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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | — | AELUMA INC | — | 15,177.0 | $335K | 0.07% | NEW | — | $22.08 | — |
| 282 | KHC | KRAFT HEINZ CO | Consumer Defensive | 14,181.0 | $335K | 0.07% | -139.0 | -1.0% | $23.62 | +7.2% |
| 283 | KD | KYNDRYL HLDGS INC | Technology | 29,428.0 | $333K | 0.07% | NEW | — | $11.31 | +15.1% |
| 284 | KRYS | KRYSTAL BIOTECH INC | Healthcare | 890.0 | $331K | 0.06% | NEW | — | $371.67 | -4.2% |
| 285 | XAR | SPDR SERIES TRUST | — | 1,146.0 | $325K | 0.06% | -126.0 | -9.9% | $283.73 | -6.7% |
| 286 | ESGU | ISHARES TR | — | 1,977.0 | $324K | 0.06% | -139.0 | -6.6% | $163.67 | +2.5% |
| 287 | VITL | VITAL FARMS INC | Consumer Defensive | 27,743.0 | $323K | 0.06% | NEW | — | $11.63 | -4.5% |
| 288 | CLOA | BLACKROCK ETF TRUST II | — | 6,207.0 | $322K | 0.06% | NEW | — | $51.91 | +0.1% |
| 289 | CMI | CUMMINS INC | Industrials | 450.0 | $321K | 0.06% | -158.0 | -26.0% | $713.76 | -19.8% |
| 290 | SO | SOUTHERN CO | Utilities | 3,351.0 | $321K | 0.06% | +187.0 | +5.9% | $95.72 | -6.0% |
| 291 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 7,503.0 | $320K | 0.06% | NEW | — | $42.68 | +16.8% |
| 292 | VTIP | VANGUARD MALVERN FDS | — | 6,354.0 | $319K | 0.06% | +55.0 | +0.9% | $50.23 | -0.8% |
| 293 | LUNR | INTUITIVE MACHINES INC | Industrials | 14,825.0 | $317K | 0.06% | NEW | — | $21.39 | -22.4% |
| 294 | IJH | ISHARES TR | — | 4,102.0 | $316K | 0.06% | NEW | — | $77.11 | -1.3% |
| 295 | DBMF | LITMAN GREGORY FDS TR | — | 10,316.0 | $316K | 0.06% | -519.0 | -4.8% | $30.61 | +1.3% |
| 296 | KNGZ | FIRST TR EXCHANGE TRADED FD | — | 7,856.0 | $315K | 0.06% | +762.0 | +10.7% | $40.07 | +6.3% |
| 297 | DBEF | DBX ETF TR | — | 5,675.0 | $310K | 0.06% | -2K | -25.8% | $54.63 | +2.7% |
| 298 | SPMO | INVESCO EXCH TRADED FD TR II | — | 1,904.0 | $308K | 0.06% | NEW | — | $161.55 | -8.8% |
| 299 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 587.0 | $307K | 0.06% | -52.0 | -8.1% | $522.29 | +2.5% |
| 300 | PFE | PFIZER INC | Healthcare | 12,728.0 | $306K | 0.06% | -23K | -64.0% | $24.08 | +18.6% |
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%