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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 : 2024-03-31
  Total Value : $287,582,000
  Total Value Change : $43,651,000
  Securities Held Change : 35
   
All Securities Held : 266
  New Positions : 61
  Closed Positions : 27
  Increased Positions : 119
  Unchanged Positions : 13
  Decreased Positions : 73

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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged Positions     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
   (S)1 Year Chart         S Sentinelone, Inc. 66 - $22.31 $1,207,000 51,760 0.42% -213,000 0 0.021    N/A
   (MEAR)1 Year Chart         MEAR Ishares Short Maturity Muni... 85 - $0.00 $1,013,000 20,219 0.35% 2,000 0 0.022    N/A
   (BX)1 Year Chart         BX Blackstone Group LP 117 - $120.62 $648,000 4,929 0.23% 3,000 0 0.001    Asset Management
   (RGEN)1 Year Chart         RGEN Repligen Corp 136 - $176.03 $568,000 3,090 0.2% 12,000 0 0.005    Biotechnology
   (IWY)1 Year Chart         IWY iShares Trust 138 - $200.35 $551,000 2,826 0.19% 56,000 0 0.003    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp 159 - $121.63 $425,000 3,382 0.15% 68,000 0 0    Application Software
   (FUMB)1 Year Chart         FUMB First Trust Ultra Short Dur... 179 - $0.00 $360,000 17,956 0.13% 0 0 0.034    N/A
   (MCHP)1 Year Chart         MCHP Microchip Technology Inc 203 - $95.36 $294,000 3,282 0.1% -2,000 0 0.001    Semiconductor - Speci...
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 206 - $112.13 $281,000 2,550 0.1% 21,000 0 0.009    Closed - End Fund - E...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 221 - $372.63 $261,000 653 0.09% 41,000 0 0    Medical Appliances & ...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 248 - $464.08 $208,000 457 0.07% 1,000 0 0    Aerospace/Defense - M...
   (MPA)1 Year Chart         MPA Blackrock Muniyield Pennsyl... 259 - $11.97 $139,000 11,500 0.05% 5,000 0 0.086    Closed - End Fund - Debt
   (LADR)1 Year Chart         LADR Ladder Capital Corp 261 - $11.35 $123,000 11,040 0.04% -4,000 0 0.009    N/A
      13 Records Found
  1    
Page 1 of 1
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