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CIK: 0001804909
Total reported value
$514.7M
$514.7M
258 檔
10.0%
As reported in its official Q3 2024 Form 13F filing, Total Clarity Wealth Management, Inc.'s tracked investment portfolio stood at $514.7M with 258 total positions.
Total Clarity Wealth Management, Inc. executed strategic sector rebalancing during Q3 2024, establishing 9 new positions while fully exiting 14 holdings and trimming 12 positions.
Showing top 200 holdings (of 258 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.34% | -0.39% | -11.27% | |
| 2 | VRIG | Invesco Variable Rate Invest | ETF-Other | 4.12% | -0.49% | +5.53% | |
| 3 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 3.16% | -1.13% | +102.33% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.62% | -0.05% | +3.17% | |
| 5 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.34% | +0.08% | +8.99% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.07% | -0.19% | -0.98% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.92% | -0.09% | +5.53% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -0.28% | -17.14% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.56% | +0.02% | +2.49% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | -0.31% | -3.18% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.44% | -0.07% | +7.74% | |
| 12 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.43% | +0.21% | +20.49% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | -0.08% | -15.34% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.26% | -0.15% | +4.59% | |
| 15 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 1.25% | -0.05% | +8.18% | |
| 16 | PSQ | Proshares Short Qqq | ETF-Other | 1.17% | — | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | -0.44% | -5.67% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.11% | -0.84% | EXIT | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 1.07% | +0.58% | +12.43% | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.06% | -0.03% | +554.65% | |
| 21 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.06% | -1.38% | EXIT | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.07% | -8.81% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | +0.57% | +6.76% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.03% | -0.06% | +1.48% | |
| 25 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.01% | -0.11% | — | |
| 26 | AIRR | First Trust Rba American Ind | ETF-Other | 1.00% | -0.06% | +9.91% | |
| 27 | SPBC | Simplify US Eqty Pl Bitcoin | ETF-Crypto | 0.94% | — | +7.41% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | -0.17% | -0.50% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | -0.04% | +0.10% | |
| 30 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.91% | -0.08% | +3.42% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.89% | -0.06% | +2.38% | |
| 32 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.82% | -0.04% | -26.93% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.81% | -0.01% | +20.14% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.14% | -8.57% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.17% | +3.08% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | -0.04% | -7.53% | |
| 37 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.72% | -0.03% | +5.97% | |
| 38 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.71% | -0.29% | -21.31% | |
| 39 | CGGO | Cap Group Global Growth | ETF-Other | 0.67% | +0.01% | +9.44% | |
| 40 | CSWC | Capital Southwest CORP | Stock-Other | 0.67% | — | -1.66% | |
| 41 | DOW | Dow Inc | Stock-Materials | 0.66% | — | -0.86% | |
| 42 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.64% | +0.54% | +8.02% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | +0.06% | -14.16% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.62% | -0.71% | -26.55% | |
| 45 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.61% | -0.03% | +12.51% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | -0.04% | -3.39% | |
| 47 | ADI | Analog Devices Inc | Stock-Tech | 0.57% | — | -54.11% | |
| 48 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 0.57% | — | +18.41% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | — | -1.05% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | +0.15% | +2.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BILS | Ss Spdrb B 3-12m T-bill ETF | +1.5% | +102.33% | Add |
| 2 | PSQ | Proshares Short Qqq | +1.2% | NEW | New buy |
| 3 | UPS | United Parcel Service-cl B | +0.9% | +554.65% | Add |
| 4 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | +0.5% | NEW | New buy |
| 5 | XSMO | Invesco S&p Smallcap Momentu | +0.5% | NEW | New buy |
| 6 | VIOO | Vanguard S&p Small-cap 600 E | +0.4% | NEW | New buy |
| 7 | KR | Kroger Co | +0.3% | NEW | New buy |
| 8 | EQAL | Invesco Russell 1000 Equal W | +0.2% | +151.66% | Add |
| 9 | VRT | Vertiv Holdings Co-a | +0.2% | NEW | New buy |
| 10 | NTRS | Northern Trust CORP | +0.2% | NEW | New buy |
| 11 | JBND | Jpmorgan Active Bond ETF | +0.2% | NEW | New buy |
| 12 | CGMS | Cap Group US Multi-sect Bond | +0.2% | +20.49% | Add |
| 13 | AKX | Ansys Inc | +0.2% | NEW | New buy |
| 14 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | +156.42% | Add |
| 15 | RDVY | First Trust Rising Dividend | +0.1% | +12.43% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.76% | Add |
| 17 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +20.14% | Add |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +5.53% | Add |
| 19 | AIRR | First Trust Rba American Ind | +0.1% | +9.91% | Add |
| 20 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +7.74% | Add |
| 21 | UCON | First Trust Smith Unconstrai | +0.1% | +8.99% | Add |
| 22 | JOET | Virtus Terranova US Qual Mom | +0.1% | +8.18% | Add |
| 23 | AAPL | Apple Inc | 0% | -0.98% | Trim |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | +3.17% | Add |
| 25 | VRIG | Invesco Variable Rate Invest | -0.1% | +5.53% | Add |
| 26 | BAC | Bank Of America CORP | -0.2% | EXIT | Sold out |
| 27 | FLAU | Franklin Ftse Australia ETF | -0.2% | EXIT | Sold out |
| 28 | FLKR | Franklin Ftse South Korea | -0.2% | EXIT | Sold out |
| 29 | FORR | Forrester Research Inc | -0.2% | EXIT | Sold out |
| 30 | T | At&t Inc | -0.2% | EXIT | Sold out |
| 31 | MRAM | Everspin Technologies Inc | -0.2% | EXIT | Sold out |
| 32 | UNFI | United Natural Foods Inc | -0.2% | EXIT | Sold out |
| 33 | VNQI | Vanguard Glbl Ex-us Real Est | -0.2% | EXIT | Sold out |
| 34 | PENN | Penn Entertainment Inc | -0.2% | EXIT | Sold out |
| 35 | VGLT | Vanguard Long-term Treasury | -0.2% | -17.77% | Trim |
| 36 | TFLO | Ishares Treasury Floating Ra | -0.3% | -21.31% | Trim |
| 37 | KRE | Ss Spdr S&p Regional Bank | -0.3% | EXIT | Sold out |
| 38 | VYMI | Vanguard Int High Dvd Yld In | -0.3% | -45.88% | Trim |
| 39 | GOOGL | Alphabet Inc-cl A | -0.3% | -5.67% | Trim |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -15.34% | Trim |
| 41 | NAPA1USD | Duckhorn Portfolio Inc/the | -0.3% | EXIT | Sold out |
| 42 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.3% | -26.93% | Trim |
| 43 | CBRL | Cracker Barrel Old Country | -0.3% | EXIT | Sold out |
| 44 | ROBT | First Trust Nasdaq Artificia | -0.4% | EXIT | Sold out |
| 45 | VDE | Vanguard Energy ETF | -0.4% | -73.93% | Trim |
| 46 | PTLO | Portillo's Inc-cl A | -0.4% | EXIT | Sold out |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | -0.5% | -52.88% | Trim |
| 48 | MSFT | Microsoft CORP | -0.6% | -17.14% | Trim |
| 49 | VXUS | Vanguard Total Intl Stock | -0.9% | -65.85% | Trim |
| 50 | USFR | Wisdomtree Floating Rate Tre | -0.9% | -11.27% | Trim |
According to official SEC Form 13F filings, Total Clarity Wealth Management, Inc. reported a total U.S. public equity portfolio value of $514.7M across 258 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USFR, VRIG, BILS) accounted for 10.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
PSQ
市值: $3.6M
Top Position Liquidated / Trimmed
PTLO
前期市值: $1.3M
During Q3 2024, Total Clarity Wealth Management, Inc.'s top holdings by market value included USFR (4.3%)、VRIG (4.1%)、BILS (3.2%). The largest single position, USFR, represented 4.3% of total portfolio value.
In Q3 2024, Total Clarity Wealth Management, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 15 positions, trimming 12 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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