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 3 of 14
46138G508
Shares:102.8K
Value:$2.2M
% of Portfolio:0.7% ($2.2M/$304.0M)
46434V860
Shares:42.6K
Value:$2.1M
% of Portfolio:0.7% ($2.1M/$304.0M)
921932828
Shares:20.1K
Value:$2.1M
% of Portfolio:0.7% ($2.1M/$304.0M)
72201R833
Shares:18.8K
Value:$1.9M
% of Portfolio:0.6% ($1.9M/$304.0M)
25434V799
Shares:61.0K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$304.0M)
26923G707
Shares:69.2K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$304.0M)
46137V498
Shares:21.4K
Value:$1.4M
% of Portfolio:0.5% ($1.4M/$304.0M)
33738D796
Shares:65.8K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$304.0M)
25434V823
Shares:57.0K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$304.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46138G508)✕ | 102.8K | QoQ 0.00% (+0) | All Managers (Combined) | $2.2M | 0.7% ($2.2M/$304.0M) | |
(cusip46434V860)✕ | 42.6K | QoQ 0.00% (+0)YoY +0.61% (+259) | All Managers (Combined) | $2.1M | 0.7% ($2.1M/$304.0M) | QoQ 0.00% (+$0) |
(cusip921932828)✕ | 20.1K | QoQ 0.00% (+0)YoY NEW(+20.1K) | All Managers (Combined) | $2.1M | 0.7% ($2.1M/$304.0M) | QoQ 0.00% (+$0)YoY NEW(+$2.1M) |
| 75.8K | QoQ 0.00% (+0) | All Managers (Combined) | $2.1M | 0.7% ($2.1M/$304.0M) | ||
(cusip72201R833)✕ | 18.8K | All Managers (Combined) | $1.9M | 0.6% ($1.9M/$304.0M) | ||
| 41.9K | QoQ 0.00% (+0) | All Managers (Combined) | $1.7M | 0.6% ($1.7M/$304.0M) | ||
| 3.0K | QoQ 0.00% (+0)YoY +5.55% (+160) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$304.0M) | ||
CATERPILLAR INC(CATcusip149123101) | 4.4K | QoQ 0.00% (+0)YoY -2.30% (-103) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$304.0M) | |
(cusip25434V799)✕ | 61.0K | QoQ 0.00% (+0) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$304.0M) | QoQ 0.00% (+$0) |
(cusip26923G707)✕ | 69.2K | QoQ 0.00% (+0)YoY NEW(+69.2K) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$304.0M) | QoQ 0.00% (+$0)YoY NEW(+$1.6M) |
ONEOK INC /NEW/(OKEcusip682680103) | 15.4K | QoQ 0.00% (+0)YoY -3.49% (-558) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$304.0M) | |
| 28.6K | QoQ 0.00% (+0)YoY NEW(+28.6K) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$304.0M) | QoQ 0.00% (+$0)YoY NEW(+$1.5M) | |
| 15.4K | QoQ 0.00% (+0)YoY -6.05% (-994) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$304.0M) | ||
ENBRIDGE INC(ENBcusip29250N105) | 35.9K | QoQ 0.00% (+0) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$304.0M) | |
HOME DEPOT, INC.(HDcusip437076102) | 3.8K | QoQ 0.00% (+0) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$304.0M) | |
| 12.4K | QoQ 0.00% (+0) | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$304.0M) | ||
(cusip46137V498)✕ | 21.4K | QoQ 0.00% (+0)YoY NEW(+21.4K) | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$304.0M) | QoQ 0.00% (+$0)YoY NEW(+$1.4M) |
| 29.6K | QoQ 0.00% (+0) | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$304.0M) | ||
(cusip33738D796)✕ | 65.8K | QoQ 0.00% (+0)YoY NEW(+65.8K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$304.0M) | QoQ 0.00% (+$0)YoY NEW(+$1.3M) |
(cusip25434V823)✕ | 57.0K | QoQ 0.00% (+0) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$304.0M) |