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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$580M
$2.07 Million 0.7% of portfolio
81,955
Q3 2024 Reduced 1.66%
$808M
$790,000 0.27% of portfolio
38,950
Q3 2024 Reduced 1.27%
$883M
$418,000 0.14% of portfolio
26,000
Q1 2024 New
$1.96B
$391,000 0.13% of portfolio
2,492
Q3 2024 Added 12.51%
$1.58B
$346,000 0.12% of portfolio
32,235
Q3 2024 New
$1.65B
$341,000 0.12% of portfolio
821
Q3 2024 Reduced 9.08%
$1.56B
$229,000 0.08% of portfolio
17,469
Q3 2024 Added 27.18%
$723M
$213,000 0.07% of portfolio
12,800
Q2 2024 New
$478M
$158,000 0.05% of portfolio
29,170
Q3 2024 New
$1.14B
$109,000 0.04% of portfolio
33,167
Q3 2024 New
$1.02B
$129,000 0.04% of portfolio
10,070
Q3 2024 New
$793M
$81,000 0.03% of portfolio
16,450
Q2 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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