Total Clarity Wealth Management, Inc. Portfolio Holdings

Total Clarity Wealth Management, Inc.

  • $296 Million
  • Q3 2024

Total Clarity Wealth Management, Inc. has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $296 Million distributed in 258 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $13.5M, Invesco Actively Managed ETF F with a value of $12.8M, Spdr Bloomberg 3 12 Month T Bi with a value of $9.83M, Ishares Russell 1000 Gr ETF with a value of $8.13M, and First Tr ETF Viii Tcw Unconstr with a value of $7.28M.

Examining the 13F form we can see an increase of $14.2M in the current position value, from $282M to 296M.

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

Portfolio value $296 Million
ETFs: $187 Million
Technology: $29.7 Million
Financial Services: $21.7 Million
Healthcare: $11.9 Million
Consumer Cyclical: $9.03 Million
Industrials: $8.99 Million
Energy: $8.15 Million
Communication Services: $7.9 Million
Other: $10.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.5 Million 4.55% of portfolio
268,517
Q3 2024 Reduced 11.27%
$0
$12.8 Million 4.32% of portfolio
509,801
Q3 2024 Added 5.53%
$0
$9.83 Million 3.32% of portfolio
98,701
Q3 2024 Added 102.33%
$0
$8.13 Million 2.74% of portfolio
21,647
Q3 2024 Added 3.17%
$0
$7.28 Million 2.46% of portfolio
289,871
Q3 2024 Added 8.99%
$4.09T
$6.42 Million 2.17% of portfolio
27,585
Q3 2024 Reduced 0.98%
$0
$5.97 Million 2.01% of portfolio
112,866
Q3 2024 Added 5.53%
$3.25T
$4.96 Million 1.67% of portfolio
11,529
Q3 2024 Reduced 17.14%
$0
$4.85 Million 1.64% of portfolio
88,263
Q3 2024 Added 2.49%
$336B
$4.49 Million 1.51% of portfolio
36,975
Q3 2024 Reduced 3.18%
$0
$4.47 Million 1.51% of portfolio
38,097
Q3 2024 Added 7.74%
$0
$4.38 Million 1.48% of portfolio
7,626
Q3 2024 Reduced 15.34%
$0
$3.91 Million 1.32% of portfolio
104,642
Q3 2024 Added 4.59%
$0
$3.9 Million 1.31% of portfolio
105,956
Q3 2024 Added 8.18%
$1.13T
$3.52 Million 1.19% of portfolio
21,241
Q3 2024 Reduced 5.67%
$409B
$3.45 Million 1.16% of portfolio
5
Q1 2024 New
$585B
$3.29 Million 1.11% of portfolio
7,143
Q3 2024 Added 6.76%
$91.7B
$3.29 Million 1.11% of portfolio
24,150
Q3 2024 Added 554.65%
$0
$3.29 Million 1.11% of portfolio
5,700
Q3 2024 Reduced 8.81%
$0
$3.29 Million 1.11% of portfolio
53,477
Q3 2024 Reduced 17.77%
$0
$3.19 Million 1.08% of portfolio
92,956
Q3 2024 Added 1.48%
$0
$3.14 Million 1.06% of portfolio
74,742
Q2 2024 Reduced 0.52%
$0
$3.1 Million 1.04% of portfolio
41,455
Q3 2024 Added 9.91%
$2.29T
$2.9 Million 0.98% of portfolio
15,586
Q3 2024 Reduced 0.5%
$0
$2.91 Million 0.98% of portfolio
79,940
Q3 2024 Added 7.41%
$141B
$2.86 Million 0.96% of portfolio
8,862
Q3 2024 Added 0.1%
$0
$2.81 Million 0.95% of portfolio
133,899
Q3 2024 Added 3.42%
$0
$2.76 Million 0.93% of portfolio
27,380
Q3 2024 Added 2.38%
$0
$2.51 Million 0.85% of portfolio
13,993
Q3 2024 Added 20.14%
$0
$2.53 Million 0.85% of portfolio
54,461
Q3 2024 Reduced 26.93%
$0
$2.4 Million 0.81% of portfolio
8,492
Q3 2024 Reduced 8.57%
$697B
$2.34 Million 0.79% of portfolio
11,096
Q3 2024 Added 3.08%
$0
$2.28 Million 0.77% of portfolio
4,681
Q3 2024 Reduced 7.53%
$0
$2.23 Million 0.75% of portfolio
19,420
Q3 2024 Added 5.97%
$0
$2.21 Million 0.74% of portfolio
43,629
Q3 2024 Reduced 21.31%
$0
$2.08 Million 0.7% of portfolio
69,050
Q3 2024 Added 9.44%
$580M
$2.07 Million 0.7% of portfolio
81,955
Q3 2024 Reduced 1.66%
$28.1B
$2.04 Million 0.69% of portfolio
37,298
Q3 2024 Reduced 0.86%
$0
$2 Million 0.68% of portfolio
20,887
Q3 2024 Added 8.02%
$168B
$1.94 Million 0.66% of portfolio
43,260
Q3 2024 Reduced 14.16%
$0
$1.93 Million 0.65% of portfolio
9,593
Q3 2024 Reduced 26.55%
$0
$1.9 Million 0.64% of portfolio
45,322
Q3 2024 Added 12.51%
$0
$1.78 Million 0.6% of portfolio
33,724
Q3 2024 Reduced 3.39%
$109B
$1.76 Million 0.59% of portfolio
7,633
Q3 2024 Reduced 11.57%
$248B
$1.71 Million 0.58% of portfolio
15,034
Q3 2024 Reduced 1.05%
$0
$1.69 Million 0.57% of portfolio
59,954
Q3 2024 Added 0.47%
$193B
$1.7 Million 0.57% of portfolio
4,346
Q3 2024 Added 2.82%
$44.7B
$1.65 Million 0.56% of portfolio
28,513
Q2 2024 New
$60.4B
$1.66 Million 0.56% of portfolio
75,100
Q3 2024 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 258
  • Current Value $296 Million
  • Prior Value $282 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 46 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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