Total Clarity Wealth Management, Inc. Reduced Holdings in Q4 2024

Total Clarity Wealth Management, Inc.

  • $295 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-33.2K
- 33.67%
$99.0 - $99.5 $3.29M - $3.31M
65.5K $6.49M
VRIG
Invesco Actively Managed ETF F

ETFs
-121K
- 23.67%
$25.06 - $25.2 $3.02M - $3.04M
389K $9.78M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-47.6K
- 42.18%
$51.09 - $55.27 $2.43M - $2.63M
65.3K $3.34M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-46.5K
- 52.68%
$53.94 - $58.15 $2.51M - $2.7M
41.8K $2.35M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-29.2K
- 70.52%
$73.49 - $86.09 $2.15M - $2.52M
12.2K $941K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-78.5K
- 27.09%
$24.55 - $25.16 $1.93M - $1.98M
211K $5.21M
VGLT
Vanguard Long Term Treasury Et

ETFs
-31K
- 57.96%
$55.1 - $61.74 $1.71M - $1.91M
22.5K $1.24M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6.14K
- 28.37%
$370.24 - $418.94 $2.27M - $2.57M
15.5K $6.23M
SPBC
Simplify Exch Trad Fds Simplif

ETFs
-48K
- 60.06%
$35.88 - $40.8 $1.72M - $1.96M
31.9K $1.23M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-38.6K
- 85.21%
$40.97 - $42.66 $1.58M - $1.65M
6.7K $277K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
-41.5K
- 39.21%
$36.56 - $41.07 $1.52M - $1.71M
64.4K $2.43M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-29K
- 53.29%
$43.84 - $48.76 $1.27M - $1.42M
25.4K $1.12M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-11.6K
- 59.89%
$113.79 - $124.5 $1.32M - $1.45M
7.79K $893K
IWP
Ishares Russell Mid Cap Growth

ETFs
-13.1K
- 34.34%
$116.4 - $138.52 $1.52M - $1.81M
25K $3.17M
FNDF
Schwab Fundamental Intl Large

ETFs
-23.2K
- 22.15%
$32.92 - $37.15 $763K - $861K
81.5K $2.71M
USFR
Wisdomtree Floating Rate Treas

ETFs
-23.5K
- 8.75%
$50.23 - $50.46 $1.18M - $1.19M
245K $12.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-8.53K
- 31.16%
$100.22 - $100.73 $855K - $859K
18.8K $1.89M
CSWC
Capital Southwest Corp

Financial Services
-25.7K
- 31.3%
$20.85 - $25.85 $535K - $663K
56.3K $1.23M
CGGO
Capital Group Global Growth Eq

ETFs
-24.1K
- 34.84%
$29.21 - $30.67 $703K - $738K
45K $1.31M
ITB
Ishares Tr

ETFs
-4.49K
- 39.34%
$103.31 - $129.34 $464K - $581K
6.92K $715K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-31.1K
- 23.24%
$20.98 - $21.19 $653K - $660K
103K $2.17M
EXI
Ishares Global Industrials ETF

ETFs
-3.63K
- 41.75%
$141.14 - $152.06 $513K - $552K
5.07K $715K
UPS
United Parcel Service Inc

Industrials
-2.42K
- 10.02%
$122.65 - $138.35 $297K - $335K
21.7K $2.74M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-5.65K
- 50.87%
$98.04 - $108.11 $553K - $610K
5.45K $554K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-5.01K
- 40.62%
$105.85 - $112.84 $530K - $565K
7.32K $807K
LVHI
Franklin International Low Vol

ETFs
-15.7K
- 40.89%
$29.98 - $31.57 $470K - $495K
22.7K $692K
IVV
Ishares Core S&P 500 ETF

ETFs
-908
- 15.93%
$570.51 - $610.59 $518K - $554K
4.79K $2.82M
VXF
Vanguard Extended Market ETF

ETFs
-2.52K
- 65.4%
$179.17 - $207.15 $452K - $522K
1.33K $253K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.69K
- 46.13%
$98.47 - $109.35 $364K - $404K
4.31K $424K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.5K
- 21.17%
$58.88 - $64.8 $265K - $292K
16.8K $987K
VEA
Vanguard Ftse Developed Market

ETFs
-4.14K
- 12.29%
$47.57 - $52.44 $197K - $217K
29.6K $1.41M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-6.57K
- 29.1%
$49.74 - $50.43 $327K - $332K
16K $798K
VKTX
Viking Therapeutics, Inc.

Healthcare
-2.67K
- 30.53%
$38.28 - $78.03 $102K - $209K
6.09K $244K
XCEM
Columbia ETF Tr Ii

ETFs
-7.78K
- 31.37%
$29.6 - $32.67 $230K - $254K
17K $503K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.1K
- 47.23%
$65.67 - $69.79 $269K - $286K
4.58K $307K
VZ
Verizon Communications Inc

Communication Services
-1.31K
- 3.04%
$39.6 - $45.21 $52K - $59.4K
41.9K $1.68M
INTC
Intel Corp

Technology
-4.41K
- 10.09%
$19.07 - $26.23 $84.1K - $116K
39.3K $787K
F
Ford Motor CO

Consumer Cyclical
-13.5K
- 13.29%
$9.69 - $11.4 $131K - $154K
88.1K $871K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.14K
- 19.78%
$44.04 - $49.49 $138K - $155K
12.7K $560K
LLY
Eli Lilly & CO

Healthcare
-99
- 9.59%
$727.2 - $932.06 $72K - $92.3K
933 $720K
XOM
Exxon Mobil Corp

Energy
-985
- 12.18%
$105.51 - $125.37 $104K - $123K
7.1K $764K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-2.94K
- 19.72%
$40.41 - $45.12 $119K - $133K
12K $484K
JNJ
Johnson & Johnson

Healthcare
-557
- 11.2%
$143.34 - $165.86 $79.8K - $92.4K
4.41K $638K
EQAL
Invesco ETF

ETFs
-2.96K
- 13.06%
$48.01 - $51.95 $142K - $154K
19.7K $952K
ABBV
Abb Vie Inc.

Healthcare
-135
- 2.2%
$164.99 - $203.87 $22.3K - $27.5K
6.01K $1.07M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-820
- 5.85%
$67.29 - $73.38 $55.2K - $60.2K
13.2K $895K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.32K
- 21.58%
$80.93 - $85.66 $107K - $113K
4.8K $388K
MSFT
Microsoft Corp

Technology
-46
- 0.4%
$406.35 - $454.46 $18.7K - $20.9K
11.5K $4.84M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.18K
- 8.75%
$50.06 - $55.0 $59.1K - $64.9K
12.3K $617K
Activity Summary
Buys All Purchases 117 New Holdings 40 Increased Positions 77 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 2
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