Total Clarity Wealth Management, Inc. Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$306.4B
Holdings
277
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (277 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | USFRWISDOMTREE TR | 245,009 | $12.3B | 4.02% | |
| 2 | VRIGINVESCO ACTIVELY MANAGED EXC | 389,062 | $9.8B | 3.19% | |
| 3 | SPYMSPDR SER TR | 139,822 | $9.6B | 3.15% | |
| 4 | AAPLAPPLE INC | 27,728 | $6.9B | 2.27% | |
| 5 | BILSSPDR SER TR | 65,473 | $6.5B | 2.12% | |
| 6 | IWFISHARES TR | 15,505 | $6.2B | 2.03% | |
| 7 | RDVYFIRST TR EXCHANGE-TRADED FD | 97,113 | $5.7B | 1.87% | |
| 8 | UCONFIRST TR EXCHNG TRADED FD VI | 211,339 | $5.2B | 1.70% | |
| 9 | NVDANVIDIA CORPORATION | 37,290 | $5.0B | 1.63% | |
| 10 | MSFTMICROSOFT CORP | 11,483 | $4.8B | 1.58% | |
| 11 | CGGRCAPITAL GROUP GROWTH ETF | 125,020 | $4.6B | 1.52% | |
| 12 | SPYSPDR S&P 500 ETF TR | 7,646 | $4.5B | 1.46% | |
| 13 | SPABSPDR SER TR | 170,181 | $4.3B | 1.39% | |
| 14 | GOOGLALPHABET INC | 21,652 | $4.1B | 1.34% | |
| 15 | AMZNAMAZON COM INC | 17,634 | $3.9B | 1.26% | |
| 16 | GOVIINVESCO EXCH TRADED FD TR II | 137,570 | $3.7B | 1.21% | |
| 17 | QQQMINVESCO EXCH TRADED FD TR II | 17,274 | $3.6B | 1.19% | |
| 18 | VBRVANGUARD INDEX FDS | 17,501 | $3.5B | 1.13% | |
| 19 | GTOINVESCO ACTIVELY MANAGED EXC | 73,762 | $3.4B | 1.12% | |
| 20 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $3.4B | 1.11% | |
| 21 | SPYVSPDR SER TR | 65,262 | $3.3B | 1.09% | |
| 22 | DFACDIMENSIONAL ETF TRUST | 94,373 | $3.3B | 1.07% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,126 | $3.2B | 1.05% | |
| 24 | IWPISHARES TR | 25,013 | $3.2B | 1.03% | |
| 25 | IWMISHARES TR | 14,267 | $3.2B | 1.03% | |
| 26 | RWLINVESCO EXCH TRADED FD TR II | 30,764 | $3.0B | 0.98% | |
| 27 | FDLFIRST TR MORNINGSTAR DIVID L | 74,742 | $3.0B | 0.98% | |
| 28 | IVVISHARES TR | 4,792 | $2.8B | 0.92% | |
| 29 | QUALISHARES TR | 15,454 | $2.8B | 0.90% | |
| 30 | IMFLINVESCO EXCH TRD SLF IDX FD | 117,045 | $2.7B | 0.90% | |
| 31 | UPSUNITED PARCEL SERVICE INC | 21,731 | $2.7B | 0.89% | |
| 32 | FNDFSCHWAB STRATEGIC TR | 81,467 | $2.7B | 0.88% | |
| 33 | JPMJPMORGAN CHASE & CO. | 11,235 | $2.7B | 0.88% | |
| 34 | CGMSCAPITAL GRP FIXED INCM ETF T | 96,144 | $2.6B | 0.86% | |
| 35 | VTIVANGUARD INDEX FDS | 8,438 | $2.4B | 0.80% | |
| 36 | JOETVIRTUS ETF TR II | 64,408 | $2.4B | 0.79% | |
| 37 | NDQINVESCO QQQ TR | 4,666 | $2.4B | 0.78% | |
| 38 | JEPQJ P MORGAN EXCHANGE TRADED F | 41,768 | $2.4B | 0.77% | |
| 39 | AMGNAMGEN INC | 9,018 | $2.4B | 0.77% | |
| 40 | JAAAJANUS DETROIT STR TR | 44,004 | $2.2B | 0.73% | |
| 41 | BKLNINVESCO EXCH TRADED FD TR II | 102,775 | $2.2B | 0.71% | |
| 42 | TFLOISHARES TR | 42,554 | $2.1B | 0.70% | |
| 43 | VIOOVANGUARD ADMIRAL FDS INC | 20,112 | $2.1B | 0.70% | |
| 44 | KMIKINDER MORGAN INC DEL | 75,757 | $2.1B | 0.68% | |
| 45 | MINTPIMCO ETF TR | 18,848 | $1.9B | 0.62% | |
| 46 | ADIANALOG DEVICES INC | 14,533 | $1.7B | 0.55% | Put |
| 47 | BACVERIZON COMMUNICATIONS INC | 41,946 | $1.7B | 0.55% | |
| 48 | VOOVANGUARD INDEX FDS | 3,042 | $1.6B | 0.54% | |
| 49 | CATCATERPILLAR INC | 4,373 | $1.6B | 0.52% | |
| 50 | DFICDIMENSIONAL ETF TRUST | 60,971 | $1.6B | 0.51% | |
| 51 | NFLTETFIS SER TR I | 69,237 | $1.6B | 0.51% | |
| 52 | OKEONEOK INC NEW | 15,426 | $1.5B | 0.51% | |
| 53 | DDOMINION ENERGY INC | 28,601 | $1.5B | 0.50% | |
| 54 | MRKMERCK & CO INC | 15,420 | $1.5B | 0.50% | |
| 55 | ENBENBRIDGE INC | 35,926 | $1.5B | 0.50% | |
| 56 | HDHOME DEPOT INC | 3,772 | $1.5B | 0.48% | |
| 57 | VSSVANGUARD INTL EQUITY INDEX F | 12,425 | $1.4B | 0.46% | |
| 58 | XSMOINVESCO EXCHANGE TRADED FD T | 21,423 | $1.4B | 0.46% | |
| 59 | VEAVANGUARD TAX-MANAGED FDS | 29,581 | $1.4B | 0.46% | |
| 60 | FIIGFIRST TR EXCHANGE-TRADED FD | 65,819 | $1.3B | 0.44% | |
| 61 | DFARDIMENSIONAL ETF TRUST | 57,029 | $1.3B | 0.43% | |
| 62 | CGGOCAPITAL GROUP GBL GROWTH EQT | 44,914 | $1.3B | 0.43% | |
| 63 | SSENTINELONE INC | 58,810 | $1.3B | 0.43% | |
| 64 | GWXSPDR INDEX SHS FDS | 41,951 | $1.3B | 0.42% | |
| 65 | XLKSELECT SECTOR SPDR TR | 5,485 | $1.3B | 0.42% | |
| 66 | WMTWALMART INC | 13,871 | $1.3B | 0.41% | |
| 67 | MEARISHARES U S ETF TR | 24,921 | $1.2B | 0.41% | |
| 68 | VGLTVANGUARD SCOTTSDALE FDS | 22,482 | $1.2B | 0.41% | |
| 69 | FTXNFIRST TR EXCHANGE-TRADED FD | 43,120 | $1.2B | 0.40% | |
| 70 | SPBCSIMPLIFY EXCHANGE TRADED FUN | 31,868 | $1.2B | 0.40% | |
| 71 | CSWCCAPITAL SOUTHWEST CORP | 56,305 | $1.2B | 0.40% | |
| 72 | NOBLPROSHARES TR | 12,103 | $1.2B | 0.39% | |
| 73 | CBCHUBB LIMITED | 4,143 | $1.1B | 0.37% | |
| 74 | CALFPACER FDS TR | 24,639 | $1.1B | 0.35% | |
| 75 | METAMETA PLATFORMS INC | 1,830 | $1.1B | 0.35% | |
| 76 | ABBVABBVIE INC | 6,010 | $1.1B | 0.35% | |
| 77 | JEPIJ P MORGAN EXCHANGE TRADED F | 18,384 | $1.1B | 0.35% | |
| 78 | KDKYNDRYL HLDGS INC | 30,241 | $1.0B | 0.34% | |
| 79 | ANETARISTA NETWORKS INC | 9,458 | $1.0B | 0.34% | |
| 80 | COWZPACER FDS TR | 17,831 | $1.0B | 0.33% | |
| 81 | ALSALLSTATE CORP | 5,176 | $998.0M | 0.33% | |
| 82 | ANGLVANECK ETF TRUST | 34,264 | $982.3M | 0.32% | |
| 83 | KRKROGER CO | 15,813 | $967.0M | 0.32% | |
| 84 | CSCOCISCO SYS INC | 16,287 | $964.2M | 0.31% | |
| 85 | CGXUCAPITAL GROUP INTL FOCUS EQT | 38,979 | $961.6M | 0.31% | |
| 86 | KLMNINVESCO EXCH TRADED FD TR II | 19,725 | $952.7M | 0.31% | |
| 87 | UNHUNITEDHEALTH GROUP INC | 1,867 | $944.4M | 0.31% | |
| 88 | AIRRFIRST TR EXCHANGE-TRADED FD | 12,186 | $938.8M | 0.31% | |
| 89 | VXUSVANGUARD STAR FDS | 15,865 | $934.9M | 0.31% | |
| 90 | CGDGCAPITAL GROUP DIVIDEND VALUE | 26,501 | $934.4M | 0.31% | |
| 91 | VYMIVANGUARD WHITEHALL FDS | 13,191 | $895.4M | 0.29% | |
| 92 | HELOJ P MORGAN EXCHANGE TRADED F | 14,425 | $894.9M | 0.29% | |
| 93 | JMEEJ P MORGAN EXCHANGE TRADED F | 14,782 | $893.9M | 0.29% | |
| 94 | PPAINVESCO EXCHANGE TRADED FD T | 7,790 | $893.7M | 0.29% | |
| 95 | GDGENERAL DYNAMICS CORP | 3,375 | $889.3M | 0.29% | |
| 96 | SPMDSPDR SER TR | 16,233 | $887.8M | 0.29% | |
| 97 | MAMASTERCARD INCORPORATED | 1,662 | $874.9M | 0.29% | |
| 98 | FFORD MTR CO | 88,056 | $871.8M | 0.28% | |
| 99 | COPCONOCOPHILLIPS | 8,491 | $842.1M | 0.27% | |
| 100 | LINLINDE PLC | 1,975 | $826.9M | 0.27% |
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