Total Wealth Planning & Management, Inc.

Position in ABBV — AbbVie Inc.

CIK 2058383 Ponte Vedra Beach, FL

Position in ABBV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,771,059

-$24,339 QoQ

Shares Held

11,012

-14.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

#1,707

of 4,167 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Total Wealth Planning & Management, Inc. holds $8,212,636 across 6 Drug Manufacturers - General names. ABBV ranks #1 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc. This page	11,012	$2,771,059
2	GILD	Gilead Sciences, Inc.	10,348	$1,307,366
3	PFE	Pfizer Inc	49,290	$1,186,903
4	MRK	Merck & Co., Inc.	8,427	$1,082,869
5	JNJ	Johnson & Johnson	4,105	$1,042,546
6	GSK	GSK plc	15,679	$821,893

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,771,059	11,012	-14.3%	Shares	Sole	2026-07-28
2026-03-31	$2,795,398	12,853	+0.8%	Shares	Sole	2026-05-05
2025-12-31	$2,914,846	12,757	-12.3%	Shares	Sole	2026-02-11
2025-06-30	$2,698,543	14,538	-0.4%	Shares	Sole	2025-07-24
2025-03-31	$3,058,363	14,597	-0.8%	Shares	Sole	2025-04-24
2024-12-31	$2,615,566	14,719	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.