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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.57B
$1.4 Million 0.47% of portfolio
58,610
Q3 2024 Reduced 0.68%
$6.47B
$768,000 0.26% of portfolio
33,462
Q3 2024 Added 28.59%
$3.95B
$554,000 0.19% of portfolio
8,759
Q3 2024 Added 38.15%
$7.71B
$437,000 0.15% of portfolio
2,940
Q2 2024 Reduced 4.85%
$3.54B
$408,000 0.14% of portfolio
18,156
Q3 2024 New
$2.46B
$391,000 0.13% of portfolio
2,492
Q3 2024 Added 12.51%
$6.01B
$269,000 0.09% of portfolio
21,075
Q3 2024 New
$3.94B
$232,000 0.08% of portfolio
12,356
Q3 2024 New
$7.17B
$182,000 0.06% of portfolio
16,518
Q3 2024 New
$5.27B
$192,000 0.06% of portfolio
14,373
Q3 2024 Added 4.47%
$3.41B
$138,000 0.05% of portfolio
39,461
Q3 2024 New
$7.87B
$92,000 0.03% of portfolio
15,165
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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