Total Clarity Wealth Management, Inc.

CIK Number: 0001804909

349.27M
Market Value
270
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 17, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 USFR WisdomTree Floa...
50.42
+0.05% 245.01K 0.00% 12.33M 50.28 4.02% Share
2 VRIG Invesco Variabl...
25.15
+0.04% 389.06K -0.02% 9.77M 25.07 3.19% Share
3 SPLG SPDR Portfolio ...
75.69
-0.25% 139.82K -0.8% 9.64M 68.22 3.15% Share
4 AAPL Apple Inc.
231.56
-0.52% 27.73K 0.00% 6.94M 107.16 2.27% Share
5 BILS SPDR Bloomberg ...
99.33
+0.04% 65.47K 0.00% 6.49M 99.34 2.12% Share
6 IWF iShares Russell...
448.97
-0.32% 15.51K 0.00% 6.23M 260.22 2.03% Share
7 RDVY First Trust Ris...
64.67
-1.08% 97.11K -0.56% 5.74M 55.86 1.87% Share
8 UCON First Trust TCW...
24.93
-0.06% 211.34K 0.00% 5.21M 24.09 1.70% Share
9 NVDA NVIDIA Corporat...
180.46
-0.86% 37.29K -1.06% 5.01M 34.27 1.63% Share
10 MSFT Microsoft Corpo...
519.97
-0.48% 11.48K 0.00% 4.84M 217.03 1.58% Share
11 CGGR Capital Group G...
42.27
-0.11% 125.02K -0.71% 4.65M 35.97 1.52% Share
12 SPY SPDR S&P 500 ET...
643.36
-0.25% 7.65K -1.61% 4.48M 392.23 1.46% Share
13 SPAB SPDR Portfolio ...
25.52
-0.12% 170.18K -1.11% 4.25M 24.99 1.39% Share
14 GOOGL Alphabet Inc.
203.83
+0.44% 21.65K 0.00% 4.1M 108.87 1.34% Share
15 AMZN Amazon.com, Inc...
231.03
+0.02% 17.63K 0.00% 3.87M 132.8 1.26% Share
16 GOVI Invesco Equal W...
27.25
-0.38% 137.57K -1.14% 3.72M 27.03 1.21% Share
17 QQQM Invesco NASDAQ ...
237.56
-0.48% 17.27K -0.75% 3.64M 210.45 1.19% Share
18 VBR Vanguard Small ...
202.89
-0.71% 17.5K 0.00% 3.47M 188.15 1.13% Share
19 GTO Invesco Total R...
47.01
-0.18% 73.76K -1.12% 3.42M 46.4 1.12% Share
20 BRK-A Berkshire Hatha...
715749.40
-0.41% 5 0.00% 3.4M 634030 1.11% Share
21 SPYV SPDR Portfolio ...
54.05
-0.21% 65.26K 0.00% 3.34M 45.2 1.09% Share
22 DFAC Dimensional U.S...
37.33
-0.35% 94.37K 0.00% 3.26M 31.69 1.07% Share
23 BRK-B Berkshire Hatha...
477.61
-0.34% 7.13K 0.00% 3.23M 330.24 1.05% Share
24 IWP iShares Russell...
139.77
-0.01% 25.01K 0.00% 3.17M 98.84 1.03% Share
25 IWM iShares Russell...
226.97
-0.55% 14.27K 0.00% 3.15M 216.21 1.03% Share
26 RWL Invesco S&P 500...
106.42
+0.09% 30.76K -0.79% 3.01M 97.92 0.98% Share
27 FDL First Trust Mor...
43.53
+0.20% 74.74K 0.00% 3.01M 33.46 0.98% Share
28 IVV iShares Core S&...
646.52
-0.25% 4.79K 0.00% 2.82M 399.98 0.92% Share
29 QUAL iShares MSCI US...
188.09
-0.28% 15.45K 0.00% 2.75M 162.72 0.90% Share
30 IMFL Invesco Interna...
27.77
+0.34% 117.05K -0.79% 2.75M 23.48 0.90% Share
31 UPS United Parcel S...
88.52
-0.03% 21.73K 0.00% 2.74M 141.2 0.89% Share
32 FNDF Schwab Fundamen...
42.16
+0.51% 81.47K 0.00% 2.71M 32.59 0.88% Share
33 JPM JPMorgan Chase ...
290.56
-1.22% 11.23K 0.00% 2.69M 149.74 0.88% Share
34 CGMS Capital Group U...
27.66
-0.02% 96.14K -1.27% 2.62M 26.85 0.86% Share
35 VTI Vanguard Total ...
316.44
-0.24% 8.44K 0.00% 2.45M 224.03 0.80% Share
36 JOET Virtus Terranov...
41.33
-0.43% 64.41K 0.00% 2.43M 30.33 0.79% Share
37 QQQ Invesco QQQ Tru...
577.11
-0.48% 4.67K 0.00% 2.39M 314.21 0.78% Share
38 JEPQ JPMorgan Nasdaq...
55.78
-0.04% 41.77K 0.00% 2.35M 49.17 0.77% Share
39 AMGN Amgen Inc.
296.52
+2.15% 9.02K 0.00% 2.35M 241.14 0.77% Share
40 JAAA Janus Henderson...
50.73
+0.05% 44K -0.82% 2.23M 50.71 0.73% Share
41 BKLN Invesco Senior ...
20.96
0.00% 102.78K 0.00% 2.17M 21.07 0.71% Share
42 TFLO iShares Treasur...
50.56
+0.05% 42.55K 0.00% 2.15M 50.51 0.70% Share
43 VIOO Vanguard S&P Sm...
106.08
-0.67% 20.11K 0.00% 2.13M 107.1 0.70% Share
44 KMI Kinder Morgan, ...
26.68
-0.61% 75.76K 0.00% 2.08M 18.94 0.68% Share
45 MINT PIMCO Enhanced ...
100.48
+0.04% 18.85K 0.00% 1.89M 100.14 0.62% Share
46 VZ Verizon Communi...
44.23
+1.70% 41.95K 0.00% 1.68M 44.08 0.55% Share
47 VOO Vanguard S&P 50...
591.43
-0.24% 3.04K 0.00% 1.64M 424.96 0.54% Share
48 ADI Analog Devices,...
231.53
-1.98% 7.63K 0.00% 1.62M 165.51 0.53% Share
49 CAT Caterpillar Inc...
407.54
-2.39% 4.37K 0.00% 1.59M 216.31 0.52% Share
50 DFIC Dimensional Int...
32.26
+0.51% 60.97K 0.00% 1.58M 25.6 0.51% Share
51 NFLT Virtus Newfleet...
22.98
+0.04% 69.24K 0.00% 1.55M 22.61 0.51% Share
52 OKE ONEOK, Inc.
74.01
-1.06% 15.43K 0.00% 1.55M 65.82 0.51% Share
53 D Dominion Energy...
61.10
-0.12% 28.6K 0.00% 1.54M 48.03 0.50% Share
54 MRK Merck & Co., In...
84.30
+1.85% 15.42K 0.00% 1.53M 78.78 0.50% Share
55 ENB Enbridge Inc.
47.05
-2.36% 35.93K 0.00% 1.52M 37.17 0.50% Share
56 HD The Home Depot,...
399.60
-0.18% 3.77K 0.00% 1.47M 330.87 0.48% Share
57 VSS Vanguard FTSE A...
138.50
+0.44% 12.43K 0.00% 1.42M 113.99 0.46% Share
58 XSMO Invesco S&P Sma...
70.26
-0.65% 21.42K 0.00% 1.42M 66.19 0.46% Share
59 VEA Vanguard Develo...
58.88
+0.45% 29.58K 0.00% 1.41M 47.37 0.46% Share
60 FIIG First Trust Int...
21.05
-0.07% 65.82K 0.00% 1.35M 20.45 0.44% Share
61 DFAR Dimensional US ...
23.18
+0.46% 57.03K 0.00% 1.33M 22.73 0.43% Share
62 CGGO Capital Group G...
32.91
+0.02% 44.91K -0.18% 1.31M 25.26 0.43% Share
63 S SentinelOne, In...
16.80
+1.36% 58.81K 0.00% 1.31M 15.77 0.43% Share
64 GWX SPDR S&P Intern...
38.76
+0.23% 41.95K -0.76% 1.3M 30.99 0.42% Share
65 XLK Technology Sele...
265.69
-0.76% 5.49K 0.00% 1.28M 169.9 0.42% Share
66 WMT Walmart Inc.
99.98
-0.86% 13.87K 0.00% 1.25M 61.02 0.41% Share
67 MEAR iShares Short M...
50.41
+0.01% 24.92K 0.00% 1.24M 49.97 0.41% Share
68 VGLT Vanguard Long-T...
55.13
-0.64% 22.48K 0.00% 1.24M 60.55 0.41% Share
69 FTXN First Trust Nas...
27.52
-0.47% 43.12K 0.00% 1.24M 30.82 0.40% Share
70 SPBC Simplify U.S. E...
43.41
-0.41% 31.87K -0.18% 1.23M 34.14 0.40% Share
71 CSWC Capital Southwe...
22.46
-1.66% 56.3K 0.00% 1.23M 23.73 0.40% Share
72 NOBL ProShares S&P 5...
104.18
-0.14% 12.1K 0.00% 1.2M 86.15 0.39% Share
73 CB Chubb Limited
274.20
-0.56% 4.14K 0.00% 1.14M 256.95 0.37% Share
74 CALF Pacer US Small ...
41.95
-0.13% 24.64K -3.14% 1.08M 44.24 0.35% Share
75 META Meta Platforms,...
784.78
+0.34% 1.83K 0.00% 1.07M 447.64 0.35% Share
76 ABBV AbbVie Inc.
206.66
+0.97% 6.01K 0.00% 1.07M 108.59 0.35% Share
77 JEPI JPMorgan Equity...
56.70
+0.13% 18.38K 0.00% 1.06M 53.84 0.35% Share
78 KD Kyndryl Holding...
29.98
-0.38% 30.24K 0.00% 1.05M 21.87 0.34% Share
79 ANET Arista Networks...
137.26
+0.57% 9.46K 0.00% 1.05M 110.53 0.34% Share
80 COWZ Pacer US Cash C...
56.84
+0.29% 17.83K -7.28% 1.01M 50.2 0.33% Share
81 ALL The Allstate Co...
206.75
-0.93% 5.18K 0.00% 997.95K 128.05 0.33% Share
82 ANGL VanEck Fallen A...
29.18
+0.09% 34.26K -0.91% 982.35K 28.67 0.32% Share
83 KR The Kroger Co.
69.69
+0.66% 15.81K 0.00% 966.97K 57.3 0.32% Share
84 CSCO Cisco Systems, ...
66.17
-4.51% 16.29K 0.00% 964.18K 51.84 0.31% Share
85 CGXU Capital Group I...
28.09
+0.63% 38.98K 0.00% 961.62K 21.74 0.31% Share
86 EQAL Invesco Russell...
50.58
-0.23% 19.73K 0.00% 952.72K 46.95 0.31% Share
87 UNH UnitedHealth Gr...
304.04
+11.99% 1.87K 0.00% 944.44K 386.79 0.31% Share
88 AIRR First Trust RBA...
89.64
-1.28% 12.19K -0.29% 938.8K 58.85 0.31% Share
89 VXUS Vanguard Total ...
71.44
+0.41% 15.87K -5.37% 934.92K 58.16 0.31% Share
90 CGDV Capital Group D...
41.08
-0.09% 26.5K 0.00% 934.42K 30.09 0.30% Share
91 VYMI Vanguard Intern...
84.22
+0.47% 13.19K 0.00% 895.4K 64.46 0.29% Share
92 HELO JPMorgan Hedged...
63.97
-0.03% 14.43K 0.00% 894.94K 60.18 0.29% Share
93 JMEE JPMorgan Market...
61.09
-0.67% 14.78K -0.95% 893.87K 60.47 0.29% Share
94 PPA Invesco Aerospa...
146.13
-0.55% 7.79K 0.00% 893.75K 97.09 0.29% Share
95 GD General Dynamic...
313.52
-0.73% 3.38K 0.00% 889.29K 222.06 0.29% Share
96 SPMD SPDR Portfolio ...
55.66
-0.58% 16.23K -0.96% 887.78K 54.69 0.29% Share
97 MA Mastercard Inco...
582.05
-0.29% 1.66K 0.00% 874.92K 314.25 0.29% Share
98 F Ford Motor Comp...
11.43
-0.09% 88.06K 0.00% 871.75K 12.08 0.28% Share
99 COP ConocoPhillips
95.36
-0.3% 8.49K 0.00% 842.08K 99.17 0.27% Share
100 LIN Linde plc
480.12
+0.52% 1.98K 0.00% 826.87K 357.46 0.27% Share
101 DXJ WisdomTree Japa...
125.84
+1.19% 7.32K 0.00% 807.65K 106.93 0.26% Share
102 IVW iShares S&P 500...
115.44
-0.31% 7.93K 0.00% 805.54K 84.57 0.26% Share
103 VRT Vertiv Holdings...
132.97
+0.34% 7.04K 0.00% 800.04K 99.81 0.26% Share
104 SMMU PIMCO Short Ter...
50.39
-0.02% 16.02K 0.00% 798.19K 50.11 0.26% Share
105 INTC Intel Corporati...
24.57
+2.98% 39.26K 0.00% 787.22K 34.59 0.26% Share
106 XOM Exxon Mobil Cor...
106.53
-0.79% 7.1K 0.00% 764.07K 89.88 0.25% Share
107 TSLA Tesla, Inc.
330.38
-1.55% 1.86K 0.00% 751.95K 236.24 0.25% Share
108 GLD SPDR Gold Share...
307.46
+0.07% 2.98K 0.00% 720.34K 174.6 0.24% Share
109 LLY Eli Lilly and C...
702.09
+2.58% 933 0.00% 720.12K 394.28 0.24% Share
110 ORCL Oracle Corporat...
248.72
+1.54% 4.31K 0.00% 718.05K 102.12 0.23% Share
111 QTEC First Trust NAS...
213.33
-0.73% 3.8K 0.00% 716.03K 140.3 0.23% Share
112 ITB iShares U.S. Ho...
109.56
+0.07% 6.92K 0.00% 715.91K 88.67 0.23% Share
113 EXI iShares Global ...
168.86
-0.13% 5.07K 0.00% 715.75K 123.34 0.23% Share
114 LVHI Franklin Intern...
34.60
+0.26% 22.68K 0.00% 692.28K 29.42 0.23% Share
115 DFAX Dimensional Wor...
30.57
+0.44% 27.84K 0.00% 692.19K 25.5 0.23% Share
116 SCHO Schwab Short-Te...
24.32
+0.02% 28.55K 0.00% 686.82K 24.18 0.22% Share
117 DFAE Dimensional Eme...
30.05
+0.25% 26.61K 0.00% 675.1K 24.19 0.22% Share
118 ANSS ANSYS, Inc.
374.30
-4.69% 1.98K 0.00% 668.59K 318.72 0.22% Share
119 STT State Street Co...
111.06
-2.24% 6.63K 0.00% 650.44K 76.59 0.21% Share
120 LAKE Lakeland Indust...
14.94
-0.27% 25.44K 0.00% 649.99K 21.07 0.21% Share
121 USB U.S. Bancorp
45.99
-1.79% 13.49K 0.00% 645.13K 41.61 0.21% Share
122 JNJ Johnson & Johns...
176.73
+1.15% 4.41K 0.00% 638.28K 156.16 0.21% Share
123 KNG FT Cboe Vest S&...
50.19
-0.09% 12.3K 0.00% 617.58K 49.31 0.20% Share
124 C Citigroup Inc.
93.66
-1.89% 8.73K 0.00% 614.52K 53.99 0.20% Share
125 VTV Vanguard Value ...
180.22
-0.14% 3.62K 0.00% 612.54K 145.72 0.20% Share
126 MCD McDonald's Corp...
308.67
-0.09% 2.11K 0.00% 611.6K 222.93 0.20% Share
127 AXON Axon Enterprise...
754.59
+0.63% 1.03K 0.00% 610.37K 243.06 0.20% Share
128 COST Costco Wholesal...
971.81
-0.37% 659 0.00% 603.98K 609.56 0.20% Share
129 RSP Invesco S&P 500...
185.81
-0.27% 3.43K -10.79% 601.43K 175.23 0.20% Share
130 SMH VanEck Semicond...
295.53
-2.12% 2.43K 0.00% 588.91K 180.02 0.19% Share
131 KKR KKR & Co. Inc.
142.25
-2.61% 3.91K 0.00% 578.33K 100 0.19% Share
132 JPST JPMorgan Ultra-...
50.63
+0.04% 11.19K 0.00% 563.57K 50.28 0.18% Share
133 VWO Vanguard Emergi...
51.35
+0.28% 12.73K 0.00% 560.86K 42.77 0.18% Share
134 GCOW Pacer Global Ca...
39.97
+0.68% 16.57K -8.8% 559.23K 34 0.18% Share
135 GSY Invesco Ultra S...
50.30
+0.05% 11.13K -1.52% 557.62K 50.11 0.18% Share
136 IWY iShares Russell...
260.88
-0.3% 2.37K 0.00% 556.48K 116.71 0.18% Share
137 PWB Invesco Dynamic...
119.58
-0.35% 5.45K 0.00% 554.67K 89.3 0.18% Share
138 PLTR Palantir Techno...
177.12
-2.15% 7.32K 0.00% 553.54K 75.63 0.18% Share
139 SHOP Shopify Inc.
141.36
-2.02% 5.06K 0.00% 537.71K 79.15 0.18% Share
140 NXPI NXP Semiconduct...
228.84
-1.17% 2.58K 0.00% 536.25K 140.08 0.17% Share
141 AVUV Avantis U.S. Sm...
95.18
-1.11% 5.53K 0.00% 533.91K 91.37 0.17% Share
142 SCHF Schwab Internat...
22.83
+0.44% 28.63K 0.00% 529.65K 18.15 0.17% Share
143 V Visa Inc.
344.47
-0.3% 1.67K 0.00% 527.06K 212.93 0.17% Share
144 NOW ServiceNow, Inc...
866.82
+1.88% 491 0.00% 520.52K 790.56 0.17% Share
145 JBND JP Morgan Activ...
53.44
-0.18% 9.89K 0.00% 516.7K 54.65 0.17% Share
146 GOOG Alphabet Inc.
204.80
+0.48% 2.65K 0.00% 504.36K 132.24 0.16% Share
147 XCEM Columbia EM Cor...
34.91
+0.23% 17.02K 0.00% 503.7K 29.12 0.16% Share
148 ABT Abbott Laborato...
131.73
+1.90% 4.32K -2.26% 488.91K 93.85 0.16% Share
149 VRTX Vertex Pharmace...
392.76
+0.63% 1.21K -2.02% 488.07K 197.8 0.16% Share
150 DEM WisdomTree Emer...
46.19
-0.15% 11.96K 0.00% 484.18K 39.71 0.16% Share