Portfolio (Quarterly)
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Total Clarity Wealth Management, Inc.
· CIK 0001804909| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | ACWI | ISHARES TR | — | 3,650.0 | $505K | 0.12% | — | — | $138.37 | +11.5% |
| 182 | HMC | HONDA MOTOR CO LTD | Consumer Cyclical | 19,836.0 | $482K | 0.11% | NEW | — | $24.31 | +7.7% |
| 183 | GOVT | ISHARES TR | — | 20,793.0 | $476K | 0.11% | +8K | +57.1% | $22.91 | -1.5% |
| 184 | RDW | REDWIRE CORPORATION | Industrials | 55,650.0 | $473K | 0.11% | NEW | — | $8.50 | +65.4% |
| 185 | GRC | GORMAN RUPP CO | Industrials | 7,600.0 | $472K | 0.11% | NEW | — | $62.13 | +18.0% |
| 186 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,943.0 | $471K | 0.11% | +183.0 | +10.4% | $242.41 | -9.5% |
| 187 | V | VISA INC | Financial Services | 1,504.0 | $455K | 0.11% | -256.0 | -14.6% | $302.28 | +7.8% |
| 188 | IONQ | IONQ INC | Technology | 15,693.0 | $452K | 0.11% | — | — | $28.83 | +80.2% |
| 189 | KARO | KAROOOOO LTD | Technology | 9,049.0 | $451K | 0.11% | +100.0 | +1.1% | $49.84 | -7.6% |
| 190 | DJT | TRUMP MEDIA & TECHNOLOGY GRO | Communication Services | 48,586.0 | $451K | 0.11% | NEW | — | $9.28 | -6.6% |
| 191 | IPKW | INVESCO EXCH TRADED FD TR II | — | 8,008.0 | $451K | 0.11% | +339.0 | +4.4% | $56.26 | +4.5% |
| 192 | CALF | PACER FDS TR | — | 9,991.0 | $448K | 0.10% | — | — | $44.87 | +5.5% |
| 193 | DGRW | WISDOMTREE TR | — | 5,097.0 | $448K | 0.10% | -137.0 | -2.6% | $87.84 | +9.0% |
| 194 | NFLX | NETFLIX INC. | Communication Services | 4,551.0 | $438K | 0.10% | +611.0 | +15.5% | $96.15 | -9.5% |
| 195 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 1,550.0 | $436K | 0.10% | +68.0 | +4.6% | $281.15 | +30.3% |
| 196 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 1,483.0 | $434K | 0.10% | NEW | — | $292.75 | +34.1% |
| 197 | MBB | ISHARES TR | — | 4,553.0 | $432K | 0.10% | +1K | +38.7% | $94.95 | -1.5% |
| 198 | SMDV | PROSHARES TR | — | 6,282.0 | $432K | 0.10% | +51.0 | +0.8% | $68.79 | +3.3% |
| 199 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 16,794.0 | $429K | 0.10% | -108.0 | -0.6% | $25.55 | +6.1% |
| 200 | DE | DEERE & CO | Industrials | 759.0 | $427K | 0.10% | -5.0 | -0.7% | $562.99 | -0.2% |
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%