Total Clarity Wealth Management, Inc. Portfolio Holdings by Sector
Total Clarity Wealth Management, Inc.
- $295 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
USFR VRIG SPLG BILS IWF RDVY UCON CGGR 121 stocks |
$185,032
63.55% of portfolio
|
51
|
62
|
19
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI ADI INTC NXPI AVGO MRAM 7 stocks |
$10,041
3.45% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
1
Puts
|
|
Software—Infrastructure | Technology
MSFT S ORCL PLTR OSPN 5 stocks |
$7,653
2.63% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,943
2.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$6,634
2.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN MRK ABBV LLY JNJ 5 stocks |
$6,308
2.17% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$5,681
1.95% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI OKE ENB ET 4 stocks |
$5,531
1.9% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$4,107
1.41% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C HSBC BMO 4 stocks |
$3,748
1.29% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CSWC NTRS STT KKR ARCC NEA 6 stocks |
$3,538
1.22% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$2,740
0.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ TMUS CMCSA CHTR 4 stocks |
$2,467
0.85% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB ALL KNSL 3 stocks |
$2,462
0.85% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,445
0.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
D EXC SO LNT 4 stocks |
$2,364
0.81% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ANSS SHOP NOW TTD CRM 5 stocks |
$2,300
0.79% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F TSLA GM HMC LCID 5 stocks |
$2,262
0.78% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$2,117
0.73% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE TWI 3 stocks |
$2,106
0.72% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD AXON BA LMT 4 stocks |
$1,971
0.68% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V ORCC 3 stocks |
$1,641
0.56% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX XOM BP 4 stocks |
$1,626
0.56% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
1
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD ARHS 2 stocks |
$1,606
0.55% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
KD IBM 2 stocks |
$1,438
0.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP KRP 2 stocks |
$1,263
0.43% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR DNUT 2 stocks |
$1,197
0.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE 2 stocks |
$1,192
0.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CBRL PTLO NDLS 4 stocks |
$1,114
0.38% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX QURE VKTX 3 stocks |
$1,013
0.35% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$944
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB TFC 2 stocks |
$860
0.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RGEN ISRG 2 stocks |
$834
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
LAKE 1 stocks |
$649
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$610
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV AAL 2 stocks |
$572
0.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
HRL KHC 2 stocks |
$514
0.18% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$500
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN VFF 2 stocks |
$381
0.13% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
$377
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$368
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
JWN 1 stocks |
$366
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ 1 stocks |
$360
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$318
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$309
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX 1 stocks |
$302
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$279
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$264
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$229
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
ELY 1 stocks |
$227
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
N/A | N/A
DLY 1 stocks |
$220
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$213
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
PENN 1 stocks |
$210
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$204
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
OI 1 stocks |
$165
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$153
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
HTZ 1 stocks |
$119
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CX 1 stocks |
$81
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|