Total Clarity Wealth Management as of March 31, 2020
Portfolio Holdings for Total Clarity Wealth Management
Total Clarity Wealth Management holds 96 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Proshares Tr S&p 500 Aristo (NOBL) | 4.8 | $3.1M | 53k | 57.68 | |
| First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) | 4.7 | $3.0M | 56k | 54.07 | |
| Microsoft Corporation (MSFT) | 3.2 | $2.1M | 13k | 157.71 | |
| Proshares Tr russ 2000 divd (SMDV) | 3.2 | $2.1M | 45k | 46.24 | |
| First Trust DB Strateg Val Idx Fnd (FTCS) | 3.1 | $2.0M | 40k | 49.70 | |
| First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 3.1 | $2.0M | 39k | 51.01 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 3.0 | $1.9M | 160k | 12.06 | |
| First Trust Morningstar Divid Ledr (FDL) | 2.9 | $1.9M | 84k | 22.33 | |
| iShares Barclays Agency Bond Fund (AGZ) | 2.9 | $1.9M | 16k | 120.59 | |
| Spdr S&p 500 Etf (SPY) | 2.8 | $1.8M | 6.9k | 257.80 | |
| Apple (AAPL) | 2.5 | $1.6M | 6.4k | 254.37 | |
| Johnson & Johnson (JNJ) | 2.2 | $1.4M | 11k | 131.17 | |
| Cisco Systems (CSCO) | 2.1 | $1.4M | 34k | 39.30 | |
| American Tower Reit (AMT) | 1.9 | $1.2M | 5.6k | 217.66 | |
| Merck & Co (MRK) | 1.8 | $1.2M | 15k | 76.91 | |
| SPDR S&P Semiconductor (XSD) | 1.6 | $1.1M | 13k | 83.96 | |
| PetMed Express (PETS) | 1.6 | $1.0M | 35k | 28.77 | |
| International Paper Company (IP) | 1.6 | $1.0M | 32k | 31.12 | |
| Amazon (AMZN) | 1.5 | $946k | 485.00 | 1950.52 | |
| Invesco Qqq Trust Series 1 (QQQ) | 1.4 | $933k | 4.9k | 190.45 | |
| Starbucks Corporation (SBUX) | 1.4 | $908k | 14k | 65.73 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 1.4 | $903k | 18k | 49.68 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $832k | 9.2k | 90.03 | |
| Intel Corporation (INTC) | 1.2 | $803k | 15k | 54.10 | |
| iShares S&P 500 Index (IVV) | 1.2 | $786k | 3.0k | 258.30 | |
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $780k | 671.00 | 1162.44 | |
| Novartis (NVS) | 1.2 | $760k | 9.2k | 82.49 | |
| iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 1.1 | $728k | 3.5k | 210.22 | |
| Cerner Corporation | 1.1 | $714k | 11k | 63.02 | |
| Amgen (AMGN) | 1.1 | $679k | 3.4k | 202.69 | |
| Vanguard Growth ETF (VUG) | 1.0 | $659k | 4.2k | 156.61 | |
| At&t (T) | 1.0 | $640k | 22k | 29.17 | |
| MasterCard Incorporated (MA) | 0.9 | $590k | 2.4k | 241.61 | |
| Bk Nova Cad (BNS) | 0.9 | $576k | 14k | 40.59 | |
| Pfizer (PFE) | 0.8 | $546k | 17k | 32.66 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.8 | $539k | 8.6k | 62.38 | |
| GATX Corporation (GATX) | 0.8 | $528k | 8.4k | 62.62 | |
| Ishares Tr core div grwth (DGRO) | 0.8 | $529k | 16k | 32.57 | |
| Berkshire Hathaway (BRK.B) | 0.8 | $499k | 2.7k | 182.92 | |
| CVS Caremark Corporation (CVS) | 0.8 | $500k | 8.4k | 59.30 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.8 | $498k | 5.4k | 91.65 | |
| First Trust DJ Internet Index Fund (FDN) | 0.8 | $490k | 4.0k | 123.74 | |
| Ishares Tr core intl aggr (IAGG) | 0.8 | $494k | 9.0k | 54.70 | |
| Raytheon Company | 0.8 | $487k | 3.7k | 131.23 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.7 | $482k | 3.9k | 123.59 | |
| Bristol Myers Squibb (BMY) | 0.7 | $464k | 8.3k | 55.74 | |
| First Trust Cloud Computing Et (SKYY) | 0.7 | $458k | 8.4k | 54.45 | |
| Abbvie (ABBV) | 0.7 | $455k | 6.0k | 76.14 | |
| Pimco Total Return Etf totl (BOND) | 0.7 | $439k | 4.1k | 106.17 | |
| Kimberly-Clark Corporation (KMB) | 0.7 | $422k | 3.3k | 127.96 | |
| Abbott Laboratories (ABT) | 0.6 | $413k | 5.2k | 78.97 | |
| Verizon Communications (VZ) | 0.6 | $411k | 7.6k | 53.79 | |
| Wal-Mart Stores (WMT) | 0.6 | $401k | 3.5k | 113.53 | |
| First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.6 | $401k | 4.7k | 84.51 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.6 | $400k | 7.7k | 51.78 | |
| iShares Morningstar Large Growth (ILCG) | 0.6 | $396k | 2.1k | 185.57 | |
| iShares Dow Jones US Medical Dev. (IHI) | 0.6 | $370k | 1.6k | 225.61 | |
| Ellsworth Fund (ECF) | 0.6 | $368k | 43k | 8.57 | |
| Wp Carey (WPC) | 0.6 | $366k | 6.3k | 58.10 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $364k | 4.4k | 82.88 | |
| Ladder Capital Corp Class A (LADR) | 0.5 | $347k | 73k | 4.73 | |
| Old Republic International Corporation (ORI) | 0.5 | $328k | 22k | 15.24 | |
| Cal-Maine Foods (CALM) | 0.5 | $330k | 7.5k | 44.00 | |
| iShares Lehman Aggregate Bond (AGG) | 0.5 | $333k | 2.9k | 115.22 | |
| Repligen Corporation (RGEN) | 0.5 | $321k | 3.3k | 96.40 | |
| Guardant Health (GH) | 0.5 | $326k | 4.7k | 69.51 | |
| Clorox Company (CLX) | 0.5 | $314k | 1.8k | 173.38 | |
| Vanguard Admiral Fds Inc equity (VOOG) | 0.5 | $316k | 2.1k | 148.71 | |
| Atlassian Corp Plc cl a | 0.5 | $316k | 2.3k | 137.33 | |
| SPDR Gold Trust (GLD) | 0.5 | $305k | 2.1k | 148.13 | |
| Alcon (ALC) | 0.5 | $305k | 6.0k | 50.82 | |
| Visa (V) | 0.5 | $299k | 1.9k | 161.27 | |
| Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) | 0.5 | $289k | 5.4k | 53.97 | |
| Healthequity (HQY) | 0.4 | $284k | 5.6k | 50.62 | |
| McDonald's Corporation (MCD) | 0.4 | $277k | 1.7k | 165.08 | |
| Neurocrine Biosciences (NBIX) | 0.4 | $278k | 3.2k | 86.60 | |
| Baxter International (BAX) | 0.4 | $274k | 3.4k | 81.14 | |
| NVIDIA Corporation (NVDA) | 0.4 | $269k | 1.0k | 263.47 | |
| AFLAC Incorporated (AFL) | 0.4 | $269k | 7.9k | 34.22 | |
| iShares Russell 1000 Index (IWB) | 0.4 | $265k | 1.9k | 141.56 | |
| Health Care SPDR (XLV) | 0.4 | $260k | 2.9k | 88.59 | |
| ConocoPhillips (COP) | 0.4 | $262k | 8.5k | 30.81 | |
| SPDR DJ Wilshire Large Cap (SPYM) | 0.4 | $260k | 8.6k | 30.20 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.4 | $252k | 4.0k | 62.69 | |
| Appian Corp cl a (APPN) | 0.4 | $254k | 6.3k | 40.16 | |
| Cme (CME) | 0.4 | $244k | 1.4k | 173.30 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $224k | 2.2k | 103.27 | |
| Dollar General (DG) | 0.3 | $216k | 1.4k | 151.05 | |
| Ishares Tr rus200 grw idx (IWY) | 0.3 | $204k | 2.4k | 84.26 | |
| Exelon Corporation (EXC) | 0.3 | $200k | 5.4k | 36.87 | |
| Mackinac Financial Corporation | 0.3 | $180k | 17k | 10.47 | |
| Aurinia Pharmaceuticals (AUPH) | 0.2 | $151k | 10k | 14.47 | |
| MUTUAL FUND Gabelli Healthcare & Wellnessr*x (GRX) | 0.2 | $136k | 16k | 8.66 | |
| Ciner Res | 0.2 | $128k | 12k | 10.38 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $97k | 13k | 7.33 | |
| Aptose Biosciences | 0.1 | $76k | 13k | 5.92 |