Total-Clarity-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "OI",
  "JWN",
  "PTLO",
  "RGEN",
  null,
  null,
  "AAL",
  null,
  null,
  "FNDF",
  null,
  "ABT",
  "ABBV",
  "OBDC",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  null,
  "ARHS",
  "TEAM",
  "MODG",
  "CAT",
  "AVGO",
  "ARCC",
  null,
  null,
  null,
  null,
  null,
  "HTZ",
  null,
  "DBEF",
  null,
  null,
  "KRP",
  null,
  "OSPN",
  "D",
  null,
  null,
  null,
  null,
  null,
  "GD",
  "MSDL",
  "HD",
  "HPQ",
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  "FSCO",
  "ISRG",
  "HSBC",
  "HMC",
  null,
  "NBIX",
  "META",
  null,
  null,
  null,
  "NDLS",
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  "KMI",
  "LIN",
  null,
  "DRS",
  "MA",
  "MSFT",
  "TMUS",
  "EXC",
  "GE",
  "NTRS",
  "NI",
  "HRL",
  null,
  "ANSS",
  "IJR",
  "ANET",
  "KKR",
  "KR",
  "ORCL",
  "KHC",
  "OKE",
  null,
  null,
  "IWF",
  null,
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "HPE",
  "ENB",
  "INTC",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "AMGN",
  null,
  null,
  "IEFA",
  null,
  "NOW",
  "SHOP",
  "RIO",
  "GLD",
  null,
  null,
  null,
  "BP",
  null,
  null,
  "SPLG",
  "IBM",
  "TGT",
  null,
  null,
  "TFC",
  "TSN",
  "UPS",
  "VXF",
  "TWI",
  "VWO",
  "VSS",
  null,
  null,
  null,
  "QURE",
  null,
  "VCIT",
  null,
  null,
  "DLY",
  "CSWC",
  null,
  "IWN",
  null,
  null,
  null,
  "VRTX",
  null,
  "VRT",
  null,
  "GM",
  "AXON",
  "F",
  "WM",
  "IWP",
  null,
  "FORR",
  "MRAM",
  "LAKE",
  "DNUT",
  "AMZN",
  "NEA",
  "SCHB",
  null,
  "CLF",
  "LCID",
  null,
  "LUV",
  null,
  null,
  "KD",
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  "VYMI",
  null,
  "VXUS",
  "VGLT",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VKTX",
  "VFF",
  "WMT",
  null,
  null,
  null,
  null,
  null,
  "LNT",
  null,
  "ET",
  "DVY",
  "SCHF",
  "NXPI",
  "SO",
  "TTD",
  "CRM",
  "PENN",
  null,
  "S",
  "DIA",
  null,
  null,
  null,
  null,
  null,
  null,
  "GEV",
  "MELI",
  null,
  "SPYV",
  null,
  null,
  "LULU",
  "BMO",
  "BRK-A",
  "BRK-B",
  "BA",
  "CAVA",
  "CX",
  "CVX",
  "CHTR",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "CEG",
  "COST",
  "CBRL",
  "DE",
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "ADI",
  "STT",
  "QQQ",
  null,
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 277
Total Value: 303969106
Accession Number: 0001085146-25-002160
Form Type: 13F-HR
CIK: total-clarity-wealth-management
Manager Name: Total-Clarity-Wealth-Management

Data Enrichment

63% identified

175 identified102 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

277 positions • $304.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 14

Sort by:

35473P306

Shares:6.1K

Value:$277.5K

% of Portfolio:0.1% ($277.5K/$304.0M)

233051200

DBEF|233051200

Shares:6.7K

Value:$277.4K

% of Portfolio:0.1% ($277.4K/$304.0M)

922908736

VUG|922908736

Shares:661

Value:$271.3K

% of Portfolio:0.1% ($271.3K/$304.0M)

uniQure N.V.

QURE|N90064101

Shares:15.3K

Value:$271.1K

% of Portfolio:0.1% ($271.1K/$304.0M)

Blue Owl Capital Corp

OBDC|69121K104

Shares:17.9K

Value:$270.5K

% of Portfolio:0.1% ($270.5K/$304.0M)

464287507

IJH|464287507

Shares:4.3K

Value:$267.1K

% of Portfolio:0.1% ($267.1K/$304.0M)

78464A888

Shares:2.5K

Value:$265.8K

% of Portfolio:0.1% ($265.8K/$304.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.6K

Value:$264.2K

% of Portfolio:0.1% ($264.2K/$304.0M)

46432F842

IEFA|46432F842

Shares:3.8K

Value:$263.8K

% of Portfolio:0.1% ($263.8K/$304.0M)

HORMEL FOODS CORP /DE/

HRL|440452100

Shares:8.4K

Value:$262.3K

% of Portfolio:0.1% ($262.3K/$304.0M)

25434V401

Shares:4.1K

Value:$262.0K

% of Portfolio:0.1% ($262.0K/$304.0M)

TARGET CORP

TGT|87612E106

Shares:1.9K

Value:$261.7K

% of Portfolio:0.1% ($261.7K/$304.0M)

CRACKER BARREL OLD COUNTRY STORE, INC

CBRL|22410J106

Shares:4.8K

Value:$256.0K

% of Portfolio:0.1% ($256.0K/$304.0M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:11.6K

Value:$253.5K

% of Portfolio:0.1% ($253.5K/$304.0M)

922908652

VXF|922908652

Shares:1.3K

Value:$253.4K

% of Portfolio:0.1% ($253.4K/$304.0M)

Kraft Heinz Co

KHC|500754106

Shares:8.2K

Value:$252.5K

% of Portfolio:0.1% ($252.5K/$304.0M)

SOUTHERN CO

SO|842587107

Shares:3.0K

Value:$248.7K

% of Portfolio:0.1% ($248.7K/$304.0M)

132061201

Shares:3.6K

Value:$248.5K

% of Portfolio:0.1% ($248.5K/$304.0M)

46428Q109

Shares:9.4K

Value:$246.7K

% of Portfolio:0.1% ($246.7K/$304.0M)

Viking Therapeutics, Inc.

VKTX|92686J106

Shares:6.1K

Value:$244.9K

% of Portfolio:0.1% ($244.9K/$304.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip35473P306)✕	6.1K	QoQ 0.00% (+0) YoY +19.94% (+1.0K)	All Managers (Combined)	$277.5K	0.1% ($277.5K/$304.0M)	QoQ 0.00% (+$0) YoY +34.82% (+$71.7K)
(DBEFcusip233051200)	6.7K	QoQ 0.00% (+0) YoY -72.91% (-18.0K)	All Managers (Combined)	$277.4K	0.1% ($277.4K/$304.0M)	QoQ 0.00% (+$0) YoY -72.60% (-$735.1K)
(VUGcusip922908736)	661	QoQ 0.00% (+0) YoY -0.89% (-6)	All Managers (Combined)	$271.3K	0.1% ($271.3K/$304.0M)	QoQ 0.00% (+$0) YoY +18.11% (-$41.6K)
uniQure N.V.(QUREcusipN90064101)	15.3K	QoQ 0.00% (+0) YoY NEW(+15.3K)	All Managers (Combined)	$271.1K	0.1% ($271.1K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$271.1K)
Blue Owl Capital Corp(OBDCcusip69121K104)	17.9K	QoQ 0.00% (+0) YoY +61.82% (+6.8K)	All Managers (Combined)	$270.5K	0.1% ($270.5K/$304.0M)	QoQ 0.00% (+$0) YoY +59.09% (+$100.5K)
(IJHcusip464287507)	4.3K	QoQ 0.00% (+0) YoY -15.07% (-761)	All Managers (Combined)	$267.1K	0.1% ($267.1K/$304.0M)	QoQ 0.00% (+$0) YoY -12.88% (-$39.5K)
(cusip78464A888)✕	2.5K	QoQ 0.00% (+0) YoY NEW(+2.5K)	All Managers (Combined)	$265.8K	0.1% ($265.8K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$265.8K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.6K	QoQ 0.00% (+0) YoY +22.60% (+292)	All Managers (Combined)	$264.2K	0.1% ($264.2K/$304.0M)	QoQ 0.00% (+$0) YoY +16.50% (+$37.4K)
(IEFAcusip46432F842)	3.8K	QoQ 0.00% (+0) YoY +0.34% (-13)	All Managers (Combined)	$263.8K	0.1% ($263.8K/$304.0M)	QoQ 0.00% (+$0) YoY -4.97% (-$13.8K)
HORMEL FOODS CORP /DE/(HRLcusip440452100)	8.4K	QoQ 0.00% (+0) YoY NEW(+8.4K)	All Managers (Combined)	$262.3K	0.1% ($262.3K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$262.3K)
(cusip25434V401)✕	4.1K	QoQ 0.00% (+0) YoY +7.08% (+272)	All Managers (Combined)	$262.0K	0.1% ($262.0K/$304.0M)	QoQ 0.00% (+$0) YoY +19.81% (+$43.3K)
TARGET CORP(TGTcusip87612E106)	1.9K	QoQ 0.00% (+0) YoY NEW(+1.9K)	All Managers (Combined)	$261.7K	0.1% ($261.7K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$261.7K)
CRACKER BARREL OLD COUNTRY STORE, INC(CBRLcusip22410J106)	4.8K	QoQ 0.00% (+0) YoY -54.81% (-5.9K)	All Managers (Combined)	$256.0K	0.1% ($256.0K/$304.0M)	QoQ 0.00% (+$0) YoY -67.15% (-$523.4K)
ARES CAPITAL CORP(ARCCcusip04010L103)	11.6K	QoQ 0.00% (+0) YoY NEW(+11.6K)	All Managers (Combined)	$253.5K	0.1% ($253.5K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$253.5K)
(VXFcusip922908652)	1.3K	QoQ 0.00% (+0) YoY -66.18% (-2.6K)	All Managers (Combined)	$253.4K	0.1% ($253.4K/$304.0M)	QoQ 0.00% (+$0) YoY -63.34% (-$438.0K)
Kraft Heinz Co(KHCcusip500754106)	8.2K	QoQ 0.00% (+0) YoY NEW(+8.2K)	All Managers (Combined)	$252.5K	0.1% ($252.5K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$252.5K)
SOUTHERN CO(SOcusip842587107)	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$248.7K	0.1% ($248.7K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$248.7K)
(cusip132061201)✕	3.6K	QoQ -17.12% (-750) YoY -5.22% (-200)	All Managers (Combined)	$248.5K	0.1% ($248.5K/$304.0M)	QoQ -17.12% (-$51.4K) YoY -11.43% (-$32.1K)
(cusip46428Q109)✕	9.4K	QoQ 0.00% (+0) YoY -11.97% (-1.3K)	All Managers (Combined)	$246.7K	0.1% ($246.7K/$304.0M)	QoQ 0.00% (+$0) YoY +1.87% (-$4.5K)
Viking Therapeutics, Inc.(VKTXcusip92686J106)	6.1K	QoQ 0.00% (+0) YoY -61.44% (-9.7K)	All Managers (Combined)	$244.9K	0.1% ($244.9K/$304.0M)	QoQ 0.00% (+$0) YoY -81.07% (-$1.0M)