Total Clarity Wealth Management, Inc. Purchases in Q2 2025

Total Clarity Wealth Management, Inc.

  • $328 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.21K
+ 6.58%
$29.12 - $35.84 $181K - $222K
101K $3.6M
JEF
Jefferies Financial Group Inc.

Financial Services
8.95K
New
$41.06 - $56.09 $367K - $502K
8.95K $489K
FNDX
Schwab Fundamental U S Large C

ETFs
18.9K
New
$20.84 - $24.54 $394K - $463K
18.9K $463K
VNQI
Vanguard Global Ex U.S. Real

ETFs
10K
New
$37.77 - $46.15 $378K - $461K
10K $461K
QQQ
Invesco Qqq Trust, Series 1

ETFs
120
+ 2.57%
$416.06 - $551.64 $49.9K - $66.2K
4.79K $2.64M
DFAU
Dimensional ETF Tr

ETFs
10.6K
New
$34.04 - $42.36 $362K - $451K
10.6K $450K
FMB
First Tr Exchange Traded Fd Ii

ETFs
8.9K
New
$49.12 - $50.93 $437K - $453K
8.9K $443K
VNQ
Vanguard Specialized Funds Van

ETFs
4.97K
New
$79.79 - $91.42 $396K - $454K
4.97K $442K
CSX
Csx Corp

Industrials
12.3K
New
$26.69 - $32.91 $329K - $406K
12.3K $402K
TMDX
Trans Medics Group, Inc.

Healthcare
2.88K
New
$67.67 - $143.04 $195K - $412K
2.88K $385K
TROW
Price T Rowe Group Inc

Financial Services
3.87K
New
$80.27 - $98.06 $311K - $380K
3.87K $373K
PAYS
Paysign, Inc.

Technology
51.5K
New
$1.94 - $7.2 $99.9K - $371K
51.5K $370K
SPMD
Spdr Portfolio

ETFs
5.8K
+ 35.75%
$44.89 - $54.38 $260K - $316K
22K $1.2M
SYY
Sysco Corp

Consumer Defensive
4.86K
New
$68.0 - $75.91 $331K - $369K
4.86K $368K
AVGO
Broadcom Inc.

Technology
635
+ 35.86%
$146.29 - $275.65 $92.9K - $175K
2.41K $663K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7.12K
+ 63.94%
$49.98 - $50.26 $356K - $358K
18.2K $914K
CMCSA
Comcast Corp

Communication Services
9.87K
+ 130.58%
$32.84 - $36.72 $324K - $362K
17.4K $622K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.39K
New
$100.35 - $100.71 $341K - $342K
3.39K $341K
AI
C3.Ai, Inc.

Technology
13.9K
New
$18.24 - $27.8 $253K - $386K
13.9K $341K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
6.6K
+ 70.95%
$48.48 - $50.99 $320K - $337K
15.9K $810K
BCE
Bce Inc

Communication Services
15.3K
New
$20.87 - $22.95 $319K - $351K
15.3K $339K
SNOW
Snowflake Inc.

Technology
1.47K
New
$130.53 - $223.77 $192K - $328K
1.47K $328K
VDE
Vanguard Energy ETF

ETFs
2.81K
+ 94.67%
$105.87 - $130.56 $297K - $367K
5.78K $688K
GE
General Electric CO

Industrials
826
+ 52.15%
$166.81 - $257.39 $138K - $213K
2.41K $620K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.11%
$484.66 - $738.09 $969 - $1.48K
1.83K $1.35M
EQAL
Invesco ETF

ETFs
5.16K
+ 26.14%
$41.38 - $49.24 $213K - $254K
24.9K $1.23M
MELI
Mercadolibre Inc

Consumer Cyclical
76
+ 53.9%
$1794.73 - $2613.63 $136K - $199K
217 $567K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.13K
New
$108.06 - $135.3 $230K - $289K
2.13K $288K
CRWD
Crowd Strike Holdings, Inc.

Technology
560
New
$321.63 - $509.31 $180K - $285K
560 $285K
CCJ
Cameco Corp

Energy
3.79K
New
$36.68 - $74.46 $139K - $282K
3.79K $281K
AXP
American Express CO

Financial Services
877
New
$231.39 - $318.98 $203K - $280K
877 $279K
DUK
Duke Energy Corp

Utilities
2.29K
New
$112.46 - $124.05 $258K - $284K
2.29K $270K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.31K
+ 10.77%
$61.92 - $81.5 $81.2K - $107K
13.5K $1.1M
IXUS
Ishares Tr

ETFs
3.4K
New
$62.37 - $77.63 $212K - $264K
3.4K $263K
RBLX
Roblox Corp

Communication Services
2.47K
New
$51.22 - $105.59 $126K - $260K
2.47K $259K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.11K
New
$205.81 - $234.23 $229K - $261K
1.11K $259K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
11.7K
+ 52.69%
$18.96 - $20.43 $221K - $238K
33.8K $690K
SPYG
Spdr Portfolio

ETFs
2.55K
New
$71.83 - $95.32 $183K - $243K
2.55K $243K
DAL
Delta Air Lines, Inc.

Industrials
4.89K
New
$35.88 - $52.99 $175K - $259K
4.89K $240K
T
At&T Inc.

Communication Services
8.26K
New
$26.33 - $28.94 $218K - $239K
8.26K $239K
NET
Cloudflare, Inc.

Technology
1.22K
New
$97.08 - $195.83 $118K - $239K
1.22K $238K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.33K
New
$43.63 - $45.4 $232K - $242K
5.33K $237K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.63K
+ 41.39%
$50.36 - $50.68 $233K - $235K
15.8K $801K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.02K
New
$45.9 - $48.26 $230K - $242K
5.02K $234K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
10.5K
New
$17.94 - $23.34 $188K - $244K
10.5K $234K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
10.5K
New
$22.18 - $23.36 $233K - $245K
10.5K $234K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.99K
+ 69.21%
$90.56 - $109.49 $180K - $218K
4.86K $531K
CME
Cme Group Inc.

Financial Services
836
New
$252.37 - $290.71 $211K - $243K
836 $230K
PSLV
Sprott Physical Silver Trust

Financial Services
18.7K
New
$9.98 - $12.51 $187K - $234K
18.7K $229K
Activity Summary
Buys All Purchases 188 New Holdings 76 Increased Positions 112 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 2 Puts 1
Track This Portfolio

Track Total Clarity Wealth Management, Inc. Portfolio

Follow Total Clarity Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Clarity Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Clarity Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email