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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | MRVL | MARVELL TECHNOLOGY INC | Technology | 2,024.0 | $603K | 0.12% | NEW | — | $297.89 | -18.3% |
| 182 | — | JBS N.V. | — | 50,736.0 | $601K | 0.12% | NEW | — | $11.85 | — |
| 183 | AMAT | APPLIED MATLS INC | Technology | 828.0 | $599K | 0.12% | NEW | — | $723.02 | -34.0% |
| 184 | VTV | VANGUARD INDEX FDS | — | 2,728.0 | $595K | 0.12% | -102.0 | -3.6% | $217.93 | +4.2% |
| 185 | GCOW | PACER FDS TR | — | 13,628.0 | $590K | 0.12% | -4K | -21.0% | $43.30 | +10.3% |
| 186 | NEM | NEWMONT CORP | Basic Materials | 6,294.0 | $588K | 0.11% | +3K | +108.4% | $93.40 | +41.7% |
| 187 | IWN | ISHARES TR | — | 2,650.0 | $586K | 0.11% | +950.0 | +55.9% | $221.21 | +1.4% |
| 188 | CGUS | CAPITAL GROUP CORE EQUITY ET | — | 12,855.0 | $572K | 0.11% | -373.0 | -2.8% | $44.48 | +1.5% |
| 189 | MGK | VANGUARD WORLD FD | — | 6,485.0 | $570K | 0.11% | +5K | +467.4% | $87.91 | +1.0% |
| 190 | NEE | NEXTERA ENERGY INC | Utilities | 6,485.0 | $569K | 0.11% | NEW | — | $87.77 | -4.1% |
| 191 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,429.0 | $568K | 0.11% | +315.0 | +28.3% | $397.68 | -7.1% |
| 192 | FLO | FLOWERS FOODS INC | Consumer Defensive | 71,601.0 | $566K | 0.11% | +20K | +38.2% | $7.90 | -8.8% |
| 193 | KNG | FIRST TR EXCHANGE-TRADED FD | — | 11,035.0 | $557K | 0.11% | +5K | +72.2% | $50.50 | +2.7% |
| 194 | SLV | ISHARES SILVER TR | Financial Services | 10,360.0 | $554K | 0.11% | -138.0 | -1.3% | $53.47 | +15.0% |
| 195 | IONQ | IONQ INC | Technology | 10,353.0 | $551K | 0.11% | -5K | -34.0% | $53.26 | -24.1% |
| 196 | RDW | REDWIRE CORPORATION | Industrials | 45,078.0 | $551K | 0.11% | -11K | -19.0% | $12.23 | -7.1% |
| 197 | CLX | CLOROX CO DEL | Consumer Defensive | 5,763.0 | $550K | 0.11% | NEW | — | $95.45 | +9.5% |
| 198 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,312.0 | $545K | 0.11% | NEW | — | $415.73 | -3.2% |
| 199 | PWB | INVESCO EXCHANGE TRADED FD T | — | 3,223.0 | $543K | 0.10% | +1K | +59.3% | $168.46 | -7.1% |
| 200 | AIVC | AMPLIFY ETF TR | — | 4,694.0 | $542K | 0.10% | +1K | +42.9% | $115.37 | -4.1% |
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
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%