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

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BOEING CO

BA|097023105

Shares:1.4K

Value:$244.8K

% of Portfolio:0.1% ($244.8K/$304.0M)

46641Q654

Shares:4.8K

Value:$243.9K

% of Portfolio:0.1% ($243.9K/$304.0M)

MERCADOLIBRE INC

MELI|58733R102

Shares:141

Value:$239.8K

% of Portfolio:0.1% ($239.8K/$304.0M)

OneSpan Inc.

OSPN|68287N100

Shares:12.8K

Value:$237.3K

% of Portfolio:0.1% ($237.3K/$304.0M)

33734H106

Shares:5.4K

Value:$236.9K

% of Portfolio:0.1% ($236.9K/$304.0M)

Krispy Kreme, Inc.

DNUT|50101L106

Shares:23.3K

Value:$231.7K

% of Portfolio:0.1% ($231.7K/$304.0M)

lululemon athletica inc.

LULU|550021109

Shares:601

Value:$229.8K

% of Portfolio:0.1% ($229.8K/$304.0M)

Salesforce, Inc.

CRM|79466L302

Shares:686

Value:$229.3K

% of Portfolio:0.1% ($229.3K/$304.0M)

HSBC HOLDINGS PLC

HSBC|404280406

Shares:4.6K

Value:$229.3K

% of Portfolio:0.1% ($229.3K/$304.0M)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:10.7K

Value:$228.4K

% of Portfolio:0.1% ($228.4K/$304.0M)

Atlassian Corp

TEAM|049468101

Shares:921

Value:$224.2K

% of Portfolio:0.1% ($224.2K/$304.0M)

81369Y209

Shares:1.6K

Value:$222.5K

% of Portfolio:0.1% ($222.5K/$304.0M)

DoubleLine Yield Opportunities Fund

DLY|25862D105

Shares:13.9K

Value:$220.5K

% of Portfolio:0.1% ($220.5K/$304.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:454

Value:$220.5K

% of Portfolio:0.1% ($220.5K/$304.0M)

HONDA MOTOR CO LTD

HMC|438128308

Shares:7.7K

Value:$220.4K

% of Portfolio:0.1% ($220.4K/$304.0M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:3.7K

Value:$216.6K

% of Portfolio:0.1% ($216.6K/$304.0M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:5.0K

Value:$215.5K

% of Portfolio:0.1% ($215.5K/$304.0M)

Leonardo DRS, Inc.

DRS|52661A108

Shares:6.7K

Value:$215.0K

% of Portfolio:0.1% ($215.0K/$304.0M)

COCA COLA CO

KO|191216100

Shares:3.4K

Value:$213.1K

% of Portfolio:0.1% ($213.1K/$304.0M)

BANK OF MONTREAL /CAN/

BMO|063671101

Shares:2.2K

Value:$212.1K

% of Portfolio:0.1% ($212.1K/$304.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BOEING CO(BAcusip097023105)	1.4K	QoQ -3.21% (-46) YoY NEW(+1.4K)	All Managers (Combined)	$244.8K	0.1% ($244.8K/$304.0M)	QoQ -3.21% (-$8.1K) YoY NEW(+$244.8K)
(cusip46641Q654)✕	4.8K	QoQ 0.00% (+0) YoY -4.46% (-225)	All Managers (Combined)	$243.9K	0.1% ($243.9K/$304.0M)	QoQ 0.00% (+$0) YoY -4.52% (-$11.6K)
MERCADOLIBRE INC(MELIcusip58733R102)	141	QoQ 0.00% (+0) YoY NEW(+141)	All Managers (Combined)	$239.8K	0.1% ($239.8K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$239.8K)
OneSpan Inc.(OSPNcusip68287N100)	12.8K	QoQ 0.00% (+0) YoY NEW(+12.8K)	All Managers (Combined)	$237.3K	0.1% ($237.3K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$237.3K)
(cusip33734H106)✕	5.4K	QoQ 0.00% (+0) YoY -20.45% (-1.4K)	All Managers (Combined)	$236.9K	0.1% ($236.9K/$304.0M)	QoQ 0.00% (+$0) YoY -17.80% (-$51.3K)
Krispy Kreme, Inc.(DNUTcusip50101L106)	23.3K	QoQ 0.00% (+0) YoY NEW(+23.3K)	All Managers (Combined)	$231.7K	0.1% ($231.7K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$231.7K)
lululemon athletica inc.(LULUcusip550021109)	601	QoQ 0.00% (+0) YoY NEW(+601)	All Managers (Combined)	$229.8K	0.1% ($229.8K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$229.8K)
Salesforce, Inc.(CRMcusip79466L302)	686	QoQ 0.00% (+0) YoY -15.82% (-129)	All Managers (Combined)	$229.3K	0.1% ($229.3K/$304.0M)	QoQ 0.00% (+$0) YoY -6.56% (-$16.1K)
HSBC HOLDINGS PLC(HSBCcusip404280406)	4.6K	QoQ 0.00% (+0) YoY NEW(+4.6K)	All Managers (Combined)	$229.3K	0.1% ($229.3K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$229.3K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	10.7K	QoQ 0.00% (+0) YoY -60.44% (-16.3K)	All Managers (Combined)	$228.4K	0.1% ($228.4K/$304.0M)	QoQ 0.00% (+$0) YoY -52.37% (-$251.1K)
Atlassian Corp(TEAMcusip049468101)	921	QoQ 0.00% (+0) YoY NEW(+921)	All Managers (Combined)	$224.2K	0.1% ($224.2K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$224.2K)
(cusip81369Y209)✕	1.6K	QoQ 0.00% (+0) YoY -12.40% (-229)	All Managers (Combined)	$222.5K	0.1% ($222.5K/$304.0M)	QoQ 0.00% (+$0) YoY -18.43% (-$50.3K)
DoubleLine Yield Opportunities Fund(DLYcusip25862D105)	13.9K	QoQ 0.00% (+0) YoY +17.59% (+2.1K)	All Managers (Combined)	$220.5K	0.1% ($220.5K/$304.0M)	QoQ 0.00% (+$0) YoY +16.78% (+$31.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	454	QoQ 0.00% (+0) YoY -0.65% (-3)	All Managers (Combined)	$220.5K	0.1% ($220.5K/$304.0M)	QoQ 0.00% (+$0) YoY +6.06% (-$12.6K)
HONDA MOTOR CO LTD(HMCcusip438128308)	7.7K	QoQ 0.00% (-0) YoY NEW(+7.7K)	All Managers (Combined)	$220.4K	0.1% ($220.4K/$304.0M)	QoQ 0.00% (-$1) YoY NEW(+$220.4K)
ALLIANT ENERGY CORP(LNTcusip018802108)	3.7K	QoQ 0.00% (+0) YoY NEW(+3.7K)	All Managers (Combined)	$216.6K	0.1% ($216.6K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$216.6K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	5.0K	QoQ 0.00% (+0) YoY NEW(+5.0K)	All Managers (Combined)	$215.5K	0.1% ($215.5K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$215.5K)
Leonardo DRS, Inc.(DRScusip52661A108)	6.7K	QoQ 0.00% (+0) YoY NEW(+6.7K)	All Managers (Combined)	$215.0K	0.1% ($215.0K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$215.0K)
COCA COLA CO(KOcusip191216100)	3.4K	QoQ 0.00% (+0) YoY -5.85% (-213)	All Managers (Combined)	$213.1K	0.1% ($213.1K/$304.0M)	QoQ 0.00% (+$0) YoY -4.20% (-$9.4K)
BANK OF MONTREAL /CAN/(BMOcusip063671101)	2.2K	QoQ 0.00% (+0) YoY NEW(+2.2K)	All Managers (Combined)	$212.1K	0.1% ($212.1K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$212.1K)