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CIK: 0001804909
Total reported value
$514.7M
$514.7M
267 檔
8.8%
According to the latest 13F quarterly dataset, Total Clarity Wealth Management, Inc. managed an equity portfolio of $514.7M at the end of Q4 2024, spanning 267 distinct U.S. exchange-listed positions.
Total Clarity Wealth Management, Inc. executed strategic sector rebalancing during Q4 2024, establishing 13 new positions while fully exiting 9 holdings and trimming 20 positions.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.01% | -0.39% | -8.75% | |
| 2 | VRIG | Invesco Variable Rate Invest | ETF-Other | 3.18% | -0.49% | -23.67% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.16% | +1.09% | +3944.53% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.26% | -0.19% | +0.52% | |
| 5 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.11% | -1.13% | -33.67% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.02% | -0.05% | -28.37% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 1.88% | +0.58% | +74.28% | |
| 8 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.69% | +0.08% | -27.09% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | -0.31% | +1.93% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.28% | -0.40% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 1.52% | +0.15% | +815.67% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.48% | -0.08% | +1.90% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.40% | +0.56% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | -0.44% | +1.93% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | -0.17% | +13.14% | |
| 16 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 1.22% | +0.72% | — | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.19% | +0.55% | — | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.13% | -0.71% | +82.44% | |
| 19 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.13% | +0.30% | — | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.11% | -0.84% | EXIT | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.09% | -0.09% | -42.18% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.06% | -0.06% | +1.52% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | +0.57% | -0.24% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.03% | -0.07% | -34.34% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.02% | +0.07% | +281.88% | |
| 26 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.99% | -0.99% | — | |
| 27 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.98% | -0.11% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.07% | -15.93% | |
| 29 | IMFL | Invesco Int Dvlp Dyn Multi | ETF-Other | 0.90% | +0.30% | — | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.89% | -0.01% | +10.44% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.89% | -0.03% | -10.02% | |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.88% | -0.15% | -22.15% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +0.17% | +1.25% | |
| 34 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.86% | +0.21% | -38.79% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.14% | -0.64% | |
| 36 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 0.79% | -0.05% | -39.21% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | -0.04% | -0.32% | |
| 38 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.77% | +0.02% | -52.68% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | -0.04% | +1.76% | |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.73% | +0.86% | — | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.70% | -0.08% | -23.24% | |
| 42 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.70% | -0.29% | -2.46% | |
| 43 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.69% | -0.17% | EXIT | |
| 44 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.67% | — | +0.87% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.61% | -0.06% | -31.16% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.55% | — | +90.40% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | +0.06% | -3.04% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.02% | -2.34% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.15% | +0.62% | |
| 50 | DFIC | Dimensional International Co | ETF-Other | 0.51% | — | +1.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +3.1% | +3944.53% | Add |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | +1.4% | NEW | New buy |
| 3 | CGGR | Cap Group Growth Equity | +1.4% | +815.67% | Add |
| 4 | GOVI | Invesco Equal Weight 0-30 Yr | +1.2% | NEW | New buy |
| 5 | QQQM | Invesco Nasdaq 100 ETF | +1.2% | NEW | New buy |
| 6 | GTO | Invesco Total Return Bond Et | +1.1% | NEW | New buy |
| 7 | RWL | Invesco S&p 500 Revenue ETF | +1% | NEW | New buy |
| 8 | IMFL | Invesco Int Dvlp Dyn Multi | +0.9% | NEW | New buy |
| 9 | RDVY | First Trust Rising Dividend | +0.8% | +74.28% | Add |
| 10 | IWM | Ishares Russell 2000 ETF | +0.8% | +281.88% | Add |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | +0.7% | NEW | New buy |
| 12 | VBR | Vanguard Small-cap Value ETF | +0.5% | +82.44% | Add |
| 13 | FIIG | Ft Intermed Dur Ig CORP ETF | +0.4% | NEW | New buy |
| 14 | GWX | State Street Spdr S&p Intern | +0.4% | NEW | New buy |
| 15 | NFLT | Virtus Newfleet Multi-sector | +0.4% | +287.21% | Add |
| 16 | VIOO | Vanguard S&p Small-cap 600 E | +0.3% | +101.12% | Add |
| 17 | ANET | Arista Networks Inc | +0.3% | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | +0.3% | +13.14% | Add |
| 19 | ANGL | Vaneck Fallen Angel High Yld | +0.3% | NEW | New buy |
| 20 | JMEE | JPM Sma & Mid Cap En Eq Et-u | +0.3% | NEW | New buy |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | NEW | New buy |
| 22 | CSWC | Capital Southwest CORP | -0.3% | -31.30% | Trim |
| 23 | MINT | Pimco Enhanced Short Maturit | -0.3% | -31.16% | Trim |
| 24 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | Sold out |
| 25 | XSHQ | Invesco S&p Smallcap Quality | -0.3% | EXIT | Sold out |
| 26 | USFR | Wisdomtree Floating Rate Tre | -0.3% | -8.75% | Trim |
| 27 | TSLX | Sixth Street Specialty Lendi | -0.3% | EXIT | Sold out |
| 28 | PPH | Vaneck Pharmaceutical ETF | -0.4% | EXIT | Sold out |
| 29 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.4% | -22.15% | Trim |
| 30 | IWP | Ishares Russell Mid-cap Grow | -0.4% | -34.34% | Trim |
| 31 | MRO* | Marathon Oil CORP | -0.4% | EXIT | Sold out |
| 32 | PPA | Invesco Aerospace & Defense | -0.4% | -59.89% | Trim |
| 33 | JOET | Virtus Terranova US Qual Mom | -0.5% | -39.21% | Trim |
| 34 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.5% | -53.29% | Trim |
| 35 | AVUV | Avantis US Small Cap Value | -0.5% | -73.52% | Trim |
| 36 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | -0.5% | EXIT | Sold out |
| 37 | DBEF | Xtrackers Msci Eafe Hedged E | -0.5% | -85.21% | Trim |
| 38 | SPBC | Simplify US Eqty Pl Bitcoin | -0.5% | -60.06% | Trim |
| 39 | CGMS | Cap Group US Multi-sect Bond | -0.6% | -38.79% | Trim |
| 40 | BSCW | Invesco Bulletshares 2032 Cb | -0.6% | EXIT | Sold out |
| 41 | IWF | Ishares Russell 1000 Growth | -0.6% | -28.37% | Trim |
| 42 | UCON | First Trust Smith Unconstrai | -0.7% | -27.09% | Trim |
| 43 | VGLT | Vanguard Long-term Treasury | -0.7% | -57.96% | Trim |
| 44 | DOW | Dow Inc | -0.7% | EXIT | Sold out |
| 45 | AIRR | First Trust Rba American Ind | -0.7% | -70.52% | Trim |
| 46 | JEPQ | JPM Nasdaq Equity Premium | -0.8% | -52.68% | Trim |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.8% | -42.18% | Trim |
| 48 | VRIG | Invesco Variable Rate Invest | -0.9% | -23.67% | Trim |
| 49 | BILS | Ss Spdrb B 3-12m T-bill ETF | -1.1% | -33.67% | Trim |
| 50 | PSQ | Proshares Short Qqq | -1.2% | EXIT | Sold out |
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 267 disclosed positions in Q4 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, SPYM) accounted for 8.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPAB
市值: $4.3M
Top Position Liquidated / Trimmed
PSQ
前期市值: $3.6M
During Q4 2024, Total Clarity Wealth Management, Inc.'s top holdings by market value included USFR (4.0%)、VRIG (3.2%)、SPYM (3.2%). The largest single position, USFR, represented 4.0% of total portfolio value.
In Q4 2024, Total Clarity Wealth Management, Inc. made 50 total portfolio adjustments, initiating 13 new buys, adding to 8 positions, trimming 20 holdings, and fully liquidating 9 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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