Portfolio (Quarterly)
Guide ↗
Total Clarity Wealth Management, Inc.
· CIK 0001804909| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IUSG | ISHARES TR | — | 7,947.0 | $1.2M | 0.29% | +4K | +111.4% | $155.11 | +22.3% |
| 42 | LONZ | PIMCO ETF TR | — | 24,885.0 | $1.2M | 0.29% | +2K | +9.4% | $49.38 | -0.1% |
| 43 | — | J P MORGAN EXCHANGE TRADED F | — | 24,110.0 | $1.2M | 0.29% | +4K | +21.4% | $50.61 | — |
| 44 | SHOP | SHOPIFY INC | Technology | 10,098.0 | $1.2M | 0.28% | +5K | +104.5% | $118.62 | +29.7% |
| 45 | NOBL | PROSHARES TR | — | 11,124.0 | $1.2M | 0.28% | +542.0 | +5.1% | $106.01 | -44.7% |
| 46 | PRU | PRUDENTIAL FINL INC | Financial Services | 11,934.0 | $1.2M | 0.27% | +504.0 | +4.4% | $97.69 | +23.0% |
| 47 | COWZ | PACER FDS TR | — | 18,002.0 | $1.1M | 0.27% | +135.0 | +0.8% | $62.56 | +15.2% |
| 48 | LIN | LINDE PLC | Basic Materials | 2,271.0 | $1.1M | 0.26% | +35.0 | +1.6% | $495.76 | -1.7% |
| 49 | XOM | EXXON MOBIL CORP | Energy | 6,522.0 | $1.1M | 0.26% | +78.0 | +1.2% | $169.66 | -5.3% |
| 50 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3,210.0 | $1.1M | 0.26% | +2K | +149.2% | $337.95 | +23.5% |
| 51 | ALL | ALLSTATE CORP | Financial Services | 5,169.0 | $1.1M | 0.25% | +76.0 | +1.5% | $207.33 | +24.3% |
| 52 | SCHG | SCHWAB STRATEGIC TR | — | 36,391.0 | $1.1M | 0.25% | +5K | +16.3% | $29.13 | +21.2% |
| 53 | LVHI | LEGG MASON ETF INVT | — | 25,934.0 | $1.1M | 0.25% | +13K | +96.4% | $40.54 | +6.6% |
| 54 | VOO | VANGUARD INDEX FDS | — | 1,746.0 | $1.0M | 0.24% | +69.0 | +4.1% | $597.60 | +17.8% |
| 55 | BBIO | BRIDGEBIO PHARMA INC | Healthcare | 13,682.0 | $1.0M | 0.24% | +8K | +133.4% | $74.26 | +8.3% |
| 56 | IUSV | ISHARES TR | — | 9,871.0 | $1.0M | 0.24% | +5K | +115.1% | $102.25 | +12.5% |
| 57 | JNJ | JOHNSON & JOHNSON | Healthcare | 4,049.0 | $990K | 0.23% | +212.0 | +5.5% | $244.43 | +11.7% |
| 58 | META | META PLATFORMS INC | Communication Services | 1,728.0 | $988K | 0.23% | +79.0 | +4.8% | $572.01 | -0.3% |
| 59 | SMH | VANECK ETF TRUST | — | 2,567.0 | $984K | 0.23% | +27.0 | +1.1% | $383.37 | +45.0% |
| 60 | AIG | AMERICAN INTL GROUP INC | Financial Services | 12,721.0 | $957K | 0.23% | +252.0 | +2.0% | $75.25 | +1.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
26.2%
Financial Services
21.0%
Industrials
12.0%
Healthcare
8.3%
Communication Services
7.5%
Consumer Cyclical
7.4%
Energy
7.1%
Consumer Defensive
4.5%
Utilities
4.2%
Basic Materials
1.8%