HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 WISDOMTREE TR |
259,726 | -23,774 | $13,062 |
| USFR | 259,726 | -23,774 | $13,062 |
| ISHARES TR (IWF) |
22,311 | +1,184 | $7,520 |
| IWF | 22,311 | +1,184 | $7,520 |
| FIRST TR EXCHNG TRADED FD VI (UCON) |
268,742 | +43,143 | $6,611 |
| UCON | 268,742 | +43,143 | $6,611 |
| INVESCO ACTIVELY MANAGED ETF (VRIG) |
238,862 | +57,341 | $5,993 |
| VRIG | 238,862 | +57,341 | $5,993 |
| INVESCO EXCHNG TRAD SLF INDE |
293,845 | +34,145 | $5,950 |
| BSCW | 293,845 | +34,145 | $5,950 |
 BERKSHIRE HATHAWAY INC DEL |
$5,915 | ||
| BRK.A | 5 | +5 | $3,172 |
| BRK.B | 6,523 | +1,413 | $2,743 |
| SPDR S&P 500 ETF TR (SPY) |
10,937 | +455 | $5,721 |
| SPY | 10,937 | +455 | $5,721 |
| MICROSOFT CORP |
13,429 | +964 | $5,650 |
| MSFT | 13,429 | +964 | $5,650 |
| J P MORGAN EXCHANGE TRADED F (JEPQ) |
94,166 | +19,069 | $5,108 |
| JEPQ | 94,166 | +19,069 | $5,108 |
| APPLE INC |
29,585 | -1,750 | $5,073 |
| AAPL | 29,585 | -1,750 | $5,073 |
| SPDR SER TR (SPYV) |
93,836 | +17,883 | $4,701 |
| SPYV | 93,836 | +17,883 | $4,701 |
| VANGUARD STAR FDS (VXUS) |
$4,130 | ||
| VXUS | 68,214 | +11,851 | $4,113 |
| Call | 10,000 | +10,000 | $17 |
| ISHARES TR (IWP) |
36,150 | +3,252 | $4,126 |
| IWP | 36,150 | +3,252 | $4,126 |
| ALPHABET INC |
26,469 | +4,982 | $3,995 |
| GOOGL | 26,469 | +4,982 | $3,995 |
| PACER FDS TR |
75,710 | +23,510 | $3,722 |
| CALF | 75,710 | +23,510 | $3,722 |
| SCHWAB STRATEGIC TR |
103,015 | -50,329 | $3,668 |
| FNDF | 103,015 | -50,329 | $3,668 |
| INVESCO EXCH TRADED FD TR II (QQQM) |
19,403 | -1,141 | $3,545 |
| QQQM | 19,403 | -1,141 | $3,545 |
| NVIDIA CORPORATION |
3,845 | +237 | $3,474 |
| NVDA | 3,845 | +237 | $3,474 |
| VIRTUS ETF TR II (JOET) |
96,535 | +36,474 | $3,323 |
| JOET | 96,535 | +36,474 | $3,323 |
| ISHARES TR (IVV) |
6,147 | +1,841 | $3,232 |
| IVV | 6,147 | +1,841 | $3,232 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
27,221 | +7,220 | $3,181 |
| VSS | 27,221 | +7,220 | $3,181 |
| AMAZON COM INC |
16,476 | +751 | $2,972 |
| AMZN | 16,476 | +751 | $2,972 |
| DIMENSIONAL ETF TRUST (DFAC) |
91,211 | +83,426 | $2,914 |
| DFAC | 91,211 | +83,426 | $2,914 |
| FIRST TR MORNINGSTAR DIVID L (FDL) |
75,129 | +25 | $2,891 |
| FDL | 75,129 | +25 | $2,891 |
| AMGEN INC |
9,881 | +258 | $2,809 |
| AMGN | 9,881 | +258 | $2,809 |
| DOW INC |
45,138 | -9,142 | $2,615 |
| DOW | 45,138 | -9,142 | $2,615 |
| VANGUARD SCOTTSDALE FDS (VGLT) |
43,898 | +3,525 | $2,601 |
| VGLT | 43,898 | +3,525 | $2,601 |
| CAPITAL GRP FIXED INCM ETF T (CGMS) |
89,745 | +38,903 | $2,427 |
| CGMS | 89,745 | +38,903 | $2,427 |
| CAPITAL SOUTHWEST CORP |
97,160 | +3,100 | $2,425 |
| CSWC | 97,160 | +3,100 | $2,425 |
| INVESCO QQQ TR |
5,278 | +256 | $2,344 |
| QQQ | 5,278 | +256 | $2,344 |
| VERIZON COMMUNICATIONS INC |
55,602 | +778 | $2,333 |
| VZ | 55,602 | +778 | $2,333 |
| VANGUARD INDEX FDS (VTI) |
8,745 | +2,404 | $2,273 |
| VTI | 8,745 | +2,404 | $2,273 |
| JPMORGAN CHASE & CO |
11,041 | +1,773 | $2,212 |
| JPM | 11,041 | +1,773 | $2,212 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
38,666 | +19,822 | $2,172 |
| RDVY | 38,666 | +19,822 | $2,172 |
| MERCK & CO INC |
16,414 | +114 | $2,166 |
| MRK | 16,414 | +114 | $2,166 |
| ISHARES TR (TFLO) |
42,295 | +1,803 | $2,144 |
| TFLO | 42,295 | +1,803 | $2,144 |
| VANGUARD WHITEHALL FDS (VYMI) |
29,301 | -900 | $2,016 |
| VYMI | 29,301 | -900 | $2,016 |
| INVESCO EXCH TRADED FD TR II (BKLN) |
93,529 | +19,482 | $1,978 |
| BKLN | 93,529 | +19,482 | $1,978 |
| ANALOG DEVICES INC |
9,112 | -2,397 | $1,802 |
| ADI | 9,112 | -2,397 | $1,802 |
| VANGUARD TAX MANAGED FDS (VEA) |
35,497 | +6,656 | $1,781 |
| VEA | 35,497 | +6,656 | $1,781 |
| FIRST TR EXCHANGE TRADED FD (AIRR) |
25,614 | +4,044 | $1,725 |
| AIRR | 25,614 | +4,044 | $1,725 |
| BRISTOL MYERS SQUIBB CO |
31,778 | -4,277 | $1,723 |
| BMY | 31,778 | -4,277 | $1,723 |
| SIMPLIFY EXCHANGE TRADED FUN (SPBC) |
50,121 | +50,121 | $1,695 |
| SPBC | 50,121 | +50,121 | $1,695 |
| ISHARES TR (QUAL) |
10,070 | +4,985 | $1,655 |
| QUAL | 10,070 | +4,985 | $1,655 |
| JOHNSON & JOHNSON |
10,431 | -181 | $1,650 |
| JNJ | 10,431 | -181 | $1,650 |
| CATERPILLAR INC |
4,476 | -56 | $1,640 |
| CAT | 4,476 | -56 | $1,640 |
| ENBRIDGE INC |
44,064 | -1,295 | $1,594 |
| ENB | 44,064 | -1,295 | $1,594 |
| DIMENSIONAL ETF TRUST (DFIC) |
58,695 | +2,267 | $1,570 |
| DFIC | 58,695 | +2,267 | $1,570 |
| KINDER MORGAN INC DEL |
82,576 | +723 | $1,514 |
| KMI | 82,576 | +723 | $1,514 |
| MONDELEZ INTL INC |
20,707 | -1,174 | $1,449 |
| MDLZ | 20,707 | -1,174 | $1,449 |
See Full List: All Stocks Held By Total Clarity Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Total Clarity Wealth Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $287,605 At 12/31/2023: $243,931 Total Clarity Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Total Clarity Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |
