Total-Clarity-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  "OI",
  "JWN",
  "PTLO",
  "RGEN",
  null,
  null,
  "AAL",
  null,
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  null,
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  null,
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  null,
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  "CAT",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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]

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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Broadcom Inc.

AVGO|11135F101

Shares:1.8K

Value:$410.6K

% of Portfolio:0.1% ($410.6K/$304.0M)

33738D879

Shares:16.3K

Value:$395.2K

% of Portfolio:0.1% ($395.2K/$304.0M)

33741X102

Shares:11.0K

Value:$393.8K

% of Portfolio:0.1% ($393.8K/$304.0M)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:11.7K

Value:$393.5K

% of Portfolio:0.1% ($393.5K/$304.0M)

46137V233

Shares:7.9K

Value:$393.4K

% of Portfolio:0.1% ($393.4K/$304.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.8K

Value:$392.5K

% of Portfolio:0.1% ($392.5K/$304.0M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:751

Value:$392.0K

% of Portfolio:0.1% ($392.0K/$304.0M)

Kimbell Royalty Partners, LP

KRP|49435R102

Shares:24.0K

Value:$389.5K

% of Portfolio:0.1% ($389.5K/$304.0M)

97717X669

Shares:4.8K

Value:$388.3K

% of Portfolio:0.1% ($388.3K/$304.0M)

Energy Transfer LP

ET|29273V100

Shares:19.6K

Value:$384.6K

% of Portfolio:0.1% ($384.6K/$304.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.3K

Value:$377.8K

% of Portfolio:0.1% ($377.8K/$304.0M)

Constellation Energy Corp

CEG|21037T109

Shares:1.6K

Value:$366.7K

% of Portfolio:0.1% ($366.7K/$304.0M)

NORDSTROM INC

JWN|655664100

Shares:15.2K

Value:$366.0K

% of Portfolio:0.1% ($366.0K/$304.0M)

CHEVRON CORP

CVX|166764100

Shares:2.5K

Value:$364.6K

% of Portfolio:0.1% ($364.6K/$304.0M)

EXELON CORP

EXC|30161N101

Shares:9.6K

Value:$360.6K

% of Portfolio:0.1% ($360.6K/$304.0M)

HP INC

HPQ|40434L105

Shares:11.0K

Value:$360.4K

% of Portfolio:0.1% ($360.4K/$304.0M)

92204A306

VDE|92204A306

Shares:3.0K

Value:$360.0K

% of Portfolio:0.1% ($360.0K/$304.0M)

Trade Desk, Inc.

TTD|88339J105

Shares:2.9K

Value:$346.4K

% of Portfolio:0.1% ($346.4K/$304.0M)

808524102

SCHB|808524102

Shares:15.2K

Value:$344.8K

% of Portfolio:0.1% ($344.8K/$304.0M)

37954Y673

Shares:8.5K

Value:$343.0K

% of Portfolio:0.1% ($343.0K/$304.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	1.8K	QoQ 0.00% (+0) YoY +798.98% (+1.6K)	All Managers (Combined)	$410.6K	0.1% ($410.6K/$304.0M)	QoQ 0.00% (+$0) YoY +57.11% (+$149.3K)
(cusip33738D879)✕	16.3K	QoQ 0.00% (+0) YoY NEW(+16.3K)	All Managers (Combined)	$395.2K	0.1% ($395.2K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$395.2K)
(cusip33741X102)✕	11.0K	QoQ 0.00% (+0) YoY NEW(+11.0K)	All Managers (Combined)	$393.8K	0.1% ($393.8K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$393.8K)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	11.7K	QoQ 0.00% (+0) YoY +12.81% (+1.3K)	All Managers (Combined)	$393.5K	0.1% ($393.5K/$304.0M)	QoQ 0.00% (+$0) YoY +29.94% (+$90.7K)
(cusip46137V233)✕	7.9K	QoQ 0.00% (+0) YoY NEW(+7.9K)	All Managers (Combined)	$393.4K	0.1% ($393.4K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$393.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.8K	QoQ 0.00% (+0) YoY +0.79% (+14)	All Managers (Combined)	$392.5K	0.1% ($392.5K/$304.0M)	QoQ 0.00% (+$0) YoY +15.99% (+$54.1K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	751	QoQ -4.81% (-38) YoY +15.00% (+98)	All Managers (Combined)	$392.0K	0.1% ($392.0K/$304.0M)	QoQ -4.81% (-$19.8K) YoY +50.41% (+$131.4K)
Kimbell Royalty Partners, LP(KRPcusip49435R102)	24.0K	QoQ -7.69% (-2.0K) YoY -7.69% (-2.0K)	All Managers (Combined)	$389.5K	0.1% ($389.5K/$304.0M)	QoQ -7.69% (-$32.5K) YoY -3.46% (-$14.0K)
(cusip97717X669)✕	4.8K	QoQ 0.00% (+0) YoY +0.54% (+26)	All Managers (Combined)	$388.3K	0.1% ($388.3K/$304.0M)	QoQ 0.00% (+$0) YoY +6.80% (+$24.7K)
Energy Transfer LP(ETcusip29273V100)	19.6K	QoQ 0.00% (+0) YoY +15.78% (+2.7K)	All Managers (Combined)	$384.6K	0.1% ($384.6K/$304.0M)	QoQ 0.00% (+$0) YoY +44.19% (+$117.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.3K	QoQ 0.00% (+0) YoY -7.92% (-194)	All Managers (Combined)	$377.8K	0.1% ($377.8K/$304.0M)	QoQ 0.00% (+$0) YoY -4.85% (-$19.3K)
Constellation Energy Corp(CEGcusip21037T109)	1.6K	QoQ 0.00% (+0) YoY +24.35% (+321)	All Managers (Combined)	$366.7K	0.1% ($366.7K/$304.0M)	QoQ 0.00% (+$0) YoY +50.47% (+$123.0K)
NORDSTROM INC(JWNcusip655664100)	15.2K	QoQ 0.00% (+0) YoY NEW(+15.2K)	All Managers (Combined)	$366.0K	0.1% ($366.0K/$304.0M)	QoQ 0.00% (+$0) YoY NEW(+$366.0K)
CHEVRON CORP(CVXcusip166764100)	2.5K	QoQ 0.00% (+0) YoY -22.98% (-751)	All Managers (Combined)	$364.6K	0.1% ($364.6K/$304.0M)	QoQ 0.00% (+$0) YoY -29.27% (-$150.9K)
EXELON CORP(EXCcusip30161N101)	9.6K	QoQ 0.00% (+0) YoY +41.54% (+2.8K)	All Managers (Combined)	$360.6K	0.1% ($360.6K/$304.0M)	QoQ 0.00% (+$0) YoY +41.81% (+$106.3K)
HP INC(HPQcusip40434L105)	11.0K	QoQ 0.00% (+0) YoY +51.84% (+3.8K)	All Managers (Combined)	$360.4K	0.1% ($360.4K/$304.0M)	QoQ 0.00% (+$0) YoY +63.95% (+$140.6K)
(VDEcusip92204A306)	3.0K	QoQ 0.00% (+0) YoY -32.12% (-1.4K)	All Managers (Combined)	$360.0K	0.1% ($360.0K/$304.0M)	QoQ 0.00% (+$0) YoY -37.46% (-$215.6K)
Trade Desk, Inc.(TTDcusip88339J105)	2.9K	QoQ 0.00% (+0) YoY +0.89% (+26)	All Managers (Combined)	$346.4K	0.1% ($346.4K/$304.0M)	QoQ 0.00% (+$0) YoY +35.63% (+$91.0K)
(SCHBcusip808524102)	15.2K	QoQ 0.00% (+0) YoY +177.83% (+9.7K)	All Managers (Combined)	$344.8K	0.1% ($344.8K/$304.0M)	QoQ 0.00% (+$0) YoY +3.29% (+$11.0K)
(cusip37954Y673)✕	8.5K	QoQ 0.00% (+0) YoY -12.00% (-1.2K)	All Managers (Combined)	$343.0K	0.1% ($343.0K/$304.0M)	QoQ 0.00% (+$0) YoY -10.68% (-$41.0K)