Clarity Wealth Advisors
Latest statistics and disclosures from Clarity Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VTI, QQQ, AAPL, VIG, and represent 36.20% of Clarity Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$11M), IGM, DIA, CGGO, JCPB, BIV, FBND, VYMI, SPY, VTI.
- Started 6 new stock positions in FICO, IXN, VOOG, ME, PANW, BAC.
- Reduced shares in these 10 stocks: MSFT, , VCR, IBB, IXJ, TQQQ, ROKU, BA, AMAT, XLF.
- Sold out of its positions in BA, ROKU, MMM.
- Clarity Wealth Advisors was a net buyer of stock by $22M.
- Clarity Wealth Advisors has $296M in assets under management (AUM), dropping by 11.36%.
- Central Index Key (CIK): 0001767384
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Download as csv Download as ExcelPortfolio Holdings for Clarity Wealth Advisors
Clarity Wealth Advisors holds 86 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.0 | $24M | +2% | 45k | 523.07 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 8.0 | $24M | +2% | 91k | 259.90 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.8 | $23M | 52k | 444.01 |
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Apple (AAPL) | 7.3 | $22M | 126k | 171.48 |
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Vanguard Specialized Funds Div App Etf (VIG) | 5.1 | $15M | 83k | 182.61 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 4.6 | $14M | +414% | 223k | 60.74 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.8 | $11M | +2% | 186k | 60.30 |
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Vanguard Index Fds Small Cp Etf (VB) | 3.3 | $9.9M | +2% | 43k | 228.59 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 3.1 | $9.3M | +17% | 23k | 397.77 |
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Costco Wholesale Corporation (COST) | 2.9 | $8.7M | +2% | 12k | 732.63 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $8.0M | +2% | 53k | 150.93 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $7.5M | 18k | 420.51 |
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JPMorgan Chase & Co. (JPM) | 2.2 | $6.6M | 33k | 200.30 |
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Vanguard World Consum Dis Etf (VCR) | 2.1 | $6.1M | -5% | 19k | 317.73 |
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Visa Com Cl A (V) | 2.0 | $6.0M | +2% | 22k | 279.08 |
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Meta Platforms Cl A (META) | 1.9 | $5.6M | 12k | 485.59 |
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Ishares Tr Glob Hlthcre Etf (IXJ) | 1.9 | $5.5M | -4% | 59k | 93.15 |
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Abbvie (ABBV) | 1.9 | $5.5M | 30k | 182.10 |
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NVIDIA Corporation (NVDA) | 1.7 | $5.1M | 5.7k | 903.55 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 1.6 | $4.8M | +8% | 116k | 41.08 |
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 1.6 | $4.6M | +32% | 160k | 28.80 |
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Citigroup Com New (C) | 1.5 | $4.6M | +4% | 72k | 63.24 |
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Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.4 | $4.2M | +19% | 62k | 68.80 |
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Microsoft Corporation (MSFT) | 1.4 | $4.2M | -18% | 9.9k | 420.70 |
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Johnson & Johnson (JNJ) | 1.3 | $3.8M | +4% | 24k | 158.19 |
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.3 | $3.7M | +39% | 80k | 46.65 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 1.1 | $3.4M | +38% | 45k | 75.40 |
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Alphabet Cap Stk Cl C (GOOG) | 1.1 | $3.2M | 21k | 152.26 |
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.1 | $3.2M | +35% | 70k | 45.31 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.1 | $3.1M | +9% | 54k | 57.86 |
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Amazon (AMZN) | 1.0 | $3.0M | +7% | 17k | 180.38 |
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Ishares Tr Ishares Biotech (IBB) | 1.0 | $3.0M | -8% | 22k | 137.22 |
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Ishares Tr Expnd Tec Sc Etf (IGM) | 0.8 | $2.3M | +496% | 27k | 86.18 |
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Tesla Motors (TSLA) | 0.7 | $2.2M | +15% | 13k | 175.79 |
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Select Sector Spdr Tr Financial (XLF) | 0.6 | $1.8M | -7% | 44k | 42.12 |
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.7M | +12% | 31k | 54.24 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.4M | 2.7k | 525.74 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.4 | $1.3M | +6% | 26k | 50.45 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.1M | 2.3k | 480.79 |
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Walt Disney Company (DIS) | 0.3 | $854k | -4% | 7.0k | 122.35 |
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Mastercard Incorporated Cl A (MA) | 0.3 | $787k | 1.6k | 481.46 |
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Cisco Systems (CSCO) | 0.2 | $717k | +5% | 14k | 49.91 |
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Chevron Corporation (CVX) | 0.2 | $662k | +2% | 4.2k | 157.74 |
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Synopsys (SNPS) | 0.2 | $585k | 1.0k | 571.50 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $579k | 1.7k | 337.05 |
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Workday Cl A (WDAY) | 0.2 | $544k | +5% | 2.0k | 272.75 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $539k | -6% | 8.8k | 61.05 |
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Procter & Gamble Company (PG) | 0.2 | $534k | +4% | 3.3k | 162.23 |
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Qualcomm (QCOM) | 0.2 | $530k | +103% | 3.1k | 169.29 |
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Oracle Corporation (ORCL) | 0.2 | $523k | +3% | 4.2k | 125.61 |
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Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $520k | -30% | 8.4k | 61.56 |
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Paypal Holdings (PYPL) | 0.2 | $519k | -6% | 7.8k | 66.99 |
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Home Depot (HD) | 0.2 | $514k | +16% | 1.3k | 383.72 |
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Netflix (NFLX) | 0.2 | $507k | -3% | 834.00 | 607.33 |
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Broadcom (AVGO) | 0.2 | $500k | +6% | 377.00 | 1325.76 |
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Intel Corporation (INTC) | 0.2 | $498k | 11k | 44.17 |
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salesforce (CRM) | 0.2 | $491k | +5% | 1.6k | 301.25 |
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Duolingo Cl A Com (DUOL) | 0.2 | $485k | 2.2k | 220.58 |
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Nutanix Cl A (NTNX) | 0.2 | $477k | 7.7k | 61.72 |
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Honeywell International (HON) | 0.2 | $474k | 2.3k | 205.25 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $406k | -4% | 3.4k | 120.99 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $400k | 1.2k | 344.25 |
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Autodesk (ADSK) | 0.1 | $394k | 1.5k | 260.42 |
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Shopify Cl A (SHOP) | 0.1 | $383k | 5.0k | 77.17 |
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Arista Networks (ANET) | 0.1 | $378k | 1.3k | 289.98 |
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Applied Materials (AMAT) | 0.1 | $370k | -35% | 1.8k | 206.26 |
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International Business Machines (IBM) | 0.1 | $370k | +5% | 1.9k | 191.00 |
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Fair Isaac Corporation (FICO) | 0.1 | $366k | NEW | 293.00 | 1249.61 |
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Target Corporation (TGT) | 0.1 | $339k | -9% | 1.9k | 177.24 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $339k | 6.7k | 50.17 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $338k | -5% | 5.5k | 62.06 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $337k | +4% | 3.1k | 110.52 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $330k | +3% | 2.5k | 131.24 |
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Palo Alto Networks (PANW) | 0.1 | $306k | NEW | 1.1k | 284.16 |
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Snowflake Cl A (SNOW) | 0.1 | $297k | 1.8k | 161.60 |
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Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $296k | 2.3k | 128.09 |
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Ishares Core Msci Emkt (IEMG) | 0.1 | $285k | 5.5k | 51.60 |
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Pinterest Cl A (PINS) | 0.1 | $279k | 8.1k | 34.67 |
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UnitedHealth (UNH) | 0.1 | $263k | 532.00 | 494.77 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $247k | +2% | 5.9k | 41.77 |
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $218k | NEW | 714.00 | 304.58 |
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Ishares Tr Global Tech Etf (IXN) | 0.1 | $213k | NEW | 2.8k | 74.80 |
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McDonald's Corporation (MCD) | 0.1 | $208k | 736.00 | 281.87 |
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Bank of America Corporation (BAC) | 0.1 | $207k | NEW | 5.5k | 37.92 |
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Allogene Therapeutics (ALLO) | 0.0 | $70k | 16k | 4.47 |
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23andme Holding Class A Com (ME) | 0.0 | $6.7k | NEW | 13k | 0.53 |
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Past Filings by Clarity Wealth Advisors
SEC 13F filings are viewable for Clarity Wealth Advisors going back to 2019
- Clarity Wealth Advisors 2024 Q1 filed April 18, 2024
- Clarity Wealth Advisors 2023 Q4 filed Jan. 10, 2024
- Clarity Wealth Advisors 2023 Q3 filed Nov. 7, 2023
- Clarity Wealth Advisors 2023 Q2 filed July 28, 2023
- Clarity Wealth Advisors 2023 Q1 filed May 10, 2023
- Clarity Wealth Advisors 2022 Q4 filed Feb. 6, 2023
- Clarity Wealth Advisors 2022 Q3 filed Nov. 1, 2022
- Clarity Wealth Advisors 2022 Q2 filed July 19, 2022
- Clarity Wealth Advisors 2022 Q1 filed May 2, 2022
- Clarity Wealth Advisors 2021 Q4 filed Jan. 25, 2022
- Clarity Wealth Advisors 2021 Q3 filed Oct. 20, 2021
- Clarity Wealth Advisors 2021 Q2 filed Aug. 12, 2021
- Clarity Wealth Advisors 2021 Q1 filed April 28, 2021
- Clarity Wealth Advisors 2020 Q4 filed Feb. 4, 2021
- Clarity Wealth Advisors 2020 Q3 filed Oct. 13, 2020
- Clarity Wealth Advisors 2020 Q2 filed Aug. 4, 2020