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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464287226

Shares:2.2K

Value:$210.8K

% of Portfolio:0.1% ($210.8K/$304.0M)

PENN Entertainment, Inc.

PENN|707569109

Shares:10.6K

Value:$210.5K

% of Portfolio:0.1% ($210.5K/$304.0M)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:613

Value:$210.1K

% of Portfolio:0.1% ($210.1K/$304.0M)

464285204

Shares:4.2K

Value:$209.9K

% of Portfolio:0.1% ($209.9K/$304.0M)

FORRESTER RESEARCH, INC.

FORR|346563109

Shares:13.3K

Value:$208.8K

% of Portfolio:0.1% ($208.8K/$304.0M)

BP PLC

BP|055622104

Shares:7.0K

Value:$208.4K

% of Portfolio:0.1% ($208.4K/$304.0M)

GE Vernova Inc.

GEV|36828A101

Shares:624

Value:$205.3K

% of Portfolio:0.1% ($205.3K/$304.0M)

78464A631

Shares:1.2K

Value:$204.3K

% of Portfolio:0.1% ($204.3K/$304.0M)

NISOURCE INC.

NI|65473P105

Shares:5.5K

Value:$204.0K

% of Portfolio:0.1% ($204.0K/$304.0M)

Morgan Stanley Direct Lending Fund

MSDL|61774A103

Shares:9.9K

Value:$203.7K

% of Portfolio:0.1% ($203.7K/$304.0M)

TITAN INTERNATIONAL INC

TWI|88830M102

Shares:28.5K

Value:$193.3K

% of Portfolio:0.1% ($193.3K/$304.0M)

O-I Glass, Inc. /DE/

OI|67098H104

Shares:15.2K

Value:$165.3K

% of Portfolio:0.1% ($165.3K/$304.0M)

Portillo's Inc.

PTLO|73642K106

Shares:17.5K

Value:$164.1K

% of Portfolio:0.1% ($164.1K/$304.0M)

EVERSPIN TECHNOLOGIES INC.

MRAM|30041T104

Shares:25.3K

Value:$161.8K

% of Portfolio:0.1% ($161.8K/$304.0M)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:16.4K

Value:$153.7K

% of Portfolio:0.1% ($153.7K/$304.0M)

Arhaus, Inc.

ARHS|04035M102

Shares:14.9K

Value:$139.6K

% of Portfolio:0.0% ($139.6K/$304.0M)

Lucid Group, Inc.

LCID|549498103

Shares:42.8K

Value:$129.1K

% of Portfolio:0.0% ($129.1K/$304.0M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:11.3K

Value:$127.7K

% of Portfolio:0.0% ($127.7K/$304.0M)

HERTZ GLOBAL HOLDINGS, INC

HTZ|42806J700

Shares:32.6K

Value:$119.2K

% of Portfolio:0.0% ($119.2K/$304.0M)

FS Credit Opportunities Corp.

FSCO|30290Y101

Shares:16.5K

Value:$112.6K

% of Portfolio:0.0% ($112.6K/$304.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287226)✕	2.2K	QoQ 0.00% (+0) YoY -64.30% (-3.9K)	All Managers (Combined)	$210.8K	0.1% ($210.8K/$304.0M)	QoQ 0.00% (+$0) YoY -64.68% (-$386.0K)
PENN Entertainment, Inc.(PENNcusip707569109)	10.6K	QoQ 0.00% (+0) YoY -81.25% (-46.1K)	All Managers (Combined)	$210.5K	0.1% ($210.5K/$304.0M)	QoQ 0.00% (+$0) YoY -79.60% (-$821.5K)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	613	QoQ 0.00% (+0) YoY -33.65% (-311)	All Managers (Combined)	$210.1K	0.1% ($210.1K/$304.0M)	QoQ 0.00% (+$0) YoY -21.75% (-$58.4K)
(cusip464285204)✕	4.2K	QoQ 0.00% (+0) YoY NEW(+4.2K)	All Managers (Combined)	$209.9K	0.1% ($209.9K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$209.9K)
FORRESTER RESEARCH, INC.(FORRcusip346563109)	13.3K	QoQ 0.00% (+0) YoY -9.50% (-1.4K)	All Managers (Combined)	$208.8K	0.1% ($208.8K/$304.0M)	QoQ 0.00% (+$0) YoY -34.22% (-$108.7K)
BP PLC(BPcusip055622104)	7.0K	QoQ 0.00% (+0) YoY NEW(+7.0K)	All Managers (Combined)	$208.4K	0.1% ($208.4K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$208.4K)
GE Vernova Inc.(GEVcusip36828A101)	624	QoQ 0.00% (+0) YoY NEW(+624)	All Managers (Combined)	$205.3K	0.1% ($205.3K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$205.3K)
(cusip78464A631)✕	1.2K	QoQ 0.00% (+0) YoY NEW(+1.2K)	All Managers (Combined)	$204.3K	0.1% ($204.3K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$204.3K)
NISOURCE INC.(NIcusip65473P105)	5.5K	QoQ 0.00% (+0) YoY NEW(+5.5K)	All Managers (Combined)	$204.0K	0.1% ($204.0K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$204.0K)
Morgan Stanley Direct Lending Fund(MSDLcusip61774A103)	9.9K	QoQ 0.00% (+0) YoY NEW(+9.9K)	All Managers (Combined)	$203.7K	0.1% ($203.7K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$203.7K)
TITAN INTERNATIONAL INC(TWIcusip88830M102)	28.5K	QoQ 0.00% (+0) YoY +66.28% (-11.3K)	All Managers (Combined)	$193.3K	0.1% ($193.3K/$304.0M)	QoQ 0.00% (+$0) YoY -9.38% (-$20.0K)
O-I Glass, Inc. /DE/(OIcusip67098H104)	15.2K	QoQ 0.00% (+0) YoY +28.70% (-3.4K)	All Managers (Combined)	$165.3K	0.1% ($165.3K/$304.0M)	QoQ 0.00% (+$0) YoY -15.90% (-$31.3K)
Portillo's Inc.(PTLOcusip73642K106)	17.5K	QoQ -0.49% (-87) YoY -80.64% (-72.7K)	All Managers (Combined)	$164.1K	0.1% ($164.1K/$304.0M)	QoQ -0.49% (-$817) YoY -87.17% (-$1.1M)
EVERSPIN TECHNOLOGIES INC.(MRAMcusip30041T104)	25.3K	QoQ 0.00% (+0) YoY -67.37% (-52.3K)	All Managers (Combined)	$161.8K	0.1% ($161.8K/$304.0M)	QoQ 0.00% (+$0) YoY -73.67% (-$452.8K)
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	16.4K	QoQ 0.00% (+0) YoY NEW(+16.4K)	All Managers (Combined)	$153.7K	0.1% ($153.7K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$153.7K)
Arhaus, Inc.(ARHScusip04035M102)	14.9K	QoQ 0.00% (+0) YoY NEW(+14.9K)	All Managers (Combined)	$139.6K	0.0% ($139.6K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$139.6K)
Lucid Group, Inc.(LCIDcusip549498103)	42.8K	QoQ 0.00% (+0) YoY NEW(+42.8K)	All Managers (Combined)	$129.1K	0.0% ($129.1K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$129.1K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	11.3K	QoQ 0.00% (+0) YoY -13.76% (-1.8K)	All Managers (Combined)	$127.7K	0.0% ($127.7K/$304.0M)	QoQ 0.00% (+$0) YoY -12.12% (-$17.6K)
HERTZ GLOBAL HOLDINGS, INC(HTZcusip42806J700)	32.6K	QoQ 0.00% (+0) YoY NEW(+32.6K)	All Managers (Combined)	$119.2K	0.0% ($119.2K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$119.2K)
FS Credit Opportunities Corp.(FSCOcusip30290Y101)	16.5K	QoQ 0.00% (+0) YoY NEW(+16.5K)	All Managers (Combined)	$112.6K	0.0% ($112.6K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$112.6K)