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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.05T
$6.42 Million 2.17% of portfolio
27,585
Q3 2024 Reduced 0.98%
$3.17T
$4.96 Million 1.67% of portfolio
11,529
Q3 2024 Reduced 17.14%
$343B
$4.49 Million 1.51% of portfolio
36,975
Q3 2024 Reduced 3.18%
$1.15T
$3.52 Million 1.19% of portfolio
21,241
Q3 2024 Reduced 5.67%
$407B
$3.45 Million 1.16% of portfolio
5
Q1 2024 New
$595B
$3.29 Million 1.11% of portfolio
7,143
Q3 2024 Added 6.76%
$91.4B
$3.29 Million 1.11% of portfolio
24,150
Q3 2024 Added 554.65%
$2.25T
$2.9 Million 0.98% of portfolio
15,586
Q3 2024 Reduced 0.5%
$139B
$2.86 Million 0.96% of portfolio
8,862
Q3 2024 Added 0.1%
$702B
$2.34 Million 0.79% of portfolio
11,096
Q3 2024 Added 3.08%
$594M
$2.07 Million 0.7% of portfolio
81,955
Q3 2024 Reduced 1.66%
$27.8B
$2.04 Million 0.69% of portfolio
37,298
Q3 2024 Reduced 0.86%
$166B
$1.94 Million 0.66% of portfolio
43,260
Q3 2024 Reduced 14.16%
$109B
$1.76 Million 0.59% of portfolio
7,633
Q3 2024 Reduced 11.57%
$249B
$1.71 Million 0.58% of portfolio
15,034
Q3 2024 Reduced 1.05%
$192B
$1.7 Million 0.57% of portfolio
4,346
Q3 2024 Added 2.82%
$61.5B
$1.66 Million 0.56% of portfolio
75,100
Q3 2024 Added 0.02%
$85.3B
$1.45 Million 0.49% of portfolio
35,672
Q3 2024 Added 0.01%
$45B
$1.4 Million 0.47% of portfolio
15,414
Q3 2024 Added 0.18%
$4.62B
$1.4 Million 0.47% of portfolio
58,610
Q3 2024 Reduced 0.68%
$19.3B
$1.28 Million 0.43% of portfolio
47,995
Q3 2024 Reduced 6.45%
$312B
$1.21 Million 0.41% of portfolio
6,145
Q3 2024 Added 3.75%
$114B
$1.2 Million 0.4% of portfolio
4,153
Q3 2024 Added 6.76%
$475B
$1.09 Million 0.37% of portfolio
1,867
Q2 2024 Reduced 16.2%
$39B
$1.07 Million 0.36% of portfolio
101,550
Q3 2024 Added 40.68%
$81.4B
$1.02 Million 0.35% of portfolio
43,671
Q3 2024 Added 98.03%
$0
$1.04 Million 0.35% of portfolio
50,448
Q3 2024 Added 2.44%
$72.3B
$1.02 Million 0.34% of portfolio
3,374
Q3 2024 Reduced 3.3%
$1.35T
$966,000 0.33% of portfolio
1,688
Q3 2024 Reduced 0.53%
$34.2B
$965,000 0.33% of portfolio
2,516
Q3 2024 Added 3.8%
$52B
$971,000 0.33% of portfolio
5,125
Q3 2024 Added 10.6%
$246B
$960,000 0.32% of portfolio
11,894
Q3 2024 Added 17.37%
$441B
$948,000 0.32% of portfolio
8,088
Q3 2024 Reduced 24.63%
$43.8B
$925,000 0.31% of portfolio
16,157
Q3 2024 New
$735B
$914,000 0.31% of portfolio
1,032
Q3 2024 Added 0.19%
$399B
$876,000 0.3% of portfolio
2,164
Q3 2024 Reduced 0.73%
$243B
$904,000 0.3% of portfolio
16,992
Q3 2024 Added 51.62%
$145B
$823,000 0.28% of portfolio
80,950
Q2 2024 Reduced 16.27%
$375B
$805,000 0.27% of portfolio
4,971
Q3 2024 Added 80.11%
$501B
$796,000 0.27% of portfolio
1,614
Q3 2024 Added 0.81%
$824M
$790,000 0.27% of portfolio
38,950
Q3 2024 Reduced 1.27%
$7.9B
$768,000 0.26% of portfolio
33,462
Q3 2024 Added 28.59%
$450B
$757,000 0.26% of portfolio
4,445
Q3 2024 Added 20.69%
$21.4B
$684,000 0.23% of portfolio
7,600
Q3 2024 New
$71.7B
$670,000 0.23% of portfolio
14,656
Q3 2024 Added 54.42%
$36.1B
$655,000 0.22% of portfolio
7,411
Q3 2024 Added 79.97%
$213B
$656,000 0.22% of portfolio
2,156
Q3 2024 Reduced 0.74%
$29.4B
$627,000 0.21% of portfolio
1,972
Q3 2024 New
$54.5B
$619,000 0.21% of portfolio
2,580
Q3 2024 Added 1.98%

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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