Portfolio (Quarterly)
Guide ↗
Total Clarity Wealth Management, Inc.
· CIK 0001804909| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VGLT | VANGUARD SCOTTSDALE FDS | — | 106,128 | $5.9M | 1.38% | SOLD |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 5 | $3.6M | 0.84% | SOLD |
| 3 | SPMD | SPDR SERIES TRUST | — | 42,014 | $2.5M | 0.58% | SOLD |
| 4 | STNG | SCORPIO TANKERS INC | Energy | 12,927 | $965K | 0.23% | SOLD |
| 5 | HON | HONEYWELL INTL INC | Industrials | 4,017 | $908K | 0.21% | SOLD |
| 6 | VIOO | VANGUARD ADMIRAL FDS INC | — | 6,155 | $707K | 0.17% | SOLD |
| 7 | DXYZ | DESTINY TECH100 INC | — | 20,252 | $542K | 0.13% | SOLD |
| 8 | GRC | GORMAN RUPP CO | Industrials | 7,600 | $472K | 0.11% | SOLD |
| 9 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 1,483 | $434K | 0.10% | SOLD |
| 10 | ET | ENERGY TRANSFER L P | Energy | 20,048 | $387K | 0.09% | SOLD |
| 11 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 14,142 | $337K | 0.08% | SOLD |
| 12 | TMFC | RBB FD INC | — | 4,667 | $308K | 0.07% | SOLD |
| 13 | DRS | LEONARDO DRS INC | Industrials | 6,655 | $296K | 0.07% | SOLD |
| 14 | COPX | GLOBAL X FDS | — | 3,755 | $287K | 0.07% | SOLD |
| 15 | T | AT&T INC | Communication Services | 9,657 | $280K | 0.07% | SOLD |
| 16 | SMMU | PIMCO ETF TR | — | 4,913 | $248K | 0.06% | SOLD |
| 17 | TMDX | TRANSMEDICS GROUP INC | Healthcare | 2,322 | $231K | 0.05% | SOLD |
| 18 | KNSL | KINSALE CAP GROUP INC | Financial Services | 671 | $229K | 0.05% | SOLD |
| 19 | EFV | ISHARES TR | — | 3,068 | $228K | 0.05% | SOLD |
| 20 | NORW | GLOBAL X FDS | — | 5,813 | $222K | 0.05% | SOLD |
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%