Total Clarity Wealth Management, Inc. Portfolio Holdings

Total Clarity Wealth Management, Inc.

  • $295 Million
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.77B
$1.31 Million 0.44% of portfolio
58,810
Q4 2024 Added 0.34%
$8.92B
$1.05 Million 0.35% of portfolio
30,241
Q4 2024 Reduced 9.63%
$9.21B
$423,000 0.14% of portfolio
2,940
Q2 2024 Reduced 4.85%
$3.85B
$366,000 0.12% of portfolio
15,156
Q4 2024 Reduced 16.52%
$9.92B
$321,000 0.11% of portfolio
691
Q2 2024 Added 6.14%
$3.94B
$227,000 0.08% of portfolio
12,122
Q4 2024 Reduced 1.89%
$2.68B
$244,000 0.08% of portfolio
6,085
Q4 2024 Reduced 30.53%
$5.27B
$239,000 0.08% of portfolio
17,887
Q4 2024 Added 24.45%
$3.2B
$210,000 0.07% of portfolio
10,621
Q4 2024 New
$7.17B
$179,000 0.06% of portfolio
16,247
Q4 2024 Reduced 1.64%
$5.16B
$153,000 0.05% of portfolio
16,355
Q4 2024 Reduced 22.4%
$4.68B
$129,000 0.04% of portfolio
42,756
Q4 2024 Added 8.35%
$8.66B
$81,000 0.03% of portfolio
14,408
Q4 2024 Reduced 4.99%

Summary

  • Portfolio
  • No. of Stocks 269
  • Current Value $295 Million
  • Prior Value $296 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 133 stocks
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