Total Wealth Planning & Management, Inc.

Q1 2025 13F Holdings

Location
Ponte Vedra Beach, FL
Holdings as of
3/31/2025
Value
$105M
Value excl. options
$97.4M
Num holdings
199
Date filed
4/24/2025
Form type
13F-HR
Prev filing
2/28/2025
Next filing
7/24/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type