TOTAL INVESTMENT MANAGEMENT INC

data from 30/09/2025

Capitalization

$ 769.258 M 11.16 %

Average holding period

3 ans

Performance

$ 196.021 M 54.18 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TOTAL INVESTMENT MANAGEMENT INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BKUI BNY MELLON ETF TRUST 12.21% 93.888 M $ 1880021 2024/12/31 114.072 K $ 0.12 %
2025/09/30 XHLF BONDBLOXX ETF TRUST 11.98% 92.147 M $ 1827582 2025/06/30 148.859 K $ 0.16 %
2025/09/30 SPY SPDR S&P 500 ETF TR 11.84% 91.057 M $ 136686 2018/09/30 6.770 M $ 7.82 %
2025/09/30 EEM ISHARES TR 10.76% 82.804 M $ 1550639 2023/03/31 8.235 M $ 10.70 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 9.64% 74.153 M $ 300067 2025/06/30 13.993 K $ 8.81 %
2025/09/30 FNK FIRST TR EXCHANGE-TRADED ALP 9.41% 72.398 M $ 1310168 2021/12/31 4.696 M $ 6.76 %
2025/09/30 BKAG BNY MELLON ETF TRUST 9.31% 71.629 M $ 1681432 2021/06/30 705.559 K $ 1.00 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 8.32% 64.008 M $ 337418 2020/09/30 2.747 M $ 4.38 %
2025/09/30 TBIL RBB FD INC 6.54% 50.276 M $ 1005516 2025/06/30 0.000 $ 0.00 %
2025/09/30 VV VANGUARD INDEX FDS 2.08% 16.022 M $ 52043 2019/12/31 1.185 M $ 7.91 %
2025/09/30 AAPL APPLE INC 0.94% 7.253 M $ 28484 2016/12/31 1.417 M $ 24.11 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.78% 6.004 M $ 92370 2024/12/31 332.053 K $ 6.19 %
2025/09/30 BOND PIMCO ETF TR 0.68% 5.222 M $ 55942 2020/06/30 67.960 K $ 1.27 %
2025/09/30 AGG ISHARES TR 0.36% 2.767 M $ 27605 2016/12/31 29.549 K $ 1.06 %
2025/09/30 FSS FEDERAL SIGNAL CORP 0.32% 2.485 M $ 20884 2019/12/31 262.511 K $ 11.81 %
2025/09/30 IVE ISHARES TR 0.29% 2.260 M $ 10943 2018/03/31 125.372 K $ 5.67 %
2025/09/30 ETHA ISHARES ETHEREUM TR 0.25% 1.959 M $ 62177 2025/03/31 691.091 K $ 65.23 %
2025/09/30 WMT WALMART INC 0.25% 1.933 M $ 18761 2023/12/31 99.290 K $ 5.40 %
2025/09/30 CAT CATERPILLAR INC 0.21% 1.618 M $ 3390 2017/06/30 302.396 K $ 22.91 %
2025/09/30 AMZN AMAZON COM INC 0.18% 1.368 M $ 6231 2017/09/30 1.164 K $ 0.08 %
2025/09/30 TSLA TESLA INC 0.17% 1.329 M $ 2987 2020/06/30 300.115 K $ 39.99 %
2025/09/30 NVDA NVIDIA CORPORATION 0.17% 1.321 M $ 7082 2023/03/31 236.868 K $ 18.10 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.16% 1.233 M $ 3908 2016/12/31 99.987 K $ 8.80 %
2025/09/30 LUV SOUTHWEST AIRLS CO 0.15% 1.138 M $ 35659 2016/12/31 -18.906 K $ -1.63 %
2025/09/30 UAL UNITED AIRLS HLDGS INC 0.14% 1.067 M $ 11056 2016/12/31 195.995 K $ 21.19 %
2025/09/30 IWM ISHARES TR 0.13% 980.314 K $ 4052 2024/12/31 107.323 K $ 12.13 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.13% 974.310 K $ 1938 2016/12/31 26.150 K $ 3.49 %
2025/09/30 EFA ISHARES TR 0.13% 962.400 K $ 10307 2024/12/31 41.296 K $ 4.45 %
2025/09/30 VOO VANGUARD INDEX FDS 0.12% 938.263 K $ 1532 2024/06/30 103.468 K $ 7.81 %
2025/09/30 QQQ INVESCO QQQ TR 0.11% 830.996 K $ 1384 2018/06/30 75.726 K $ 8.84 %
2025/09/30 MSFT MICROSOFT CORP 0.11% 829.033 K $ 1601 2017/12/31 35.760 K $ 4.13 %
2025/09/30 GLDM WORLD GOLD TR 0.10% 767.864 K $ 10044 2022/06/30 114.185 K $ 16.68 %
2025/09/30 VGT VANGUARD WORLD FD 0.08% 632.218 K $ 847 2025/06/30 7.584 K $ 12.54 %
2025/09/30 ARKK ARK ETF TR 0.08% 576.743 K $ 6683 2023/06/30 106.994 K $ 22.78 %
2025/09/30 SCHQ SCHWAB STRATEGIC TR 0.07% 563.450 K $ 17439 2022/12/31 7.323 K $ 1.32 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.07% 561.270 K $ 21831 2016/12/31 50.513 K $ 7.89 %
2025/09/30 META META PLATFORMS INC 0.07% 543.935 K $ 741 2023/06/30 -3.068 K $ -0.50 %
2025/09/30 PSLV SPROTT ASSET MANAGEMENT LP 0.07% 516.923 K $ 32925 2022/06/30 62.414 K $ 28.27 %
2025/09/30 QQQE DIREXION SHS ETF TR 0.07% 507.691 K $ 4996 2024/09/30 16.483 K $ 3.36 %
2025/09/30 IVV ISHARES TR 0.06% 498.639 K $ 745 2024/12/31 27.636 K $ 7.79 %
2025/09/30 DAL DELTA AIR LINES INC DEL 0.06% 456.501 K $ 8044 2022/12/31 59.674 K $ 15.39 %
2025/09/30 HON HONEYWELL INTL INC 0.06% 440.460 K $ 2092 2024/12/31 -47.870 K $ -9.61 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.06% 428.505 K $ 2789 2018/12/31 -16.017 K $ -3.56 %
2025/09/30 CSCO CISCO SYS INC 0.06% 426.120 K $ 6228 2017/12/31 -6.139 K $ -1.38 %
2025/09/30 FNDB SCHWAB STRATEGIC TR 0.05% 410.363 K $ 15943 2020/09/30 35.390 K $ 7.34 %
2025/09/30 CVX CHEVRON CORP NEW 0.05% 391.437 K $ 2521 2020/12/31 31.217 K $ 8.45 %
2025/09/30 KO COCA COLA CO 0.05% 385.770 K $ 5817 2017/06/30 -25.942 K $ -6.26 %
2025/09/30 MCD MCDONALDS CORP 0.05% 359.232 K $ 1182 2019/06/30 13.981 K $ 4.01 %
2025/09/30 BA BOEING CO 0.05% 349.041 K $ 1617 2017/03/31 10.193 K $ 3.01 %
2025/09/30 GOOGL ALPHABET INC 0.04% 332.361 K $ 1367 2023/12/31 109.064 K $ 37.93 %
2025/09/30 FBTC FIDELITY WISE ORIGIN BITCOIN 0.04% 330.970 K $ 3316 2024/09/30 19.590 K $ 6.19 %
2025/09/30 MGK VANGUARD WORLD FD 0.04% 321.845 K $ 800 2023/12/31 28.963 K $ 9.90 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.04% 303.729 K $ 1665 2025/03/31 80.767 K $ 33.82 %
2025/09/30 V VISA INC 0.04% 296.060 K $ 867 2023/12/31 -12.111 K $ -3.85 %
2025/09/30 SIVR ABRDN SILVER ETF TRUST 0.04% 290.410 K $ 6529 2025/03/31 65.747 K $ 29.26 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.04% 290.251 K $ 1030 2025/06/30 6.298 K $ 11.32 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.04% 282.006 K $ 999 2024/09/30 -12.733 K $ -4.28 %
2025/09/30 AVGO BROADCOM INC 0.04% 278.781 K $ 845 2024/12/31 58.003 K $ 19.68 %
2025/09/30 MHD BLACKROCK MUNIHOLDINGS FD IN 0.04% 276.515 K $ 23533 2021/06/30 14.187 K $ 4.91 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.04% 273.805 K $ 10395 2024/09/30 14.481 K $ 7.77 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.03% 267.239 K $ 9440 2024/12/31 -10.179 K $ -3.71 %
2025/09/30 IUSB ISHARES TR 0.03% 266.200 K $ 5699 2024/12/31 2.735 K $ 1.04 %
2025/09/30 FLGV FRANKLIN TEMPLETON ETF TR 0.03% 255.447 K $ 12376 2022/12/31 1.113 K $ 0.44 %
2025/09/30 SIL GLOBAL X FDS 0.03% 250.316 K $ 3495 2025/06/30 81.956 K $ 48.80 %
2025/09/30 GOOG ALPHABET INC 0.03% 246.124 K $ 1011 2023/06/30 72.974 K $ 37.29 %
2025/09/30 XOM EXXON MOBIL CORP 0.03% 231.549 K $ 2054 2021/06/30 10.805 K $ 4.59 %
2025/09/30 ABBV ABBVIE INC 0.03% 229.182 K $ 990 2025/06/30 46.287 K $ 24.74 %
2025/09/30 VUG VANGUARD INDEX FDS 0.03% 227.341 K $ 474 2025/06/30 19.533 K $ 9.40 %
2025/09/30 GLD SPDR GOLD TR 0.03% 226.790 K $ 638 2017/12/31 32.308 K $ 16.61 %
2025/09/30 QTEC FIRST TR EXCHANGE-TRADED FD 0.03% 216.752 K $ 944 2025/06/30 15.840 K $ 7.88 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.03% 215.562 K $ 4905 2018/03/31 3.370 K $ 1.57 %
2025/09/30 FTGC FIRST TR EXCHANGE TRAD FD VI 0.03% 214.658 K $ 8288 2024/06/30 10.180 K $ 4.99 %
2025/09/30 T AT&T INC 0.03% 213.369 K $ 7556 2025/03/31 -5.352 K $ -2.42 %
2025/09/30 BBUS J P MORGAN EXCHANGE TRADED F 0.03% 212.965 K $ 1765 2025/06/30 15.426 K $ 7.81 %
2025/09/30 HD HOME DEPOT INC 0.03% 212.320 K $ 524 2023/12/31 25.018 K $ 10.51 %
2025/09/30 IUSV ISHARES TR 0.03% 210.378 K $ 2105 2025/06/30 11.198 K $ 5.62 %
2025/09/30 SCHA SCHWAB STRATEGIC TR 0.03% 203.090 K $ 7279 2024/12/31 24.382 K $ 10.28 %
2025/09/30 MQT BLACKROCK MUNIYIELD QUALITY 0.02% 153.290 K $ 15283 2016/12/31 7.128 K $ 4.05 %
2025/09/30 VERI VERITONE INC 0.01% 108.450 K $ 22500 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACHR ARCHER AVIATION INC 0.01% 96.605 K $ 10084 2025/06/30 -9.156 K $ -11.71 %
2025/09/30 SOXS DIREXION SHS ETF TR 0.01% 52.993 K $ 10250 2025/09/30 0.000 $ 0.00 %
2025/09/30 WFC WELLS FARGO CO NEW 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 WSO WATSCO INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CDE COEUR MNG INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 WAT WATERS CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 WBD WARNER BROS DISCOVERY INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CLX CLOROX CO DEL 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 WAB WABTEC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 VB VANGUARD INDEX FDS 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 VBR VANGUARD INDEX FDS 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2025/09/30 VIGI VANGUARD WHITEHALL FDS 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CCL CARNIVAL CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 KMX CARMAX INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 UTMD UTAH MED PRODS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 USB US BANCORP DEL 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CGC CANOPY GROWTH CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SA SEABRIDGE GOLD INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 BFH BREAD FINANCIAL HOLDINGS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %