Total Wealth Planning & Management, Inc.

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Richard Tomes - CCO
Location
Ponte Vedra Beach, FL
Holdings as of
31 Dec 2024
Value $
$101,788,363
Num holdings
175
Filing time
28 Feb 2025, 12:32:39 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, AAPL, MSFT, ABBV, and AMZN.
Next filing
Q1 2025 - 24 Apr 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Richard Tomes CCO Ponte Vedra, Florida 28 Feb 2025