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, Inc. 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 September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 7.4 $8.5M +13% 63k 134.71
Ishares Tr Rus 1000 Grw Etf (IWF) 4.8 $5.4M -2% 25k 216.89
Vanguard Index Fds Mid Cap Etf (VO) 3.1 $3.5M 20k 176.25
Proshares Tr S&p 500 Dv Arist (NOBL) 2.9 $3.3M -10% 46k 72.16
Vanguard Index Fds Small Cp Etf (VB) 2.9 $3.3M -2% 22k 153.81
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 2.7 $3.0M +3% 55k 55.61
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.6 $3.0M +16% 48k 63.28
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.6 $3.0M 29k 103.73
Apple (AAPL) 2.6 $2.9M +313% 25k 115.83
Microsoft Corporation (MSFT) 2.5 $2.9M 14k 210.34
Bristol Myers Squibb (BMY) 2.3 $2.7M +54% 44k 60.30
Dow (DOW) 2.0 $2.3M 48k 47.06
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.0 $2.3M +9% 44k 51.68
Ishares Tr Agency Bond Etf (AGZ) 1.9 $2.2M +22% 19k 121.08

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First Tr Morningstar Divid L SHS (FDL) 1.9 $2.1M 82k 26.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $2.0M -12% 6.1k 334.93
Johnson & Johnson (JNJ) 1.5 $1.7M +3% 12k 148.90
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.4 $1.6M +10% 32k 50.78
PetMed Express (PETS) 1.4 $1.6M +49% 51k 31.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $1.5M -13% 5.5k 277.86
American Tower Reit (AMT) 1.2 $1.4M +2% 5.9k 241.71
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.2 $1.4M +16% 39k 36.57
International Paper Company (IP) 1.2 $1.3M 33k 40.55
Merck & Co (MRK) 1.1 $1.3M 16k 82.92
Cisco Systems (CSCO) 1.1 $1.3M -4% 32k 39.39
Amazon (AMZN) 1.1 $1.3M -14% 398.00 3148.24
Starbucks Corporation (SBUX) 1.0 $1.2M 14k 85.92
Novocure Ord Shs (NVCR) 1.0 $1.2M +2% 10k 111.32
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.1M +6% 3.3k 335.94
Ishares Tr Expanded Tech (IGV) 0.9 $1.0M -10% 3.2k 311.20
Alphabet Cap Stk Cl A (GOOGL) 0.9 $978k 667.00 1466.27
Spdr Ser Tr Portfolio Short (SPSB) 0.8 $969k +10% 31k 31.37
JPMorgan Chase & Co. (JPM) 0.8 $927k +2% 9.6k 96.25
Amgen (AMGN) 0.8 $887k +3% 3.5k 254.15
First Tr Exchange Traded Cloud Computing (SKYY) 0.8 $868k -9% 11k 78.48
Cerner Corporation (CERN) 0.7 $831k 12k 72.29
Vanguard Index Fds Growth Etf (VUG) 0.7 $802k 3.5k 227.52
Novartis Sponsored Adr (NVS) 0.7 $799k 9.2k 86.91
Mastercard Incorporated Cl A (MA) 0.7 $771k -6% 2.3k 338.16
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.7 $761k -6% 21k 36.74
Ishares Tr Barclays 7 10 Yr (IEF) 0.7 $761k -5% 6.3k 121.76
Sprout Social Com Cl A (SPT) 0.7 $758k NEW 20k 38.48
Intel Corporation (INTC) 0.7 $745k -2% 14k 51.75
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.6 $734k -5% 5.5k 133.65
Abbott Laboratories (ABT) 0.6 $716k +7% 6.6k 108.77
At&t (T) 0.6 $711k +15% 25k 28.52
Ishares Tr Core Intl Aggr (IAGG) 0.6 $686k -43% 12k 55.65
Ishares Tr Gl Clean Ene Etf (ICLN) 0.6 $665k +7% 36k 18.49
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $650k +51% 5.5k 118.12
Spdr Gold Tr Gold Shs (GLD) 0.6 $643k +66% 3.6k 177.04
Pfizer (PFE) 0.6 $633k +4% 17k 36.71
Square Cl A (SQ) 0.6 $632k 3.9k 162.47
Verizon Communications (VZ) 0.5 $599k +5% 10k 59.48
First Tr Exchange-traded Dj Internt Idx (FDN) 0.5 $595k -21% 3.2k 188.17
Kirkland Lake Gold (KL) 0.5 $562k +35% 12k 48.76
Hennessy Cap Acqustion Corp Cl A Com (HCAC) 0.5 $561k NEW 50k 11.13
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $557k -28% 5.3k 105.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $549k 2.6k 212.79
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $522k +12% 3.6k 146.92
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.4 $508k -3% 4.3k 117.24
Abbvie (ABBV) 0.4 $507k -4% 5.8k 87.56
Guardant Health (GH) 0.4 $507k 4.5k 111.67
NVIDIA Corporation (NVDA) 0.4 $505k -10% 932.00 541.85
Ellsworth Fund (ECF) 0.4 $496k 43k 11.55
Ishares Tr MRNGSTR LG-CP GR (JKE) 0.4 $493k +3% 1.8k 267.21
Repligen Corporation (RGEN) 0.4 $491k 3.3k 147.45
Nxp Semiconductors N V (NXPI) 0.4 $488k -6% 3.9k 124.74
CVS Caremark Corporation (CVS) 0.4 $486k 8.3k 58.37
Wal-Mart Stores (WMT) 0.4 $483k -2% 3.5k 139.84
Ladder Cap Corp Cl A (LADR) 0.4 $483k -4% 68k 7.12
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.4 $478k +15% 17k 27.86
McDonald's Corporation (MCD) 0.4 $469k +5% 2.1k 219.78
Kimberly-Clark Corporation (KMB) 0.4 $466k -5% 3.2k 147.56
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $465k 4.1k 112.45
Solaredge Technologies (SEDG) 0.4 $459k +2% 1.9k 238.44
Bk Nova Cad (BNS) 0.4 $456k -19% 11k 41.49
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.4 $453k +2% 2.2k 208.37
Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $453k -10% 1.5k 299.60
Appian Corp Cl A (APPN) 0.4 $430k +4% 6.6k 64.71
Visa Com Cl A (V) 0.4 $416k 2.1k 200.00
Clorox Company (CLX) 0.4 $414k +12% 2.0k 210.15
Blackline (BL) 0.3 $383k NEW 4.3k 89.70
GATX Corporation (GATX) 0.3 $378k 5.9k 63.72
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $363k +12% 4.5k 79.96
Wisdomtree Tr Cloud Computng (WCLD) 0.3 $344k -20% 8.1k 42.67
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.3 $342k 3.9k 88.28
Alcon Ord Shs (ALC) 0.3 $340k 6.0k 57.03
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $331k NEW 3.2k 101.91
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $329k -22% 5.3k 62.18
Dollar General (DG) 0.3 $324k 1.5k 209.71
Baxter International (BAX) 0.3 $324k +15% 4.0k 80.46
Ishares Tr Rus 1000 Etf (IWB) 0.3 $316k 1.7k 187.31
Neurocrine Biosciences (NBIX) 0.3 $309k 3.2k 96.26
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.3 $306k +49% 6.1k 50.54
Rbc Cad (RY) 0.3 $299k +41% 4.3k 70.02
Cal Maine Foods Com New (CALM) 0.3 $295k 7.7k 38.31
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $294k NEW 5.3k 55.11
Ingredion Incorporated (INGR) 0.3 $294k +30% 3.9k 75.81
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $291k -4% 990.00 293.94
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $291k +8% 2.4k 121.25
Old Republic International Corporation (ORI) 0.3 $288k -12% 20k 14.76
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.2 $280k -37% 20k 13.82
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $280k NEW 5.4k 52.19
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $273k -12% 6.9k 39.39
AFLAC Incorporated (AFL) 0.2 $264k -7% 7.3k 36.36
Thermo Fisher Scientific (TMO) 0.2 $263k 596.00 441.28
Diageo Spon Adr New (DEO) 0.2 $250k 1.8k 137.74
Medtronic SHS (MDT) 0.2 $248k NEW 2.4k 103.77
Ishares Tr Russell 2000 Etf (IWM) 0.2 $240k 1.6k 149.63
Sap Se Spon Adr (SAP) 0.2 $234k 1.5k 156.00
Proshares Tr Russ 2000 Divd (SMDV) 0.2 $228k +4% 4.8k 47.12
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.2 $227k -4% 11k 20.64
Cme (CME) 0.2 $226k -4% 1.4k 167.16
Wp Carey (WPC) 0.2 $225k NEW 3.5k 65.12
Procter & Gamble Company (PG) 0.2 $222k NEW 1.6k 139.01
ConocoPhillips (COP) 0.2 $222k -5% 6.8k 32.80
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $221k NEW 2.7k 80.95
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $216k NEW 2.3k 92.51
Home Depot (HD) 0.2 $212k NEW 763.00 277.85
M.D.C. Holdings (MDC) 0.2 $207k NEW 4.4k 47.11
Nextera Energy (NEE) 0.2 $207k NEW 745.00 277.85
Atlassian Corp Cl A (TEAM) 0.2 $205k -50% 1.1k 182.06
Aurinia Pharmaceuticals (AUPH) 0.1 $153k -4% 10k 14.73
Mackinac Financial Corporation (MFNC) 0.1 $128k -4% 13k 9.62
Aptose Biosciences Com New (APTO) 0.1 $74k -7% 12k 6.00

Past Filings by Total Clarity Wealth Management

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