Fund HoldingsTotal Wealth Planning & Management, Inc.

Total Portfolio Value
$125.99M
Total Bought
$134.86M
Total Sold
$0
Net Transaction
+$134.86M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)015,829+15,82904,3033.42%+4,303
EXPAND ENERGY CORPORATION(EXE)034,295+34,29503,7853.00%+3,785
AMAZON COM INC(AMZN)014,447+14,44703,3352.65%+3,335
SPDR S&P 500 ETF TR(SPY)04,680+4,68003,1912.53%+3,191
MICROSOFT CORP(MSFT)06,431+6,43103,1102.47%+3,110
ABBVIE INC(ABBV)012,757+12,75702,9152.31%+2,915
MICRON TECHNOLOGY INC(MU)09,771+9,77102,7892.21%+2,789
ALPHABET INC(GOOG)08,587+8,58702,6882.13%+2,688
JPMORGAN CHASE & CO.(JPM)07,399+7,39902,3841.89%+2,384
HALLIBURTON CO(HAL)075,181+75,18102,1251.69%+2,125
LOCKHEED MARTIN CORP(LMT)04,348+4,34802,1031.67%+2,103
NVIDIA CORPORATION(NVDA)010,683+10,68301,9921.58%+1,992
EXXON MOBIL CORP014,368+14,36801,7291.37%+1,729
INVESCO QQQ TR02,615+2,61501,6061.28%+1,606
BROADCOM INC(AVGO)04,638+4,63801,6051.27%+1,605
HOME DEPOT INC(HD)04,323+4,32301,4881.18%+1,488
ISHARES TR06,597+6,59701,4161.12%+1,416
NRG ENERGY INC(NRG)08,587+8,58701,3671.09%+1,367
SPDR GOLD TR(GLD)03,262+3,26201,2931.03%+1,293
PFIZER INC(PFE)050,930+50,93001,2681.01%+1,268
CHEVRON CORP NEW(CVX)08,292+8,29201,2641.00%+1,264
CHENIERE ENERGY INC(LNG)06,476+6,47601,2591.00%+1,259
META PLATFORMS INC(META)01,890+1,89001,2470.99%+1,247
OMNICOM GROUP INC(OMC)015,157+15,15701,2240.97%+1,224
DYCOM INDS INC(DY)03,522+3,52201,1900.94%+1,190
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,982+7,98201,1490.91%+1,149
VERIZON COMMUNICATIONS INC(VZ)028,169+28,16901,1470.91%+1,147
PRIMORIS SVCS CORP(PRIM)08,986+8,98601,1160.89%+1,116
SCHWAB CHARLES CORP(SCHW)010,929+10,92901,0920.87%+1,092
WALMART INC(WMT)09,570+9,57001,0660.85%+1,066
MERCK & CO INC(MRK)010,063+10,06301,0590.84%+1,059
ALPS ETF TR
ALERIAN MLP
022,230+22,23001,0450.83%+1,045
JOHNSON & JOHNSON(JNJ)04,997+4,99701,0340.82%+1,034
RTX CORPORATION(RTX)05,547+5,54701,0170.81%+1,017
JACOBS SOLUTIONS INC(J)07,479+7,47909910.79%+991
KULICKE & SOFFA INDS INC(KLIC)021,288+21,28809700.77%+970
UBER TECHNOLOGIES INC(UBER)011,680+11,68009540.76%+954
CITIGROUP INC(C)08,009+8,00909350.74%+935
MICROSOFT CORP(MSFT)(Put)01,900+1,9000919+919
TESLA INC(TSLA)02,007+2,00709030.72%+903
AT&T INC(T)036,160+36,16008980.71%+898
CARDINAL HEALTH INC(CAH)04,328+4,32808890.71%+889
HEICO CORP NEW(HEI)02,674+2,67408650.69%+865
HUNTINGTON INGALLS INDS INC(HII)02,493+2,49308480.67%+848
CONSTRUCTION PARTNERS INC(ROAD)07,421+7,42108060.64%+806
GSK PLC(GSK)016,381+16,38108030.64%+803
FIRST MAJESTIC SILVER CORP(AG)046,152+46,15207690.61%+769
DEVON ENERGY CORP NEW(DVN)020,835+20,83507630.61%+763
T-MOBILE US INC(TMUS)03,715+3,71507540.60%+754
CALAMOS CONV OPPORTUNITIES &(CHI)071,436+71,43607490.59%+749
SPROTT ASSET MANAGEMENT LP(CEF)016,213+16,21307430.59%+743
VISA INC(V)02,098+2,09807360.58%+736
MUELLER INDS INC(MLI)06,065+6,06506960.55%+696
GE AEROSPACE(GE)02,253+2,25306940.55%+694
ITURAN LOCATION AND CONTROL
SHS
016,022+16,02206890.55%+689
BLACKSTONE INC(BX)04,395+4,39506770.54%+677
JFROG LTD(FROG)010,563+10,56306600.52%+660
ALLY FINL INC(ALLY)014,316+14,31606480.51%+648
MARATHON PETE CORP(MPC)03,930+3,93006390.51%+639
UNITED PARCEL SERVICE INC(UPS)06,387+6,38706340.50%+634
SELECT SECTOR SPDR TR
ST STR FINL ETF
011,427+11,42706260.50%+626
UNUM GROUP(UNM)07,988+7,98806190.49%+619
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,933+3,93306090.48%+609
URANIUM ENERGY CORP(UEC)051,840+51,84006050.48%+605
GE HEALTHCARE TECHNOLOGIES I(GEHC)07,095+7,09505820.46%+582
GILEAD SCIENCES INC(GILD)04,704+4,70405770.46%+577
PRUDENTIAL FINL INC(PFH)05,096+5,09605750.46%+575
FACTSET RESH SYS INC(FDS)01,959+1,95905680.45%+568
ISHARES INC05,841+5,84105680.45%+568
AIRBNB INC04,145+4,14505630.45%+563
GENERAL DYNAMICS CORP(GD)01,643+1,64305530.44%+553
PAYPAL HLDGS INC(PYPL)09,450+9,45005520.44%+552
FORESTAR GROUP INC(FOR)022,398+22,39805520.44%+552
VALERO ENERGY CORP(VLO)03,239+3,23905270.42%+527
TRAVELERS COMPANIES INC(TRV)01,809+1,80905250.42%+525
PRUDENTIAL FINL INC(PFH)(Put)04,600+4,6000519+519
GAMCO GLOBAL GOLD NAT RES &099,297+99,29705120.41%+512
INTERNATIONAL PAPER CO(IP)012,911+12,91105090.40%+509
RYDER SYS INC(R)02,654+2,65405080.40%+508
KRATOS DEFENSE & SEC SOLUTIO(KTOS)06,634+6,63405040.40%+504
UNIVERSAL HEALTH RLTY INCOME012,701+12,70104980.40%+498
COPA HOLDINGS SA(CPA)04,095+4,09504940.39%+494
HECLA MNG CO(HL)025,700+25,70004930.39%+493
VANECK ETF TRUST
VANECK VIETNAM
025,796+25,79604920.39%+492
WHEATON PRECIOUS METALS CORP(WPM)04,107+4,10704830.38%+483
MAXIMUS INC(MMS)05,552+5,55204790.38%+479
CONAGRA BRANDS INC(CAG)027,163+27,16304700.37%+470
ABRDN PALLADIUM ETF TRUST03,213+3,21304670.37%+467
DOMINION ENERGY INC(D)07,884+7,88404620.37%+462
CENTRUS ENERGY CORP(LEU)01,879+1,87904560.36%+456
NEW FOUND GOLD CORP0151,400+151,40004500.36%+450
SPROTT ASSET MANAGEMENT LP(PSLV)018,860+18,86004460.35%+446
SELECT SECTOR SPDR TR
ST STR DISCR ETF
03,704+3,70404420.35%+442
AGREE RLTY CORP06,075+6,07504380.35%+438
INVESCO EXCHANGE TRADED FD T
BLOO AN RATI ETF
05,831+5,83104310.34%+431
THE CIGNA GROUP(CI)01,564+1,56404300.34%+430
TRUIST FINL CORP(TFC)08,736+8,73604300.34%+430
FIRSTENERGY CORP(FE)09,600+9,60004300.34%+430
DOMINION ENERGY INC(D)(Put)07,300+7,3000428+428
SPDR SERIES TRUST
ST STR SP HOME
04,140+4,14004260.34%+426
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