Portfolio (Quarterly)
Guide ↗
Total Clarity Wealth Management, Inc.
· CIK 0001804909| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | TMUS | T-MOBILE US INC | Communication Services | 3,227.0 | $541K | 0.10% | +2K | +165.4% | $167.72 | -0.8% |
| 202 | RKLB | ROCKET LAB CORP | Industrials | 5,261.0 | $535K | 0.10% | +2K | +40.9% | $101.65 | -33.3% |
| 203 | PLD | PROLOGIS INC. | Real Estate | 3,939.0 | $534K | 0.10% | NEW | — | $135.45 | -0.2% |
| 204 | BKGI | BNY MELLON ETF TRUST | — | 11,810.0 | $531K | 0.10% | +7K | +134.0% | $44.97 | -2.1% |
| 205 | DEM | WISDOMTREE TR | — | 9,826.0 | $529K | 0.10% | -367.0 | -3.6% | $53.79 | +4.9% |
| 206 | ALAB | ASTERA LABS INC | Technology | 1,089.0 | $526K | 0.10% | NEW | — | $483.02 | -39.2% |
| 207 | STRL | STERLING INFRASTRUCTURE INC | Industrials | 625.0 | $525K | 0.10% | NEW | — | $839.36 | -39.7% |
| 208 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,483.0 | $523K | 0.10% | -592.0 | -11.7% | $116.67 | +51.1% |
| 209 | LNT | ALLIANT ENERGY CORP | Utilities | 6,812.0 | $520K | 0.10% | +3K | +102.1% | $76.29 | -12.6% |
| 210 | DGRW | WISDOMTREE TR | — | 5,335.0 | $510K | 0.10% | +238.0 | +4.7% | $95.62 | +2.5% |
| 211 | XOVR | ENTREPRENEURSHARES SERIES TR | — | 24,195.0 | $509K | 0.10% | -14K | -36.8% | $21.05 | +0.3% |
| 212 | ESLT | ELBIT SYS LTD | Industrials | 662.0 | $502K | 0.10% | -84.0 | -11.3% | $758.72 | -1.3% |
| 213 | GOVT | ISHARES TR | — | 21,976.0 | $501K | 0.10% | +1K | +5.7% | $22.78 | -2.5% |
| 214 | DVY | ISHARES TR | — | 3,195.0 | $499K | 0.10% | -172.0 | -5.1% | $156.30 | +2.2% |
| 215 | TER | TERADYNE INC | Technology | 1,020.0 | $494K | 0.10% | NEW | — | $483.84 | -27.0% |
| 216 | DIVB | ISHARES TR | — | 7,994.0 | $492K | 0.10% | +3K | +60.4% | $61.60 | +9.7% |
| 217 | AMLP | ALPS ETF TR | — | 9,473.0 | $491K | 0.10% | -420.0 | -4.2% | $51.85 | +6.1% |
| 218 | KARO | KAROOOOO LTD | Technology | 9,905.0 | $489K | 0.10% | +856.0 | +9.5% | $49.36 | +39.2% |
| 219 | FTXL | FIRST TR EXCHANGE TRADED FD | — | 1,679.0 | $478K | 0.09% | +42.0 | +2.6% | $284.92 | -18.4% |
| 220 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 952.0 | $477K | 0.09% | NEW | — | $501.36 | +31.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
29.2%
Financial Services
18.9%
Industrials
11.7%
Healthcare
8.6%
Consumer Cyclical
8.6%
Communication Services
6.3%
Consumer Defensive
5.6%
Energy
4.5%
Utilities
3.9%
Basic Materials
2.2%