Total Clarity Wealth Management

Latest statistics and disclosures from Total Clarity Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Total Clarity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Total Clarity Wealth Management

Companies in the Total Clarity Wealth Management portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.5 $4.5M -3% 33k 134.35
Microsoft Corporation (MSFT) 2.3 $4.2M +12% 16k 270.87
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 2.3 $4.2M +3% 73k 57.29
First Tr Exchangetraded Risng Divd Achiv (RDVY) 2.0 $3.6M +131% 75k 48.04
Apple (AAPL) 2.0 $3.6M 26k 136.96
Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $3.5M -43% 13k 271.44
First Tr Mid Cap Core Alphad Com Shs (FNX) 1.8 $3.2M +192% 32k 100.10
Maxim Integrated Products (MXIM) 1.8 $3.2M NEW 30k 105.36
Proshares Tr Pet Care Etf (PAWZ) 1.7 $3.1M 38k 81.05
First Tr Exchangetraded Cap Strength Etf (FTCS) 1.7 $3.1M 41k 75.54
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.7 $3.0M +302% 91k 33.28
Dow (DOW) 1.7 $3.0M 48k 63.29
Bristol Myers Squibb (BMY) 1.7 $3.0M 45k 66.81
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $2.6M -4% 48k 54.81

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First Tr Morningstar Divid L SHS (FDL) 1.4 $2.5M -7% 76k 33.18
First Horizon National Corporation (FHN) 1.4 $2.5M 145k 17.28
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.5M 1.0k 2442.04
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.4M -45% 11k 225.25
Spdr Sp 500 Etf Tr Tr Unit (SPY) 1.3 $2.4M +3% 5.6k 428.04
Ishares Tr Sp Smcp600vl Etf (IJS) 1.3 $2.3M +2242% 22k 105.42
PetMed Express (PETS) 1.3 $2.3M +38% 71k 31.85
First Tr Exchangetraded Fst Low Oppt Eft (LMBS) 1.2 $2.2M -2% 44k 50.90
Ishares Tr Agency Bond Etf (AGZ) 1.2 $2.2M -4% 19k 118.37
Johnson & Johnson (JNJ) 1.2 $2.1M +6% 13k 164.70
Crowdstrike Hldgs Cl A (CRWD) 1.1 $2.0M +648% 7.8k 251.37
International Paper Company (IP) 1.1 $1.9M -5% 31k 61.30
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.9M +5% 4.5k 429.88
J P Morgan Exchangetraded F Ultra Shrt Inc (JPST) 1.0 $1.8M 35k 50.74
Viatris (VTRS) 1.0 $1.8M +1454% 124k 14.29
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.9 $1.7M +1300% 26k 62.97
American Tower Reit (AMT) 0.9 $1.6M +4% 6.1k 270.14
Mondelez Intl Cl A (MDLZ) 0.9 $1.6M 25k 62.43
JPMorgan Chase & Co. (JPM) 0.9 $1.5M +4% 9.9k 155.50
Starbucks Corporation (SBUX) 0.8 $1.5M 14k 111.79
Verizon Communications (VZ) 0.8 $1.4M +69% 26k 56.04
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.8 $1.4M +172% 29k 50.16
Amazon (AMZN) 0.8 $1.4M 416.00 3439.90
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $1.4M -62% 5.8k 237.32
Cisco Systems (CSCO) 0.8 $1.4M 26k 53.01
At&t (T) 0.8 $1.4M +43% 47k 28.77
Weyerhaeuser Co Mtn Be Com New (WY) 0.7 $1.3M NEW 38k 34.41
Micron Technology (MU) 0.7 $1.3M +13487% 16k 84.96
Intel Corporation (INTC) 0.7 $1.3M +40% 23k 56.15
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $1.2M +2% 24k 52.41
Merck & Co (MRK) 0.7 $1.2M -2% 16k 77.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.2M +2% 3.4k 354.50
Ishares Tr Expanded Tech (IGV) 0.7 $1.2M -4% 3.1k 390.20
First Tr Exchange Traded Cloud Computing (SKYY) 0.6 $1.1M -5% 11k 105.94
Novocure Ord Shs (NVCR) 0.6 $1.1M 5.1k 221.74
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.1M +5% 3.9k 286.78
Proshares Tr Sht 7-10 Yr Tr (TBX) 0.6 $1.1M +2431% 45k 24.54
Square Cl A (SQ) 0.6 $1.1M +6% 4.5k 243.80
Kansas City Southern Com New (KSU) 0.6 $1.1M NEW 3.8k 283.40
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $1.0M -74% 12k 90.59
Nxp Semiconductors N V (NXPI) 0.6 $1.0M -2% 4.9k 205.68
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $971k -63% 7.3k 132.83
Cerner Corporation (CERN) 0.5 $959k +3% 12k 78.13
Amgen (AMGN) 0.5 $950k +7% 3.9k 243.71
Autodesk (ADSK) 0.5 $934k +12% 3.2k 291.88
UnitedHealth (UNH) 0.5 $893k +3% 2.2k 400.45
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $846k +3% 38k 22.15
First Tr Exchangetraded Dj Internt Idx (FDN) 0.5 $844k -2% 3.4k 244.85
Wp Carey (WPC) 0.5 $838k +49% 11k 74.61
Spdr Ser Tr S&p Regl Bkg (KRE) 0.5 $826k -4% 13k 65.52
Exxon Mobil Corporation (XOM) 0.5 $824k +3165% 13k 63.08
Wisdomtree Tr Europe Smcp Dv (DFE) 0.5 $819k +171% 11k 73.39
NVIDIA Corporation (NVDA) 0.5 $817k +15% 1.0k 800.20
Axon Enterprise (AXON) 0.4 $792k +2161% 4.5k 176.90
Mastercard Incorporated Cl A (MA) 0.4 $734k -10% 2.0k 365.17
Boston Beer Cl A (SAM) 0.4 $728k NEW 713.00 1021.04
Advanced Micro Devices (AMD) 0.4 $726k +2126% 7.7k 93.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $723k 2.6k 277.76
Target Corporation (TGT) 0.4 $719k +11% 3.0k 241.68
Novartis Sponsored Adr (NVS) 0.4 $713k -2% 7.8k 91.29
Abbott Laboratories (ABT) 0.4 $700k 6.0k 115.93
Ladder Cap Corp Cl A (LADR) 0.4 $685k 59k 11.54
Linde SHS (LIN) 0.4 $680k +11% 2.4k 288.99
Caterpillar (CAT) 0.4 $671k +13% 3.1k 217.72
Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $668k +18% 1.8k 361.28
First Tr Exchange Traded Finls Alphadex (FXO) 0.4 $667k +81% 15k 43.66
M.D.C. Holdings (MDC) 0.4 $663k +87% 13k 50.61
Pfizer (PFE) 0.4 $658k +3% 17k 39.14
First Tr Exchange Traded Energy Alphadx (FXN) 0.4 $658k +1135% 58k 11.41
Abbvie (ABBV) 0.4 $658k +4% 5.8k 112.59
Beazer Homes Usa Com New (BZH) 0.3 $626k +205% 33k 19.29
United States Cellular Corporation (USM) 0.3 $622k +57% 17k 36.32
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.3 $618k -6% 3.9k 159.03
Ellsworth Fund (ECF) 0.3 $616k 42k 14.72
Repligen Corporation (RGEN) 0.3 $615k 3.1k 199.68
Bk Nova Cad (BNS) 0.3 $593k -5% 9.1k 65.09
Guardant Health (GH) 0.3 $576k 4.6k 124.14
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $576k +47% 4.7k 122.27
Polaris Industries (PII) 0.3 $572k 4.2k 137.01
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.3 $548k NEW 17k 32.25
McDonald's Corporation (MCD) 0.3 $548k +6% 2.4k 231.03
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $547k 2.1k 262.35
Altria (MO) 0.3 $545k +865% 11k 47.69
Visa Com Cl A (V) 0.3 $540k -2% 2.3k 233.87
West Fraser Timb (WFG) 0.3 $531k +88% 7.4k 71.71
CVS Caremark Corporation (CVS) 0.3 $525k +2% 6.3k 83.52
Hanesbrands (HBI) 0.3 $521k +458% 28k 18.66
Sprout Social Com Cl A (SPT) 0.3 $517k 5.8k 89.37
Kirkland Lake Gold (KL) 0.3 $494k 13k 38.52
Solaredge Technologies (SEDG) 0.3 $484k -3% 1.8k 276.57
Ishares Tr Morningstar Grwt (ILCG) 0.3 $478k +389% 7.4k 64.81
Blackline (BL) 0.3 $475k 4.3k 111.24
Wal-Mart Stores (WMT) 0.3 $469k 3.3k 141.05
ConocoPhillips (COP) 0.3 $468k +5% 7.7k 60.95
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $463k 4.6k 101.25
Lumen Technologies (LUMN) 0.3 $461k +33% 34k 13.58
Ishares Tr Select Divid Etf (DVY) 0.2 $445k +5% 3.8k 116.49
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $442k -28% 13k 34.96
GATX Corporation (GATX) 0.2 $436k 4.9k 88.40
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $433k -19% 3.8k 115.41
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $428k +63% 3.9k 109.72
Dollar General (DG) 0.2 $426k +17% 2.0k 216.24
Dominion Resources (D) 0.2 $424k +201% 5.8k 73.61
Vanguard World Fds Financials Etf (VFH) 0.2 $423k -5% 4.7k 90.50
Ishares Tr Rus 1000 Etf (IWB) 0.2 $420k +2% 1.7k 241.80
Quest Diagnostics Incorporated (DGX) 0.2 $417k +145% 3.2k 131.84
Rbc Cad (RY) 0.2 $417k 4.1k 101.21
Ingredion Incorporated (INGR) 0.2 $410k +2% 4.5k 90.53
Kimberly-Clark Corporation (KMB) 0.2 $409k 3.1k 133.70
Old Republic International Corporation (ORI) 0.2 $406k 16k 24.88
Titan International (TWI) 0.2 $405k NEW 48k 8.49
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $401k +2% 2.7k 150.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $397k +15% 1.8k 223.03
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $394k -12% 3.6k 110.83
Invesco Exchange Traded Fd T Dwa Healthcare (PTH) 0.2 $388k -18% 2.3k 166.45
Reynolds Consumer Prods (REYN) 0.2 $387k +181% 13k 30.39
American Electric Power Company (AEP) 0.2 $383k NEW 4.5k 84.70
AFLAC Incorporated (AFL) 0.2 $381k -2% 7.1k 53.66
Fresh Del Monte Produce Ord (FDP) 0.2 $380k +8% 12k 32.86
Ishares Tr Russell 2000 Etf (IWM) 0.2 $378k 1.7k 229.09
Snowflake Cl A (SNOW) 0.2 $378k +7725% 1.6k 241.53
Paypal Holdings (PYPL) 0.2 $376k +35% 1.3k 291.70
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $374k -61% 8.5k 44.16
Proshares Tr Ultrapro Sht Qqq (SQQQ) 0.2 $372k NEW 41k 9.15
Edison International (EIX) 0.2 $369k NEW 6.4k 57.88
Meritage Homes Corporation (MTH) 0.2 $367k +203% 3.9k 94.20
Eagle Materials (EXP) 0.2 $360k 2.5k 142.01
Vodafone Group Sponsored Adr (VOD) 0.2 $356k NEW 21k 17.14
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.2 $353k 4.6k 76.31
Walt Disney Company (DIS) 0.2 $345k +7% 2.0k 175.66
Lockheed Martin Corporation (LMT) 0.2 $340k -3% 899.00 378.20
Potbelly (PBPB) 0.2 $336k NEW 43k 7.90
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $333k +6% 2.8k 120.13
Medtronic SHS (MDT) 0.2 $329k 2.7k 124.15
Ufp Industries (UFPI) 0.2 $325k +146% 4.4k 74.32
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.2 $324k -34% 2.5k 129.81
Thermo Fisher Scientific (TMO) 0.2 $316k +3% 627.00 503.99
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $311k +334% 12k 25.74
General Motors Company (GM) 0.2 $308k 5.2k 59.16
Alcon Ord Shs (ALC) 0.2 $307k 4.4k 70.16
American Intl Group Com New (AIG) 0.2 $307k +299% 6.4k 47.66
Enterprise Products Partners (EPD) 0.2 $307k +1397% 13k 24.13
Proshares Tr Russ 2000 Divd (SMDV) 0.2 $304k +4% 4.8k 63.76
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.2 $301k -13% 6.0k 50.46
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $299k -9% 2.9k 102.12
Diageo Spon Adr New (DEO) 0.2 $297k 1.6k 191.61
Arista Networks (ANET) 0.2 $290k 800.00 362.50
Atlassian Corp Cl A (TEAM) 0.2 $289k 1.1k 256.66
Shopify Cl A (SHOP) 0.2 $286k +47% 196.00 1459.18
AZZ Incorporated (AZZ) 0.2 $285k 5.5k 51.82
Herman Miller (MLHR) 0.2 $284k +103% 6.0k 47.07
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $283k +4% 5.6k 50.34
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.2 $283k +20% 3.4k 83.63
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.2 $281k -7% 17k 16.31
Clorox Company (CLX) 0.2 $281k -9% 1.6k 180.01
America Movil Sab De Cv Spon Adr L Shs (AMX) 0.2 $280k 19k 15.02
O-i Glass (OI) 0.2 $276k +66% 17k 16.32
General Dynamics Corporation (GD) 0.2 $273k +58% 1.5k 188.28
Procter & Gamble Company (PG) 0.2 $273k +29% 2.0k 134.81
Baxter International (BAX) 0.2 $271k 3.4k 80.56
Northrop Grumman Corporation (NOC) 0.1 $268k 737.00 363.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $268k 3.7k 72.69
Microchip Technology (MCHP) 0.1 $263k 1.8k 149.69
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $262k -24% 5.1k 51.78
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $258k 4.2k 61.36
Sea Sponsord Ads (SE) 0.1 $257k 935.00 274.87
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $252k 4.9k 51.50
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $250k +78% 3.7k 68.25
Home Depot (HD) 0.1 $248k 778.00 318.77
Capital One Financial (COF) 0.1 $248k 1.6k 155.00
Westrock (WRK) 0.1 $243k +7% 4.6k 53.11
CBOE Holdings (CBOE) 0.1 $239k +2% 2.0k 119.14
Tesla Motors (TSLA) 0.1 $237k -9% 348.00 681.03
Appian Corp Cl A (APPN) 0.1 $236k +4% 1.7k 138.01
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $234k +21% 2.1k 112.99
Boeing Company (BA) 0.1 $234k 977.00 239.51
Mackinac Financial Corporation (MFNC) 0.1 $228k +3% 12k 19.74
Oracle Corporation (ORCL) 0.1 $228k 2.9k 77.71
Interface (TILE) 0.1 $226k +8% 15k 15.28
Nextera Energy (NEE) 0.1 $224k +8% 3.1k 73.44
Spdr Gold Tr Gold Shs (GLD) 0.1 $219k -76% 1.3k 165.78
Honeywell International (HON) 0.1 $214k -5% 975.00 219.49
First Tr Exchange Traded Indls Prod Dur (FXR) 0.1 $208k +873% 3.5k 58.89
Oge Energy Corp (OGE) 0.1 $205k 6.1k 33.57
Bonanza Creek Energy Com New (BCEI) 0.1 $202k NEW 4.3k 47.14

Past Filings by Total Clarity Wealth Management

SEC 13F filings are viewable for Total Clarity Wealth Management going back to 2019