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 Market Cap. of $10 Billions to $200 Billions