Portfolio (Quarterly)
Guide ↗
Total Clarity Wealth Management, Inc.
· CIK 0001804909| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | — | 121,869 | $3.3M | 0.81% | SOLD |
| 2 | KMI | KINDER MORGAN INC DEL | Energy | 76,628 | $2.1M | 0.51% | SOLD |
| 3 | VIOV | VANGUARD ADMIRAL FDS INC | — | 15,570 | $1.5M | 0.37% | SOLD |
| 4 | ADI | ANALOG DEVICES INC | Technology | 5,024 | $1.4M | 0.33% | SOLD |
| 5 | CGXU | CAPITAL GROUP INTL FOCUS EQT | — | 39,749 | $1.2M | 0.28% | SOLD |
| 6 | SNPS | SYNOPSYS INC | Technology | 2,311 | $1.1M | 0.26% | SOLD |
| 7 | BP | BP PLC | Energy | 28,138 | $977K | 0.24% | SOLD |
| 8 | BCE | BCE INC | Communication Services | 40,007 | $953K | 0.23% | SOLD |
| 9 | — | AELUMA INC | — | 43,100 | $740K | 0.18% | SOLD |
| 10 | — | CYBERARK SOFTWARE LTD | — | 1,449 | $646K | 0.16% | SOLD |
| 11 | ABT | ABBOTT LABS | Healthcare | 4,651 | $583K | 0.14% | SOLD |
| 12 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 8,750 | $542K | 0.13% | SOLD |
| 13 | — | PRAXIS PRECISION MEDICINES I | — | 1,820 | $536K | 0.13% | SOLD |
| 14 | SBUX | STARBUCKS CORP | Consumer Cyclical | 6,062 | $511K | 0.12% | SOLD |
| 15 | KKR | KKR & CO INC | Financial Services | 3,811 | $486K | 0.12% | SOLD |
| 16 | RGEN | REPLIGEN CORP | Healthcare | 2,680 | $439K | 0.11% | SOLD |
| 17 | — | LEIDOS HOLDINGS INC | — | 1,928 | $348K | 0.08% | SOLD |
| 18 | XBI | SPDR SERIES TRUST | — | 2,462 | $300K | 0.07% | SOLD |
| 19 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 2,062 | $297K | 0.07% | SOLD |
| 20 | APP | APPLOVIN CORP | Technology | 408 | $275K | 0.07% | SOLD |
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%