Total Wealth Planning & Management, Inc.
CIK
2058383
City
Ponte Vedra Beach
State / Country
FL
Top Portfolio Positions
150 positions ·
$123,877,112 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LNG |
Cheniere Energy, Inc.
Energy
|
15,306 | $4,343,230 | 3.51% | |
| AAPL |
Apple Inc.
Technology
|
15,041 | $3,817,255 | 3.08% | |
| MSFT |
Microsoft Corp
Technology
|
8,431 | $3,120,903 | 2.52% | |
| ABBV |
AbbVie Inc.
Healthcare
|
12,853 | $2,795,398 | 2.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,575 | $2,618,995 | 2.11% | |
| XOM |
Exxon Mobil Corp
Energy
|
14,239 | $2,415,788 | 1.95% | |
| FDS |
Factset Research Systems Inc
Financial Services
|
10,607 | $2,301,612 | 1.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,535 | $2,216,495 | 1.79% | |
| VZ |
Verizon Communications Inc
Communication Services
|
41,286 | $2,072,557 | 1.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,058 | $2,029,598 | 1.64% |
Portfolio Trend
Holdings in UHT
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $647,398 | 15,997 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $498,006 | 12,701 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $450,302 | 11,266 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $464,896 | 11,350 | Shares | Sole | 2025-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||