Total Clarity Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
St. Charles, IL
CIK
0001804909
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 231 243,931 USFR, IWF, AAPL, UCON 13F-HR 1/23/2024 000108514624000421
Q3 2023 218 207,722 USFR, UCON, IWF, AAPL 13F-HR 10/24/2023 000108514623003886
Q2 2023 212 201,497 USFR, AAPL, IWF, FNDF 13F-HR 7/24/2023 000117266123002591
Q1 2023 176 184,173 USFR, NEAR, AAPL, SCHO 13F-HR 5/4/2023 000117266123001824
Q4 2022 223 196,378 USFR, NEAR, MSFT, FTSM 13F-HR 2/3/2023 000117266123000433
Q3 2022 228 159,981 MSFT, AAPL, FMB, VXUS 13F-HR 11/4/2022 000160658722002143
Q2 2022 1,042 193,256 MSFT, VXUS, AAPL, FMB 13F-HR 7/29/2022 000160658722001534
Q1 2022 220 182,285 AAPL, MSFT, VXUS, RDVY 13F-HR 4/29/2022 000160658722000815
Q4 2021 984 220,235 RDVY, MSFT, AAPL, IWF 13F-HR 2/3/2022 000160658722000293
Q3 2021 980 210,397 LQD, MSFT, FMB, AAPL 13F-HR 10/21/2021 000160658721001361
Q2 2021 199 179,175 LQD, MSFT, FMB, RDVY 13F-HR 7/26/2021 000160658721000873
Q1 2021 824 174,057 IWF, LQD, VB, NOBL 13F-HR 5/5/2021 000160658721000576
Q4 2020 148 143,977 LQD, IWF, VB, VO 13F-HR 1/20/2021 000160658721000051
Q3 2020 125 114,598 LQD, IWF, VO, NOBL 13F-HR 11/17/2020 000160658720001271
Q2 2020 125 108,930 LQD, IWF, NOBL, VO 13F-HR 7/15/2020 000160658720000731
Q1 2020 96 64,738 NOBL, FMB, MSFT, SMDV 13F-HR 4/24/2020 000160658720000448
Q4 2019 692 133,275 FTCS, MTUM, SPYG, LGLV 13F-HR 2/27/2020 000160658720000345