Clarity Wealth Advisors
Latest statistics and disclosures from Clarity Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, VTI, QQQ, VIG, and represent 36.41% of Clarity Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BIV, FBND, JCPB, DIA, CGGO, VIG, CGBL, VYMI, SPY, IJH.
- Started 8 new stock positions in BXMX, AMD, VRNT, CVNA, MCD, VV, CRWD, VTV.
- Reduced shares in these 10 stocks: VCR, IXJ, IBB, DUOL, XLF, AMZN, IGM, ALLO, MA, IWF.
- Sold out of its position in ALLO.
- Clarity Wealth Advisors was a net buyer of stock by $18M.
- Clarity Wealth Advisors has $344M in assets under management (AUM), dropping by 11.28%.
- Central Index Key (CIK): 0001767384
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Portfolio Holdings for Clarity Wealth Advisors
Clarity Wealth Advisors holds 94 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.9 | $31M | 132k | 233.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.6 | $26M | +2% | 46k | 573.75 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.5 | $26M | +2% | 91k | 283.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.3 | $25M | +2% | 52k | 488.07 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.1 | $17M | +5% | 88k | 198.06 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.2 | $15M | +4% | 233k | 62.32 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.5 | $12M | +3% | 188k | 64.74 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 3.5 | $12M | +12% | 28k | 423.12 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.1 | $11M | +4% | 45k | 237.21 |
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| Costco Wholesale Corporation (COST) | 2.9 | $10M | 11k | 886.51 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $8.6M | 52k | 165.85 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $8.3M | +3% | 18k | 460.25 |
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| Meta Platforms Cl A (META) | 2.1 | $7.3M | +3% | 13k | 572.46 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 2.0 | $7.0M | +19% | 232k | 30.15 |
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| NVIDIA Corporation (NVDA) | 2.0 | $6.9M | 57k | 121.44 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $6.9M | +2% | 33k | 210.86 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.8 | $6.0M | +8% | 132k | 45.86 |
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| Abbvie (ABBV) | 1.7 | $6.0M | +4% | 30k | 197.48 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.7 | $5.9M | +40% | 123k | 48.24 |
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| Visa Com Cl A (V) | 1.7 | $5.9M | +3% | 22k | 274.95 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.7 | $5.8M | +14% | 79k | 73.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $5.7M | +5% | 34k | 167.19 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.6 | $5.5M | +47% | 70k | 78.37 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.5 | $5.3M | +49% | 113k | 46.74 |
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| Vanguard World Consum Dis Etf (VCR) | 1.4 | $4.9M | -12% | 14k | 340.49 |
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| Citigroup Com New (C) | 1.4 | $4.7M | +7% | 76k | 62.60 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 1.4 | $4.7M | -10% | 47k | 98.16 |
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| Microsoft Corporation (MSFT) | 1.3 | $4.3M | +3% | 10k | 430.32 |
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| Johnson & Johnson (JNJ) | 1.2 | $4.1M | +7% | 26k | 162.06 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $3.3M | 55k | 59.51 |
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| Tesla Motors (TSLA) | 1.0 | $3.3M | +4% | 13k | 261.63 |
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| Amazon (AMZN) | 0.9 | $3.1M | -2% | 17k | 186.33 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.7 | $2.3M | -2% | 24k | 95.94 |
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| Ishares Tr Ishares Biotech (IBB) | 0.6 | $2.0M | -16% | 14k | 145.60 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.5 | $1.8M | +5% | 33k | 54.93 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.7M | +9% | 3.0k | 576.84 |
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| Select Sector Spdr Tr Financial (XLF) | 0.5 | $1.6M | -7% | 36k | 45.32 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $1.4M | +3% | 27k | 50.74 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.3M | +4% | 2.5k | 527.59 |
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| Capital Group Core Balanced SHS (CGBL) | 0.4 | $1.2M | +229% | 40k | 31.05 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $777k | -3% | 1.6k | 493.75 |
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| Oracle Corporation (ORCL) | 0.2 | $764k | +4% | 4.5k | 170.39 |
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| Cisco Systems (CSCO) | 0.2 | $758k | 14k | 53.22 |
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| Broadcom (AVGO) | 0.2 | $705k | +955% | 4.1k | 172.50 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $664k | 9.2k | 72.49 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $634k | -4% | 1.7k | 375.38 |
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| Netflix (NFLX) | 0.2 | $626k | 883.00 | 709.27 |
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| Paypal Holdings (PYPL) | 0.2 | $597k | 7.6k | 78.03 |
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| Chevron Corporation (CVX) | 0.2 | $595k | 4.0k | 147.26 |
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| Walt Disney Company (DIS) | 0.2 | $593k | -2% | 6.2k | 96.18 |
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| Procter & Gamble Company (PG) | 0.2 | $589k | +5% | 3.4k | 173.20 |
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| Fair Isaac Corporation (FICO) | 0.2 | $570k | 293.00 | 1943.52 |
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| Home Depot (HD) | 0.2 | $561k | +5% | 1.4k | 405.26 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $535k | -3% | 8.0k | 66.52 |
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| Synopsys (SNPS) | 0.2 | $518k | 1.0k | 506.39 |
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| Arista Networks (ANET) | 0.1 | $500k | 1.3k | 383.82 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $485k | +10% | 1.3k | 384.05 |
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| Honeywell International (HON) | 0.1 | $479k | 2.3k | 206.71 |
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| Intel Corporation (INTC) | 0.1 | $477k | +55% | 20k | 23.46 |
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| salesforce (CRM) | 0.1 | $476k | +6% | 1.7k | 273.73 |
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| Qualcomm (QCOM) | 0.1 | $458k | 2.7k | 170.07 |
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| Workday Cl A (WDAY) | 0.1 | $444k | -2% | 1.8k | 244.41 |
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| Duolingo Cl A Com (DUOL) | 0.1 | $432k | -30% | 1.5k | 282.02 |
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| Shopify Cl A (SHOP) | 0.1 | $428k | +7% | 5.3k | 80.14 |
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| International Business Machines (IBM) | 0.1 | $420k | 1.9k | 221.08 |
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| Autodesk (ADSK) | 0.1 | $413k | -2% | 1.5k | 275.48 |
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| Palo Alto Networks (PANW) | 0.1 | $400k | +8% | 1.2k | 341.80 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $380k | 3.3k | 116.96 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $371k | 2.9k | 128.20 |
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| Applied Materials (AMAT) | 0.1 | $362k | 1.8k | 202.05 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $357k | 2.5k | 142.04 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $355k | 6.7k | 52.81 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $349k | -5% | 5.1k | 67.85 |
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| Advanced Micro Devices (AMD) | 0.1 | $343k | NEW | 2.1k | 164.08 |
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| UnitedHealth (UNH) | 0.1 | $340k | +12% | 581.00 | 584.55 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $323k | 2.3k | 139.59 |
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| Eli Lilly & Co. (LLY) | 0.1 | $322k | +50% | 363.00 | 886.52 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $316k | +6% | 5.5k | 57.41 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $308k | +5% | 6.4k | 47.85 |
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| Snowflake Cl A (SNOW) | 0.1 | $303k | +43% | 2.6k | 114.86 |
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| Verint Systems (VRNT) | 0.1 | $299k | NEW | 12k | 25.33 |
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| Target Corporation (TGT) | 0.1 | $298k | 1.9k | 155.89 |
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| Nutanix Cl A (NTNX) | 0.1 | $280k | 4.7k | 59.25 |
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| Pinterest Cl A (PINS) | 0.1 | $278k | +6% | 8.6k | 32.37 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $266k | NEW | 947.00 | 280.47 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $247k | 714.00 | 345.29 |
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| Carvana Cl A (CVNA) | 0.1 | $242k | NEW | 1.4k | 174.11 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $237k | NEW | 1.4k | 174.58 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $235k | 2.8k | 82.52 |
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| McDonald's Corporation (MCD) | 0.1 | $226k | NEW | 743.00 | 304.34 |
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| Bank of America Corporation (BAC) | 0.1 | $219k | 5.5k | 39.68 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $213k | NEW | 811.00 | 263.18 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $183k | NEW | 13k | 13.72 |
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| 23andme Holding Class A Com (ME) | 0.0 | $4.3k | 13k | 0.35 |
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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 Q3 filed Oct. 18, 2024
- Clarity Wealth Advisors 2024 Q2 filed July 18, 2024
- 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