TC
| |
Total Clarity Wealth Management, Inc.13F | |
| Total Clarity Wealth Management, Inc. | |
| Last update 2025-04-17 | 277 Stocks (9 new) |
| Value $306.00 Mil | Turnover 0 % |
Total Clarity Wealth Managemen... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 245,009 | 12,328.8 | 0% | 4.020 | 0% | 0.070 | +0.04% | +0.28% | 18,858.3 | ||
VRIG |
PowerShares Variable Rate Investment Grade Portfol
PowerShares Variable Rate Investment Grade Portfol
| 389,062 | 9,771.3 | -0.02% | 3.190 | 0% | 0.750 | +0.52% | -0.20% | 1,210.4 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 139,822 | 9,639.4 | -0.80% | 3.150 | -0.03% | 0.020 | +19.38% | +7.31% | 77,449.7 | ||
AAPL | Apple Inc | 27,728 | 6,943.8 | 0% | 2.270 | 0% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
BILS |
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
| 65,473 | 6,491.6 | 0% | 2.120 | 0% | 0.170 | -0.05% | +0.17% | 3,813.9 | ||
IWF | iShares Russell 1000 Growth ETF | 15,505 | 6,226.5 | 0% | 2.030 | 0% | 0.010 | +26.76% | +7.73% | 112,963.2 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 97,113 | 5,743.2 | -0.56% | 1.870 | -0.01% | 0.040 | +15.88% | +7.85% | 15,520.9 | ||
UCON |
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
| 211,339 | 5,209.5 | 0% | 1.700 | 0% | 0.160 | +1.26% | +0.69% | 2,957.3 | ||
NVDA | NVIDIA Corp | 37,290 | 5,007.7 | -1.06% | 1.630 | -0.02% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
MSFT | Microsoft Corp | 11,483 | 4,840.4 | 0% | 1.580 | 0% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software |
Total Clarity Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Total Clarity Wealth Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XLE | The Energy Select Sector SPDR Fund | 2025-03-31 | Sold Out Sold Out | -0.07% | 85.7 ($90.17) 93.96 | $85.47 | -5.21% | Sold Out | 0 | -2,405 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Reduce Reduce | -0.03% | 53.6 ($56.92) 58.97 | $56.77 | -0.26% | Reduce -7.28% | 17,831 | -1,400 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.03% | 64.88 ($69.16) 72.1 | $73.98 | 6.97% | Reduce -0.8% | 139,822 | -1,130 | |
| ARCH Unlock Delisted | Arch Resources Inc | 2025-03-31 | New Buy New Buy | +0.02% | 133.89 ($138.9) 143.1 | $134.83 | -2.93% | New holding | 329 | 329 | |
SYLD | Cambria Shareholder Yield ETF | 2025-03-31 | Reduce Reduce | -0.02% | 62.77 ($67.73) 71.4 | $67.52 | -0.31% | Reduce -17.12% | 3,630 | -750 | |
CGUS | Capital Group Core Equity ETF | 2025-03-31 | Reduce Reduce | -0.02% | 33.08 ($35.13) 36.62 | $37.73 | 7.40% | Reduce -13.73% | 13,826 | -2,200 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Reduce Reduce | -0.02% | 169.43 ($177.82) 182.84 | $185.89 | 4.54% | Reduce -10.79% | 3,432 | -415 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.02% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Reduce -1.06% | 37,290 | -400 | |
GCOW | Pacer Global Cash Cows Dividend ETF | 2025-03-31 | Reduce Reduce | -0.02% | 33.63 ($35.72) 37.64 | $39.07 | 9.38% | Reduce -8.8% | 16,575 | -1,600 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.02% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Reduce -1.61% | 7,646 | -125 |
Total Clarity Wealth Management, Inc. Total Holding History ($B)
Total Clarity Wealth Management, Inc.'s Asset Allocation
Total Clarity Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Total Clarity Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Total Clarity Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Total Clarity Wealth Management, Inc.'s Holdings Heat Map
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Total Clarity Wealth Management, Inc.'s Holdings Bubble Chart
Total Clarity Wealth Management, Inc. News
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