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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464287309

IVW|464287309

Shares:7.9K

Value:$805.5K

% of Portfolio:0.3% ($805.5K/$304.0M)

Vertiv Holdings Co

VRT|92537N108

Shares:7.0K

Value:$800.0K

% of Portfolio:0.3% ($800.0K/$304.0M)

72201R874

Shares:16.0K

Value:$798.2K

% of Portfolio:0.3% ($798.2K/$304.0M)

INTEL CORP

INTC|458140100

Shares:39.3K

Value:$787.2K

% of Portfolio:0.3% ($787.2K/$304.0M)

Tesla, Inc.

TSLA|88160R101

Shares:1.9K

Value:$752.0K

% of Portfolio:0.2% ($752.0K/$304.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.0K

Value:$720.3K

% of Portfolio:0.2% ($720.3K/$304.0M)

ELI LILLY & Co

LLY|532457108

Shares:933

Value:$720.1K

% of Portfolio:0.2% ($720.1K/$304.0M)

ORACLE CORP

ORCL|68389X105

Shares:4.3K

Value:$718.1K

% of Portfolio:0.2% ($718.1K/$304.0M)

337345102

Shares:3.8K

Value:$716.0K

% of Portfolio:0.2% ($716.0K/$304.0M)

464288752

Shares:6.9K

Value:$715.9K

% of Portfolio:0.2% ($715.9K/$304.0M)

464288729

Shares:5.1K

Value:$715.8K

% of Portfolio:0.2% ($715.8K/$304.0M)

NORTHERN TRUST CORP

NTRS|665859104

Shares:6.8K

Value:$702.1K

% of Portfolio:0.2% ($702.1K/$304.0M)

52468L505

Shares:22.7K

Value:$692.3K

% of Portfolio:0.2% ($692.3K/$304.0M)

25434V880

DFAX|25434V880

Shares:27.8K

Value:$692.2K

% of Portfolio:0.2% ($692.2K/$304.0M)

808524862

Shares:28.5K

Value:$686.8K

% of Portfolio:0.2% ($686.8K/$304.0M)

25434V302

Shares:26.6K

Value:$675.1K

% of Portfolio:0.2% ($675.1K/$304.0M)

ANSYS INC

ANSS|03662Q105

Shares:2.0K

Value:$668.6K

% of Portfolio:0.2% ($668.6K/$304.0M)

STATE STREET CORP

STT|857477103

Shares:6.6K

Value:$650.4K

% of Portfolio:0.2% ($650.4K/$304.0M)

LAKELAND INDUSTRIES INC

LAKE|511795106

Shares:25.4K

Value:$650.0K

% of Portfolio:0.2% ($650.0K/$304.0M)

US BANCORP \DE\

USB|902973304

Shares:13.5K

Value:$645.1K

% of Portfolio:0.2% ($645.1K/$304.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVWcusip464287309)	7.9K	QoQ 0.00% (+0) YoY -6.03% (-510)	All Managers (Combined)	$805.5K	0.3% ($805.5K/$304.0M)	QoQ 0.00% (+$0) YoY +12.97% (-$92.5K)
Vertiv Holdings Co(VRTcusip92537N108)	7.0K	QoQ 0.00% (+0) YoY NEW(+7.0K)	All Managers (Combined)	$800.0K	0.3% ($800.0K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$800.0K)
(cusip72201R874)✕	16.0K	QoQ 0.00% (+0) YoY -34.22% (-8.3K)	All Managers (Combined)	$798.2K	0.3% ($798.2K/$304.0M)	QoQ 0.00% (+$0) YoY -34.30% (-$416.8K)
INTEL CORP(INTCcusip458140100)	39.3K	QoQ 0.00% (+0) YoY +84.29% (-18.0K)	All Managers (Combined)	$787.2K	0.3% ($787.2K/$304.0M)	QoQ 0.00% (+$0) YoY -16.34% (-$153.8K)
Tesla, Inc.(TSLAcusip88160R101)	1.9K	QoQ 0.00% (+0) YoY -19.98% (-465)	All Managers (Combined)	$752.0K	0.2% ($752.0K/$304.0M)	QoQ 0.00% (+$0) YoY +83.82% (-$342.9K)
SPDR GOLD TRUST(GLDcusip78463V107)	3.0K	QoQ 0.00% (+0) YoY -11.32% (-380)	All Managers (Combined)	$720.3K	0.2% ($720.3K/$304.0M)	QoQ 0.00% (+$0) YoY +4.36% (-$30.1K)
ELI LILLY & Co(LLYcusip532457108)	933	QoQ 0.00% (+0) YoY -7.07% (-71)	All Managers (Combined)	$720.1K	0.2% ($720.1K/$304.0M)	QoQ 0.00% (+$0) YoY -7.76% (-$60.6K)
ORACLE CORP(ORCLcusip68389X105)	4.3K	QoQ 0.00% (+0) YoY +27.40% (+927)	All Managers (Combined)	$718.1K	0.2% ($718.1K/$304.0M)	QoQ 0.00% (+$0) YoY +69.02% (+$293.2K)
(cusip337345102)✕	3.8K	QoQ 0.00% (+0) YoY -34.95% (-2.0K)	All Managers (Combined)	$716.0K	0.2% ($716.0K/$304.0M)	QoQ 0.00% (+$0) YoY -35.77% (-$398.9K)
(cusip464288752)✕	6.9K	QoQ 0.00% (+0) YoY -38.55% (-4.3K)	All Managers (Combined)	$715.9K	0.2% ($715.9K/$304.0M)	QoQ 0.00% (+$0) YoY -45.12% (-$588.7K)
(cusip464288729)✕	5.1K	QoQ 0.00% (+0) YoY -40.90% (-3.5K)	All Managers (Combined)	$715.8K	0.2% ($715.8K/$304.0M)	QoQ 0.00% (+$0) YoY -40.25% (-$482.2K)
NORTHERN TRUST CORP(NTRScusip665859104)	6.8K	QoQ 0.00% (+0) YoY +191.48% (+4.5K)	All Managers (Combined)	$702.1K	0.2% ($702.1K/$304.0M)	QoQ 0.00% (+$0) YoY +236.00% (+$493.2K)
(cusip52468L505)✕	22.7K	QoQ 0.00% (+0) YoY +50.26% (+7.6K)	All Managers (Combined)	$692.3K	0.2% ($692.3K/$304.0M)	QoQ 0.00% (+$0) YoY +54.00% (+$242.8K)
(DFAXcusip25434V880)	27.8K	QoQ 0.00% (+0) YoY +10.35% (+2.6K)	All Managers (Combined)	$692.2K	0.2% ($692.2K/$304.0M)	QoQ 0.00% (+$0) YoY +7.84% (+$50.3K)
(cusip808524862)✕	28.5K	QoQ 0.00% (+0) YoY +16.37% (-4.0K)	All Managers (Combined)	$686.8K	0.2% ($686.8K/$304.0M)	QoQ 0.00% (+$0) YoY -41.92% (-$495.8K)
(cusip25434V302)✕	26.6K	QoQ 0.00% (+0) YoY +2.49% (+648)	All Managers (Combined)	$675.1K	0.2% ($675.1K/$304.0M)	QoQ 0.00% (+$0) YoY +5.19% (+$33.3K)
ANSYS INC(ANSScusip03662Q105)	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$668.6K	0.2% ($668.6K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$668.6K)
STATE STREET CORP(STTcusip857477103)	6.6K	QoQ 0.00% (+0) YoY +34.06% (+1.7K)	All Managers (Combined)	$650.4K	0.2% ($650.4K/$304.0M)	QoQ 0.00% (+$0) YoY +70.18% (+$268.2K)
LAKELAND INDUSTRIES INC(LAKEcusip511795106)	25.4K	QoQ 0.00% (+0) YoY NEW(+25.4K)	All Managers (Combined)	$650.0K	0.2% ($650.0K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$650.0K)
US BANCORP \DE\(USBcusip902973304)	13.5K	QoQ 0.00% (+0) YoY +22.75% (+2.5K)	All Managers (Combined)	$645.1K	0.2% ($645.1K/$304.0M)	QoQ 0.00% (+$0) YoY +31.34% (+$154.0K)