Total Clarity Wealth Management, Inc. Portfolio Holdings

Total Clarity Wealth Management, Inc.

  • $295 Million
  • Q4 2024

Total Clarity Wealth Management, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $295 Million distributed in 269 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 $9.78M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.72M, Apple Inc. with a value of $6.94M, and Spdr Bloomberg 3 12 Month T Bi with a value of $6.49M.

Examining the 13F form we can see an decrease of $1.21M in the current position value, from $296M to 295M.

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

Portfolio value $295 Million
ETFs: $187 Million
Technology: $29.9 Million
Financial Services: $18.9 Million
Consumer Cyclical: $10.9 Million
Healthcare: $9.9 Million
Industrials: $8.66 Million
Communication Services: $8.47 Million
Energy: $8.42 Million
Other: $8.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.1B
$1.52 Million 0.52% of portfolio
35,926
Q4 2024 Added 0.71%
$37.3B
$1.55 Million 0.52% of portfolio
15,426
Q4 2024 Added 0.08%
$201B
$1.53 Million 0.52% of portfolio
15,420
Q4 2024 Added 2.57%
$366B
$1.47 Million 0.5% of portfolio
3,772
Q4 2024 Added 74.31%
$0
$1.42 Million 0.48% of portfolio
21,423
Q4 2024 Reduced 3.49%
$0
$1.41 Million 0.48% of portfolio
29,581
Q4 2024 Reduced 12.29%
$0
$1.42 Million 0.48% of portfolio
12,425
Q4 2024 Added 18.46%
$0
$1.33 Million 0.45% of portfolio
57,029
Q4 2024 Added 1.54%
$0
$1.31 Million 0.45% of portfolio
44,996
Q4 2024 Reduced 34.84%
$3.56B
$1.31 Million 0.44% of portfolio
58,810
Q4 2024 Added 0.34%
$0
$1.31 Million 0.44% of portfolio
42,271
Q4 2024 New
$0
$1.28 Million 0.43% of portfolio
5,485
Q4 2024 Reduced 2.07%
$0
$1.24 Million 0.42% of portfolio
43,120
Q4 2024 Added 49.28%
$257B
$1.25 Million 0.42% of portfolio
13,871
Q4 2024 Added 16.62%
$0
$1.24 Million 0.42% of portfolio
22,482
Q4 2024 Reduced 57.96%
$529M
$1.23 Million 0.42% of portfolio
56,305
Q4 2024 Reduced 31.3%
$0
$1.24 Million 0.42% of portfolio
24,921
Q4 2024 Added 4.2%
$0
$1.2 Million 0.41% of portfolio
12,103
Q4 2024 Added 9.02%
$120B
$1.14 Million 0.39% of portfolio
4,143
Q4 2024 Reduced 0.24%
$0
$1.12 Million 0.38% of portfolio
25,439
Q4 2024 Reduced 53.29%
$1.17T
$1.08 Million 0.37% of portfolio
1,830
Q4 2024 Added 8.41%
$0
$1.09 Million 0.37% of portfolio
19,231
Q4 2024 Reduced 1.07%
$0
$1.06 Million 0.36% of portfolio
18,384
Q4 2024 Reduced 2.82%
$317B
$1.07 Million 0.36% of portfolio
6,010
Q4 2024 Reduced 2.2%
$6.77B
$1.05 Million 0.35% of portfolio
30,241
Q4 2024 Reduced 9.63%
$52.8B
$997,000 0.34% of portfolio
5,176
Q4 2024 Added 1.0%
$0
$991,000 0.34% of portfolio
34,579
Q4 2024 New
$0
$961,000 0.33% of portfolio
38,979
Q4 2024 Reduced 2.06%
$236B
$964,000 0.33% of portfolio
16,287
Q4 2024 Reduced 4.15%
$49.4B
$966,000 0.33% of portfolio
15,813
Q4 2024 Reduced 2.13%
$0
$987,000 0.33% of portfolio
16,765
Q4 2024 Reduced 21.17%
$0
$934,000 0.32% of portfolio
26,501
Q4 2024 Added 14.53%
$0
$941,000 0.32% of portfolio
12,222
Q4 2024 Reduced 70.52%
$0
$952,000 0.32% of portfolio
19,725
Q4 2024 Reduced 13.06%
$549B
$944,000 0.32% of portfolio
1,867
Q2 2024 Reduced 16.2%
$0
$902,000 0.31% of portfolio
14,924
Q4 2024 New
$0
$893,000 0.3% of portfolio
7,790
Q4 2024 Reduced 59.89%
$0
$895,000 0.3% of portfolio
13,191
Q4 2024 Reduced 5.85%
$76.5B
$889,000 0.3% of portfolio
3,375
Q4 2024 Added 0.03%
$38.3B
$871,000 0.3% of portfolio
88,056
Q4 2024 Reduced 13.29%
$0
$896,000 0.3% of portfolio
16,391
Q4 2024 New
$489B
$875,000 0.3% of portfolio
1,662
Q4 2024 Added 2.97%
$110B
$842,000 0.29% of portfolio
8,491
Q4 2024 New
$0
$798,000 0.27% of portfolio
16,015
Q4 2024 Reduced 29.1%
$0
$807,000 0.27% of portfolio
7,323
Q4 2024 Reduced 40.62%
$83.4B
$787,000 0.27% of portfolio
39,263
Q4 2024 Reduced 10.09%
$0
$805,000 0.27% of portfolio
7,934
Q3 2024 Reduced 6.06%
$431B
$764,000 0.26% of portfolio
7,103
Q4 2024 Reduced 12.18%
$797B
$751,000 0.25% of portfolio
1,862
Q4 2024 Reduced 0.8%

Summary

  • Portfolio
  • No. of Stocks 269
  • Current Value $295 Million
  • Prior Value $296 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 133 stocks
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