Total Clarity Wealth Management, Inc. Reduced Holdings in Q3 2024

Total Clarity Wealth Management, Inc.

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-41K
- 65.85%
$58.03 - $65.37 $2.38M - $2.68M
21.3K $1.38M
USFR
Wisdomtree Floating Rate Treas

ETFs
-34.1K
- 11.27%
$50.2 - $50.48 $1.71M - $1.72M
269K $13.5M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-11.8K
- 52.88%
$112.99 - $126.45 $1.33M - $1.49M
10.5K $1.32M
MSFT
Microsoft Corp

Technology
-2.38K
- 17.14%
$395.15 - $467.56 $942K - $1.11M
11.5K $4.96M
VDE
Vanguard Energy ETF

ETFs
-9.16K
- 73.93%
$117.44 - $131.06 $1.08M - $1.2M
3.23K $395K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-11.9K
- 45.88%
$66.31 - $74.08 $788K - $880K
14K $1.03M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-20.1K
- 26.93%
$42.22 - $48.62 $848K - $976K
54.5K $2.53M
TFLO
Ishares Treasury Floating Rate

ETFs
-11.8K
- 21.31%
$50.42 - $50.66 $596K - $598K
43.6K $2.21M
GOOGL
Alphabet Inc.

Communication Services
-1.28K
- 5.67%
$148.65 - $191.18 $190K - $244K
21.2K $3.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.38K
- 15.34%
$517.38 - $573.86 $715K - $793K
7.63K $4.38M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.47K
- 26.55%
$179.99 - $201.6 $624K - $699K
9.59K $1.93M
SMCI
Super Micro Computer, Inc.

Technology
-82
- 9.08%
$386.46 - $909.96 $31.7K - $74.6K
821 $341K
XOM
Exxon Mobil Corp

Energy
-2.64K
- 24.63%
$109.72 - $119.0 $290K - $315K
8.09K $948K
NVDA
Nvidia Corp

Technology
-1.22K
- 3.18%
$98.91 - $134.91 $120K - $164K
37K $4.49M
ADI
Analog Devices Inc

Technology
-999
- 11.57%
$200.56 - $243.33 $200K - $243K
7.63K $1.76M
MRO
Marathon Oil Corp

Energy
-3.31K
- 6.45%
$25.87 - $29.26 $85.7K - $96.9K
48K $1.28M
MRK
Merck & Co., Inc.

Healthcare
-160
- 1.05%
$111.15 - $128.97 $17.8K - $20.6K
15K $1.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-381
- 7.53%
$434.77 - $502.96 $166K - $192K
4.68K $2.28M
VZ
Verizon Communications Inc

Communication Services
-7.14K
- 14.16%
$38.89 - $45.0 $278K - $321K
43.3K $1.94M
IVV
Ishares Core S&P 500 ETF

ETFs
-551
- 8.81%
$520.18 - $576.82 $287K - $318K
5.7K $3.29M
AMZN
Amazon Com Inc

Consumer Cyclical
-79
- 0.5%
$161.02 - $200.0 $12.7K - $15.8K
15.6K $2.9M
ACMR
Acm Research, Inc.

Technology
-500
- 1.27%
$15.01 - $25.52 $7.51K - $12.8K
39K $790K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-460
- 10.59%
$169.92 - $205.38 $78.2K - $94.5K
3.88K $742K
CSWC
Capital Southwest Corp

Financial Services
-1.38K
- 1.66%
$23.56 - $27.07 $32.5K - $37.4K
82K $2.07M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.49K
- 11.61%
$54.98 - $59.51 $137K - $148K
18.9K $1.13M
VTI
Vanguard Total Stock Market Et

ETFs
-796
- 8.57%
$255.18 - $283.2 $203K - $225K
8.49K $2.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.14K
- 24.4%
$79.29 - $84.02 $90.2K - $95.6K
3.53K $295K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-826
- 17.89%
$91.42 - $91.82 $75.5K - $75.8K
3.79K $348K
CVX
Chevron Corp

Energy
-273
- 8.68%
$137.88 - $161.97 $37.6K - $44.2K
2.87K $422K
IWY
Ishares Tr Russell 200 Growth

ETFs
-356
- 12.9%
$194.66 - $225.97 $69.3K - $80.4K
2.4K $529K
NBIX
Neurocrine Biosciences Inc

Healthcare
-66
- 2.71%
$114.58 - $153.15 $7.56K - $10.1K
2.37K $272K
APTV
Aptiv PLC

Consumer Cyclical
-1K
- 13.25%
$65.39 - $74.24 $65.4K - $74.2K
6.55K $471K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.51K
- 8.71%
$47.93 - $49.06 $72.4K - $74.1K
15.8K $775K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-681
- 23.1%
$82.41 - $92.06 $56.1K - $62.7K
2.27K $204K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.13K
- 8.95%
$50.25 - $50.74 $56.5K - $57.1K
11.4K $580K
WM
Waste Management Inc

Industrials
-185
- 11.03%
$196.96 - $223.45 $36.4K - $41.3K
1.49K $309K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-2.23K
- 12.42%
$20.05 - $20.17 $44.7K - $45K
15.7K $316K
DVY
Ishares Tr

ETFs
-707
- 16.3%
$119.99 - $135.74 $84.8K - $96K
3.63K $490K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-671
- 16.15%
$60.84 - $67.51 $40.8K - $45.3K
3.49K $235K
CHTR
Charter Communications, Inc.

Communication Services
-131
- 16.99%
$290.56 - $383.07 $38.1K - $50.2K
640 $207K
IVW
Ishares S&P 500 Growth ETF

ETFs
-512
- 6.06%
$84.77 - $97.13 $43.4K - $49.7K
7.93K $759K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-1.05K
- 14.74%
$61.04 - $71.27 $63.8K - $74.5K
6.05K $419K
AKAM
Akamai Technologies Inc

Technology
-210
- 7.04%
N/A
2.77K $251K
FTCS
First Trust Capital Strength E

ETFs
-420
- 13.82%
$83.58 - $90.94 $35.1K - $38.2K
2.62K $237K
V
Visa Inc.

Financial Services
-139
- 8.14%
$253.74 - $291.56 $35.3K - $40.5K
1.57K $431K
NI
Nisource Inc.

Utilities
-2K
- 22.1%
$28.54 - $34.64 $57.1K - $69.3K
7.05K $244K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-396
- 8.46%
$57.32 - $62.65 $22.7K - $24.8K
4.29K $267K
NFLX
Netflix Inc

Communication Services
-20
- 6.19%
$598.55 - $722.26 $12K - $14.4K
303 $214K
VUG
Vanguard Growth ETF

ETFs
-10
- 1.5%
$341.08 - $391.94 $3.41K - $3.92K
657 $252K
Activity Summary
Buys All Purchases 157 New Holdings 46 Increased Positions 111 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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