
DEXCOM INC(DXCM)03,446+3,44602160.17%+216
VANECK ETF TRUST
GOLD MINERS ETF
02,312+2,31202120.17%+212
FIRST MAJESTIC SILVER CORP(AG)46,15245,652-5007699810.78%+212
PFIZER INC(PFE)50,93052,580+1,6501,2681,4761.17%+208
SPDR SERIES TRUST
ST STR SP SEMI
0616+61602010.16%+201
THE CIGNA GROUP(CI)1,5642,344+7804306250.50%+195
KULICKE & SOFFA INDS INC(KLIC)21,28817,688-3,6009701,1620.92%+193
MARATHON PETE CORP(MPC)3,9303,247-6836397930.63%+154
SPDR GOLD TR(GLD)3,2623,354+921,2931,4431.14%+150
UNIVERSAL HEALTH RLTY INCOME12,70115,997+3,2964986470.51%+149
ISHARES INC5,8415,825-165687170.57%+149
CONSTRUCTION PARTNERS INC(ROAD)7,4218,498+1,0778069440.75%+139
JACOBS SOLUTIONS INC(J)7,4798,764+1,2859911,1150.88%+125
JOHNSON & JOHNSON(JNJ)4,9974,622-3751,0341,1300.90%+96
ITURAN LOCATION AND CONTROL
SHS
16,02215,992-306897840.62%+95
URANIUM ENERGY CORP(UEC)51,84051,84006057000.55%+94
UNITED PARCEL SVCS INC(UPS)6,3877,389+1,0026347270.58%+93
ISHARES TR6,5976,854+2571,4161,4991.19%+83
ISHARES TR5,1816,214+1,0333864640.37%+78
AGREE RLTY CORP6,0756,811+7364385130.41%+76
ISHARES TR1,6921,979+2874174910.39%+74
FIRSTENERGY CORP(FE)9,6009,900+3004305020.40%+72
FORESTAR GROUP INC(FOR)22,39825,486+3,0885526230.49%+71
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,4461,772+3262773400.27%+63
WHEATON PRECIOUS METALS CORP(WPM)4,1074,10704835380.43%+55
MSC INDL DIRECT INC(MSM)4,4004,600+2003704240.34%+54
OMNICOM GROUP INC(OMC)15,15716,889+1,7321,2241,2721.01%+48
ENTERGY CORP NEW(ETR)2,5742,534-402382850.23%+47
DOMINION ENERGY INC(D)7,8848,193+3094625060.40%+45
DENISON MINES CORP(DNN)22,30028,900+6,600591020.08%+43
GSK PLC(GSK)16,38115,297-1,0848038440.67%+41
SPDR SERIES TRUST
ST STR SP TRANS
3,5753,940+3653273660.29%+40
SOLITARIO RESOURCES CORP(XPL)186,866205,966+19,1001301690.13%+39
CHEVRON CORPORATION(CVX)8,2926,280-2,0121,2641,2991.03%+36
VIRTUS GLOBAL MULTI-SECTOR I(VGI)38,80245,331+6,5293043350.27%+30
SCOTTS MIRACLE-GRO CO(SMG)5,4235,700+2773163470.27%+30
GENERAL DYNAMICS CORP(GD)1,6431,696+535535820.46%+29
HOME DEPOT INC(HD)4,3234,609+2861,4881,5161.20%+28
CHIPOTLE MEXICAN GRILL INC(CMG)9,17911,430+2,2513403660.29%+26
RTX CORPORATION(RTX)5,5475,400-1471,0171,0420.83%+24
RIVERNORTH DOUBLELINE STRATE(OPP)40,44944,760+4,3113223430.27%+22
NUVEEN CR STRATEGIES INCOME
COM SHS
54,01860,119+6,1012712930.23%+22
SPROTT ASSET MANAGEMENT LP(PSLV)18,86019,166+3064464670.37%+21
CALAMOS CONV OPPORTUNITIES &(CHI)71,43671,43607497670.61%+19
AMERICAN WTR WKS CO INC NEW2,4992,516+173263420.27%+16
GAMCO GLOBAL GOLD NAT RES &(GGN)99,29799,318+215125280.42%+16
GAMING & LEISURE P(GLPI)7,1007,500+4003173330.26%+15
MARRIOTT INTL INC NEW(MAR)90990902822970.24%+15
RYDER SYS INC(R)2,6542,555-995085230.41%+15
WESTERN ASSET HIGH INCOM FD(HIX)72,27478,862+6,5883013140.25%+13
ABRDN INCOME CREDIT STRATEGI58,55864,568+6,0103173290.26%+12
URANIUM RTY CORP19,80022,600+2,80070820.07%+12
VOX ROYALTY CORP(VOXR)52,72049,920-2,8002502620.21%+12
ALPHABET INC(GOOG)1,0801,210+1303393470.28%+8
BEST BUY INC(BBY)5,7096,049+3403823880.31%+6
MCDONALDS CORP(MCD)675678+32062110.17%+4
MERCK & CO INC(MRK)10,0638,834-1,2291,0591,0630.84%+3
ABRDN GLOBAL INCOME FUND INC14,30014,300042450.04%+3
RIVERNORTH OPPORTUNITIES FD(RIV)28,70530,509+1,8043373390.27%+2
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