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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 30,361.0 | $729K | 0.18% | NEW | — | $24.02 | +37.4% |
| 142 | IJR | ISHARES TR | — | 6,065.0 | $729K | 0.18% | NEW | — | $120.18 | +10.8% |
| 143 | HELO | J P MORGAN EXCHANGE TRADED F | — | 10,780.0 | $716K | 0.17% | NEW | — | $66.43 | +1.9% |
| 144 | HD | HOME DEPOT INC | Consumer Cyclical | 2,072.0 | $713K | 0.17% | NEW | — | $344.07 | -12.9% |
| 145 | IONQ | IONQ INC | Technology | 15,735.0 | $706K | 0.17% | NEW | — | $44.87 | +9.9% |
| 146 | VWO | VANGUARD INTL EQUITY INDEX F | — | 12,780.0 | $687K | 0.17% | NEW | — | $53.76 | +7.6% |
| 147 | GCOW | PACER FDS TR | — | 16,633.0 | $686K | 0.17% | NEW | — | $41.22 | +13.1% |
| 148 | IEFA | ISHARES TR | — | 7,545.0 | $675K | 0.16% | NEW | — | $89.46 | +6.6% |
| 149 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,202.0 | $673K | 0.16% | NEW | — | $305.69 | -7.6% |
| 150 | VONV | VANGUARD SCOTTSDALE FDS | — | 7,254.0 | $670K | 0.16% | NEW | — | $92.30 | +10.1% |
| 151 | BE | BLOOM ENERGY CORP | Industrials | 7,521.0 | $654K | 0.16% | NEW | — | $86.89 | +200.8% |
| 152 | — | CYBERARK SOFTWARE LTD | — | 1,449.0 | $646K | 0.16% | NEW | — | $446.06 | — |
| 153 | MUB | ISHARES TR | — | 5,943.0 | $637K | 0.15% | NEW | — | $107.11 | -1.3% |
| 154 | IUSG | ISHARES TR | — | 3,759.0 | $631K | 0.15% | NEW | — | $167.94 | +9.3% |
| 155 | V | VISA INC | Financial Services | 1,760.0 | $617K | 0.15% | NEW | — | $350.69 | -5.1% |
| 156 | ITB | ISHARES TR | — | 6,290.0 | $606K | 0.15% | NEW | — | $96.30 | -10.5% |
| 157 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,047.0 | $593K | 0.14% | NEW | — | $566.36 | -22.3% |
| 158 | ABT | ABBOTT LABS | Healthcare | 4,651.0 | $583K | 0.14% | NEW | — | $125.28 | -29.1% |
| 159 | FLLA | FRANKLIN TEMPLETON ETF TR | — | 23,780.0 | $573K | 0.14% | NEW | — | $24.09 | +14.4% |
| 160 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 652.0 | $562K | 0.14% | NEW | — | $862.66 | +21.6% |
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
26.7%
Financial Services
21.7%
Industrials
9.8%
Communication Services
9.6%
Healthcare
8.8%
Consumer Cyclical
8.3%
Energy
6.8%
Utilities
4.1%
Consumer Defensive
3.0%
Basic Materials
0.9%