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 4 of 14
14020X104
Shares:44.9K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$304.0M)
78463X871
Shares:42.0K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$304.0M)
46431W838
Shares:24.9K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$304.0M)
33738R845
Shares:43.1K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$304.0M)
82889N848
Shares:31.9K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$304.0M)
74348A467
Shares:12.1K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$304.0M)
69374H857
Shares:24.6K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$304.0M)
46641Q332
Shares:18.4K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$304.0M)
69374H881
Shares:17.8K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$304.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip14020X104)✕ | 44.9K | QoQ -0.18% (-82) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$304.0M) | |
SentinelOne, Inc.(Scusip81730H109) | 58.8K | QoQ 0.00% (+0) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$304.0M) | |
(cusip78463X871)✕ | 42.0K | QoQ -0.75% (-320)YoY NEW(+42.0K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$304.0M) | YoY NEW(+$1.3M) |
| 5.5K | QoQ 0.00% (+0) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$304.0M) | ||
Walmart Inc.(WMTcusip931142103) | 13.9K | QoQ 0.00% (+0) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$304.0M) | |
(cusip46431W838)✕ | 24.9K | QoQ 0.00% (+0) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$304.0M) | |
| 22.5K | QoQ 0.00% (+0) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$304.0M) | ||
(cusip33738R845)✕ | 43.1K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$304.0M) | ||
(cusip82889N848)✕ | 31.9K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$304.0M) | ||
| 56.3K | QoQ 0.00% (+0) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$304.0M) | ||
(cusip74348A467)✕ | 12.1K | QoQ 0.00% (+0)YoY -6.01% (-775) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$304.0M) | |
| 4.1K | QoQ 0.00% (+0)YoY NEW(+4.1K) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$304.0M) | QoQ 0.00% (+$0)YoY NEW(+$1.1M) | |
(cusip69374H857)✕ | 24.6K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$304.0M) | ||
| 1.8K | QoQ 0.00% (+0)YoY +9.77% (+163) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$304.0M) | ||
AbbVie Inc.(ABBVcusip00287Y109) | 6.0K | QoQ 0.00% (+0)YoY +2.07% (-122) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$304.0M) | QoQ 0.00% (+$0) |
(cusip46641Q332)✕ | 18.4K | QoQ 0.00% (+0) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$304.0M) | |
| 30.2K | QoQ 0.00% (+0)YoY -2.59% (-806) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$304.0M) | ||
| 9.5K | QoQ 0.00% (+0)YoY NEW(+9.5K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$304.0M) | QoQ 0.00% (+$0)YoY NEW(+$1.0M) | |
(cusip69374H881)✕ | 17.8K | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$304.0M) | ||
ALLSTATE CORP(ALLcusip020002101) | 5.2K | QoQ 0.00% (+0) | All Managers (Combined) | $998.0K | 0.3% ($998.0K/$304.0M) |