Total Clarity Wealth Management, Inc. Portfolio Holdings

Total Clarity Wealth Management, Inc.

  • $287 Million
  • Q1 2025

Total Clarity Wealth Management, Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $287 Million distributed in 279 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $12.3M, Invesco Actively Managed ETF F with a value of $9.76M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.14M, Spdr Bloomberg 3 12 Month T Bi with a value of $6.51M, and Apple Inc. with a value of $6.16M.

Examining the 13F form we can see an decrease of $7.93M in the current position value, from $295M to 287M.

Below you can find more details about Total Clarity Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $287 Million
ETFs: $183 Million
Technology: $26.4 Million
Financial Services: $20.2 Million
Healthcare: $10.4 Million
Consumer Cyclical: $9.92 Million
Energy: $8.75 Million
Industrials: $8.28 Million
Communication Services: $7.91 Million
Other: $8.61 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.3 Million 4.29% of portfolio
245,009
Q4 2024 Reduced 8.75%
$0
$9.76 Million 3.4% of portfolio
389,062
Q1 2025 Reduced 0.02%
$0
$9.14 Million 3.18% of portfolio
139,822
Q1 2025 Reduced 0.8%
$0
$6.51 Million 2.27% of portfolio
65,473
Q4 2024 Reduced 33.67%
$3.44T
$6.16 Million 2.14% of portfolio
27,728
Q4 2024 Added 0.52%
$0
$5.68 Million 1.98% of portfolio
97,113
Q1 2025 Reduced 0.56%
$0
$5.59 Million 1.95% of portfolio
15,505
Q4 2024 Reduced 28.37%
$0
$5.23 Million 1.82% of portfolio
211,339
Q4 2024 Reduced 27.09%
$0
$4.34 Million 1.51% of portfolio
170,181
Q1 2025 Reduced 1.11%
$3.81T
$4.31 Million 1.5% of portfolio
11,483
Q4 2024 Reduced 0.4%
$0
$4.28 Million 1.49% of portfolio
7,646
Q1 2025 Reduced 1.61%
$0
$4.28 Million 1.49% of portfolio
125,020
Q1 2025 Reduced 0.71%
$433B
$4.04 Million 1.41% of portfolio
37,290
Q1 2025 Reduced 1.06%
$435B
$3.99 Million 1.39% of portfolio
5
Q1 2024 New
$622B
$3.8 Million 1.32% of portfolio
7,126
Q4 2024 Reduced 0.24%
$0
$3.46 Million 1.2% of portfolio
73,762
Q1 2025 Reduced 1.12%
$1.14T
$3.35 Million 1.17% of portfolio
21,652
Q4 2024 Added 1.93%
$0
$3.33 Million 1.16% of portfolio
17,274
Q1 2025 Reduced 0.75%
$0
$3.3 Million 1.15% of portfolio
65,262
Q4 2024 Reduced 42.18%
$0
$3.25 Million 1.13% of portfolio
17,501
Q4 2024 Added 82.44%
$0
$3.25 Million 1.13% of portfolio
74,742
Q2 2024 Reduced 0.52%
$0
$3.11 Million 1.08% of portfolio
94,373
Q4 2024 Added 1.52%
$0
$3.06 Million 1.06% of portfolio
30,764
Q1 2025 Reduced 0.79%
$0
$2.97 Million 1.03% of portfolio
81,467
Q4 2024 Reduced 22.15%
$0
$2.94 Million 1.02% of portfolio
25,013
Q4 2024 Reduced 34.34%
$0
$2.91 Million 1.01% of portfolio
117,045
Q1 2025 Reduced 0.79%
$0
$2.85 Million 0.99% of portfolio
14,267
Q4 2024 Added 281.88%
$165B
$2.81 Million 0.98% of portfolio
9,018
Q4 2024 Added 1.76%
$870B
$2.76 Million 0.96% of portfolio
11,235
Q4 2024 Added 1.25%
$0
$2.69 Million 0.94% of portfolio
4,792
Q4 2024 Reduced 15.93%
$0
$2.64 Million 0.92% of portfolio
15,454
Q4 2024 Added 10.44%
$74.8B
$2.39 Million 0.83% of portfolio
21,731
Q4 2024 Reduced 10.02%
$0
$2.34 Million 0.82% of portfolio
64,408
Q4 2024 Reduced 39.21%
$0
$2.31 Million 0.8% of portfolio
8,438
Q4 2024 Reduced 0.64%
$0
$2.23 Million 0.78% of portfolio
44,004
Q1 2025 Reduced 0.82%
$0
$2.19 Million 0.76% of portfolio
4,666
Q4 2024 Reduced 0.32%
$61.6B
$2.16 Million 0.75% of portfolio
75,757
Q4 2024 Added 0.87%
$0
$2.16 Million 0.75% of portfolio
42,554
Q4 2024 Reduced 2.46%
$0
$2.16 Million 0.75% of portfolio
41,768
Q4 2024 Reduced 52.68%
$0
$2.13 Million 0.74% of portfolio
102,775
Q4 2024 Reduced 23.24%
$0
$1.93 Million 0.67% of portfolio
20,112
Q4 2024 Added 101.12%
$0
$1.9 Million 0.66% of portfolio
18,848
Q4 2024 Reduced 31.16%
$181B
$1.9 Million 0.66% of portfolio
41,946
Q4 2024 Reduced 3.04%
$0
$1.69 Million 0.59% of portfolio
60,971
Q4 2024 Added 1.7%
$48.9B
$1.6 Million 0.56% of portfolio
28,601
Q4 2024 Added 0.31%
$92B
$1.59 Million 0.55% of portfolio
35,926
Q4 2024 Added 0.71%
$0
$1.56 Million 0.54% of portfolio
3,042
Q4 2024 Reduced 2.34%
$0
$1.56 Million 0.54% of portfolio
69,237
Q4 2024 Added 287.21%
$116B
$1.54 Million 0.54% of portfolio
7,633
Q3 2024 Reduced 11.57%

Summary

  • Portfolio
  • No. of Stocks 279
  • Current Value $287 Million
  • Prior Value $295 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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