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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92189F437

Shares:34.3K

Value:$982.3K

% of Portfolio:0.3% ($982.3K/$304.0M)

KROGER CO

KR|501044101

Shares:15.8K

Value:$967.0K

% of Portfolio:0.3% ($967.0K/$304.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:16.3K

Value:$964.2K

% of Portfolio:0.3% ($964.2K/$304.0M)

14019W109

Shares:39.0K

Value:$961.6K

% of Portfolio:0.3% ($961.6K/$304.0M)

46138E420

Shares:19.7K

Value:$952.7K

% of Portfolio:0.3% ($952.7K/$304.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.9K

Value:$944.4K

% of Portfolio:0.3% ($944.4K/$304.0M)

33738R704

Shares:12.2K

Value:$938.8K

% of Portfolio:0.3% ($938.8K/$304.0M)

921909768

VXUS|921909768

Shares:15.9K

Value:$934.9K

% of Portfolio:0.3% ($934.9K/$304.0M)

14020W106

Shares:26.5K

Value:$934.4K

% of Portfolio:0.3% ($934.4K/$304.0M)

921946794

VYMI|921946794

Shares:13.2K

Value:$895.4K

% of Portfolio:0.3% ($895.4K/$304.0M)

46654Q724

Shares:14.4K

Value:$894.9K

% of Portfolio:0.3% ($894.9K/$304.0M)

46641Q118

Shares:14.8K

Value:$893.9K

% of Portfolio:0.3% ($893.9K/$304.0M)

46137V100

Shares:7.8K

Value:$893.7K

% of Portfolio:0.3% ($893.7K/$304.0M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:3.4K

Value:$889.3K

% of Portfolio:0.3% ($889.3K/$304.0M)

78464A847

Shares:16.2K

Value:$887.8K

% of Portfolio:0.3% ($887.8K/$304.0M)

Mastercard Inc

MA|57636Q104

Shares:1.7K

Value:$874.9K

% of Portfolio:0.3% ($874.9K/$304.0M)

FORD MOTOR CO

F|345370860

Shares:88.1K

Value:$871.8K

% of Portfolio:0.3% ($871.8K/$304.0M)

CONOCOPHILLIPS

COP|20825C104

Shares:8.5K

Value:$842.1K

% of Portfolio:0.3% ($842.1K/$304.0M)

LINDE PLC

LIN|G54950103

Shares:2.0K

Value:$826.9K

% of Portfolio:0.3% ($826.9K/$304.0M)

97717W851

Shares:7.3K

Value:$807.7K

% of Portfolio:0.3% ($807.7K/$304.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189F437)✕	34.3K	QoQ -0.91% (-315) YoY NEW(+34.3K)	All Managers (Combined)	$982.3K	0.3% ($982.3K/$304.0M)	QoQ -0.91% (-$9.0K) YoY NEW(+$982.3K)
KROGER CO(KRcusip501044101)	15.8K	QoQ 0.00% (+0) YoY NEW(+15.8K)	All Managers (Combined)	$967.0K	0.3% ($967.0K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$967.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	16.3K	QoQ 0.00% (+0) YoY +14.33% (+2.0K)	All Managers (Combined)	$964.2K	0.3% ($964.2K/$304.0M)	QoQ 0.00% (+$0) YoY +35.61% (+$253.2K)
(cusip14019W109)✕	39.0K	QoQ 0.00% (+0) YoY -9.81% (-4.2K)	All Managers (Combined)	$961.6K	0.3% ($961.6K/$304.0M)	QoQ 0.00% (+$0) YoY -13.69% (-$152.6K)
(cusip46138E420)✕	19.7K	QoQ 0.00% (+0) YoY NEW(+19.7K)	All Managers (Combined)	$952.7K	0.3% ($952.7K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$952.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.9K	QoQ 0.00% (+0) YoY -16.20% (-361)	All Managers (Combined)	$944.4K	0.3% ($944.4K/$304.0M)	QoQ 0.00% (+$0) YoY -14.31% (-$157.8K)
(cusip33738R704)✕	12.2K	QoQ -0.29% (-36) YoY -52.42% (-13.4K)	All Managers (Combined)	$938.8K	0.3% ($938.8K/$304.0M)	QoQ -0.29% (-$2.8K) YoY -45.56% (-$785.8K)
(VXUScusip921909768)	15.9K	QoQ -5.36% (-900) YoY +58.65% (+5.9K)	All Managers (Combined)	$934.9K	0.3% ($934.9K/$304.0M)	QoQ -5.36% (-$53.0K) YoY +5561.05% (+$918.4K)
(cusip14020W106)✕	26.5K	QoQ 0.00% (+0) YoY +73.86% (+11.3K)	All Managers (Combined)	$934.4K	0.3% ($934.4K/$304.0M)	QoQ 0.00% (+$0) YoY +88.63% (+$439.1K)
(VYMIcusip921946794)	13.2K	QoQ 0.00% (+0) YoY -54.98% (-16.1K)	All Managers (Combined)	$895.4K	0.3% ($895.4K/$304.0M)	QoQ 0.00% (+$0) YoY -55.58% (-$1.1M)
(cusip46654Q724)✕	14.4K	QoQ 0.00% (+0) YoY NEW(+14.4K)	All Managers (Combined)	$894.9K	0.3% ($894.9K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$894.9K)
(cusip46641Q118)✕	14.8K	QoQ -0.95% (-142) YoY NEW(+14.8K)	All Managers (Combined)	$893.9K	0.3% ($893.9K/$304.0M)	QoQ -0.95% (-$8.6K) YoY NEW(+$893.9K)
(cusip46137V100)✕	7.8K	QoQ 0.00% (+0) YoY +31.29% (+1.9K)	All Managers (Combined)	$893.7K	0.3% ($893.7K/$304.0M)	QoQ 0.00% (+$0) YoY +48.30% (+$291.1K)
GENERAL DYNAMICS CORP(GDcusip369550108)	3.4K	QoQ 0.00% (+0) YoY -10.90% (-413)	All Managers (Combined)	$889.3K	0.3% ($889.3K/$304.0M)	QoQ 0.00% (+$0) YoY -16.90% (-$180.9K)
(cusip78464A847)✕	16.2K	QoQ -0.96% (-158) YoY NEW(+16.2K)	All Managers (Combined)	$887.8K	0.3% ($887.8K/$304.0M)	QoQ -0.96% (-$8.6K) YoY NEW(+$887.8K)
Mastercard Inc(MAcusip57636Q104)	1.7K	QoQ 0.00% (+0) YoY -3.03% (-52)	All Managers (Combined)	$874.9K	0.3% ($874.9K/$304.0M)	QoQ 0.00% (+$0) YoY +6.02% (-$49.7K)
FORD MOTOR CO(Fcusip345370860)	88.1K	QoQ 0.00% (+0) YoY +7.29% (-6.0K)	All Managers (Combined)	$871.8K	0.3% ($871.8K/$304.0M)	QoQ 0.00% (+$0) YoY -20.01% (-$218.1K)
CONOCOPHILLIPS(COPcusip20825C104)	8.5K	QoQ 0.00% (+0) YoY NEW(+8.5K)	All Managers (Combined)	$842.1K	0.3% ($842.1K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$842.1K)
LINDE PLC(LINcusipG54950103)	2.0K	QoQ 0.00% (+0) YoY -9.32% (-203)	All Managers (Combined)	$826.9K	0.3% ($826.9K/$304.0M)	QoQ 0.00% (+$0) YoY -18.23% (-$184.4K)
(cusip97717W851)✕	7.3K	QoQ 0.00% (+0) YoY -39.23% (-4.7K)	All Managers (Combined)	$807.7K	0.3% ($807.7K/$304.0M)	QoQ 0.00% (+$0) YoY -38.23% (-$500.0K)