$201 Million is the total value of Total Clarity Wealth Management, Inc.'s 212 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDSB | Exit | PDS BIOTECHNOLOGY CORP | $0 | – | -14,362 | -100.0% | -0.05% | – |
| TMUS | Exit | T-MOBILE US INC | $0 | – | -1,398 | -100.0% | -0.11% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -379 | -100.0% | -0.11% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -3,427 | -100.0% | -0.12% | – |
| USRT | Exit | ISHARES TRcre u s reit etf | $0 | – | -4,495 | -100.0% | -0.12% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -4,892 | -100.0% | -0.12% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -2,495 | -100.0% | -0.13% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -3,240 | -100.0% | -0.14% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -2,268 | -100.0% | -0.15% | – |
| HAS | Exit | HASBRO INC | $0 | – | -5,471 | -100.0% | -0.16% | – |
| MDC | Exit | M D C HLDGS INC | $0 | – | -10,745 | -100.0% | -0.23% | – |
| VNO | Exit | VORNADO RLTY TRsh ben int | $0 | – | -27,413 | -100.0% | -0.23% | – |
| Exit | SL GREEN RLTY CORP | $0 | – | -19,068 | -100.0% | -0.24% | – | |
| BXP | Exit | BOSTON PROPERTIES INC | $0 | – | -9,212 | -100.0% | -0.27% | – |
| BZH | Exit | BEAZER HOMES USA INC | $0 | – | -47,185 | -100.0% | -0.41% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -23,653 | -100.0% | -0.61% | – |
| DTH | Exit | WISDOMTREE TRitl high div fd | $0 | – | -40,917 | -100.0% | -0.84% | – |
| DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -19,399 | -100.0% | -0.87% | – |
| REGL | Exit | PROSHARES TRs&p mdcp 400 div | $0 | – | -28,249 | -100.0% | -1.08% | – |
| FHN | Exit | FIRST HORIZON CORPORATION | $0 | – | -120,100 | -100.0% | -1.16% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -46,781 | -100.0% | -1.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 16 | Q3 2023 | 3.2% |
| APPLE INC | 16 | Q3 2023 | 2.8% |
| FIRST TR MORNINGSTAR DIV LEA | 16 | Q3 2023 | 2.9% |
| PROSHARES TR | 16 | Q3 2023 | 4.7% |
| SPDR SP 500 ETF TR | 16 | Q3 2023 | 2.8% |
| BRISTOLMYERS SQUIBB CO | 16 | Q3 2023 | 2.3% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 2.2% |
| ALPHABET INC | 16 | Q3 2023 | 1.9% |
| JP MORGAN EXCHANGE TRADED FD | 16 | Q3 2023 | 1.8% |
| ISHARES TR | 16 | Q3 2023 | 1.2% |
View Total Clarity Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-03 |
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.