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Jeanne M. Tackett

@Total Clarity Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$307.591MTotal holdings267
Assets growth rate-1%Assets growth rate (2-Q avg)3.4%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Total Clarity Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 267 positions.

Assets under management

The assets under management (AUM) of Total Clarity Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 307.591M in assets, with a quarterly growth rate of -1% and a 2-quarter average growth rate of 3.4%. The portfolio is managed by Jeanne M. Tackett, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Tr
Recent Activity
Decreased -8.75%
4.01%
$12.329M
245,009 shares@ $50.32 avg price
VRIG
Invesco Actively Managed Exc
Recent Activity
Decreased -23.66%
3.18%
$9.773M
389,136 shares@ $25.12 avg price
SPLG
Spdr Ser Tr
Recent Activity
Increased 3944.54%
3.16%
$9.717M
140,952 shares@ $68.95 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.52%
2.26%
$6.944M
27,728 shares@ $250.43 avg price
BILS
Spdr Ser Tr
Recent Activity
Decreased -33.66%
2.12%
$6.492M
65,473 shares@ $99.16 avg price
IWF
Ishares Tr
Recent Activity
Decreased -28.37%
2.03%
$6.226M
15,505 shares@ $401.59 avg price
RDVY
First Tr Exchange-traded Fd
Recent Activity
Increased 74.28%
1.88%
$5.775M
97,655 shares@ $59.14 avg price
UCON
First Tr Exchng Traded Fd Vi
Recent Activity
Decreased -27.09%
1.7%
$5.209M
211,339 shares@ $24.65 avg price
NVDA
Nvidia Corporation
Recent Activity
Increased 1.94%
1.65%
$5.061M
37,690 shares@ $134.29 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.39%
1.58%
$4.84M
11,483 shares@ $421.53 avg price

1-10 of 267