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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VONV | VANGUARD SCOTTSDALE FDS | — | 13,579.0 | $1.3M | 0.30% | +6K | +87.2% | $93.74 | +8.4% |
| 82 | AVDV | AMERICAN CENTY ETF TR | — | 12,346.0 | $1.2M | 0.29% | +8K | +166.2% | $99.86 | +7.0% |
| 83 | IUSG | ISHARES TR | — | 7,947.0 | $1.2M | 0.29% | +4K | +111.4% | $155.11 | +18.4% |
| 84 | LONZ | PIMCO ETF TR | — | 24,885.0 | $1.2M | 0.29% | +2K | +9.4% | $49.38 | +0.1% |
| 85 | — | J P MORGAN EXCHANGE TRADED F | — | 24,110.0 | $1.2M | 0.29% | +4K | +21.4% | $50.61 | — |
| 86 | SHOP | SHOPIFY INC | Technology | 10,098.0 | $1.2M | 0.28% | +5K | +104.5% | $118.62 | -14.8% |
| 87 | NOBL | PROSHARES TR | — | 11,124.0 | $1.2M | 0.28% | +542.0 | +5.1% | $106.01 | +0.4% |
| 88 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 23,318.0 | $1.2M | 0.28% | -44K | -65.5% | $50.20 | -4.9% |
| 89 | PRU | PRUDENTIAL FINL INC | Financial Services | 11,934.0 | $1.2M | 0.27% | +504.0 | +4.4% | $97.69 | +3.6% |
| 90 | GOVI | INVESCO EXCH TRADED FD TR II | — | 42,380.0 | $1.2M | 0.27% | -101K | -70.4% | $27.28 | -3.1% |
| 91 | AMGN | AMGEN INC | Healthcare | 3,222.0 | $1.1M | 0.27% | -5K | -62.0% | $351.83 | -6.0% |
| 92 | COWZ | PACER FDS TR | — | 18,002.0 | $1.1M | 0.27% | +135.0 | +0.8% | $62.56 | +1.2% |
| 93 | LIN | LINDE PLC | Basic Materials | 2,271.0 | $1.1M | 0.26% | +35.0 | +1.6% | $495.76 | +2.1% |
| 94 | CGGO | CAPITAL GROUP GBL GROWTH EQT | — | 33,733.0 | $1.1M | 0.26% | -12K | -25.6% | $33.37 | +14.8% |
| 95 | XOM | EXXON MOBIL CORP | Energy | 6,522.0 | $1.1M | 0.26% | +78.0 | +1.2% | $169.66 | -4.1% |
| 96 | TUSI | TOUCHSTONE ETF TRUST | — | 43,569.0 | $1.1M | 0.26% | — | — | $25.32 | +0.1% |
| 97 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3,210.0 | $1.1M | 0.26% | +2K | +149.2% | $337.95 | +16.2% |
| 98 | ALL | ALLSTATE CORP | Financial Services | 5,169.0 | $1.1M | 0.25% | +76.0 | +1.5% | $207.33 | +8.3% |
| 99 | SCHG | SCHWAB STRATEGIC TR | — | 36,391.0 | $1.1M | 0.25% | +5K | +16.3% | $29.13 | +16.3% |
| 100 | LVHI | LEGG MASON ETF INVT | — | 25,934.0 | $1.1M | 0.25% | +13K | +96.4% | $40.54 | +1.9% |
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%