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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808524805

SCHF|808524805

Shares:28.6K

Value:$529.7K

% of Portfolio:0.2% ($529.7K/$304.0M)

VISA INC.

V|92826C839

Shares:1.7K

Value:$527.1K

% of Portfolio:0.2% ($527.1K/$304.0M)

ServiceNow, Inc.

NOW|81762P102

Shares:491

Value:$520.5K

% of Portfolio:0.2% ($520.5K/$304.0M)

46654Q716

Shares:9.9K

Value:$516.7K

% of Portfolio:0.2% ($516.7K/$304.0M)

Alphabet Inc.

GOOG|02079K107

Shares:2.6K

Value:$504.4K

% of Portfolio:0.2% ($504.4K/$304.0M)

19762B202

Shares:17.0K

Value:$503.7K

% of Portfolio:0.2% ($503.7K/$304.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:4.3K

Value:$488.9K

% of Portfolio:0.2% ($488.9K/$304.0M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.2K

Value:$488.1K

% of Portfolio:0.2% ($488.1K/$304.0M)

97717W315

Shares:12.0K

Value:$484.2K

% of Portfolio:0.2% ($484.2K/$304.0M)

14020V108

Shares:13.8K

Value:$483.5K

% of Portfolio:0.2% ($483.5K/$304.0M)

72201R627

Shares:9.3K

Value:$475.3K

% of Portfolio:0.2% ($475.3K/$304.0M)

464287168

DVY|464287168

Shares:3.6K

Value:$474.6K

% of Portfolio:0.2% ($474.6K/$304.0M)

74347B698

Shares:6.8K

Value:$458.4K

% of Portfolio:0.2% ($458.4K/$304.0M)

09789C788

Shares:8.8K

Value:$443.5K

% of Portfolio:0.1% ($443.5K/$304.0M)

46138E784

Shares:22.1K

Value:$438.6K

% of Portfolio:0.1% ($438.6K/$304.0M)

922908751

VB|922908751

Shares:1.8K

Value:$434.1K

% of Portfolio:0.1% ($434.1K/$304.0M)

46137V472

Shares:4.3K

Value:$424.8K

% of Portfolio:0.1% ($424.8K/$304.0M)

CAVA GROUP, INC.

CAVA|148929102

Shares:3.8K

Value:$424.5K

% of Portfolio:0.1% ($424.5K/$304.0M)

REPLIGEN CORP

RGEN|759916109

Shares:2.9K

Value:$423.2K

% of Portfolio:0.1% ($423.2K/$304.0M)

464287630

IWN|464287630

Shares:2.6K

Value:$423.0K

% of Portfolio:0.1% ($423.0K/$304.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHFcusip808524805)	28.6K	QoQ 0.00% (+0) YoY +80.00% (-12.7K)	All Managers (Combined)	$529.7K	0.2% ($529.7K/$304.0M)	QoQ 0.00% (+$0) YoY -14.65% (-$91.0K)
VISA INC.(Vcusip92826C839)	1.7K	QoQ 0.00% (+0) YoY -4.63% (-81)	All Managers (Combined)	$527.1K	0.2% ($527.1K/$304.0M)	QoQ 0.00% (+$0) YoY +7.98% (-$39.0K)
ServiceNow, Inc.(NOWcusip81762P102)	491	QoQ 0.00% (+0) YoY +49.24% (+162)	All Managers (Combined)	$520.5K	0.2% ($520.5K/$304.0M)	QoQ 0.00% (+$0) YoY +107.51% (+$269.7K)
(cusip46654Q716)✕	9.9K	QoQ 0.00% (+0) YoY NEW(+9.9K)	All Managers (Combined)	$516.7K	0.2% ($516.7K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$516.7K)
Alphabet Inc.(GOOGcusip02079K107)	2.6K	QoQ 0.00% (+0) YoY -2.35% (-64)	All Managers (Combined)	$504.4K	0.2% ($504.4K/$304.0M)	QoQ 0.00% (+$0) YoY +22.09% (-$91.3K)
(cusip19762B202)✕	17.0K	QoQ 0.00% (+0) YoY +8.70% (+1.4K)	All Managers (Combined)	$503.7K	0.2% ($503.7K/$304.0M)	QoQ 0.00% (+$0) YoY +3.46% (+$16.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	4.3K	QoQ -2.26% (-100) YoY -4.84% (-220)	All Managers (Combined)	$488.9K	0.2% ($488.9K/$304.0M)	QoQ -2.26% (-$11.3K) YoY -5.28% (-$27.3K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.2K	QoQ -2.02% (-25) YoY -8.66% (-115)	All Managers (Combined)	$488.1K	0.2% ($488.1K/$304.0M)	QoQ -2.02% (-$10.1K) YoY -12.01% (-$66.6K)
(cusip97717W315)✕	12.0K	QoQ 0.00% (+0) YoY +5.80% (+656)	All Managers (Combined)	$484.2K	0.2% ($484.2K/$304.0M)	QoQ 0.00% (+$0) YoY +2.39% (+$11.3K)
(cusip14020V108)✕	13.8K	QoQ -13.72% (-2.2K) YoY +40.83% (+4.0K)	All Managers (Combined)	$483.5K	0.2% ($483.5K/$304.0M)	QoQ -13.72% (-$76.9K) YoY +58.04% (+$177.6K)
(cusip72201R627)✕	9.3K	QoQ -1.78% (-169) YoY NEW(+9.3K)	All Managers (Combined)	$475.3K	0.2% ($475.3K/$304.0M)	QoQ -1.78% (-$8.6K) YoY NEW(+$475.3K)
(DVYcusip464287168)	3.6K	QoQ 0.00% (+0) YoY -22.07% (-1.0K)	All Managers (Combined)	$474.6K	0.2% ($474.6K/$304.0M)	QoQ 0.00% (+$0) YoY -16.93% (-$96.8K)
(cusip74347B698)✕	6.8K	QoQ 0.00% (+0) YoY -6.75% (-491)	All Managers (Combined)	$458.4K	0.2% ($458.4K/$304.0M)	QoQ 0.00% (+$0) YoY -1.43% (-$6.7K)
(cusip09789C788)✕	8.8K	QoQ 0.00% (+0) YoY -11.76% (-1.2K)	All Managers (Combined)	$443.5K	0.1% ($443.5K/$304.0M)	QoQ 0.00% (+$0) YoY -11.99% (-$60.4K)
(cusip46138E784)✕	22.1K	QoQ -1.87% (-422) YoY NEW(+22.1K)	All Managers (Combined)	$438.6K	0.1% ($438.6K/$304.0M)	QoQ -1.87% (-$8.4K) YoY NEW(+$438.6K)
(VBcusip922908751)	1.8K	QoQ 0.00% (+0) YoY +7.04% (+119)	All Managers (Combined)	$434.1K	0.1% ($434.1K/$304.0M)	QoQ 0.00% (+$0) YoY +12.49% (+$48.2K)
(cusip46137V472)✕	4.3K	QoQ 0.00% (+0) YoY +28.27% (+951)	All Managers (Combined)	$424.8K	0.1% ($424.8K/$304.0M)	QoQ 0.00% (+$0) YoY +14.78% (+$54.7K)
CAVA GROUP, INC.(CAVAcusip148929102)	3.8K	QoQ 0.00% (+0) YoY NEW(+3.8K)	All Managers (Combined)	$424.5K	0.1% ($424.5K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$424.5K)
REPLIGEN CORP(RGENcusip759916109)	2.9K	QoQ 0.00% (+0) YoY -4.85% (-150)	All Managers (Combined)	$423.2K	0.1% ($423.2K/$304.0M)	QoQ 0.00% (+$0) YoY -25.53% (-$145.1K)
(IWNcusip464287630)	2.6K	QoQ 0.00% (+0) YoY NEW(+2.6K)	All Managers (Combined)	$423.0K	0.1% ($423.0K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$423.0K)