Total Clarity Wealth Management, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 9, 2024
Value $
$288M
Signature - Title
Jeanne M. Tackett - Chief Compliance Officer
Location
525 Tyler Road, Suite T, St. Charles, IL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 245 $288M +$49.9M -$46.3M +$3.56M USFR, VRIG, IWF, UCON, MSFT 13F-HR 8/9/2024, 04:59 PM
Q1 2024 266 $288M +$59.3M -$28.8M +$30.4M USFR, IWF, UCON, VRIG, BSCW 13F-HR 4/22/2024, 07:51 PM
Q4 2023 231 $244M +$46.1M -$25.9M +$20.2M USFR, IWF, AAPL, UCON, BSCW 13F-HR 1/23/2024, 06:27 PM
Q3 2023 218 $208M +$41.7M -$29.9M +$11.8M USFR, UCON, IWF, AAPL, FNDF 13F-HR 10/24/2023, 09:25 PM
Q2 2023 212 $201M +$55.5M -$41.1M +$14.4M USFR, AAPL, IWF, FNDF, MSFT 13F-HR 7/24/2023, 12:58 PM
Q1 2023 176 $184M +$35.9M -$51.5M -$15.5M USFR, NEAR, AAPL, SCHO, MSFT 13F-HR 5/4/2023, 07:39 AM
Q4 2022 223 $196M +$66.3M -$40.6M +$25.7M USFR, NEAR, MSFT, FTSM, AAPL 13F-HR 2/3/2023, 04:01 PM
Q3 2022 228 $160M +$23.8M -$45.3M -$21.5M MSFT, AAPL, FMB, VXUS, ADI 13F-HR 11/4/2022, 04:13 PM
Q2 2022 1,009 $193M +$51.8M -$16.1M +$35.7M MSFT, VXUS, AAPL, FMB, ADI 13F-HR 7/29/2022, 09:13 AM
Q1 2022 220 $182M +$34.1M -$64.3M -$30.1M AAPL, MSFT, VXUS, RDVY, FMB 13F-HR 4/29/2022, 09:33 AM
Q4 2021 974 $220M +$30.9M -$30.7M +$215K RDVY, MSFT, AAPL, IWF, FMB 13F-HR 2/3/2022, 09:37 AM
Q3 2021 966 $210M +$45.9M -$9.99M +$35.9M LQD, MSFT, FMB, AAPL, RDVY 13F-HR 10/21/2021, 02:08 PM
Q2 2021 199 $179M +$40.8M -$43.9M -$3.12M LQD, MSFT, FMB, RDVY, AAPL 13F-HR 7/26/2021, 08:54 AM
Q1 2021 816 $174M +$45.9M -$20.6M +$25.3M IWF, LQD, VB, NOBL, FMB 13F-HR 5/5/2021, 09:40 AM
Q4 2020 148 $144M +$21.5M -$3.96M +$17.6M LQD, IWF, VB, VO, NOBL 13F-HR 1/20/2021, 12:42 PM
Q3 2020 125 $115M +$12.5M -$11.2M +$1.23M LQD, IWF, VO, NOBL, VB 13F-HR 11/17/2020, 09:37 AM
Q2 2020 125 $109M +$42.1M -$7.73M +$34.4M LQD, IWF, NOBL, VO, VB 13F-HR 7/15/2020, 09:04 AM
Q1 2020 96 $64.7M +$6.56M -$62.7M -$56.1M NOBL, FMB, MSFT, SMDV, FTCS 13F-HR 4/24/2020, 12:19 PM
Q4 2019 680 $133M $0 $0 FTCS, MTUM, SPYG, LGLV, NOBL 13F-HR 2/27/2020, 02:49 PM