Total Clarity Wealth Management, Inc. Portfolio Holdings

Total Clarity Wealth Management, Inc.

  • $287 Million
  • Q1 2025

Total Clarity Wealth Management, Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $287 Million distributed in 279 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $12.3M, Invesco Actively Managed ETF F with a value of $9.76M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.14M, Spdr Bloomberg 3 12 Month T Bi with a value of $6.51M, and Apple Inc. with a value of $6.16M.

Examining the 13F form we can see an decrease of $7.93M in the current position value, from $295M to 287M.

Below you can find more details about Total Clarity Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $287 Million
ETFs: $183 Million
Technology: $26.4 Million
Financial Services: $20.2 Million
Healthcare: $10.4 Million
Consumer Cyclical: $9.92 Million
Energy: $8.75 Million
Industrials: $8.28 Million
Communication Services: $7.91 Million
Other: $8.61 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$6.16 Million 2.14% of portfolio
27,728
Q4 2024 Added 0.52%
$2.74T
$4.31 Million 1.5% of portfolio
11,483
Q4 2024 Reduced 0.4%
$253B
$4.04 Million 1.41% of portfolio
37,290
Q1 2025 Reduced 1.06%
$467B
$3.99 Million 1.39% of portfolio
5
Q1 2024 New
$674B
$3.8 Million 1.32% of portfolio
7,126
Q4 2024 Reduced 0.24%
$1.76T
$3.36 Million 1.17% of portfolio
17,634
Q4 2024 Added 13.14%
$903B
$3.35 Million 1.17% of portfolio
21,652
Q4 2024 Added 1.93%
$148B
$2.81 Million 0.98% of portfolio
9,018
Q4 2024 Added 1.76%
$680B
$2.76 Million 0.96% of portfolio
11,235
Q4 2024 Added 1.25%
$70.3B
$2.39 Million 0.83% of portfolio
21,731
Q4 2024 Reduced 10.02%
$60.9B
$2.16 Million 0.75% of portfolio
75,757
Q4 2024 Added 0.87%
$185B
$1.9 Million 0.66% of portfolio
41,946
Q4 2024 Reduced 3.04%
$44.3B
$1.6 Million 0.56% of portfolio
28,601
Q4 2024 Added 0.31%
$91.9B
$1.59 Million 0.55% of portfolio
35,926
Q4 2024 Added 0.71%
$90.7B
$1.54 Million 0.54% of portfolio
7,633
Q3 2024 Reduced 11.57%
$38.5B
$1.53 Million 0.53% of portfolio
15,426
Q4 2024 Added 0.08%
$363B
$1.38 Million 0.48% of portfolio
3,772
Q4 2024 Added 74.31%
$198B
$1.38 Million 0.48% of portfolio
15,420
Q4 2024 Added 2.57%
$119B
$1.25 Million 0.44% of portfolio
4,143
Q4 2024 Reduced 0.24%
$542M
$1.26 Million 0.44% of portfolio
56,305
Q4 2024 Reduced 31.3%
$306B
$1.26 Million 0.44% of portfolio
6,010
Q4 2024 Reduced 2.2%
$253B
$1.22 Million 0.42% of portfolio
13,871
Q4 2024 Added 16.62%
$3.46B
$1.07 Million 0.37% of portfolio
58,810
Q4 2024 Added 0.34%
$51B
$1.07 Million 0.37% of portfolio
15,813
Q4 2024 Reduced 2.13%
$52.6B
$1.07 Million 0.37% of portfolio
5,176
Q4 2024 Added 1.0%
$1.13T
$1.05 Million 0.37% of portfolio
1,830
Q4 2024 Added 8.41%
$229B
$1.01 Million 0.35% of portfolio
16,287
Q4 2024 Reduced 4.15%
$425B
$977,000 0.34% of portfolio
1,867
Q2 2024 Reduced 16.2%
$6.63B
$949,000 0.33% of portfolio
30,241
Q4 2024 Reduced 9.63%
$493B
$910,000 0.32% of portfolio
1,662
Q4 2024 Added 2.97%
$75.8B
$919,000 0.32% of portfolio
3,375
Q4 2024 Added 0.03%
$77.7B
$891,000 0.31% of portfolio
39,263
Q4 2024 Reduced 10.09%
$38B
$883,000 0.31% of portfolio
88,056
Q4 2024 Reduced 13.29%
$113B
$891,000 0.31% of portfolio
8,491
Q4 2024 New
$446B
$844,000 0.29% of portfolio
7,103
Q4 2024 Reduced 12.18%
$798B
$770,000 0.27% of portfolio
933
Q4 2024 Reduced 9.59%
$412B
$732,000 0.25% of portfolio
4,414
Q4 2024 Reduced 11.2%
$18.4B
$675,000 0.23% of portfolio
6,850
Q4 2024 Reduced 9.87%
$229B
$659,000 0.23% of portfolio
2,110
Q4 2024 Reduced 2.13%
$122B
$619,000 0.22% of portfolio
8,731
Q4 2024 Reduced 7.84%
$440B
$623,000 0.22% of portfolio
659
Q4 2024 Added 2.65%
$26.4B
$627,000 0.22% of portfolio
1,982
Q4 2024 Added 0.51%
$347B
$602,000 0.21% of portfolio
4,309
Q4 2024 Reduced 3.06%
$32.7B
$610,000 0.21% of portfolio
7,042
Q4 2024 Added 2.3%
$184B
$617,000 0.21% of portfolio
7,319
Q4 2024 New
$29.8B
$593,000 0.21% of portfolio
6,627
Q4 2024 Reduced 10.58%
$126B
$587,000 0.2% of portfolio
1,212
Q1 2025 Reduced 2.02%
$56.8B
$569,000 0.2% of portfolio
13,488
Q4 2024 Reduced 7.97%
$539B
$584,000 0.2% of portfolio
1,668
Q4 2024 Added 6.38%

Summary

  • Portfolio
  • No. of Stocks 279
  • Current Value $287 Million
  • Prior Value $295 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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