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
$224B
$264,000 0.09% of portfolio
1,584
Q4 2024 Reduced 3.0%
$1.27B
$256,000 0.09% of portfolio
4,843
Q4 2024 New
$92.3B
$279,000 0.09% of portfolio
1,383
Q4 2024 Reduced 7.37%
$0
$277,000 0.09% of portfolio
6,701
Q4 2024 Reduced 85.21%
$0
$253,000 0.09% of portfolio
1,334
Q4 2024 Reduced 65.4%
$0
$262,000 0.09% of portfolio
4,110
Q2 2024 Added 7.09%
$35.9B
$252,000 0.09% of portfolio
8,223
Q4 2024 Reduced 19.67%
$3.94B
$227,000 0.08% of portfolio
12,122
Q4 2024 Reduced 1.89%
$2.48B
$244,000 0.08% of portfolio
6,085
Q4 2024 Reduced 30.53%
$1.44B
$231,000 0.08% of portfolio
23,333
Q4 2024 Reduced 27.62%
$101B
$239,000 0.08% of portfolio
141
Q4 2024 Reduced 17.06%
$48.7B
$229,000 0.08% of portfolio
601
Q4 2024 New
$326B
$229,000 0.08% of portfolio
686
Q4 2024 New
$0
$236,000 0.08% of portfolio
5,428
Q4 2024 Reduced 26.59%
$212B
$229,000 0.08% of portfolio
4,637
Q4 2024 Reduced 1.55%
$0
$222,000 0.08% of portfolio
1,617
Q4 2024 Reduced 8.64%
$92.1B
$248,000 0.08% of portfolio
3,021
Q4 2024 Added 0.03%
$15.2B
$246,000 0.08% of portfolio
9,370
Q4 2024 Added 1.9%
$27.4B
$228,000 0.08% of portfolio
10,696
Q4 2024 Reduced 7.43%
$759M
$237,000 0.08% of portfolio
12,800
Q2 2024 New
$0
$243,000 0.08% of portfolio
4,809
Q4 2024 Reduced 4.47%
$543M
$193,000 0.07% of portfolio
28,463
Q4 2024 New
$14.9B
$216,000 0.07% of portfolio
3,662
Q3 2024 New
$63.3B
$215,000 0.07% of portfolio
4,967
Q4 2024 Reduced 11.03%
$47.5B
$220,000 0.07% of portfolio
7,720
Q4 2024 Added 11.75%
$0
$220,000 0.07% of portfolio
13,932
Q4 2024 Added 7.32%
$55.9B
$210,000 0.07% of portfolio
613
Q4 2024 Reduced 4.22%
$3.4B
$210,000 0.07% of portfolio
10,621
Q4 2024 New
$276B
$213,000 0.07% of portfolio
3,423
Q4 2024 Reduced 0.06%
$0
$210,000 0.07% of portfolio
2,175
Q4 2024 Reduced 2.99%
$0
$206,000 0.07% of portfolio
2,405
Q4 2024 New
$15.4B
$204,000 0.07% of portfolio
5,550
Q4 2024 Reduced 21.28%
$45.8B
$209,000 0.07% of portfolio
4,240
Q4 2024 New
$98.9B
$208,000 0.07% of portfolio
7,050
Q4 2024 Reduced 15.41%
$116B
$220,000 0.07% of portfolio
454
Q4 2024 Reduced 2.16%
$0
$204,000 0.07% of portfolio
1,232
Q4 2024 New
$67.2B
$212,000 0.07% of portfolio
2,185
Q4 2024 Reduced 4.04%
$7.17B
$179,000 0.06% of portfolio
16,247
Q4 2024 Reduced 1.64%
$641M
$164,000 0.06% of portfolio
17,542
Q4 2024 New
$1.79B
$165,000 0.06% of portfolio
15,246
Q4 2024 Reduced 12.73%
$645M
$139,000 0.05% of portfolio
14,854
Q4 2024 New
$5.17B
$153,000 0.05% of portfolio
16,355
Q4 2024 Reduced 22.4%
$113M
$161,000 0.05% of portfolio
25,313
Q4 2024 New
$0
$127,000 0.04% of portfolio
11,318
Q4 2024 Reduced 7.39%
$4.75B
$129,000 0.04% of portfolio
42,756
Q4 2024 Added 8.35%
$1.44B
$119,000 0.04% of portfolio
32,558
Q4 2024 Reduced 1.84%
$67.3M
$101,000 0.03% of portfolio
131,579
Q4 2024 Reduced 0.51%
$71.8M
$83,000 0.03% of portfolio
144,036
Q4 2024 Reduced 10.26%
$9.69B
$81,000 0.03% of portfolio
14,408
Q4 2024 Reduced 4.99%

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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