Total Clarity Wealth Management

Total Clarity Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Total Clarity Wealth Management

Total Clarity Wealth Management holds 223 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 12.9 $25M 504k 50.27
Ishares U S Etf Tr Blackrock St Mat (NEAR) 2.6 $5.1M 104k 49.27
Microsoft Corporation (MSFT) 2.2 $4.4M 18k 239.81
First Tr Exchange-traded First Tr Enh New (FTSM) 2.1 $4.1M 69k 59.44
Apple (AAPL) 1.9 $3.7M 28k 129.93
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.8 $3.6M 74k 48.24
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.8 $3.5M 71k 50.13
Analog Devices (ADI) 1.7 $3.3M 20k 164.03
Dow (DOW) 1.5 $3.0M 60k 50.39
First Horizon National Corporation (FHN) 1.5 $3.0M 123k 24.50
Bristol Myers Squibb (BMY) 1.5 $2.9M 40k 71.95
Amgen (AMGN) 1.4 $2.8M 11k 262.65
First Tr Morningstar Divid L SHS (FDL) 1.4 $2.8M 76k 36.56
Johnson & Johnson (JNJ) 1.4 $2.8M 16k 176.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $2.6M 6.9k 382.44
Proshares Tr S&p 500 Dv Arist (NOBL) 1.1 $2.2M 25k 89.99
Proshares Tr S&p Mdcp 400 Div (REGL) 1.1 $2.1M 29k 71.55
Merck & Co (MRK) 1.0 $1.9M 18k 110.95
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.9M 21k 88.23
Ishares Tr TRS FLT RT BD (TFLO) 1.0 $1.9M 37k 50.41
Walgreen Boots Alliance (WBA) 0.9 $1.8M 50k 37.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $1.8M 8.2k 214.24
Wisdomtree Tr Us High Dividend (DHS) 0.9 $1.7M 20k 86.06
JPMorgan Chase & Co. (JPM) 0.9 $1.7M 13k 134.10
Wp Carey (WPC) 0.9 $1.7M 21k 78.15
ConocoPhillips (COP) 0.8 $1.7M 14k 118.00
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.6M 4.2k 384.17
Air Products & Chemicals (APD) 0.8 $1.6M 5.3k 308.26
Kinder Morgan (KMI) 0.8 $1.6M 87k 18.08
Mondelez Intl Cl A (MDLZ) 0.8 $1.5M 23k 66.65
Wisdomtree Tr Itl High Div Fd (DTH) 0.8 $1.5M 42k 35.87
UnitedHealth (UNH) 0.7 $1.5M 2.7k 530.08
Virtus Etf Tr Ii Virtus Us Qlty (JOET) 0.7 $1.4M 52k 26.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.4M 7.2k 191.18
American Tower Reit (AMT) 0.7 $1.3M 6.3k 211.86
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.3M 31k 41.97
Intel Corporation (INTC) 0.6 $1.3M 48k 26.43
Starbucks Corporation (SBUX) 0.6 $1.2M 12k 99.20
Amazon (AMZN) 0.6 $1.2M 14k 84.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 3.9k 308.90
Abbvie (ABBV) 0.6 $1.1M 7.1k 161.61
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $1.1M 24k 46.71
Verizon Communications (VZ) 0.5 $1.1M 27k 39.40
Activision Blizzard 0.5 $1.1M 14k 76.55
Beazer Homes Usa Com New (BZH) 0.5 $1.1M 83k 12.76
Oneok (OKE) 0.5 $1.0M 16k 65.70
Albertsons Cos Common Stock (ACI) 0.5 $1.0M 50k 20.74
International Paper Company (IP) 0.5 $1.0M 29k 34.63
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.5 $1.0M 14k 74.95
First Tr Exchange-traded Dorseywrgt Etf (DALI) 0.5 $971k 40k 24.28
Caterpillar (CAT) 0.5 $963k 4.0k 239.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $930k 3.5k 266.27
M.D.C. Holdings (MDC) 0.5 $927k 29k 31.60
Invesco Actively Managed Etf S&p500 Downsid (PHDG) 0.5 $921k 29k 32.28
Pfizer (PFE) 0.5 $909k 18k 51.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $908k 23k 38.98
McDonald's Corporation (MCD) 0.5 $886k 3.4k 263.56
Home Depot (HD) 0.5 $885k 2.8k 315.91
CVS Caremark Corporation (CVS) 0.4 $855k 9.2k 93.19
Dollar General (DG) 0.4 $843k 3.4k 246.23
Altria (MO) 0.4 $839k 18k 45.71
Exxon Mobil Corporation (XOM) 0.4 $838k 7.6k 110.30
Sl Green Realty Corp (SLG) 0.4 $833k 25k 33.72
Linde SHS 0.4 $823k 2.5k 326.19
Cisco Systems (CSCO) 0.4 $811k 17k 47.64
Ishares Tr Rus 1000 Etf (IWB) 0.4 $776k 3.7k 210.52
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.4 $760k 11k 69.07
Hanesbrands (HBI) 0.4 $747k 118k 6.36
Allstate Corporation (ALL) 0.4 $728k 5.4k 135.59
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $710k 9.5k 74.55
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $695k 5.6k 125.11
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $695k 16k 43.92
Abbott Laboratories (ABT) 0.4 $693k 6.3k 109.78
At&t (T) 0.4 $690k 38k 18.41
Novartis Sponsored Adr (NVS) 0.4 $687k 7.6k 90.72
Nxp Semiconductors N V (NXPI) 0.3 $687k 4.3k 158.03
eBay (EBAY) 0.3 $660k 16k 41.47
Vornado Rlty Tr Sh Ben Int (VNO) 0.3 $649k 31k 20.81
Clearway Energy Cl A (CWEN.A) 0.3 $649k 22k 29.92
Ladder Cap Corp Cl A (LADR) 0.3 $648k 65k 10.04
Visa Com Cl A (V) 0.3 $639k 3.1k 207.76
Chevron Corporation (CVX) 0.3 $630k 3.5k 179.50
AFLAC Incorporated (AFL) 0.3 $626k 8.7k 71.94
Wal-Mart Stores (WMT) 0.3 $601k 4.2k 141.78
Ishares Tr Russell 2000 Etf (IWM) 0.3 $596k 3.4k 174.36
Mastercard Incorporated Cl A (MA) 0.3 $583k 1.7k 347.64
Procter & Gamble Company (PG) 0.3 $577k 3.8k 151.56
Ishares Tr Select Divid Etf (DVY) 0.3 $565k 4.7k 120.61
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.3 $563k 7.2k 78.40
Ingredion Incorporated (INGR) 0.3 $554k 5.7k 97.93
American Intl Group Com New (AIG) 0.3 $554k 8.8k 63.24
Rbc Cad (RY) 0.3 $550k 5.8k 94.02
Fresh Del Monte Produce Ord (FDP) 0.3 $544k 21k 26.19
Old Republic International Corporation (ORI) 0.3 $535k 22k 24.15
Repligen Corporation (RGEN) 0.3 $535k 3.2k 169.31
Dominion Resources (D) 0.3 $527k 8.6k 61.32
United Parcel Service CL B (UPS) 0.3 $522k 3.0k 173.84
Vodafone Group Sponsored Adr (VOD) 0.3 $511k 51k 10.12
Consolidated Edison (ED) 0.3 $510k 5.3k 95.31
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $497k 5.0k 98.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $495k 15k 32.21
Select Sector Spdr Tr Energy (XLE) 0.3 $494k 5.6k 87.48
O-i Glass (OI) 0.2 $489k 30k 16.57
Agnico (AEM) 0.2 $474k 9.1k 51.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $472k 3.5k 135.85
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE) 0.2 $467k 10k 46.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $455k 2.9k 158.80
Freeport-mcmoran CL B (FCX) 0.2 $455k 12k 38.00
Bk Nova Cad (BNS) 0.2 $455k 9.3k 48.98
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $453k 5.3k 84.88
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 0.2 $449k 3.9k 116.34
Civitas Resources Com New (CIVI) 0.2 $448k 7.7k 57.93
Eli Lilly & Co. (LLY) 0.2 $445k 1.2k 365.82
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $443k 4.2k 105.25
ConAgra Foods (CAG) 0.2 $437k 11k 38.70
Eagle Materials (EXP) 0.2 $426k 3.2k 132.85
Otter Tail Corporation (OTTR) 0.2 $419k 7.1k 58.71
Duke Energy Corp Com New (DUK) 0.2 $413k 4.0k 103.00
Thermo Fisher Scientific (TMO) 0.2 $412k 747.00 551.00
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $405k 5.0k 81.17
Warner Bros Discovery Com Ser A (WBD) 0.2 $405k 43k 9.48
Discover Financial Services (DFS) 0.2 $404k 4.1k 97.83
Micron Technology (MU) 0.2 $403k 8.1k 49.98
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.2 $403k 12k 34.37
Kimberly-Clark Corporation (KMB) 0.2 $399k 2.9k 135.73
Proshares Tr Russ 2000 Divd (SMDV) 0.2 $394k 6.4k 61.37
Leidos Holdings (LDOS) 0.2 $394k 3.7k 105.19
Exelon Corporation (EXC) 0.2 $391k 9.0k 43.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $389k 1.1k 351.44
Us Bancorp Del Com New (USB) 0.2 $386k 8.9k 43.61
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.2 $386k 7.5k 51.09
Citigroup Com New (C) 0.2 $382k 8.5k 45.23
Deere & Company (DE) 0.2 $380k 885.00 428.81
Molson Coors Beverage CL B (TAP) 0.2 $378k 7.3k 51.52
Advance Auto Parts (AAP) 0.2 $369k 2.5k 147.03
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $365k 1.3k 288.78
Schneider National CL B (SNDR) 0.2 $359k 15k 23.40
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.2 $353k 11k 32.23
British Amern Tob Sponsored Adr (BTI) 0.2 $350k 8.8k 39.98
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $349k 2.9k 120.52
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.2 $348k 14k 25.55
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $348k 1.7k 203.79
Vanguard Index Fds Value Etf (VTV) 0.2 $344k 2.5k 140.35
Franklin Resources (BEN) 0.2 $342k 13k 26.38
Vanguard Index Fds Small Cp Etf (VB) 0.2 $335k 1.8k 183.59
Pepsi (PEP) 0.2 $332k 1.8k 180.69
Reynolds Consumer Prods (REYN) 0.2 $326k 11k 29.98
Public Service Enterprise (PEG) 0.2 $320k 5.2k 61.28
Diageo Spon Adr New (DEO) 0.2 $320k 1.8k 178.19
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $317k 6.9k 45.65
Bhp Group Sponsored Ads (BHP) 0.2 $313k 5.0k 62.05
Arista Networks (ANET) 0.2 $309k 2.6k 121.35
Herman Miller (MLKN) 0.2 $307k 15k 21.01
Academy Sports & Outdoor (ASO) 0.2 $307k 5.8k 52.54
Honda Motor Amern Shs (HMC) 0.2 $305k 13k 22.86
Interface (TILE) 0.2 $302k 31k 9.87
Spdr Gold Tr Gold Shs (GLD) 0.2 $300k 1.8k 169.64
Vanguard World Fds Energy Etf (VDE) 0.2 $298k 2.5k 121.29
Lockheed Martin Corporation (LMT) 0.2 $296k 608.00 486.75
NVIDIA Corporation (NVDA) 0.2 $295k 2.0k 146.13
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $295k 6.4k 46.25
BlackRock MuniYield Pennsylvania Insured (MPA) 0.1 $294k 27k 11.01
Evergy (EVRG) 0.1 $293k 4.7k 62.93
TJX Companies (TJX) 0.1 $286k 3.6k 79.60
Alcon Ord Shs (ALC) 0.1 $284k 4.1k 68.56
Nextera Energy (NEE) 0.1 $284k 3.4k 83.59
Perficient (PRFT) 0.1 $283k 4.1k 69.83
Nutrien (NTR) 0.1 $281k 3.8k 73.03
Coca-Cola Company (KO) 0.1 $280k 4.4k 63.62
Oracle Corporation (ORCL) 0.1 $275k 3.4k 81.74
FleetCor Technologies 0.1 $272k 1.5k 183.68
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $271k 1.1k 241.89
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $271k 2.4k 113.96
Select Sector Spdr Tr Technology (XLK) 0.1 $269k 2.2k 124.43
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $266k 5.9k 44.81
GATX Corporation (GATX) 0.1 $266k 2.5k 106.34
DaVita (DVA) 0.1 $266k 3.6k 74.67
First Tr Value Line Divid In SHS (FVD) 0.1 $265k 6.6k 39.91
Patterson Companies (PDCO) 0.1 $264k 9.4k 28.03
Dover Corporation (DOV) 0.1 $261k 1.9k 135.41
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $260k 4.8k 54.49
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $256k 5.7k 44.98
Valero Energy Corporation (VLO) 0.1 $255k 2.0k 126.86
Costco Wholesale Corporation (COST) 0.1 $255k 558.00 456.81
Sylvamo Corp Common Stock (SLVM) 0.1 $253k 5.2k 48.59
Microchip Technology (MCHP) 0.1 $250k 3.6k 70.25
Boeing Company (BA) 0.1 $250k 1.3k 190.49
Ufp Industries (UFPI) 0.1 $249k 3.1k 79.25
Goldman Sachs (GS) 0.1 $248k 721.00 343.38
Solaredge Technologies (SEDG) 0.1 $246k 870.00 283.27
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $244k 4.9k 49.45
Titan International (TWI) 0.1 $242k 16k 15.32
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $241k 4.9k 49.29
D.R. Horton (DHI) 0.1 $241k 2.7k 89.14
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $240k 936.00 256.41
Alphabet Cap Stk Cl C (GOOG) 0.1 $237k 2.7k 88.73
Union Pacific Corporation (UNP) 0.1 $234k 1.1k 207.07
Northern Trust Corporation (NTRS) 0.1 $234k 2.6k 88.49
Waste Management (WM) 0.1 $233k 1.5k 156.86
RBB Motley Fol Etf (TMFC) 0.1 $232k 7.6k 30.45
General Motors Company (GM) 0.1 $231k 6.9k 33.64
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $230k 3.6k 63.84
Vanguard World Fds Utilities Etf (VPU) 0.1 $229k 1.5k 153.35
Southern Company (SO) 0.1 $227k 3.2k 71.42
Pds Biotechnology Ord (PDSB) 0.1 $226k 17k 13.20
AZZ Incorporated (AZZ) 0.1 $221k 5.5k 40.20
Honeywell International (HON) 0.1 $221k 1.0k 214.38
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $219k 4.2k 52.57
Texas Instruments Incorporated (TXN) 0.1 $217k 1.3k 165.22
Nicolet Bankshares (NIC) 0.1 $213k 2.7k 79.79
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $209k 2.2k 94.64
Rio Tinto Sponsored Adr (RIO) 0.1 $209k 2.9k 71.20
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $206k 3.5k 58.50
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $206k 976.00 210.87
S&p Global (SPGI) 0.1 $205k 612.00 334.94
First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $202k 4.9k 40.96
Alliant Energy Corporation (LNT) 0.1 $202k 3.7k 55.21
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $201k 4.0k 50.53
Metropcs Communications (TMUS) 0.1 $200k 1.4k 140.00
Lumen Technologies (LUMN) 0.1 $194k 37k 5.22
Hewlett Packard Enterprise (HPE) 0.1 $188k 12k 15.96
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $131k 11k 11.87
Ellsworth Fund (ECF) 0.1 $128k 16k 7.98