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 Market Cap. of $10 Billions to $200 Billions