TC
| |
Total Clarity Wealth Management, Inc.13F | |
| Total Clarity Wealth Management, Inc. | |
| Last update 2024-10-21 | 258 Stocks (46 new) |
| Value $311.00 Mil | Turnover 14 % |
| Portfolio Report | |
Total Clarity Wealth Managemen... Top Holdings of 2024-09-30
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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 | 268,517 | 13484.950 | -11.27% | 4.340 | -0.59% | 0.080 | -0.06% | 0% | 16723.263 | ||
VRIG | PowerShares Variable Rate Investment Grade Portfol | 509,801 | 12788.350 | +5.53% | 4.120 | +0.22% | 1.210 | -0.08% | +0.36% | 1053.360 | ||
BILS | SPDR Bloomberg 3-12 Month T-Bill ETF | 98,701 | 9828.650 | +102.33% | 3.160 | +1.60% | 0.300 | +0.05% | +0.33% | 3222.180 | ||
IWF | iShares Russell 1000 Growth ETF | 21,647 | 8125.850 | +3.17% | 2.620 | +0.08% | 0.010 | +8.62% | +26.55% | 99865.361 | ||
UCON | First Trust TCW Unconstrained Plus Bond ETF | 289,871 | 7284.450 | +8.99% | 2.340 | +0.19% | 0.230 | +0.32% | 0% | 3134.558 | ||
AAPL | Apple Inc | 27,585 | 6427.290 | -0.98% | 2.070 | -0.02% | 0.000 | +7.21% | +21.69% | 3548645.576 | Hardware | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 112,866 | 5966.120 | +5.53% | 1.920 | +0.10% | 0.020 | +4.25% | +13.51% | 25202.771 | ||
MSFT | Microsoft Corp | 11,529 | 4960.760 | -17.14% | 1.600 | -0.37% | 0.000 | +0.52% | +14.09% | 3172348.353 | Software | |
JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 88,263 | 4848.300 | +2.49% | 1.560 | +0.04% | 0.030 | +4.74% | +11.10% | 17124.976 | ||
NVDA | NVIDIA Corp | 36,975 | 4490.290 | -3.18% | 1.450 | -0.05% | 0.000 | +24.30% | +183.81% | 3446955.600 | Semiconductors |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BILS | SPDR Bloomberg 3-12 Month T-Bill ETF | 2024-09-30 | Add | +1.60% | 98.97 ($99.29) 99.59 | $99.45 | 0.16% | Add 102.33% | 98,701 | 49,918 | |
PSQ | ProShares Short QQQ -1x Shares | 2024-09-30 | New Buy | +1.17% | 38.66 ($41.19) 44.77 | $39.05 | -5.20% | New holding | 91,914 | 91,914 | |
UPS | United Parcel Service Inc | 2024-09-30 | Add | +0.90% | 123.32 ($131.29) 147.38 | $135.34 | 3.08% | Add 554.65% | 24,150 | 20,461 | |
VXUS | Vanguard Total International Stock | 2024-09-30 | Reduce | -0.86% | 58.03 ($61.9) 65.37 | $62.80 | 1.45% | Reduce -65.85% | 21,267 | -41,006 | |
USFR | WisdomTree Floating Rate Treasury Fund | 2024-09-30 | Reduce | -0.59% | 50.2 ($50.35) 50.48 | $50.24 | -0.22% | Reduce -11.27% | 268,517 | -34,101 | |
SPDN | Direxion Daily S&P 500 Bear 1X Shares | 2024-09-30 | New Buy | +0.49% | 11.2 ($11.69) 12.46 | $11.13 | -4.79% | New holding | 136,911 | 136,911 | |
VSS | Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF | 2024-09-30 | Reduce | -0.48% | 112.99 ($120.55) 126.45 | $121.43 | 0.73% | Reduce -52.88% | 10,489 | -11,769 | |
XSMO | Invesco S&P SmallCap Momentum ETF | 2024-09-30 | New Buy | +0.47% | 59.5 ($63.66) 67.14 | $66.75 | 4.85% | New holding | 22,198 | 22,198 | |
PTLO | Portillos Inc | 2024-09-30 | Sold Out | -0.43% | 8.88 ($11.16) 13.54 | $13.32 | 19.35% | Sold Out | 0 | -128,488 | |
VDE | Vanguard Energy ETF | 2024-09-30 | Reduce | -0.41% | 117.44 ($125.08) 131.06 | $124.42 | -0.53% | Reduce -73.93% | 3,231 | -9,163 |
Total Clarity Wealth Management, Inc. Total Holding History ($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 2024-09-30
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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