Total Wealth Planning & Management, Inc.
CIK 2058383 · Holdings on Dec 31, 2024 · First reported Feb 28, 2025
Top ten holdings
Q4 2024- SPY7.01%
- AAPL3.48%
- MSFT2.75%
- ABBV2.57%
- AMZN2.24%
- UNM2.15%
- NVDA2.04%
- AVGO1.88%
- MMM1.71%
- HD1.63%
Share classes counted separately27.46%
Portfolio value by quarter
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $7.13M | 7.01% | 12.17K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $3.54M | 3.48% | 14.13K shares | Prior unavailable — | — | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $2.80M | 2.75% | 6.63K shares | Prior unavailable — | — | ↗▾ |
| 04 | ABBVABBVIE INC View history and evidence | $2.62M | 2.57% | 14.72K shares | Prior unavailable — | — | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $2.28M | 2.24% | 10.40K shares | Prior unavailable — | — | ↗▾ |
| 06 | UNMUNUM GROUP View history and evidence | $2.19M | 2.15% | 29.98K shares | Prior unavailable — | — | ↗▾ |
| 07 | NVDANVIDIA CORP View history and evidence | $2.08M | 2.04% | 15.45K shares | Prior unavailable — | — | ↗▾ |
| 08 | AVGOBROADCOM INC View history and evidence | $1.91M | 1.88% | 8.25K shares | Prior unavailable — | — | ↗▾ |
| 09 | MMM3M CO View history and evidence | $1.74M | 1.71% | 13.48K shares | Prior unavailable — | — | ↗▾ |
| 10 | HDHOME DEPOT INC View history and evidence | $1.66M | 1.63% | 4.28K shares | Prior unavailable — | — | ↗▾ |
Options overlay 26
$8.38M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
MSFTMICROSOFT CORP View history and evidence | Put | 1.80K | $758.70K | — | ▾ |
PRUPRUDENTIAL FINANCIAL INC View history and evidence | Put | 4.60K | $545.24K | — | ▾ |
CSCOCISCO SYSTEMS INC View history and evidence | Put | 6.80K | $402.56K | — | ▾ |
3 / 26 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2058383 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 110172589
}Research all 201 reported holdings.
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