Total Clarity Wealth Management, Inc. Buys Merck Inc, International Paper Co, SPDR Bloomberg Barclays 1-3 Month T-Bill, Sells iShares Edge MSCI USA Momentum Factor, SPDR Series Trust Portfolio S&P 500 Growth, SPDR SSGA US Large Cap Low Volatility Index

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Apr 24, 2020
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Investment company Total Clarity Wealth Management, Inc. (Current Portfolio) buys Merck Inc, International Paper Co, SPDR Bloomberg Barclays 1-3 Month T-Bill, Schwab Short-Term U.S. Treasury, iShares iBoxx $ Investment Grade Corporate Bond, sells iShares Edge MSCI USA Momentum Factor, SPDR Series Trust Portfolio S&P 500 Growth, SPDR SSGA US Large Cap Low Volatility Index, First Trust Capital Strength ETF, Invesco S&P MidCap Momentum during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Total Clarity Wealth Management, Inc.. As of 2020Q1, Total Clarity Wealth Management, Inc. owns 92 stocks with a total value of $58 million. These are the details of the buys and sells.

For the details of Total Clarity Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/total+clarity+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Total Clarity Wealth Management, Inc.
  1. ProShares S&P 500 Dividend Aristocrats (NOBL) - 53,297 shares, 5.27% of the total portfolio. Shares added by 9.66%
  2. Microsoft Corp (MSFT) - 13,303 shares, 3.60% of the total portfolio. Shares reduced by 4.25%
  3. First Trust Capital Strength ETF (FTCS) - 40,179 shares, 3.43% of the total portfolio. Shares reduced by 59.11%
  4. First Trust Low Duration Mortgage Opportunities ET (LMBS) - 38,951 shares, 3.41% of the total portfolio. Shares added by 17.18%
  5. Eaton Vance Tax-Managed Buy-Write Opp (ETV) - 160,285 shares, 3.32% of the total portfolio. Shares reduced by 7.61%
New Purchase: International Paper Co (IP)

Total Clarity Wealth Management, Inc. initiated holding in International Paper Co. The purchase prices were between $26.47 and $46.05, with an estimated average price of $39.46. The stock is now traded at around $30.77. The impact to a portfolio due to this purchase was 1.72%. The holding were 32,200 shares as of .

New Purchase: Schwab Short-Term U.S. Treasury (SCHO)

Total Clarity Wealth Management, Inc. initiated holding in Schwab Short-Term U.S. Treasury. The purchase prices were between $50.48 and $51.73, with an estimated average price of $50.91. The stock is now traded at around $51.69. The impact to a portfolio due to this purchase was 0.69%. The holding were 7,725 shares as of .

New Purchase: Alcon Inc (ALC)

Total Clarity Wealth Management, Inc. initiated holding in Alcon Inc. The purchase prices were between $39.86 and $63.46, with an estimated average price of $57.61. The stock is now traded at around $52.81. The impact to a portfolio due to this purchase was 0.52%. The holding were 6,001 shares as of .

Added: Merck & Co Inc (MRK)

Total Clarity Wealth Management, Inc. added to a holding in Merck & Co Inc by 4996.67%. The purchase prices were between $66.4 and $92.04, with an estimated average price of $82.63. The stock is now traded at around $81.79. The impact to a portfolio due to this purchase was 1.98%. The holding were 15,290 shares as of .

Added: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

Total Clarity Wealth Management, Inc. added to a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill by 20025.93%. The purchase prices were between $91.19 and $91.61, with an estimated average price of $91.38. The stock is now traded at around $91.56. The impact to a portfolio due to this purchase was 0.85%. The holding were 5,434 shares as of .

Added: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Total Clarity Wealth Management, Inc. added to a holding in iShares iBoxx $ Investment Grade Corporate Bond by 367.63%. The purchase prices were between $105.05 and $134.27, with an estimated average price of $127.83. The stock is now traded at around $129.58. The impact to a portfolio due to this purchase was 0.65%. The holding were 3,900 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Total Clarity Wealth Management, Inc. added to a holding in PowerShares QQQ Trust Ser 1 by 66.75%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $211.94. The impact to a portfolio due to this purchase was 0.64%. The holding were 4,899 shares as of .

Added: iShares Core S&P 500 (IVV)

Total Clarity Wealth Management, Inc. added to a holding in iShares Core S&P 500 by 48.15%. The purchase prices were between $223.25 and $337.76, with an estimated average price of $304.65. The stock is now traded at around $281.03. The impact to a portfolio due to this purchase was 0.44%. The holding were 3,043 shares as of .

Added: Amazon.com Inc (AMZN)

Total Clarity Wealth Management, Inc. added to a holding in Amazon.com Inc by 27.63%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2402.50. The impact to a portfolio due to this purchase was 0.35%. The holding were 485 shares as of .

Sold Out: iShares Edge MSCI USA Momentum Factor (MTUM)

Total Clarity Wealth Management, Inc. sold out a holding in iShares Edge MSCI USA Momentum Factor. The sale prices were between $90.36 and $137.08, with an estimated average price of $124.42.

Sold Out: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)

Total Clarity Wealth Management, Inc. sold out a holding in SPDR Series Trust Portfolio S&P 500 Growth. The sale prices were between $31.23 and $45.63, with an estimated average price of $41.23.

Sold Out: SPDR SSGA US Large Cap Low Volatility Index (LGLV)

Total Clarity Wealth Management, Inc. sold out a holding in SPDR SSGA US Large Cap Low Volatility Index. The sale prices were between $76.56 and $121.5, with an estimated average price of $110.1.

Sold Out: Invesco S&P MidCap Momentum (XMMO)

Total Clarity Wealth Management, Inc. sold out a holding in Invesco S&P MidCap Momentum. The sale prices were between $41.08 and $65.22, with an estimated average price of $58.85.

Sold Out: iShares Core S&P U.S. Growth ETF (IUSG)

Total Clarity Wealth Management, Inc. sold out a holding in iShares Core S&P U.S. Growth ETF. The sale prices were between $49.46 and $73.11, with an estimated average price of $65.61.

Sold Out: SPDR Portfolio Intermediate Term Corporate Bond (SPIB)

Total Clarity Wealth Management, Inc. sold out a holding in SPDR Portfolio Intermediate Term Corporate Bond. The sale prices were between $30.81 and $36.22, with an estimated average price of $35.15.



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