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  Name: Total Clarity Wealth Management Inc.
  City: St. Charles
  State: IL
  Zip: 60174
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $306,260,000
  Total Value Change : $-1,234,000
  Securities Held Change : 10
   
All Securities Held : 277
  New Positions : 11
  Closed Positions : 1
  Increased Positions : 0
  Unchanged Positions : 228
  Decreased Positions : 38

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 1 - $50.38 $12,329,000 245,009 4.03% 0 0 0.047    N/A
   (VRIG)1 Year Chart         VRIG Invesco Variable Rate Inves... 2 - $25.11 $9,771,000 389,062 3.19% -2,000 -74 0.218    N/A
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 3 - $73.63 $9,639,000 139,822 3.15% -78,000 -1,130 0.016    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 4 - $212.41 $6,944,000 27,728 2.27% 0 0 0    Personal Computers
   (BILS)1 Year Chart         BILS Spdr Bloomberg Barclays 312... 5 - $0.00 $6,492,000 65,473 2.12% 0 0 0.054    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 6 - $428.72 $6,226,000 15,505 2.03% 0 0 0.006    Closed - End Fund - E...
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 7 - $63.76 $5,743,000 97,113 1.88% -32,000 -542 0.009    N/A
   (UCON)1 Year Chart         UCON First Trust Tcw Unconstrain... 8 - $0.00 $5,209,000 211,339 1.7% 0 0 0.095    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 9 - $164.10 $5,008,000 37,290 1.64% -53,000 -400 0    Semiconductor - Speci...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 10 - $501.48 $4,840,000 11,483 1.58% 0 0 0    Application Software
   (CGGR)1 Year Chart         CGGR Capital Group Growth Etf 11 - $0.00 $4,647,000 125,020 1.52% -33,000 -894 0.012    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 12 - $625.82 $4,481,000 7,646 1.46% -74,000 -125 0    Closed - End Fund - E...
   (LAG)1 Year Chart         LAG Lagardere S.C.A 13 - $25.41 $4,253,000 170,181 1.39% -48,000 -1,911 0.013    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 14 - $177.62 $4,099,000 21,652 1.34% 0 0 0    Search Engines & Info...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 15 - $222.26 $3,869,000 17,634 1.26% 0 0 0    Internet Software & S...
   (PLW)1 Year Chart         PLW Invesco 1-30 Laddered Treas... 16 - $27.25 $3,719,000 137,570 1.21% -42,000 -1,589 0.153    Closed - End Fund - Debt
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf 17 - $0.00 $3,635,000 17,274 1.19% -28,000 -130 0.019    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 18 - $202.97 $3,468,000 17,501 1.13% 0 0 0.015    Closed - End Fund - E...
   (GTO)1 Year Chart         GTO Invesco Total Return Bond ETF 19 - $46.74 $3,423,000 73,762 1.12% -38,000 -837 0.055    N/A
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 20 - $717,180.00 $3,405,000 5 1.11% 0 0 0    Property & Casualty I...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 21 - $53.30 $3,338,000 65,262 1.09% 0 0 0.002    Closed - End Fund - E...
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 22 - $36.61 $3,264,000 94,373 1.07% 0 0 0.01    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 23 - $478.27 $3,230,000 7,126 1.05% 0 0 0.001    Property & Casualty I...
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 24 - $139.00 $3,170,000 25,013 1.04% 0 0 0.003    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 25 - $224.80 $3,153,000 14,267 1.03% 0 0 0.001    Closed - End Fund - E...
   (RWL)1 Year Chart         RWL Oppenheimer Large Cap Rev ETF 26 - $51.28 $3,012,000 30,764 0.98% -24,000 -246 0.014    N/A
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 27 - $43.49 $3,009,000 74,742 0.98% 0 0 0.083    Closed - End Fund - Debt
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 28 - $628.85 $2,821,000 4,792 0.92% 0 0 0    Closed - End Fund - E...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 29 - $0.00 $2,752,000 15,454 0.9% 0 0 0.001    N/A
   (IMFL)1 Year Chart         IMFL Invesco International Devel... 30 - $0.00 $2,748,000 117,045 0.9% -22,000 -932 0.229    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 31 - $102.92 $2,740,000 21,731 0.89% 0 0 0.003    AirDelivery & Freight...
   (FNDF)1 Year Chart         FNDF Schwab Fundamental Internat... 32 - $40.59 $2,706,000 81,467 0.88% 0 0 0.005    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 33 - $288.19 $2,693,000 11,235 0.88% 0 0 0    Domestic Money Center...
   (CGMS)1 Year Chart         CGMS Capital Group Us Multi-sect... 34 - $0.00 $2,623,000 96,144 0.86% -34,000 -1,240 0.107    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 35 - $308.32 $2,446,000 8,438 0.8% 0 0 0.001    Closed - End Fund - E...
   (JOET)1 Year Chart         JOET Virtus Terranova Us Quality... 36 - $0.00 $2,433,000 64,408 0.79% 0 0 0.31    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 37 - $555.45 $2,385,000 4,666 0.78% 0 0 0.001    Closed - End Fund - Debt
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 38 - $0.00 $2,355,000 41,768 0.77% 0 0 0.005    N/A
   (AMGN)1 Year Chart         AMGN Amgen Inc 39 - $300.37 $2,350,000 9,018 0.77% 0 0 0.002    Biotechnology
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf 40 - $0.00 $2,231,000 44,004 0.73% -19,000 -365 0.005    N/A
   (BKLN)1 Year Chart         BKLN Powershares Senior Loan Por... 41 - $21.00 $2,165,000 102,775 0.71% 0 0 0.003    N/A
   (TFLO)1 Year Chart         TFLO Ishares Treasury Floating R... 42 - $0.00 $2,148,000 42,554 0.7% 0 0 0.005    N/A
   (VIOO)1 Year Chart         VIOO Vanguard S&P Small-Cap 600 Etf 43 - $105.73 $2,133,000 20,112 0.7% 0 0 0.154    N/A
   (KMI)1 Year Chart         KMI Kinder Morgan Inc 44 - $27.79 $2,076,000 75,757 0.68% 0 0 0.003    Gas Utilities
   (MINT)1 Year Chart         MINT Pimco ETF Trust 45 - $100.29 $1,891,000 18,848 0.62% 0 0 0.013    Closed - End Fund - Debt
   (VZ)1 Year Chart         VZ Verizon Communications Inc 46 - $42.03 $1,677,000 41,946 0.55% 0 0 0.001    Telecom Services - Do...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 47 - $575.29 $1,639,000 3,042 0.54% 0 0 0    Closed - End Fund - E...
   (ADI)1 Year Chart         ADI Analog Devices Inc 48 - $245.13 $1,622,000 7,633 0.53% 0 0 0.001    Semiconductor- Broad...
   (CAT)1 Year Chart         CAT Caterpillar Inc 49 - $408.33 $1,586,000 4,373 0.52% 0 0 0.001    Farm & Construction M...
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 50 - $0.00 $1,576,000 60,971 0.51% 0 0 0.007    N/A
   (NFLT)1 Year Chart         NFLT Newfleet Multi Sector Uncon... 51 - $0.00 $1,554,000 69,237 0.51% 0 0 0.077    N/A
   (OKE)1 Year Chart         OKE ONEOK Inc 52 - $80.91 $1,549,000 15,426 0.51% 0 0 0.003    Gas Utilities
   (D)1 Year Chart         D Dominion Energy Inc 53 - $58.16 $1,540,000 28,601 0.5% 0 0 0.004    Electric Utilities
   (MRK)1 Year Chart         MRK Merck & Co Inc 54 - $84.02 $1,534,000 15,420 0.5% 0 0 0.001    Drug Manufacturers - ...
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 55 - $44.49 $1,524,000 35,926 0.5% 0 0 0.002    Oil & Gas Pipelines &...
   (HD)1 Year Chart         HD Home Depot Inc 56 - $373.30 $1,467,000 3,772 0.48% 0 0 0    Home Improvement Stores
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... 57 - $135.33 $1,422,000 12,425 0.46% 0 0 0.003    Closed - End Fund - Debt
   (PXSG)1 Year Chart         PXSG Invesco Russell 2000 Pure G... 58 - $69.52 $1,416,000 21,423 0.46% 0 0 0.024    Closed - End Fund - Debt
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 59 - $49.56 $1,415,000 29,581 0.46% 0 0 0.001    Closed - End Fund - F...
   (FIIG)1 Year Chart         FIIG First Trust Intermediate Du... 60 - $0.00 $1,346,000 65,819 0.44% 0 0 0.146    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 61 - $0.00 $1,327,000 57,029 0.43% 0 0 0.063    N/A
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... 62 - $0.00 $1,312,000 44,914 0.43% -3,000 -82 0.005    N/A
   (S)1 Year Chart         S Sentinelone, Inc. 63 - $17.92 $1,306,000 58,810 0.43% 0 0 0.024    N/A
   (GWX)1 Year Chart         GWX St Spdr S&P Intl Sc 64 - $37.72 $1,300,000 41,951 0.42% -10,000 -320 0.185    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 65 - $256.98 $1,275,000 5,485 0.42% 0 0 0.002    Closed - End Fund - E...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 66 - $60.24 $1,253,000 13,871 0.41% 0 0 0.001    Discount, Variety Stores
   (MEAR)1 Year Chart         MEAR Ishares Short Maturity Muni... 67 - $0.00 $1,245,000 24,921 0.41% 0 0 0.028    N/A
   (VGLT)1 Year Chart         VGLT Vanguard Long-Term Governm 68 - $55.36 $1,244,000 22,482 0.41% 0 0 0.009    N/A
   (FTXN)1 Year Chart         FTXN First Trust Nasdaq Oil And Gas 69 - $0.00 $1,240,000 43,120 0.4% 0 0 0.112    N/A
   (SPBC)1 Year Chart         SPBC Simplify Us Equity Plus Gbt... 70 - $0.00 $1,231,000 31,868 0.4% -2,000 -57 0.354    N/A
   (CSWC)1 Year Chart         CSWC Capital Southwest Corp 71 - $23.14 $1,229,000 56,305 0.4% 0 0 0.302    Closed - End Fund - E...
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 72 - $0.00 $1,205,000 12,103 0.39% 0 0 0.014    N/A
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 73 - $280.54 $1,145,000 4,143 0.37% 0 0 0.001    Property & Casualty I...
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 74 - $0.00 $1,084,000 24,639 0.35% -36,000 -800 0.002    N/A
   (META)1 Year Chart         META Meta Platforms Inc 75 - $727.24 $1,071,000 1,830 0.35% 0 0 0    Internet Service Prov...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 76 - $195.00 $1,068,000 6,010 0.35% 0 0 0    Drug Manufacturers - ...
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 77 - $0.00 $1,058,000 18,384 0.35% 0 0 0.002    N/A
   (KD)1 Year Chart         KD Kyndryl Holdings, Inc. 78 - $41.58 $1,046,000 30,241 0.34% 0 0 0.013    N/A
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 79 - $106.29 $1,045,000 9,458 0.34% 0 0 0.003    Diversified Computer ...
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 80 - $0.00 $1,007,000 17,831 0.33% -79,000 -1,400 0.002    N/A
   (ALL)1 Year Chart         ALL Allstate Corp 81 - $194.68 $998,000 5,176 0.33% 0 0 0.002    Property & Casualty I...
   (ANGL)1 Year Chart         ANGL Vaneck Vectors Fallen Angel... 82 - $29.05 $982,000 34,264 0.32% -9,000 -315 0.022    N/A
   (KR)1 Year Chart         KR Kroger Co 83 - $70.71 $967,000 15,813 0.32% 0 0 0.002    Grocery Stores
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 84 - $68.76 $964,000 16,287 0.31% 0 0 0    Networking & Communic...
   (CGXU)1 Year Chart         CGXU Capital Group International... 85 - $0.00 $962,000 38,979 0.31% 0 0 0.043    N/A
   (EQAL)1 Year Chart         EQAL Invesco Russell 1000 Equal ... 86 - $50.47 $953,000 19,725 0.31% 0 0 0.141    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 87 - $299.51 $944,000 1,867 0.31% 0 0 0    Health Care Plans
   (AIRR)1 Year Chart         AIRR First Trust Rba American In... 88 - $85.12 $939,000 12,186 0.31% -3,000 -36 0.014    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 89 - $69.48 $935,000 15,865 0.31% -53,000 -900 0.003    Closed - End Fund - E...
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 90 - $0.00 $934,000 26,501 0.3% 0 0 0.003    N/A
   (HELO)1 Year Chart         HELO Jpmorgan Hedged Equity Ladd... 92 - $0.00 $895,000 14,425 0.29% 0 0 0    N/A
   (VYMI)1 Year Chart         VYMI Vanguard International High... 91 - $0.00 $895,000 13,191 0.29% 0 0 0.031    N/A
   (PPA)1 Year Chart         PPA Invesco Aerospace & Defense... 93 - $142.32 $894,000 7,790 0.29% 0 0 0.026    Closed - End Fund - Debt
   (JMEE)1 Year Chart         JMEE Jpmorgan Market Expansion E... 94 - $0.00 $894,000 14,782 0.29% -8,000 -142 0    N/A
   (GD)1 Year Chart         GD General Dynamics Corp 95 - $303.38 $889,000 3,375 0.29% 0 0 0.001    Aerospace/Defense - M...
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 96 - $30.32 $888,000 16,233 0.29% -8,000 -158 0.002    Closed - End Fund - E...
   (MA)1 Year Chart         MA MasterCard Inc A 97 - $563.52 $875,000 1,662 0.29% 0 0 0    Business Services
   (F)1 Year Chart         F Ford Motor Co 98 - $12.50 $872,000 88,056 0.28% 0 0 0.002    Auto Manufacturers
   (COP)1 Year Chart         COP ConocoPhillips 99 - $95.37 $842,000 8,491 0.27% 0 0 0.001    Integrated Oil & Gas
   (LIN)1 Year Chart         LIN Linde Plc 100 - $470.34 $827,000 1,975 0.27% 0 0 0    N/A

      100 Records Found
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