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 7 of 14
33739Q705
Shares:12.3K
Value:$617.6K
% of Portfolio:0.2% ($617.6K/$304.0M)
Shares:659
Value:$604.0K
% of Portfolio:0.2% ($604.0K/$304.0M)
92189F676
Shares:2.4K
Value:$588.9K
% of Portfolio:0.2% ($588.9K/$304.0M)
46641Q837
Shares:11.2K
Value:$563.6K
% of Portfolio:0.2% ($563.6K/$304.0M)
69374H709
Shares:16.6K
Value:$559.2K
% of Portfolio:0.2% ($559.2K/$304.0M)
46090A887
Shares:11.1K
Value:$557.6K
% of Portfolio:0.2% ($557.6K/$304.0M)
464289438
Shares:2.4K
Value:$556.5K
% of Portfolio:0.2% ($556.5K/$304.0M)
46137V746
Shares:5.5K
Value:$554.7K
% of Portfolio:0.2% ($554.7K/$304.0M)
Shares:7.3K
Value:$553.5K
% of Portfolio:0.2% ($553.5K/$304.0M)
025072877
Shares:5.5K
Value:$533.9K
% of Portfolio:0.2% ($533.9K/$304.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
4.4K | QoQ 0.00% (+0) | All Managers (Combined) | $638.3K | 0.2% ($638.3K/$304.0M) | ||
(cusip33739Q705)✕ | 12.3K | QoQ 0.00% (+0)YoY -5.32% (-692) | All Managers (Combined) | $617.6K | 0.2% ($617.6K/$304.0M) | |
CITIGROUP INC(Ccusip172967424) | 8.7K | QoQ 0.00% (+0) | All Managers (Combined) | $614.5K | 0.2% ($614.5K/$304.0M) | |
3.6K | QoQ 0.00% (+0) | All Managers (Combined) | $612.5K | 0.2% ($612.5K/$304.0M) | ||
MCDONALDS CORP(MCDcusip580135101) | 2.1K | QoQ 0.00% (+0)YoY -5.12% (-114) | All Managers (Combined) | $611.6K | 0.2% ($611.6K/$304.0M) | |
1.0K | QoQ 0.00% (+0) | All Managers (Combined) | $610.4K | 0.2% ($610.4K/$304.0M) | ||
659 | QoQ 0.00% (+0)YoY +13.23% (+77) | All Managers (Combined) | $604.0K | 0.2% ($604.0K/$304.0M) | ||
3.4K | YoY NEW(+3.4K) | All Managers (Combined) | $601.4K | 0.2% ($601.4K/$304.0M) | YoY NEW(+$601.4K) | |
(cusip92189F676)✕ | 2.4K | QoQ 0.00% (+0) | All Managers (Combined) | $588.9K | 0.2% ($588.9K/$304.0M) | |
KKR & Co. Inc.(KKRcusip48251W104) | 3.9K | QoQ 0.00% (+0)YoY -3.69% (-150) | All Managers (Combined) | $578.3K | 0.2% ($578.3K/$304.0M) | |
(cusip46641Q837)✕ | 11.2K | QoQ 0.00% (+0) | All Managers (Combined) | $563.6K | 0.2% ($563.6K/$304.0M) | |
12.7K | QoQ 0.00% (+0) | All Managers (Combined) | $560.9K | 0.2% ($560.9K/$304.0M) | ||
(cusip69374H709)✕ | 16.6K | All Managers (Combined) | $559.2K | 0.2% ($559.2K/$304.0M) | ||
(cusip46090A887)✕ | 11.1K | QoQ -1.52% (-172)YoY NEW(+11.1K) | All Managers (Combined) | $557.6K | 0.2% ($557.6K/$304.0M) | YoY NEW(+$557.6K) |
(cusip464289438)✕ | 2.4K | QoQ 0.00% (+0) | All Managers (Combined) | $556.5K | 0.2% ($556.5K/$304.0M) | QoQ 0.00% (+$0) |
(cusip46137V746)✕ | 5.5K | QoQ 0.00% (+0) | All Managers (Combined) | $554.7K | 0.2% ($554.7K/$304.0M) | |
7.3K | QoQ 0.00% (+0)YoY NEW(+7.3K) | All Managers (Combined) | $553.5K | 0.2% ($553.5K/$304.0M) | QoQ 0.00% (+$0)YoY NEW(+$553.5K) | |
SHOPIFY INC.(SHOPcusip82509L107) | 5.1K | QoQ 0.00% (+0) | All Managers (Combined) | $537.7K | 0.2% ($537.7K/$304.0M) | |
2.6K | QoQ 0.00% (+0) | All Managers (Combined) | $536.3K | 0.2% ($536.3K/$304.0M) | ||
(cusip025072877)✕ | 5.5K | QoQ 0.00% (+0) | All Managers (Combined) | $533.9K | 0.2% ($533.9K/$304.0M) |