Clarity Wealth Advisors

Clarity Wealth Advisors as of June 30, 2023

Portfolio Holdings for Clarity Wealth Advisors

Clarity Wealth Advisors holds 74 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 11.0 $24M 126k 193.97
Vanguard Index Fds Total Stk Mkt (VTI) 8.2 $18M 83k 220.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.9 $18M 40k 443.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.9 $18M 47k 369.42
Vanguard Specialized Funds Div App Etf (VIG) 5.9 $13M 80k 162.43
Ishares Tr Core S&p Mcp Etf (IJH) 4.8 $11M 41k 261.48
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.3 $9.6M 171k 56.08
Vanguard Index Fds Small Cp Etf (VB) 3.6 $8.0M 40k 198.89
Costco Wholesale Corporation (COST) 2.7 $6.1M 11k 538.38
Alphabet Cap Stk Cl A (GOOGL) 2.7 $6.1M 51k 119.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.6 $5.9M 17k 341.00
Vanguard World Fds Consum Dis Etf (VCR) 2.6 $5.8M 20k 283.21
Ishares Tr Glob Hlthcre Etf (IXJ) 2.4 $5.3M 63k 84.99
Visa Com Cl A (V) 2.2 $4.9M 21k 237.48
JPMorgan Chase & Co. (JPM) 1.8 $4.1M 28k 145.44
Meta Platforms Cl A (META) 1.7 $3.8M 13k 286.98
Abbvie (ABBV) 1.7 $3.8M 28k 134.73
Ishares Tr Ishares Biotech (IBB) 1.7 $3.7M 29k 126.96
Ishares Tr Msci Emg Mkt Etf (EEM) 1.7 $3.7M 94k 39.56
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.7 $3.7M 11k 343.86
Johnson & Johnson (JNJ) 1.6 $3.6M 22k 165.52
Microsoft Corporation (MSFT) 1.3 $2.9M 8.6k 340.53
Citigroup Com New (C) 1.2 $2.8M 60k 46.04
Tesla Motors (TSLA) 1.2 $2.7M 10k 261.77
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.6M 21k 120.97
NVIDIA Corporation (NVDA) 1.1 $2.4M 5.7k 423.02
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.1 $2.4M 43k 55.33
Amazon (AMZN) 0.9 $2.0M 16k 130.36
Ishares Tr Expnd Tec Sc Etf (IGM) 0.8 $1.9M 4.8k 392.90
3M Company (MMM) 0.8 $1.8M 18k 100.09
Select Sector Spdr Tr Financial (XLF) 0.7 $1.6M 48k 33.71
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.7 $1.5M 24k 63.20
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.6 $1.3M 25k 50.14
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.1M 2.4k 445.68
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $1.1M 22k 48.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $926k 2.3k 407.21
Cisco Systems (CSCO) 0.3 $707k 14k 51.74
Walt Disney Company (DIS) 0.3 $695k 7.8k 89.28
Mastercard Incorporated Cl A (MA) 0.3 $644k 1.6k 393.32
Chevron Corporation (CVX) 0.3 $641k 4.1k 157.37
Paypal Holdings (PYPL) 0.3 $588k 8.8k 66.73
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $532k 10k 51.70
Honeywell International (HON) 0.2 $479k 2.3k 207.50
Oracle Corporation (ORCL) 0.2 $477k 4.0k 119.10
Procter & Gamble Company (PG) 0.2 $476k 3.1k 151.74
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $464k 11k 41.00
Duolingo Cl A Com (DUOL) 0.2 $457k 3.2k 142.94
Synopsys (SNPS) 0.2 $445k 1.0k 435.41
Workday Cl A (WDAY) 0.2 $438k 1.9k 225.89
Applied Materials (AMAT) 0.2 $403k 2.8k 144.54
Intel Corporation (INTC) 0.2 $377k 11k 33.44
Netflix (NFLX) 0.2 $376k 853.00 440.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $375k 1.4k 275.18
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $366k 3.0k 122.58
Target Corporation (TGT) 0.2 $364k 2.8k 131.92
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $358k 6.8k 52.37
Nutanix Cl A (NTNX) 0.2 $357k 13k 28.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $348k 3.3k 106.07
salesforce (CRM) 0.1 $323k 1.5k 211.26
Vanguard Index Fds Growth Etf (VUG) 0.1 $315k 1.1k 282.99
Broadcom (AVGO) 0.1 $308k 355.00 867.43
Shopify Cl A (SHOP) 0.1 $307k 4.7k 64.60
Autodesk (ADSK) 0.1 $292k 1.4k 204.61
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $289k 2.9k 99.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $261k 5.6k 46.18
Ishares Core Msci Emkt (IEMG) 0.1 $259k 5.3k 49.29
UnitedHealth (UNH) 0.1 $256k 532.00 480.76
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $250k 2.3k 108.33
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $225k 4.3k 52.43
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $223k 4.5k 50.09
McDonald's Corporation (MCD) 0.1 $222k 745.00 298.52
Pinterest Cl A (PINS) 0.1 $220k 8.1k 27.34
Allogene Therapeutics (ALLO) 0.0 $90k 18k 4.97
Prospect Capital Corporation (PSEC) 0.0 $63k 10k 6.20