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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$6.42 Million 2.17% of portfolio
27,585
Q3 2024 Reduced 0.98%
$3.1T
$4.96 Million 1.67% of portfolio
11,529
Q3 2024 Reduced 17.14%
$364B
$4.49 Million 1.51% of portfolio
36,975
Q3 2024 Reduced 3.18%
$1.06T
$3.52 Million 1.19% of portfolio
21,241
Q3 2024 Reduced 5.67%
$422B
$3.45 Million 1.16% of portfolio
5
Q1 2024 New
$610B
$3.29 Million 1.11% of portfolio
7,143
Q3 2024 Added 6.76%
$2.07T
$2.9 Million 0.98% of portfolio
15,586
Q3 2024 Reduced 0.5%
$706B
$2.34 Million 0.79% of portfolio
11,096
Q3 2024 Added 3.08%
$247B
$1.71 Million 0.58% of portfolio
15,034
Q3 2024 Reduced 1.05%
$201B
$1.7 Million 0.57% of portfolio
4,346
Q3 2024 Added 2.82%
$297B
$1.21 Million 0.41% of portfolio
6,145
Q3 2024 Added 3.75%
$562B
$1.09 Million 0.37% of portfolio
1,867
Q2 2024 Reduced 16.2%
$1.26T
$966,000 0.33% of portfolio
1,688
Q3 2024 Reduced 0.53%
$237B
$960,000 0.32% of portfolio
11,894
Q3 2024 Added 17.37%
$501B
$948,000 0.32% of portfolio
8,088
Q3 2024 Reduced 24.63%
$716B
$914,000 0.31% of portfolio
1,032
Q3 2024 Added 0.19%
$236B
$904,000 0.3% of portfolio
16,992
Q3 2024 Added 51.62%
$400B
$805,000 0.27% of portfolio
4,971
Q3 2024 Added 80.11%
$489B
$796,000 0.27% of portfolio
1,614
Q3 2024 Added 0.81%
$514B
$757,000 0.26% of portfolio
4,445
Q3 2024 Added 20.69%
$214B
$656,000 0.22% of portfolio
2,156
Q3 2024 Reduced 0.74%
$411B
$569,000 0.19% of portfolio
642
Q3 2024 Reduced 1.08%
$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%
$503B
$431,000 0.15% of portfolio
1,568
Q3 2024 Reduced 8.14%
$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%
$316B
$422,000 0.14% of portfolio
2,871
Q3 2024 Reduced 8.68%
$405B
$400,000 0.13% of portfolio
2,313
Q3 2024 Added 4.9%
$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%
$272B
$246,000 0.08% of portfolio
3,425
Q3 2024 Added 0.09%
$279B
$216,000 0.07% of portfolio
3,826
Q3 2024 New
$393B
$214,000 0.07% of portfolio
303
Q3 2024 Reduced 6.19%

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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