Total Clarity Wealth Management, Inc. Portfolio Holdings
Q3 2025•285 long positions•$376.3M portfolio value
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Holding327 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $13.6M 3.6% | +$472.1K Bought | — 173.0K shares | 167.0K → 173.0K +$472.1K | +3.61% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.9M 2.37% | +$2.2M Bought | — 175.5K shares | 132.1K → 175.5K +$2.2M | +32.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.7M 2.05% | -$823.7K Sold | — 153.8K shares | 170.2K → 153.8K −$823.7K | -9.63% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $7.7M 2.04% | -$940.7K Sold | — 36.7K shares | 41.3K → 36.7K −$940.7K | -10.93% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.2M 1.91% | +$284.3K Bought | — 107.1K shares | 102.9K → 107.1K +$284.3K | +4.11% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $7.0M 1.87% | -$34.1K Sold | 0.0% 37.7K shares | 37.9K → 37.7K −$34.1K | -0.48% | $4.54T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.9M 1.85% | +$490.6K Bought | — 268.7K shares | 249.7K → 268.7K +$490.6K | +7.6% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $6.7M 1.77% | -$153.0K Sold | 0.0% 26.2K shares | 26.8K → 26.2K −$153.0K | -2.24% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.2M 1.64% | +$380.6K Bought | — 25.0K shares | 23.5K → 25.0K +$380.6K | +6.56% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.2M 1.64% | +$483.2K Bought | — 221.9K shares | 204.5K → 221.9K +$483.2K | +8.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.9M 1.58% | +$303.0K Bought | — 135.0K shares | 128.1K → 135.0K +$303.0K | +5.39% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $5.8M 1.54% | -$79.6K Sold | — 12.4K shares | 12.5K → 12.4K −$79.6K | -1.35% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.6M 1.5% | +$408.4K Bought | — 118.8K shares | 110.2K → 118.8K +$408.4K | +7.8% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $5.6M 1.48% | -$27.5K Sold | 0.0% 10.8K shares | 10.8K → 10.8K −$27.5K | -0.49% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.2M 1.37% | -$2.3M Sold | — 205.9K shares | 295.8K → 205.9K −$2.3M | -30.39% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $5.1M 1.36% | +$344.3K Bought | — 46.1K shares | 43.0K → 46.1K +$344.3K | +7.23% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.8M 1.29% | +$365.9K Bought | — 174.8K shares | 161.6K → 174.8K +$365.9K | +8.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.7M 1.25% | -$253.4K Sold | — 186.4K shares | 196.5K → 186.4K −$253.4K | -5.12% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.6M 1.23% | +$1.1M Bought | — 46.4K shares | 35.2K → 46.4K +$1.1M | +31.99% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.5M 1.2% | -$319.7K Sold | — 6.8K shares | 7.3K → 6.8K −$319.7K | -6.6% | — — | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $4.5M 1.2% | -$1.5M Sold | 0.0% 18.6K shares | 24.9K → 18.6K −$1.5M | -25.31% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.4M 1.18% | +$196.1K Bought | — 122.3K shares | 116.9K → 122.3K +$196.1K | +4.62% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.4M 1.17% | +$65.0K Bought | — 102.9K shares | 101.4K → 102.9K +$65.0K | +1.49% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.0M 1.07% | +$223.7K Bought | — 94.3K shares | 89.0K → 94.3K +$223.7K | +5.87% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.9M 1.05% | +$53.9K Bought | — 102.0K shares | 100.6K → 102.0K +$53.9K | +1.39% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $3.8M 1.0% | — | 0.0% 5.0 shares | — | — | $1.08T Mega Cap | Q1 2024 Held for 1y 8m | |
Banks - Diversified Financial Services | $3.7M 0.98% | +$116.1K Bought | 0.0% 11.7K shares | 11.3K → 11.7K +$116.1K | +3.25% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | $3.5M 0.929% | -$206.1K Sold | 0.0% 7.0K shares | 7.4K → 7.0K −$206.1K | -5.57% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $3.4M 0.915% | -$223.5K Sold | 0.0% 15.7K shares | 16.7K → 15.7K −$223.5K | -6.1% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.4M 0.914% | -$221.6K Sold | — 5.1K shares | 5.5K → 5.1K −$221.6K | -6.05% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.3M 0.881% | -$1.5M Sold | — 30.0K shares | 43.9K → 30.0K −$1.5M | -31.64% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.2M 0.862% | — | — 74.7K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.2M 0.852% | +$15.2K Bought | — 117.4K shares | 116.8K → 117.4K +$15.2K | +0.48% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.0M 0.798% | +$79.4K Bought | — 108.3K shares | 105.4K → 108.3K +$79.4K | +2.71% | — — | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $2.9M 0.783% | +$324.9K Bought | — 8.3K shares | 7.4K → 8.3K +$324.9K | +12.39% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.9M 0.777% | +$51.6K Bought | — 4.9K shares | 4.8K → 4.9K +$51.6K | +1.8% | — — | Q4 2019 Held for 5y 11m | |
Integrated Freight & Logistics Industrials | $2.7M 0.707% | +$1.0M Bought | 0.004% 31.9K shares | 19.4K → 31.9K +$1.0M | +64.39% | $70.8B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $2.6M 0.694% | -$100.1K Sold | — 8.0K shares | 8.3K → 8.0K −$100.1K | -3.69% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.6M 0.688% | -$92.1K Sold | — 61.6K shares | 63.8K → 61.6K −$92.1K | -3.44% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.5M 0.674% | +$1.5M Bought | — 57.6K shares | 24.4K → 57.6K +$1.5M | +136.56% | — — | Q2 2025 Held for 5 months | |
Computer Hardware Technology | $2.5M 0.672% | -$35.1K Sold | 0.001% 17.4K shares | 17.6K → 17.4K −$35.1K | -1.37% | $183.14B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.5M 0.667% | -$83.3K Sold | — 17.6K shares | 18.2K → 17.6K −$83.3K | -3.21% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.4M 0.645% | +$107.0K Bought | — 60.4K shares | 57.7K → 60.4K +$107.0K | +4.61% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $2.4M 0.636% | -$27.7K Sold | 0.002% 8.5K shares | 8.6K → 8.5K −$27.7K | -1.14% | $151.93B Large Cap | Q4 2019 Held for 5y 11m | |
Discount Stores Consumer Defensive | $2.4M 0.635% | -$8.5K Sold | 0.0% 23.2K shares | 23.3K → 23.2K −$8.5K | -0.35% | $821.68B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.3M 0.622% | +$2.3M Bought | — 41.2K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.3M 0.602% | +$2.9K Bought | — 41.0K shares | 40.9K → 41.0K +$2.9K | +0.13% | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $2.2M 0.593% | +$714.6K Bought | 0.001% 66.5K shares | 45.2K → 66.5K +$714.6K | +47.15% | $159.60B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.2M 0.59% | -$534.6K Sold | — 43.9K shares | 54.4K → 43.9K −$534.6K | -19.41% | — — | Q2 2022 Held for 3y 5m | |
Telecommunications Services Communication Services | $2.2M 0.584% | +$486.6K Bought | 0.001% 50.0K shares | 38.9K → 50.0K +$486.6K | +28.47% | $185.31B Large Cap | Q4 2019 Held for 5y 11m |
