Total Clarity Wealth Management, Inc. Portfolio Holdings by Sector
Total Clarity Wealth Management, Inc.
- $287 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
USFR VRIG SPLG BILS RDVY IWF UCON SPAB 120 stocks |
$180,386
63.71% of portfolio
|
- |
27
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI ADI INTC NXPI AVGO MRAM 7 stocks |
$8,777
3.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$7,787
2.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN MRK ABBV LLY JNJ 5 stocks |
$6,954
2.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT S PLTR ORCL OSPN 5 stocks |
$6,793
2.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,159
2.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ENB OKE ET ENLC 5 stocks |
$5,646
1.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$4,815
1.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C HSBC BMO 4 stocks |
$3,848
1.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$3,630
1.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CSWC NTRS STT KKR ARCC NEA 6 stocks |
$3,358
1.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ TMUS CMCSA CHTR 4 stocks |
$2,764
0.98% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB ALL KNSL 3 stocks |
$2,658
0.94% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
D EXC SO LNT 4 stocks |
$2,556
0.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$2,390
0.84% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,307
0.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE TWI 3 stocks |
$2,043
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$2,042
0.72% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F TSLA GM HMC LCID 5 stocks |
$1,934
0.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD AXON BA LMT 4 stocks |
$1,896
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ANSS SHOP NOW CRM TTD SMAR 6 stocks |
$1,850
0.65% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX XOM BP 4 stocks |
$1,824
0.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V ORCC 3 stocks |
$1,733
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD ARHS 2 stocks |
$1,511
0.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
KD IBM 2 stocks |
$1,393
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP KRP 2 stocks |
$1,227
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD PTLO CBRL NDLS 4 stocks |
$1,210
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR DNUT 2 stocks |
$1,184
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE 2 stocks |
$1,170
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$977
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX QURE VKTX CDMO 4 stocks |
$897
0.32% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB TFC 2 stocks |
$773
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RGEN ISRG 2 stocks |
$745
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$610
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT NARI 2 stocks |
$579
0.2% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV AAL 2 stocks |
$572
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
LAKE 1 stocks |
$516
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
HRL KHC 2 stocks |
$508
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN VFF 2 stocks |
$389
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$384
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Department Stores | Consumer Cyclical
JWN 1 stocks |
$370
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$332
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$330
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$320
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$317
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$307
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ 1 stocks |
$305
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX 1 stocks |
$245
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$245
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
ELY 1 stocks |
$227
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
N/A | N/A
DLY 1 stocks |
$224
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$222
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
OI 1 stocks |
$174
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
PENN 1 stocks |
$173
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$170
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$134
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
HTZ 1 stocks |
$128
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CX 1 stocks |
$80
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
ARCH CEIX 2 stocks |
$56
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
LUNA 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|