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 2 of 14
46138G698
Shares:30.8K
Value:$3.0M
% of Portfolio:1.0% ($3.0M/$304.0M)
336917109
Shares:74.7K
Value:$3.0M
% of Portfolio:1.0% ($3.0M/$304.0M)
46138J437
Shares:117.0K
Value:$2.7M
% of Portfolio:0.9% ($2.7M/$304.0M)
14020Y300
Shares:96.1K
Value:$2.6M
% of Portfolio:0.9% ($2.6M/$304.0M)
92790A504
Shares:64.4K
Value:$2.4M
% of Portfolio:0.8% ($2.4M/$304.0M)
46654Q203
Shares:41.8K
Value:$2.4M
% of Portfolio:0.8% ($2.4M/$304.0M)
47103U845
Shares:44.0K
Value:$2.2M
% of Portfolio:0.7% ($2.2M/$304.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 65.3K | QoQ 0.00% (+0) | All Managers (Combined) | $3.3M | 1.1% ($3.3M/$304.0M) | ||
| 94.4K | QoQ 0.00% (+0) | All Managers (Combined) | $3.3M | 1.1% ($3.3M/$304.0M) | ||
| 7.1K | QoQ 0.00% (+0)YoY +9.24% (+603) | All Managers (Combined) | $3.2M | 1.1% ($3.2M/$304.0M) | ||
| 25.0K | QoQ 0.00% (+0) | All Managers (Combined) | $3.2M | 1.0% ($3.2M/$304.0M) | ||
| 14.3K | All Managers (Combined) | $3.2M | 1.0% ($3.2M/$304.0M) | |||
(cusip46138G698)✕ | 30.8K | QoQ -0.79% (-246)YoY NEW(+30.8K) | All Managers (Combined) | $3.0M | 1.0% ($3.0M/$304.0M) | YoY NEW(+$3.0M) |
(cusip336917109)✕ | 74.7K | QoQ 0.00% (+0)YoY -0.51% (-387) | All Managers (Combined) | $3.0M | 1.0% ($3.0M/$304.0M) | |
| 4.8K | QoQ 0.00% (+0) | All Managers (Combined) | $2.8M | 0.9% ($2.8M/$304.0M) | ||
| 15.5K | QoQ 0.00% (+0) | All Managers (Combined) | $2.8M | 0.9% ($2.8M/$304.0M) | ||
(cusip46138J437)✕ | 117.0K | QoQ -0.78% (-932)YoY NEW(+117.0K) | All Managers (Combined) | $2.7M | 0.9% ($2.7M/$304.0M) | YoY NEW(+$2.7M) |
| 21.7K | All Managers (Combined) | $2.7M | 0.9% ($2.7M/$304.0M) | |||
| 81.5K | QoQ 0.00% (+0) | All Managers (Combined) | $2.7M | 0.9% ($2.7M/$304.0M) | ||
| 11.2K | QoQ 0.00% (+0)YoY +1.75% (+194) | All Managers (Combined) | $2.7M | 0.9% ($2.7M/$304.0M) | ||
(cusip14020Y300)✕ | 96.1K | All Managers (Combined) | $2.6M | 0.9% ($2.6M/$304.0M) | ||
| 8.4K | QoQ 0.00% (+0)YoY -3.51% (-307) | All Managers (Combined) | $2.4M | 0.8% ($2.4M/$304.0M) | ||
(cusip92790A504)✕ | 64.4K | QoQ 0.00% (+0) | All Managers (Combined) | $2.4M | 0.8% ($2.4M/$304.0M) | |
| 4.7K | QoQ 0.00% (+0) | All Managers (Combined) | $2.4M | 0.8% ($2.4M/$304.0M) | ||
(cusip46654Q203)✕ | 41.8K | QoQ 0.00% (+0) | All Managers (Combined) | $2.4M | 0.8% ($2.4M/$304.0M) | |
| 9.0K | QoQ 0.00% (+0)YoY -8.73% (-863) | All Managers (Combined) | $2.4M | 0.8% ($2.4M/$304.0M) | ||
(cusip47103U845)✕ | 44.0K | QoQ -0.82% (-365)YoY NEW(+44.0K) | All Managers (Combined) | $2.2M | 0.7% ($2.2M/$304.0M) | YoY NEW(+$2.2M) |