$179 Million is the total value of Total Clarity Wealth Management, Inc.'s 199 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MXIM | New | MAXIM INTEGRATED PRODS INC | $3,159,000 | – | 29,983 | +100.0% | 1.76% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $1,318,000 | – | 38,300 | +100.0% | 0.74% | – |
| KSU | New | KANSAS CITY SOUTHERN | $1,084,000 | – | 3,825 | +100.0% | 0.60% | – |
| SAM | New | BOSTON BEER INCcl a | $728,000 | – | 713 | +100.0% | 0.41% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $548,000 | – | 16,992 | +100.0% | 0.31% | – |
| TWI | New | TITAN INTL INC ILL | $405,000 | – | 47,702 | +100.0% | 0.23% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $383,000 | – | 4,522 | +100.0% | 0.21% | – |
| SQQQ | New | PROSHARES TRultrapro sht qqq | $372,000 | – | 40,650 | +100.0% | 0.21% | – |
| EIX | New | EDISON INTL | $369,000 | – | 6,375 | +100.0% | 0.21% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $356,000 | – | 20,769 | +100.0% | 0.20% | – |
| PBPB | New | POTBELLY CORP | $336,000 | – | 42,507 | +100.0% | 0.19% | – |
| BCEI | New | BONANZA CREEK ENERGY INC | $202,000 | – | 4,285 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 19 | Q2 2024 | 3.2% |
| APPLE INC | 19 | Q2 2024 | 2.8% |
| SPDR SP 500 ETF TR | 19 | Q2 2024 | 2.8% |
| FIRST TR MORNINGSTAR DIV LEA | 19 | Q2 2024 | 2.9% |
| PROSHARES TR | 19 | Q2 2024 | 4.7% |
| ALPHABET INC | 19 | Q2 2024 | 1.9% |
| JOHNSON & JOHNSON | 19 | Q2 2024 | 2.2% |
| ISHARES TR | 19 | Q2 2024 | 1.2% |
| AMGEN INC | 19 | Q2 2024 | 1.5% |
| JP MORGAN EXCHANGE TRADED FD | 19 | Q2 2024 | 1.8% |
View Total Clarity Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-07-26 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-29 |
View Total Clarity Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.