$208 Million is the total value of Total Clarity Wealth Management, Inc.'s 218 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MEAR | ISHARES U S ETF TRblackrock short | $810,110 | -0.2% | 16,264 | 0.0% | 0.39% | -3.2% | |
| IWM | ISHARES TRrussell 2000 etf | $609,470 | -5.6% | 3,448 | 0.0% | 0.29% | -8.4% | |
| RGEN | REPLIGEN CORP | $483,390 | +12.4% | 3,040 | 0.0% | 0.23% | +9.4% | |
| CWENA | CLEARWAY ENERGY INCcl a | $405,372 | -26.2% | 20,350 | 0.0% | 0.20% | -28.6% | |
| LADR | LADDER CAP CORPcl a | $113,267 | -5.4% | 11,040 | 0.0% | 0.06% | -6.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
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.