Total Clarity Wealth Management, Inc. Portfolio Holdings by Sector
Total Clarity Wealth Management, Inc.
- $328 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPLG USFR VBR VRIG JAAA RDVY SPAB QQQM 132 stocks |
$209,680
65.1% of portfolio
|
80
|
49
|
25
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI ADI INTC AVGO NXPI QRVO TSM 9 stocks |
$10,894
3.38% of portfolio
|
6
|
3
|
2
|
- |
0
Calls
1
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL PAYS CRWD NET PANW OSPN 8 stocks |
$8,476
2.63% of portfolio
|
4
|
3
|
4
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$7,221
2.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$6,208
1.93% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN ABBV MRK LLY JNJ NVS 6 stocks |
$6,158
1.91% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ENB OKE ET 4 stocks |
$5,675
1.76% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,493
1.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$4,228
1.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F TM HMC GM LCID 6 stocks |
$4,164
1.29% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C BAC 3 stocks |
$3,893
1.21% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA BCE TMUS T 5 stocks |
$3,202
0.99% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
D EXC DUK SO LNT 5 stocks |
$2,968
0.92% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$2,864
0.89% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB ALL KNSL 3 stocks |
$2,695
0.84% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ANSS SHOP NOW SNOW CRM UBER 6 stocks |
$2,544
0.79% of portfolio
|
4
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,512
0.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
QBTS PSTG IONQ 3 stocks |
$2,267
0.7% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V AXP COF UPST 5 stocks |
$2,224
0.69% of portfolio
|
4
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON GD HWM HWM 4 stocks |
$2,211
0.69% of portfolio
|
3
|
1
|
2
|
- |
1
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
BROS MCD SBUX 3 stocks |
$2,055
0.64% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$2,039
0.63% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$1,956
0.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
BP XOM CVX 3 stocks |
$1,909
0.59% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB TFC HBAN 3 stocks |
$1,544
0.48% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR TROW STT PSLV NEA 5 stocks |
$1,540
0.48% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$1,354
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT TMDX 2 stocks |
$1,103
0.34% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,086
0.34% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RGEN 2 stocks |
$951
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
HES KRP 2 stocks |
$880
0.27% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM AI 2 stocks |
$822
0.26% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX QURE 2 stocks |
$734
0.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$723
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$620
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
AAL DAL AAL 3 stocks |
$614
0.19% of portfolio
|
3
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$570
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$527
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CBOE CME 2 stocks |
$489
0.15% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
JEF 1 stocks |
$489
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
HRL 1 stocks |
$437
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$402
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$387
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Waste Management | Industrials
WM 1 stocks |
$384
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$383
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$368
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$318
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$281
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$259
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
ELY 1 stocks |
$244
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
BZH 1 stocks |
$234
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$207
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
COUR 1 stocks |
$183
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
ZIM 1 stocks |
$174
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$136
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES 1 stocks |
$130
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|