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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,911.0 | $1.1M | 0.22% | +807.0 | +73.1% | $580.91 | -17.5% |
| 62 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 17,769.0 | $1.1M | 0.21% | +3K | +24.1% | $61.46 | -2.8% |
| 63 | SPBC | SIMPLIFY EXCHANGE TRADED FUN | — | 23,086.0 | $1.1M | 0.21% | +2K | +9.8% | $47.19 | +5.9% |
| 64 | GOOG | ALPHABET INC | — | 3,067.0 | $1.1M | 0.21% | +232.0 | +8.2% | $353.35 | — |
| 65 | PPA | INVESCO EXCHANGE TRADED FD T | — | 6,087.0 | $1.1M | 0.21% | +46.0 | +0.8% | $176.64 | -3.4% |
| 66 | HMC | HONDA MOTOR CO LTD | Consumer Cyclical | 37,330.0 | $1.0M | 0.20% | +17K | +88.2% | $27.11 | +17.3% |
| 67 | XLG | INVESCO EXCHANGE TRADED FD T | — | 15,722.0 | $963K | 0.19% | +1K | +7.7% | $61.23 | +1.4% |
| 68 | MCD | MCDONALDS CORP | Consumer Cyclical | 3,527.0 | $954K | 0.18% | +1K | +41.9% | $270.35 | -0.8% |
| 69 | KO | COCA COLA CO | Consumer Defensive | 11,611.0 | $944K | 0.18% | +7K | +137.5% | $81.27 | +12.8% |
| 70 | V | VISA INC | Financial Services | 2,727.0 | $936K | 0.18% | +1K | +81.3% | $343.09 | +12.0% |
| 71 | HD | HOME DEPOT INC | Consumer Cyclical | 2,626.0 | $926K | 0.18% | +725.0 | +38.1% | $352.68 | -4.2% |
| 72 | CEG | CONSTELLATION ENERGY CORP | Utilities | 3,530.0 | $877K | 0.17% | +1K | +59.4% | $248.39 | +12.1% |
| 73 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 934.0 | $874K | 0.17% | +272.0 | +41.1% | $935.88 | +2.6% |
| 74 | MUB | ISHARES TR | — | 7,881.0 | $848K | 0.17% | +404.0 | +5.4% | $107.62 | -1.9% |
| 75 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 88,513.0 | $831K | 0.16% | +14K | +18.9% | $9.39 | +22.7% |
| 76 | ORCL | ORACLE CORP | Technology | 5,595.0 | $820K | 0.16% | +1K | +35.4% | $146.55 | -1.3% |
| 77 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 1,631.0 | $810K | 0.16% | +448.0 | +37.9% | $496.73 | +11.3% |
| 78 | NXPI | NXP SEMICONDUCTORS N V | Technology | 2,711.0 | $762K | 0.15% | +1K | +113.5% | $281.03 | -20.0% |
| 79 | HELO | J P MORGAN EXCHANGE TRADED F | — | 11,189.0 | $756K | 0.15% | +340.0 | +3.1% | $67.58 | +2.8% |
| 80 | DJT | TRUMP MEDIA & TECHNOLOGY GRO | Communication Services | 95,728.0 | $741K | 0.14% | +47K | +97.0% | $7.74 | +21.4% |
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
29.2%
Financial Services
18.9%
Industrials
11.7%
Healthcare
8.6%
Consumer Cyclical
8.6%
Communication Services
6.3%
Consumer Defensive
5.6%
Energy
4.5%
Utilities
3.9%
Basic Materials
2.2%