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 36.30% of Clarity Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DIA, BIV, JCPB, FBND, VIG, CGGO, SPY, CGBL, PEG, IJH.
- Started 3 new stock positions in PLTR, ANET, PEG.
- Reduced shares in these 10 stocks: VCR, Arista Networks, IXJ, SNOW, XLF, IBB, DUOL, GOOG, INTC, IGM.
- Sold out of its positions in Arista Networks, SNOW, 23andme Holding.
- Clarity Wealth Advisors was a net buyer of stock by $14M.
- Clarity Wealth Advisors has $367M in assets under management (AUM), dropping by 6.61%.
- 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 December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.1 | $34M | 134k | 250.42 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.5 | $28M | +3% | 47k | 586.08 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 7.3 | $27M | +2% | 93k | 289.81 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.3 | $27M | 53k | 511.23 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.0 | $18M | +5% | 93k | 195.83 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.2 | $15M | +5% | 245k | 62.31 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 3.6 | $13M | +11% | 31k | 425.50 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.1 | $11M | +2% | 194k | 58.93 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 3.1 | $11M | +4% | 47k | 240.28 |
|
| Costco Wholesale Corporation (COST) | 2.9 | $11M | 11k | 916.29 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $9.9M | 52k | 189.30 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $8.3M | 18k | 453.27 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $8.0M | 33k | 239.71 |
|
|
| Meta Platforms Cl A (META) | 2.1 | $7.9M | +5% | 13k | 585.51 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $7.9M | +2% | 59k | 134.29 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 2.1 | $7.7M | +13% | 264k | 29.22 |
|
| Visa Com Cl A (V) | 1.9 | $7.0M | +2% | 22k | 316.05 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.9 | $6.8M | +20% | 148k | 46.07 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.8 | $6.5M | +23% | 87k | 74.73 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $6.3M | -2% | 33k | 190.44 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.7 | $6.1M | +21% | 137k | 44.87 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.6 | $5.9M | +9% | 87k | 67.88 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.6 | $5.8M | +5% | 139k | 41.82 |
|
| Citigroup Com New (C) | 1.5 | $5.6M | +5% | 80k | 70.39 |
|
| Abbvie (ABBV) | 1.5 | $5.6M | +3% | 32k | 177.70 |
|
| Tesla Motors (TSLA) | 1.4 | $5.0M | 13k | 403.84 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 1.3 | $4.8M | -11% | 13k | 375.38 |
|
| Microsoft Corporation (MSFT) | 1.2 | $4.2M | 10k | 421.49 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 1.0 | $3.7M | -8% | 44k | 85.97 |
|
| Amazon (AMZN) | 1.0 | $3.7M | 17k | 219.39 |
|
|
| Johnson & Johnson (JNJ) | 1.0 | $3.6M | 25k | 144.62 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $3.2M | 56k | 57.53 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.7 | $2.4M | -3% | 23k | 102.09 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.6 | $2.1M | +69% | 67k | 31.27 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.5 | $1.9M | +2% | 34k | 56.38 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.9M | +6% | 3.2k | 588.71 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.5 | $1.7M | -9% | 13k | 132.21 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $1.5M | -11% | 32k | 48.33 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $1.4M | 28k | 50.37 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.3M | 2.5k | 538.86 |
|
|
| Broadcom (AVGO) | 0.3 | $936k | 4.0k | 231.84 |
|
|
| Cisco Systems (CSCO) | 0.2 | $843k | 14k | 59.20 |
|
|
| Fair Isaac Corporation (FICO) | 0.2 | $840k | +44% | 422.00 | 1990.93 |
|
| Netflix (NFLX) | 0.2 | $832k | +5% | 933.00 | 891.32 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $811k | -2% | 1.5k | 526.55 |
|
| Public Service Enterprise (PEG) | 0.2 | $803k | NEW | 9.5k | 84.49 |
|
| Oracle Corporation (ORCL) | 0.2 | $776k | +3% | 4.7k | 166.65 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $753k | +3% | 9.5k | 79.13 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $679k | 1.7k | 401.58 |
|
|
| Walt Disney Company (DIS) | 0.2 | $668k | -2% | 6.0k | 111.34 |
|
| Paypal Holdings (PYPL) | 0.2 | $640k | 7.5k | 85.35 |
|
|
| Chevron Corporation (CVX) | 0.2 | $586k | 4.0k | 144.84 |
|
|
| Arista Networks Com Shs (ANET) | 0.2 | $576k | NEW | 5.2k | 110.53 |
|
| salesforce (CRM) | 0.2 | $575k | 1.7k | 334.35 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $569k | 3.4k | 167.65 |
|
|
| Shopify Cl A (SHOP) | 0.2 | $567k | 5.3k | 106.33 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $550k | +6% | 1.3k | 410.56 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $527k | +188% | 23k | 22.70 |
|
| Honeywell International (HON) | 0.1 | $524k | 2.3k | 225.89 |
|
|
| Home Depot (HD) | 0.1 | $504k | -6% | 1.3k | 389.05 |
|
| Synopsys (SNPS) | 0.1 | $497k | 1.0k | 485.36 |
|
|
| Workday Cl A (WDAY) | 0.1 | $462k | 1.8k | 258.03 |
|
|
| Autodesk (ADSK) | 0.1 | $443k | 1.5k | 295.57 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $426k | +99% | 2.3k | 181.96 |
|
| International Business Machines (IBM) | 0.1 | $418k | 1.9k | 219.83 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $417k | +25% | 3.2k | 132.09 |
|
| Qualcomm (QCOM) | 0.1 | $411k | 2.7k | 153.62 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $380k | NEW | 5.0k | 75.63 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $369k | 2.9k | 127.59 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $353k | -5% | 3.1k | 115.22 |
|
| Duolingo Cl A Com (DUOL) | 0.1 | $324k | -34% | 1.0k | 324.23 |
|
| Verint Systems (VRNT) | 0.1 | $324k | 12k | 27.45 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $324k | 946.00 | 342.16 |
|
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $315k | -4% | 2.2k | 143.09 |
|
| Intel Corporation (INTC) | 0.1 | $307k | -24% | 15k | 20.05 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $292k | +2% | 6.6k | 44.04 |
|
| Applied Materials (AMAT) | 0.1 | $291k | 1.8k | 162.63 |
|
|
| Carvana Cl A (CVNA) | 0.1 | $283k | 1.4k | 203.36 |
|
|
| UnitedHealth (UNH) | 0.1 | $281k | -4% | 556.00 | 505.90 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $280k | +135% | 12k | 23.18 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $275k | -14% | 5.8k | 47.82 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $267k | -7% | 5.1k | 52.22 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $264k | 721.00 | 366.13 |
|
|
| Nutanix Cl A (NTNX) | 0.1 | $258k | -10% | 4.2k | 61.18 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $255k | +10% | 1.5k | 169.31 |
|
| Bank of America Corporation (BAC) | 0.1 | $243k | 5.5k | 43.95 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $243k | -4% | 2.0k | 120.79 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $241k | -14% | 312.00 | 772.59 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $238k | 2.8k | 84.74 |
|
|
| Target Corporation (TGT) | 0.1 | $236k | -8% | 1.7k | 135.21 |
|
| Pinterest Cl A (PINS) | 0.1 | $234k | -6% | 8.1k | 29.00 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $219k | 811.00 | 269.59 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $211k | -2% | 728.00 | 289.72 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $186k | 13k | 13.99 |
|
Past Filings by Clarity Wealth Advisors
SEC 13F filings are viewable for Clarity Wealth Advisors going back to 2019
- Clarity Wealth Advisors 2024 Q4 filed Jan. 28, 2025
- 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