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
$116B
$580,000 0.2% of portfolio
1,249
Q2 2024 Reduced 5.88%
$32.7B
$596,000 0.2% of portfolio
6,884
Q3 2024 New
$132B
$593,000 0.2% of portfolio
9,474
Q3 2024 Added 83.14%
$411B
$569,000 0.19% of portfolio
642
Q3 2024 Reduced 1.08%
$3.95B
$554,000 0.19% of portfolio
8,759
Q3 2024 Added 38.15%
$131B
$530,000 0.18% of portfolio
4,060
Q1 2024 New
$43.3B
$539,000 0.18% of portfolio
1,351
Q3 2024 Added 10.38%
$162M
$523,000 0.18% of portfolio
26,040
Q2 2024 New
$1.08T
$491,000 0.17% of portfolio
1,877
Q3 2024 Added 24.39%
$203B
$490,000 0.17% of portfolio
4,299
Q3 2024 Reduced 0.65%
$14.2B
$471,000 0.16% of portfolio
6,550
Q3 2024 Reduced 13.25%
$503B
$431,000 0.15% of portfolio
1,568
Q3 2024 Reduced 8.14%
$7.71B
$437,000 0.15% of portfolio
2,940
Q2 2024 Reduced 4.85%
$1.08T
$431,000 0.15% of portfolio
2,583
Q3 2024 Added 0.08%
$207B
$456,000 0.15% of portfolio
510
Q3 2024 Added 16.44%
$3.54B
$408,000 0.14% of portfolio
18,156
Q3 2024 New
$37.9B
$403,000 0.14% of portfolio
11,255
Q3 2024 New
$917M
$418,000 0.14% of portfolio
26,000
Q1 2024 New
$101B
$395,000 0.13% of portfolio
5,554
Q3 2024 Added 79.62%
$191B
$376,000 0.13% of portfolio
766
Q3 2024 Added 13.82%
$82.1B
$393,000 0.13% of portfolio
1,513
Q3 2024 Added 10.52%
$2.46B
$391,000 0.13% of portfolio
2,492
Q3 2024 Added 12.51%
$405B
$400,000 0.13% of portfolio
2,313
Q3 2024 Added 4.9%
$192B
$384,000 0.13% of portfolio
1,739
Q3 2024 Reduced 0.63%
$124B
$360,000 0.12% of portfolio
4,493
Q3 2024 Added 8.53%
$18.9B
$346,000 0.12% of portfolio
11,684
Q3 2024 Added 33.47%
$37.8B
$359,000 0.12% of portfolio
10,237
Q3 2024 New
$97.2B
$348,000 0.12% of portfolio
170
Q3 2024 New
$1.82B
$346,000 0.12% of portfolio
32,235
Q3 2024 New
$1.35B
$341,000 0.12% of portfolio
821
Q3 2024 Reduced 9.08%
$189B
$324,000 0.11% of portfolio
7,764
Q3 2024 New
$55B
$335,000 0.11% of portfolio
3,063
Q3 2024 Added 5.58%
$122B
$326,000 0.11% of portfolio
783
Q3 2024 Reduced 0.76%
$56.4B
$312,000 0.11% of portfolio
19,465
Q3 2024 Added 0.68%
$11B
$321,000 0.11% of portfolio
691
Q2 2024 Added 6.14%
$66.1B
$296,000 0.1% of portfolio
1,718
Q3 2024 Added 1,008.39%
$89.8B
$309,000 0.1% of portfolio
1,493
Q3 2024 Reduced 11.03%
$0
$282,000 0.1% of portfolio
16,510
Q3 2024 New
$18.3B
$295,000 0.1% of portfolio
4,969
Q3 2024 New
$293B
$290,000 0.1% of portfolio
1,408
Q2 2024 Reduced 10.26%
$222B
$286,000 0.1% of portfolio
1,749
Q3 2024 Added 6.65%
$194B
$307,000 0.1% of portfolio
1,633
Q3 2024 Reduced 3.94%
$286M
$262,000 0.09% of portfolio
11,500
Q3 2024 Reduced 8.37%
$95.8B
$272,000 0.09% of portfolio
3,020
Q3 2024 Reduced 6.18%
$16.5B
$271,000 0.09% of portfolio
8,567
Q3 2024 New
$89.1B
$261,000 0.09% of portfolio
8,334
Q3 2024 New
$140B
$271,000 0.09% of portfolio
464
Q3 2024 Added 3.34%
$38.5B
$262,000 0.09% of portfolio
6,470
Q3 2024 Reduced 2.69%
$78B
$268,000 0.09% of portfolio
5,998
Q3 2024 New

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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