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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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