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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | HMC | HONDA MOTOR CO LTD | Consumer Cyclical | 37,330.0 | $1.0M | 0.20% | +17K | +88.2% | $27.11 | +17.3% |
| 122 | VONG | VANGUARD SCOTTSDALE FDS | — | 7,896.0 | $1.0M | 0.20% | -648.0 | -7.6% | $127.81 | -1.9% |
| 123 | BE | BLOOM ENERGY CORP | Industrials | 3,317.0 | $1.0M | 0.20% | -687.0 | -17.2% | $302.70 | -28.2% |
| 124 | DXJ | WISDOMTREE TR | — | 5,673.0 | $984K | 0.19% | -35.0 | -0.6% | $173.52 | +2.9% |
| 125 | IEMG | ISHARES INC | — | 11,860.0 | $982K | 0.19% | — | — | $82.84 | -1.1% |
| 126 | INTC | INTEL CORP | Technology | 6,970.0 | $973K | 0.19% | -32K | -82.2% | $139.63 | -37.3% |
| 127 | MEAR | ISHARES U S ETF TR | — | 19,246.0 | $970K | 0.19% | -1K | -5.0% | $50.38 | -0.3% |
| 128 | — | NEBIUS GROUP N.V. | — | 3,510.0 | $969K | 0.19% | -2K | -34.9% | $276.17 | — |
| 129 | CVX | CHEVRON CORPORATION | Energy | 5,813.0 | $963K | 0.19% | -2K | -26.8% | $165.75 | +20.6% |
| 130 | XLG | INVESCO EXCHANGE TRADED FD T | — | 15,722.0 | $963K | 0.19% | +1K | +7.7% | $61.23 | +1.4% |
| 131 | CHWY | CHEWY INC | Consumer Cyclical | 48,950.0 | $962K | 0.19% | NEW | — | $19.65 | +25.6% |
| 132 | FDVV | FIDELITY COVINGTON TRUST | — | 15,929.0 | $960K | 0.19% | -281.0 | -1.7% | $60.29 | +5.0% |
| 133 | MCD | MCDONALDS CORP | Consumer Cyclical | 3,527.0 | $954K | 0.18% | +1K | +41.9% | $270.35 | -0.8% |
| 134 | APH | AMPHENOL CORP | Technology | 5,366.0 | $946K | 0.18% | -862.0 | -13.8% | $176.32 | -9.9% |
| 135 | KO | COCA COLA CO | Consumer Defensive | 11,611.0 | $944K | 0.18% | +7K | +137.5% | $81.27 | +12.8% |
| 136 | V | VISA INC | Financial Services | 2,727.0 | $936K | 0.18% | +1K | +81.3% | $343.09 | +12.0% |
| 137 | HD | HOME DEPOT INC | Consumer Cyclical | 2,626.0 | $926K | 0.18% | +725.0 | +38.1% | $352.68 | -4.2% |
| 138 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,195.0 | $912K | 0.18% | NEW | — | $190.78 | -2.8% |
| 139 | F | FORD MTR CO | Consumer Cyclical | 65,569.0 | $911K | 0.18% | — | — | $13.90 | +0.4% |
| 140 | SHOP | SHOPIFY INC | Technology | 7,944.0 | $907K | 0.18% | -2K | -21.3% | $114.18 | +34.8% |
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%