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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | NXPI | NXP SEMICONDUCTORS N V | Technology | 1,270.0 | $250K | 0.06% | +130.0 | +11.4% | $196.86 | +48.1% |
| 122 | AEE | AMEREN CORP | Utilities | 2,161.0 | $238K | 0.06% | +54.0 | +2.6% | $109.92 | -2.3% |
| 123 | TMDX | TRANSMEDICS GROUP INC | Healthcare | 2,322.0 | $231K | 0.05% | +112.0 | +5.1% | $99.41 | -36.4% |
| 124 | BAC | BANK AMERICA CORP | Financial Services | 4,721.0 | $230K | 0.05% | +156.0 | +3.4% | $48.75 | +2.1% |
| 125 | EFV | ISHARES TR | — | 3,068.0 | $228K | 0.05% | +211.0 | +7.4% | $74.35 | +5.2% |
| 126 | BIL | SPDR SERIES TRUST | — | 2,468.0 | $226K | 0.05% | +13.0 | +0.5% | $91.64 | -0.1% |
| 127 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,104.0 | $225K | 0.05% | +84.0 | +8.2% | $203.43 | +106.9% |
| 128 | MS | MORGAN STANLEY | Financial Services | 1,321.0 | $217K | 0.05% | +33.0 | +2.6% | $164.57 | +17.0% |
| 129 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 122.0 | $211K | 0.05% | +6.0 | +5.2% | $1729.02 | -10.5% |
| 130 | DUHP | DIMENSIONAL ETF TRUST | — | 5,469.0 | $201K | 0.05% | +70.0 | +1.3% | $36.76 | +8.3% |
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
26.1%
Financial Services
20.9%
Industrials
12.0%
Healthcare
8.2%
Communication Services
8.1%
Consumer Cyclical
7.3%
Energy
7.1%
Consumer Defensive
4.5%
Utilities
4.1%
Basic Materials
1.7%