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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | NXPI | NXP SEMICONDUCTORS N V | Technology | 1,140.0 | $247K | 0.06% | NEW | — | $217.06 | +34.3% |
| 262 | TMUS | T-MOBILE US INC | Communication Services | 1,202.0 | $244K | 0.06% | NEW | — | $203.04 | -8.8% |
| 263 | FVD | FIRST TR EXCHANGE-TRADED FD | — | 5,273.0 | $243K | 0.06% | NEW | — | $46.08 | +2.7% |
| 264 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 116.0 | $234K | 0.06% | NEW | — | $2014.26 | -23.2% |
| 265 | NET | CLOUDFLARE INC | Technology | 1,177.0 | $232K | 0.06% | NEW | — | $197.15 | +0.2% |
| 266 | VDE | VANGUARD WORLD FD | — | 1,834.0 | $231K | 0.06% | NEW | — | $125.94 | +36.2% |
| 267 | AVUV | AMERICAN CENTY ETF TR | — | 2,263.0 | $231K | 0.06% | NEW | — | $101.98 | +16.1% |
| 268 | MCK | MCKESSON CORP | Healthcare | 279.0 | $229K | 0.06% | NEW | — | $820.29 | -7.3% |
| 269 | MS | MORGAN STANLEY | Financial Services | 1,288.0 | $229K | 0.06% | NEW | — | $177.53 | +8.4% |
| 270 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 486.0 | $228K | 0.06% | NEW | — | $468.76 | +26.7% |
| 271 | DRS | LEONARDO DRS INC | Industrials | 6,655.0 | $227K | 0.06% | NEW | — | $34.09 | +21.7% |
| 272 | BIL | SPDR SERIES TRUST | — | 2,455.0 | $224K | 0.05% | NEW | — | $91.38 | +0.2% |
| 273 | DXYZ | DESTINY TECH100 INC | — | 7,230.0 | $221K | 0.05% | NEW | — | $30.63 | +55.5% |
| 274 | IJT | ISHARES TR | — | 1,564.0 | $221K | 0.05% | NEW | — | $141.13 | +12.5% |
| 275 | HWM | HOWMET AEROSPACE INC | Industrials | 1,069.0 | $219K | 0.05% | NEW | — | $205.02 | +27.0% |
| 276 | LNT | ALLIANT ENERGY CORP | Utilities | 3,370.0 | $219K | 0.05% | NEW | — | $65.01 | +9.1% |
| 277 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,020.0 | $218K | 0.05% | NEW | — | $214.16 | +96.6% |
| 278 | IVE | ISHARES TR | — | 1,026.0 | $218K | 0.05% | NEW | — | $212.09 | +6.0% |
| 279 | FTXL | FIRST TR EXCHANGE TRADED FD | — | 1,673.0 | $217K | 0.05% | NEW | — | $129.50 | +77.4% |
| 280 | HYG | ISHARES TR | — | 2,675.0 | $216K | 0.05% | NEW | — | $80.63 | -1.4% |
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
26.7%
Financial Services
21.7%
Industrials
9.8%
Communication Services
9.6%
Healthcare
8.8%
Consumer Cyclical
8.3%
Energy
6.8%
Utilities
4.1%
Consumer Defensive
3.0%
Basic Materials
0.9%