Total Clarity Wealth Management, Inc. Purchases in Q4 2024

Total Clarity Wealth Management, Inc.

  • $295 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRAM
Everspin Technologies Inc

Technology
25.3K
New
$5.66 - $6.82 $143K - $173K
25.3K $161K
OKE
Oneok Inc

Energy
12
+ 0.08%
$92.28 - $117.05 $1.11K - $1.4K
15.4K $1.55M
ARHS
Arhaus, Inc.

Consumer Cyclical
14.9K
New
$8.48 - $11.76 $126K - $175K
14.9K $139K
AVGO
Broadcom Inc.

Technology
53
+ 3.08%
$159.67 - $250.0 $8.46K - $13.3K
1.77K $410K
META
Meta Platforms, Inc.

Communication Services
142
+ 8.41%
$554.08 - $632.68 $78.7K - $89.8K
1.83K $1.08M
NFLX
Netflix Inc

Communication Services
54
+ 17.82%
$687.65 - $936.56 $37.1K - $50.6K
357 $318K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.94K
+ 18.46%
$114.08 - $125.68 $221K - $243K
12.4K $1.42M
EXC
Exelon Corp

Utilities
3.11K
+ 48.08%
$36.22 - $40.97 $113K - $127K
9.58K $360K
V
Visa Inc.

Financial Services
100
+ 6.38%
$273.87 - $320.91 $27.4K - $32.1K
1.67K $527K
CGDV
Capital Group Divid Value ETF

ETFs
3.36K
+ 14.53%
$35.16 - $37.12 $118K - $125K
26.5K $934K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.42K
+ 1.52%
$33.92 - $36.6 $48.1K - $51.9K
94.4K $3.27M
ENB
Enbridge Inc

Energy
254
+ 0.71%
$40.4 - $43.92 $10.3K - $11.2K
35.9K $1.52M
GOOG
Alphabet Inc.

Communication Services
66
+ 2.56%
$163.08 - $198.16 $10.8K - $13.1K
2.65K $504K
ET
Energy Transfer LP

Energy
167
+ 0.86%
$16.05 - $19.86 $2.68K - $3.32K
19.6K $384K
VB
Vanguard Small Cap ETF

ETFs
184
+ 11.34%
$233.76 - $261.58 $43K - $48.1K
1.81K $434K
LUV
Southwest Airlines CO

Industrials
21
+ 0.18%
$28.99 - $34.84 $609 - $732
11.7K $393K
ORCC
Owl Rock Capital Corp

Financial Services
3.51K
+ 24.45%
N/A
17.9K $239K
ARCC
Ares Capital Corp

Financial Services
1.67K
+ 16.87%
$20.74 - $22.27 $34.7K - $37.2K
11.6K $253K
MEAR
Blackrock Short Maturity Munic

ETFs
1K
+ 4.2%
$49.94 - $50.28 $50.1K - $50.5K
24.9K $1.24M
ANSS
Ansys Inc

Technology
10
+ 0.51%
$313.05 - $361.45 $3.13K - $3.61K
1.98K $668K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
724
+ 11.97%
$67.38 - $75.88 $48.8K - $54.9K
6.77K $458K
ISRG
Intuitive Surgical Inc

Healthcare
23
+ 3.0%
$471.27 - $550.62 $10.8K - $12.7K
789 $411K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 2.65%
$873.59 - $994.69 $14.9K - $16.9K
659 $603K
CGUS
Capital Group Core Equity ETF
495
+ 3.19%
$33.96 - $36.24 $16.8K - $17.9K
16K $560K
ALL
Allstate Corp

Financial Services
51
+ 1.0%
$181.25 - $208.2 $9.24K - $10.6K
5.18K $997K
VUG
Vanguard Growth ETF

ETFs
4
+ 0.61%
$378.79 - $428.11 $1.52K - $1.71K
661 $271K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1K
+ 9.02%
$99.2 - $108.47 $99.3K - $109K
12.1K $1.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
105
+ 4.51%
$238.25 - $261.28 $25K - $27.4K
2.43K $588K
VRT
Vertiv Holdings CO

Industrials
158
+ 2.3%
N/A
7.04K $610K
ABT
Abbott Laboratories

Healthcare
123
+ 2.86%
$111.93 - $119.39 $13.8K - $14.7K
4.42K $500K
IBM
International Business Machines Corp

Technology
47
+ 2.7%
$204.9 - $238.04 $9.63K - $11.2K
1.79K $392K
DLY
Double Line Yield Opportunities Fund

N/A
950
+ 7.32%
$15.64 - $16.56 $14.9K - $15.7K
13.9K $220K
HMC
Honda Motor CO LTD

Consumer Cyclical
812
+ 11.75%
$23.7 - $32.62 $19.2K - $26.5K
7.72K $220K
Atlassian Corporation
921
New
N/A
921 $0
Ge Vernova Inc
624
New
N/A
624 $0
Franklin Templeton ETF Tr
666
+ 12.23%
N/A
6.11K $0
FSCO
Fs Cr Opportunities Corp Com
16.5K
New
N/A
16.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.14K
+ 7.52%
N/A
16.3K $0
Forrester Resh Inc
13.3K
New
N/A
13.3K $0
Morgan Stanley Direct Lendin
9.86K
New
N/A
9.86K $0
First Tr Exchange Traded Fd
65.8K
New
N/A
65.8K $0
Arista Networks Inc
9.46K
New
N/A
9.46K $0
DRS
Leonardo Drs, Inc.
6.66K
New
N/A
6.66K $0
J P Morgan Exchange Traded F
386
+ 2.75%
N/A
14.4K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
139K
New
N/A
139K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
124
+ 3.52%
$80.13 - $83.77 $9.94K - $10.4K
3.65K $292K
LCID
Lucid Group, Inc.

Consumer Cyclical
3.3K
+ 8.35%
$2.01 - $3.44 $6.62K - $11.3K
42.8K $129K
SLV
I Shares Silver Trust

ETFs
175
+ 1.9%
$26.33 - $31.74 $4.61K - $5.55K
9.37K $246K
SO
Southern CO

Utilities
1
+ 0.03%
$81.5 - $94.15 $81.5 - $94.2
3.02K $248K
Activity Summary
Buys All Purchases 117 New Holdings 40 Increased Positions 77 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track Total Clarity Wealth Management, Inc. Portfolio

Follow Total Clarity Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Clarity Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Clarity Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email