Total Clarity Wealth Management, Inc. Portfolio Holdings

Total Clarity Wealth Management, Inc.

  • $295 Million
  • Q4 2024

Total Clarity Wealth Management, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $295 Million distributed in 269 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $12.3M, Invesco Actively Managed ETF F with a value of $9.78M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.72M, Apple Inc. with a value of $6.94M, and Spdr Bloomberg 3 12 Month T Bi with a value of $6.49M.

Examining the 13F form we can see an decrease of $1.21M in the current position value, from $296M to 295M.

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

Portfolio value $295 Million
ETFs: $187 Million
Technology: $29.9 Million
Financial Services: $18.9 Million
Consumer Cyclical: $10.9 Million
Healthcare: $9.9 Million
Industrials: $8.66 Million
Communication Services: $8.47 Million
Energy: $8.42 Million
Other: $8.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.75T
$6.94 Million 2.35% of portfolio
27,728
Q4 2024 Added 0.52%
$321B
$5.06 Million 1.71% of portfolio
37,690
Q4 2024 Added 1.93%
$3.1T
$4.84 Million 1.64% of portfolio
11,483
Q4 2024 Reduced 0.4%
$1.23T
$4.1 Million 1.39% of portfolio
21,652
Q4 2024 Added 1.93%
$2.41T
$3.87 Million 1.31% of portfolio
17,634
Q4 2024 Added 13.14%
$429B
$3.4 Million 1.15% of portfolio
5
Q1 2024 New
$616B
$3.23 Million 1.09% of portfolio
7,126
Q4 2024 Reduced 0.24%
$81.6B
$2.74 Million 0.93% of portfolio
21,731
Q4 2024 Reduced 10.02%
$812B
$2.69 Million 0.91% of portfolio
11,235
Q4 2024 Added 1.25%
$165B
$2.35 Million 0.8% of portfolio
9,018
Q4 2024 Added 1.76%
$62.1B
$2.08 Million 0.7% of portfolio
75,757
Q4 2024 Added 0.87%
$168B
$1.68 Million 0.57% of portfolio
41,946
Q4 2024 Reduced 3.04%
$107B
$1.62 Million 0.55% of portfolio
7,633
Q3 2024 Reduced 11.57%
$189B
$1.59 Million 0.54% of portfolio
4,373
Q4 2024 Added 0.62%
$45B
$1.54 Million 0.52% of portfolio
28,601
Q4 2024 Added 0.31%
$88.9B
$1.52 Million 0.52% of portfolio
35,926
Q4 2024 Added 0.71%
$223B
$1.53 Million 0.52% of portfolio
15,420
Q4 2024 Added 2.57%
$424B
$1.47 Million 0.5% of portfolio
3,772
Q4 2024 Added 74.31%
$4.96B
$1.31 Million 0.44% of portfolio
58,810
Q4 2024 Added 0.34%
$279B
$1.25 Million 0.42% of portfolio
13,871
Q4 2024 Added 16.62%
$627M
$1.23 Million 0.42% of portfolio
56,305
Q4 2024 Reduced 31.3%
$113B
$1.14 Million 0.39% of portfolio
4,143
Q4 2024 Reduced 0.24%
$1.6T
$1.08 Million 0.37% of portfolio
1,830
Q4 2024 Added 8.41%
$341B
$1.07 Million 0.36% of portfolio
6,010
Q4 2024 Reduced 2.2%
$9.85B
$1.05 Million 0.35% of portfolio
30,241
Q4 2024 Reduced 9.63%
$52.2B
$997,000 0.34% of portfolio
5,176
Q4 2024 Added 1.0%
$257B
$964,000 0.33% of portfolio
16,287
Q4 2024 Reduced 4.15%
$46.8B
$966,000 0.33% of portfolio
15,813
Q4 2024 Reduced 2.13%
$496B
$944,000 0.32% of portfolio
1,867
Q2 2024 Reduced 16.2%
$71B
$889,000 0.3% of portfolio
3,375
Q4 2024 Added 0.03%
$39.5B
$871,000 0.3% of portfolio
88,056
Q4 2024 Reduced 13.29%
$541B
$875,000 0.3% of portfolio
1,662
Q4 2024 Added 2.97%
$128B
$842,000 0.29% of portfolio
8,491
Q4 2024 New
$80.7B
$787,000 0.27% of portfolio
39,263
Q4 2024 Reduced 10.09%
$452B
$764,000 0.26% of portfolio
7,103
Q4 2024 Reduced 12.18%
$1.18T
$751,000 0.25% of portfolio
1,862
Q4 2024 Reduced 0.8%
$827B
$720,000 0.24% of portfolio
933
Q4 2024 Reduced 9.59%
$463B
$718,000 0.24% of portfolio
4,309
Q4 2024 Reduced 3.06%
$23.6B
$702,000 0.24% of portfolio
6,850
Q4 2024 Reduced 9.87%
$30.2B
$668,000 0.23% of portfolio
1,982
Q4 2024 Added 0.51%
$179M
$649,000 0.22% of portfolio
25,440
Q4 2024 Reduced 2.3%
$36.4B
$650,000 0.22% of portfolio
6,627
Q4 2024 Reduced 10.58%
$70.4B
$645,000 0.22% of portfolio
13,488
Q4 2024 Reduced 7.97%
$401B
$638,000 0.22% of portfolio
4,414
Q4 2024 Reduced 11.2%
$217B
$611,000 0.21% of portfolio
2,110
Q4 2024 Reduced 2.13%
$48.4B
$610,000 0.21% of portfolio
1,027
Q4 2024 Reduced 23.98%
$154B
$614,000 0.21% of portfolio
8,731
Q4 2024 Reduced 7.84%
$32.7B
$610,000 0.21% of portfolio
7,042
Q4 2024 Added 2.3%
$465B
$603,000 0.2% of portfolio
659
Q4 2024 Added 2.65%

Summary

  • Portfolio
  • No. of Stocks 269
  • Current Value $295 Million
  • Prior Value $296 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 133 stocks
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