Chief Compliance Officer

0001085146-24-000421.txt : 20240124 0001085146-24-000421.hdr.sgml : 20240124 20240123182747 ACCESSION NUMBER: 0001085146-24-000421 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240124 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Total Clarity Wealth Management, Inc. CENTRAL INDEX KEY: 0001804909 ORGANIZATION NAME: IRS NUMBER: 205303069 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20188 FILM NUMBER: 24553826 BUSINESS ADDRESS: STREET 1: 525 TYLER ROAD STREET 2: SUITE T CITY: ST. CHARLES STATE: IL ZIP: 60174 BUSINESS PHONE: 630-762-9352 MAIL ADDRESS: STREET 1: 525 TYLER ROAD STREET 2: SUITE T CITY: ST. CHARLES STATE: IL ZIP: 60174 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001804909 XXXXXXXX 12-31-2023 12-31-2023 false Total Clarity Wealth Management, Inc.

525 TYLER ROAD SUITE T ST. CHARLES IL 60174

13F HOLDINGS REPORT 028-20188 000142728 801-67755 N Jeanne M. Tackett Chief Compliance Officer 630-762-9352 /s/Jeanne M. 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46138E115 BBG001T7V3J9 302094 6261 SH SOLE 0 0 6261 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 BBG001V0MBC0 1568315 74047 SH SOLE 0 0 74047 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 BBG001S8JG85 434054 4710 SH SOLE 0 0 4710 INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 46137V746 BBG001S9FH85 229370 2952 SH SOLE 0 0 2952 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 BBG001V28DF5 859713 8769 SH SOLE 0 0 8769 INVESCO EXCHNG TRAD SLF INDE BULLETSHS 2032 46139W858 BBG019JCS8Z6 5373193 259700 SH SOLE 0 0 259700 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2056439 5022 SH SOLE 0 0 5022 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 234578 2167 SH SOLE 0 0 2167 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 2056604 4306 SH SOLE 0 0 4306 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 533606 5376 SH SOLE 0 0 5376 ISHARES TR GLOB INDSTRL ETF 464288729 BBG001SNVXC6 1047729 8222 SH SOLE 0 0 8222 ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 259514 2550 SH SOLE 0 0 2550 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 748207 5085 SH SOLE 0 0 5085 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 6405073 21127 SH SOLE 0 0 21127 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 3436525 32898 SH SOLE 0 0 32898 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 387603 4987 SH SOLE 0 0 4987 ISHARES TR RUS TP200 GR ETF 464289438 BBG001T5LBR7 495090 2826 SH SOLE 0 0 2826 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 734848 3661 SH SOLE 0 0 3661 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 529378 4516 SH SOLE 0 0 4516 ISHARES TR TRS FLT RT BD 46434V860 BBG005YTNMS3 2043640 40492 SH SOLE 0 0 40492 ISHARES TR US HOME CONS ETF 464288752 BBG001SQZTR8 1168377 11485 SH SOLE 0 0 11485 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 BBG0059KNK04 1395484 27622 SH SOLE 0 0 27622 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 BBG0087DRNC3 1010748 20219 SH SOLE 0 0 20219 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 1601008 29120 SH SOLE 0 0 29120 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 BBG016NKZFF7 3749618 75097 SH SOLE 0 0 75097 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 410932 8181 SH SOLE 0 0 8181 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 BBG00M8D2458 273184 5384 SH SOLE 0 0 5384 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1663330 10612 SH SOLE 0 0 10612 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1576473 9268 SH SOLE 0 0 9268 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 273505 2251 SH SOLE 0 0 2251 KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 1443880 81853 SH SOLE 0 0 81853 KINSALE CAP GROUP INC COM 49714P108 BBG00D8JDB02 219366 655 SH SOLE 0 0 655 LADDER CAP CORP CL A 505743104 BBG005RVGZ50 127067 11040 SH SOLE 0 0 11040 LEGG MASON ETF INVT FRANKLIN INTL LW 52468L505 BBG00DB6W2C2 260059 9402 SH SOLE 0 0 9402 LEIDOS HOLDINGS INC COM 525327102 BBG001SKW6M9 296794 2742 SH SOLE 0 0 2742 LINDE PLC SHS G54950103 BBG01FND0CH6 882205 2148 SH SOLE 0 0 2148 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 207035 457 SH SOLE 0 0 457 M D C HLDGS INC COM 552676108 BBG001S5T272 366860 6640 SH SOLE 0 0 6640 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 724330 1698 SH SOLE 0 0 1698 MCDONALDS CORP COM 580135101 BBG001S5T110 719925 2428 SH SOLE 0 0 2428 MERCK & CO INC COM 58933Y105 BBG001S5TC52 1776991 16300 SH SOLE 0 0 16300 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 242817 686 SH SOLE 0 0 686 MICROCHIP TECHNOLOGY INC. COM 595017104 BBG001S787B5 295982 3282 SH SOLE 0 0 3282 MICROSOFT CORP COM 594918104 BBG001S5TD05 4687433 12465 SH SOLE 0 0 12465 MITEK SYS INC COM NEW 606710200 BBG001S5T6P3 147417 11305 SH SOLE 0 0 11305 MOLSON COORS BEVERAGE CO CL B 60871R209 BBG001S5VQ21 206246 3369 SH SOLE 0 0 3369 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 1584819 21881 SH SOLE 0 0 21881 NEUROCRINE BIOSCIENCES INC COM 64125C109 BBG001S8W4X9 239540 1818 SH SOLE 0 0 1818 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1786806 3608 SH SOLE 0 0 3608 NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 725789 3160 SH SOLE 0 0 3160 O-I GLASS INC COM 67098H104 BBG00R2JZG48 185815 11344 SH SOLE 0 0 11344 ONEOK INC NEW COM 682680103 BBG001S5TWK1 1115196 15881 SH SOLE 0 0 15881 ORACLE CORP COM 68389X105 BBG001S5SJG6 356564 3382 SH SOLE 0 0 3382 PACER FDS TR GLOBL CASH ETF 69374H709 BBG00BLVPPY3 421007 12285 SH SOLE 0 0 12285 PACER FDS TR PACER US SMALL 69374H857 BBG00GXXR1G6 2507166 52200 SH SOLE 0 0 52200 PACER FDS TR US CASH COWS 100 69374H881 BBG00FJQN752 757234 14565 SH SOLE 0 0 14565 PENN ENTERTAINMENT INC COM 707569109 BBG001S80PY6 636501 24462 SH SOLE 0 0 24462 PEPSICO INC COM 713448108 BBG001S695T1 202239 1191 SH SOLE 0 0 1191 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 BBG001T618D9 474202 4752 SH SOLE 0 0 4752 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 BBG001T6Q6C7 935297 18696 SH SOLE 0 0 18696 PORTILLOS INC COM CL A 73642K106 BBG012YL5W59 273884 17193 SH SOLE 0 0 17193 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 392608 2679 SH SOLE 0 0 2679 PROSHARES TR RUSS 2000 DIVD 74347B698 BBG0081VG5Y6 483577 7439 SH SOLE 0 0 7439 PROSHARES TR S&P 500 DV ARIST 74348A467 BBG005D266P2 2244071 23572 SH SOLE 0 0 23572 PROSHARES TR SHORT QQQ NEW 74347B714 BBG001SR6H58 1883543 198686 SH SOLE 0 0 198686 PROSHARES TR ULTRAPRO SHT QQQ 74347G432 BBG001T6S3C2 1270003 94424 SH SOLE 0 0 94424 REPLIGEN CORP COM 759916109 BBG001S5VNT9 555582 3090 SH SOLE 0 0 3090 RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 233060 3130 SH SOLE 0 0 3130 SALESFORCE INC COM 79466L302 BBG001SDLP09 201565 766 SH SOLE 0 0 766 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 594356 16081 SH SOLE 0 0 16081 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 BBG0051K49J8 5172293 153344 SH SOLE 0 0 153344 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 1229628 25379 SH SOLE 0 0 25379 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 304304 5466 SH SOLE 0 0 5466 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 366286 4369 SH SOLE 0 0 4369 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 1045440 5847 SH SOLE 0 0 5847 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 266824 1956 SH SOLE 0 0 1956 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 878922 4566 SH SOLE 0 0 4566 SENTINELONE INC CL A 81730H109 BBG00B6F2F27 1420294 51760 SH SOLE 0 0 51760 SHOPIFY INC CL A 82509L107 BBG004DW5NC7 270703 3475 SH SOLE 0 0 3475 SIXTH STREET SPECIALTY LENDI COM 83012A109 BBG001V064L4 1058357 48998 SH SOLE 0 0 48998 SOUTHWEST AIRLS CO COM 844741108 BBG001S5SXC9 509848 17654 SH SOLE 0 0 17654 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 655904 3431 SH SOLE 0 0 3431 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 4982312 10482 SH SOLE 0 0 10482 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 221895 2428 SH SOLE 0 0 2428 SPDR SER TR BLOOMBERG 3-12 M 78468R523 BBG00X8RXGK5 2045837 20640 SH SOLE 0 0 20640 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 249611 4465 SH SOLE 0 0 4465 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 3541700 75953 SH SOLE 0 0 75953 STARBUCKS CORP COM 855244109 BBG001S72KH6 1128995 11759 SH SOLE 0 0 11759 STATE STR CORP COM 857477103 BBG001S5RLD5 378315 4884 SH SOLE 0 0 4884 SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 278575 980 SH SOLE 0 0 980 SYNOPSYS INC COM 871607107 BBG001S5VTR8 219867 427 SH SOLE 0 0 427 TESLA INC COM 88160R101 BBG001SQKGD7 773518 3113 SH SOLE 0 0 3113 THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 220989 3071 SH SOLE 0 0 3071 TITAN INTL INC ILL COM 88830M102 BBG001S634F5 254359 17094 SH SOLE 0 0 17094 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 259735 1620 SH SOLE 0 0 1620 TOPBUILD CORP COM 89055F103 BBG0077VS2G6 980561 2620 SH SOLE 0 0 2620 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 BBG001S70DV8 268258 18707 SH SOLE 0 0 18707 UNITED NAT FOODS INC COM 911163103 BBG001S7B0Y1 328268 20226 SH SOLE 0 0 20226 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 661435 4207 SH SOLE 0 0 4207 UNITED THERAPEUTICS CORP DEL COM 91307C102 BBG001S8RV10 255952 1164 SH SOLE 0 0 1164 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1302797 2475 SH SOLE 0 0 2475 US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 499754 11547 SH SOLE 0 0 11547 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 665640 3806 SH SOLE 0 0 3806 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 615793 7995 SH SOLE 0 0 7995 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 331239 3749 SH SOLE 0 0 3749 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1079125 2471 SH SOLE 0 0 2471 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 2007949 11157 SH SOLE 0 0 11157 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 350337 1642 SH SOLE 0 0 1642 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1504322 6341 SH SOLE 0 0 6341 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 645778 4320 SH SOLE 0 0 4320 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 649002 15791 SH SOLE 0 0 15791 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 2300715 20001 SH SOLE 0 0 20001 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 BBG001TCVT65 576583 13538 SH SOLE 0 0 13538 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 316017 3888 SH SOLE 0 0 3888 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 BBG001T62MC8 2484151 40373 SH SOLE 0 0 40373 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 996218 17079 SH SOLE 0 0 17079 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 3266800 56363 SH SOLE 0 0 56363 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 1381472 28841 SH SOLE 0 0 28841 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 2008064 30201 SH SOLE 0 0 30201 VANGUARD WORLD FDS ENERGY ETF 92204A306 BBG001SHTV45 1141987 9737 SH SOLE 0 0 9737 VANGUARD WORLD FDS UTILITIES ETF 92204A876 BBG001SHVTP4 735445 5365 SH SOLE 0 0 5365 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 2066850 54824 SH SOLE 0 0 54824 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 517564 1272 SH SOLE 0 0 1272 VIRTUS ETF TR II VIRTUS US QLTY 92790A504 BBG00Y6DQNN6 1842671 60061 SH SOLE 0 0 60061 VISA INC COM CL A 92826C839 BBG001SRCFY3 448939 1724 SH SOLE 0 0 1724 WALGREENS BOOTS ALLIANCE INC COM 931427108 BBG001S5XBY7 989953 37915 SH SOLE 0 0 37915 WALMART INC COM 931142103 BBG001S5XH92 378080 2398 SH SOLE 0 0 2398 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 269296 1504 SH SOLE 0 0 1504 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 303028 6157 SH SOLE 0 0 6157 WHIRLPOOL CORP COM 963320106 BBG001S5XFS5 877231 7204 SH SOLE 0 0 7204 WISDOMTREE TR EMER MKT HIGH FD 97717W315 BBG001SV1SY8 1342115 32992 SH SOLE 0 0 32992 WISDOMTREE TR EMG MKTS SMCAP 97717W281 BBG001SRPT24 1009432 20221 SH SOLE 0 0 20221 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 14243024 283500 SH SOLE 0 0 283500 WISDOMTREE TR US QTLY DIV GRT 97717X669 BBG004LMH3Z6 376554 5358 SH SOLE 0 0 5358