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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Total-Clarity-Wealth-Management
Data Enrichment
63% identified175 identified102 unidentified
Holdings
277 positions • $304.0M total value
Manager:
Search and click to pin securities to the top
Page 14 of 14
Shares:131.6K
Value:$101.4K
% of Portfolio:0.0% ($101.4K/$304.0M)
Shares:12.1K
Value:$95.3K
% of Portfolio:0.0% ($95.3K/$304.0M)
03940R107
Shares:329
Value:$46.5K
% of Portfolio:0.0% ($46.5K/$304.0M)
20854L108
Shares:163
Value:$17.4K
% of Portfolio:0.0% ($17.4K/$304.0M)
83200N103
Shares:110
Value:$6.2K
% of Portfolio:0.0% ($6.2K/$304.0M)
45332Y109
Shares:80
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$304.0M)
05368M106
Shares:185
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$304.0M)
032108631
Shares:700
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$304.0M)
550351100
Shares:641
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$304.0M)
29336T100
Shares:57
Value:$803
% of Portfolio:0.0% ($803/$304.0M)
654110303
Shares:43
Value:$51
% of Portfolio:0.0% ($51/$304.0M)
98138J305
Shares:55
Value:$38
% of Portfolio:0.0% ($38/$304.0M)
44951Y201
Shares:12
Value:$13
% of Portfolio:0.0% ($13/$304.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
131.6K | QoQ 0.00% (+0)YoY NEW(+131.6K) | All Managers (Combined) | $101.4K | 0.0% ($101.4K/$304.0M) | QoQ 0.00% (+$0)YoY NEW(+$101.4K) | |
12.1K | QoQ 0.00% (+0)YoY NEW(+12.1K) | All Managers (Combined) | $95.3K | 0.0% ($95.3K/$304.0M) | QoQ 0.00% (+$0)YoY NEW(+$95.3K) | |
NOODLES & Co(NDLScusip65540B105) | 144.0K | QoQ 0.00% (+0)YoY NEW(+144.0K) | All Managers (Combined) | $83.4K | 0.0% ($83.4K/$304.0M) | QoQ 0.00% (+$0)YoY NEW(+$83.4K) |
CEMEX SAB DE CV(CXcusip151290889) | 14.4K | QoQ 0.00% (+0)YoY NEW(+14.4K) | All Managers (Combined) | $81.3K | 0.0% ($81.3K/$304.0M) | QoQ 0.00% (+$0)YoY NEW(+$81.3K) |
6.9K | QoQ 0.00% (+0) | All Managers (Combined) | $61.4K | 0.0% ($61.4K/$304.0M) | ||
(cusip03940R107)✕ | 329 | QoQ NEW(+329) YoY NEW(+329) | All Managers (Combined) | $46.5K | 0.0% ($46.5K/$304.0M) | QoQ NEW(+$46.5K) YoY NEW(+$46.5K) |
EXXON MOBIL CORP(XOMcusip30231G102) | 2.7K | QoQ 0.00% (+0) | All Managers (Combined) | $32.6K | 0.0% ($32.6K/$304.0M) | |
(cusip20854L108)✕ | 163 | QoQ NEW(+163) YoY NEW(+163) | All Managers (Combined) | $17.4K | 0.0% ($17.4K/$304.0M) | QoQ NEW(+$17.4K) YoY NEW(+$17.4K) |
(cusip83200N103)✕ | 110 | QoQ NEW(+110) YoY NEW(+110) | All Managers (Combined) | $6.2K | 0.0% ($6.2K/$304.0M) | QoQ NEW(+$6.2K) YoY NEW(+$6.2K) |
(cusip45332Y109)✕ | 80 | QoQ NEW(+80) YoY NEW(+80) | All Managers (Combined) | $4.1K | 0.0% ($4.1K/$304.0M) | QoQ NEW(+$4.1K) YoY NEW(+$4.1K) |
(cusip05368M106)✕ | 185 | QoQ NEW(+185) YoY NEW(+185) | All Managers (Combined) | $2.3K | 0.0% ($2.3K/$304.0M) | QoQ NEW(+$2.3K) YoY NEW(+$2.3K) |
(cusip032108631)✕ | 700 | QoQ NEW(+700) YoY NEW(+700) | All Managers (Combined) | $1.6K | 0.0% ($1.6K/$304.0M) | QoQ NEW(+$1.6K) YoY NEW(+$1.6K) |
(cusip550351100)✕ | 641 | QoQ NEW(+641) YoY NEW(+641) | All Managers (Combined) | $1.4K | 0.0% ($1.4K/$304.0M) | QoQ NEW(+$1.4K) YoY NEW(+$1.4K) |
(cusip29336T100)✕ | 57 | QoQ NEW(+57) YoY NEW(+57) | All Managers (Combined) | $803 | 0.0% ($803/$304.0M) | QoQ NEW(+$803) YoY NEW(+$803) |
(cusip654110303)✕ | 43 | QoQ NEW(+43) YoY NEW(+43) | All Managers (Combined) | $51 | 0.0% ($51/$304.0M) | QoQ NEW(+$51) YoY NEW(+$51) |
(cusip98138J305)✕ | 55 | QoQ NEW(+55) YoY NEW(+55) | All Managers (Combined) | $38 | 0.0% ($38/$304.0M) | QoQ NEW(+$38) YoY NEW(+$38) |
(cusip44951Y201)✕ | 12 | QoQ NEW(+12) YoY NEW(+12) | All Managers (Combined) | $13 | 0.0% ($13/$304.0M) | QoQ NEW(+$13) YoY NEW(+$13) |