Total Clarity Wealth Management, Inc. Portfolio Holdings by Sector
Total Clarity Wealth Management, Inc.
- $282 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
USFR VRIG IWF UCON SPYV SPY BILS JEPQ 111 stocks |
$176,853
62.91% of portfolio
|
  56  
|
  48  
|
  6  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA ADI ADI INTC NXPI MRAM GFS AMD 10 stocks |
$11,543
4.11% of portfolio
|
  5  
|
  5  
|
  1  
|
- |
0
Calls
1
Puts
|
Software—Infrastructure | Technology
MSFT S ORCL SNPS AKAM DOCN TDC OSPN 8 stocks |
$9,176
3.26% of portfolio
|
  4  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN MRK ABBV LLY JNJ 5 stocks |
$6,997
2.49% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,867
2.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$5,782
2.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$5,429
1.93% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
KMI ENB OKE ET 4 stocks |
$4,327
1.54% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
CSWC TSLX KKR STT MPA NEA 6 stocks |
$4,242
1.51% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM MUFG BAC C 4 stocks |
$3,850
1.37% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T TMUS CHTR 4 stocks |
$3,055
1.09% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3,027
1.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
PTLO CBRL MCD PTLO 4 stocks |
$2,986
1.06% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
1
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,484
0.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT TWI DE 3 stocks |
$2,061
0.73% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
CB ALL KNSL 3 stocks |
$1,997
0.71% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW 1 stocks |
$1,995
0.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
MRO KRP 2 stocks |
$1,895
0.67% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
D SO EXC 3 stocks |
$1,876
0.67% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,726
0.61% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
ANET SMCI 2 stocks |
$1,588
0.56% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
GD AXON LMT 3 stocks |
$1,581
0.56% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V ORCC 3 stocks |
$1,338
0.48% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
NOW TTD SHOP AEYE RUM 5 stocks |
$1,281
0.46% of portfolio
|
  4  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1,237
0.44% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
F TSLA 2 stocks |
$1,203
0.43% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VRTX VKTX QURE 3 stocks |
$994
0.35% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
KD IBM 2 stocks |
$986
0.35% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$950
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ACMR 1 stocks |
$909
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Wineries & Distilleries | Consumer Defensive
NAPA 1 stocks |
$898
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
PENN PENN 2 stocks |
$858
0.31% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
1
Calls
0
Puts
|
Medical Devices | Healthcare
ABT TMDX 2 stocks |
$782
0.28% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$750
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
LAKE HBI 2 stocks |
$689
0.25% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
RGEN ISRG 2 stocks |
$669
0.24% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$532
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
APTV 1 stocks |
$531
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
UNFI 1 stocks |
$509
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$504
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm Products | Consumer Defensive
DOLE 1 stocks |
$422
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$376
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$363
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
$358
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$357
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX WBD 2 stocks |
$346
0.12% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX 1 stocks |
$334
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
GLW 1 stocks |
$332
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$293
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$274
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$270
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$260
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Airlines | Industrials
LUV 1 stocks |
$250
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$217
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$203
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
N/A | N/A
DLY 1 stocks |
$190
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
OI 1 stocks |
$152
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
LADR 1 stocks |
$124
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
ICL 1 stocks |
$51
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|