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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$542M
$1.26 Million 0.44% of portfolio
56,305
Q4 2024 Reduced 31.3%
$720M
$336,000 0.12% of portfolio
24,000
Q1 2025 Reduced 7.69%
$430M
$238,000 0.08% of portfolio
28,463
Q4 2024 New
$510M
$207,000 0.07% of portfolio
17,455
Q1 2025 Reduced 0.5%
$568M
$195,000 0.07% of portfolio
12,800
Q2 2024 New
$966M
$188,000 0.07% of portfolio
4,843
Q4 2024 New
$607M
$162,000 0.06% of portfolio
15,350
Q4 2024 Reduced 6.69%
$1.71B
$174,000 0.06% of portfolio
15,246
Q4 2024 Reduced 12.73%
$1.84B
$146,000 0.05% of portfolio
6,085
Q4 2024 Reduced 30.53%
$695M
$114,000 0.04% of portfolio
23,333
Q4 2024 Reduced 27.62%
$421M
$129,000 0.04% of portfolio
14,854
Q4 2024 New
$776M
$2,000 0.0% of portfolio
185
Q1 2025 New

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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