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
$3.67T
$6.42 Million 2.17% of portfolio
27,585
Q3 2024 Reduced 0.98%
$3.08T
$4.96 Million 1.67% of portfolio
11,529
Q3 2024 Reduced 17.14%
$366B
$4.49 Million 1.51% of portfolio
36,975
Q3 2024 Reduced 3.18%
$1T
$3.52 Million 1.19% of portfolio
21,241
Q3 2024 Reduced 5.67%
$424B
$3.45 Million 1.16% of portfolio
5
Q1 2024 New
$614B
$3.29 Million 1.11% of portfolio
7,143
Q3 2024 Added 6.76%
$95.8B
$3.29 Million 1.11% of portfolio
24,150
Q3 2024 Added 554.65%
$2.02T
$2.9 Million 0.98% of portfolio
15,586
Q3 2024 Reduced 0.5%
$155B
$2.86 Million 0.96% of portfolio
8,862
Q3 2024 Added 0.1%
$718B
$2.34 Million 0.79% of portfolio
11,096
Q3 2024 Added 3.08%
$633M
$2.07 Million 0.7% of portfolio
81,955
Q3 2024 Reduced 1.66%
$31.5B
$2.04 Million 0.69% of portfolio
37,298
Q3 2024 Reduced 0.86%
$178B
$1.94 Million 0.66% of portfolio
43,260
Q3 2024 Reduced 14.16%
$110B
$1.76 Million 0.59% of portfolio
7,633
Q3 2024 Reduced 11.57%
$253B
$1.71 Million 0.58% of portfolio
15,034
Q3 2024 Reduced 1.05%
$206B
$1.7 Million 0.57% of portfolio
4,346
Q3 2024 Added 2.82%
$64.2B
$1.66 Million 0.56% of portfolio
75,100
Q3 2024 Added 0.02%
$88.1B
$1.45 Million 0.49% of portfolio
35,672
Q3 2024 Added 0.01%
$52.2B
$1.4 Million 0.47% of portfolio
15,414
Q3 2024 Added 0.18%
$5.79B
$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%
$304B
$1.21 Million 0.41% of portfolio
6,145
Q3 2024 Added 3.75%
$118B
$1.2 Million 0.4% of portfolio
4,153
Q3 2024 Added 6.76%
$559B
$1.09 Million 0.37% of portfolio
1,867
Q2 2024 Reduced 16.2%
$42.7B
$1.07 Million 0.36% of portfolio
101,550
Q3 2024 Added 40.68%
$100B
$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%
$76.9B
$1.02 Million 0.34% of portfolio
3,374
Q3 2024 Reduced 3.3%
$1.27T
$966,000 0.33% of portfolio
1,688
Q3 2024 Reduced 0.53%
$124B
$965,000 0.33% of portfolio
2,516
Q3 2024 Added 3.8%
$55B
$971,000 0.33% of portfolio
5,125
Q3 2024 Added 10.6%
$240B
$960,000 0.32% of portfolio
11,894
Q3 2024 Added 17.37%
$508B
$948,000 0.32% of portfolio
8,088
Q3 2024 Reduced 24.63%
$41.9B
$925,000 0.31% of portfolio
16,157
Q3 2024 New
$713B
$914,000 0.31% of portfolio
1,032
Q3 2024 Added 0.19%
$420B
$876,000 0.3% of portfolio
2,164
Q3 2024 Reduced 0.73%
$236B
$904,000 0.3% of portfolio
16,992
Q3 2024 Added 51.62%
$144B
$823,000 0.28% of portfolio
80,950
Q2 2024 Reduced 16.27%
$407B
$805,000 0.27% of portfolio
4,971
Q3 2024 Added 80.11%
$491B
$796,000 0.27% of portfolio
1,614
Q3 2024 Added 0.81%
$1.01B
$790,000 0.27% of portfolio
38,950
Q3 2024 Reduced 1.27%
$6.47B
$768,000 0.26% of portfolio
33,462
Q3 2024 Added 28.59%
$519B
$757,000 0.26% of portfolio
4,445
Q3 2024 Added 20.69%
$22.7B
$684,000 0.23% of portfolio
7,600
Q3 2024 New
$76.4B
$670,000 0.23% of portfolio
14,656
Q3 2024 Added 54.42%
$35.4B
$655,000 0.22% of portfolio
7,411
Q3 2024 Added 79.97%
$212B
$656,000 0.22% of portfolio
2,156
Q3 2024 Reduced 0.74%
$30.4B
$627,000 0.21% of portfolio
1,972
Q3 2024 New
$59B
$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
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