Total Clarity Wealth Management, Inc. Portfolio Holdings
Total Clarity Wealth Management, Inc.
- $282 Million
- Q2 2024
Total Clarity Wealth Management, Inc. has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $282 Million distributed in 248 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $15.2M, Invesco Actively Managed ETF F with a value of $12.1M, Ishares Russell 1000 Gr ETF with a value of $7.65M, First Tr ETF Viii Tcw Unconstr with a value of $6.5M, and Microsoft Corp with a value of $6.22M.
Examining the 13F form we can see an increase of $4.4M in the current position value, from $278M to 282M.
Below you can find more details about Total Clarity Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 248
- Current Value $282 Million
- Prior Value $278 Million
- Filing
- Period Q2 2024
- Filing Date August 09, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 23 stocks
- Additional Purchases 89 stocks
- Sold out of 0 stocks
- Reduced holdings in 119 stocks