Total Clarity Wealth Management, Inc. Portfolio Holdings
Total Clarity Wealth Management, Inc.
- $278 Million
- Q1 2024
Total Clarity Wealth Management, Inc. has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $278 Million distributed in 268 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $13.1M, Ishares Russell 1000 Gr ETF with a value of $7.52M, First Tr ETF Viii Tcw Unconstr with a value of $6.61M, Invesco Actively Managed ETF F with a value of $5.99M, and Spdr S&P 500 ETF Trust with a value of $5.72M.
Examining the 13F form we can see an increase of $42.9M in the current position value, from $235M to 278M.
Below you can find more details about Total Clarity Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 268
- Current Value $278 Million
- Prior Value $235 Million
- Filing
- Period Q1 2024
- Filing Date April 22, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 62 stocks
- Additional Purchases 118 stocks
- Sold out of 0 stocks
- Reduced holdings in 73 stocks