Clarity Wealth Advisors as of Dec. 31, 2019
Portfolio Holdings for Clarity Wealth Advisors
Clarity Wealth Advisors holds 64 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 9.9 | $12M | 72k | 163.61 | |
Apple (AAPL) | 7.4 | $8.8M | 30k | 293.64 | |
Invesco Qqq Trust Series 1 (QQQ) | 7.2 | $8.6M | 41k | 212.59 | |
iShares S&P MidCap 400 Index (IJH) | 5.8 | $6.9M | 34k | 205.82 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 5.5 | $6.6M | 57k | 115.72 | |
Vanguard High Dividend Yield ETF (VYM) | 4.7 | $5.6M | 60k | 93.71 | |
Vanguard Total World Stock Idx (VT) | 4.5 | $5.4M | 66k | 80.98 | |
iShares S&P SmallCap 600 Index (IJR) | 4.2 | $5.0M | 59k | 83.84 | |
Alphabet Inc Class A cs (GOOGL) | 3.7 | $4.4M | 3.3k | 1339.38 | |
Alphabet Inc Class C cs (GOOG) | 3.6 | $4.3M | 3.2k | 1336.99 | |
Visa (V) | 2.8 | $3.3M | 17k | 187.88 | |
Costco Wholesale Corporation (COST) | 2.6 | $3.1M | 11k | 293.90 | |
iShares S&P Global Healthcare Sect. (IXJ) | 2.6 | $3.0M | 44k | 68.75 | |
Vanguard Consumer Discretionary ETF (VCR) | 2.5 | $3.0M | 16k | 189.43 | |
Berkshire Hathaway (BRK.B) | 2.4 | $2.8M | 13k | 226.43 | |
iShares NASDAQ Biotechnology Index (IBB) | 2.0 | $2.4M | 20k | 120.49 | |
Ishares Inc core msci emkt (IEMG) | 2.0 | $2.4M | 44k | 53.74 | |
Citigroup (C) | 1.8 | $2.2M | 27k | 79.88 | |
Johnson & Johnson (JNJ) | 1.6 | $1.9M | 13k | 145.83 | |
3M Company (MMM) | 1.6 | $1.9M | 11k | 176.42 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 1.6 | $1.9M | 7.8k | 242.10 | |
Amazon (AMZN) | 1.5 | $1.8M | 948.00 | 1847.05 | |
Abbvie (ABBV) | 1.5 | $1.7M | 20k | 88.53 | |
Microsoft Corporation (MSFT) | 1.0 | $1.2M | 7.8k | 157.63 | |
Walt Disney Company (DIS) | 0.9 | $1.1M | 7.4k | 144.53 | |
J P Morgan Exchange Traded F div rtn int eq (JPIN) | 0.9 | $1.1M | 19k | 57.08 | |
Synopsys (SNPS) | 0.8 | $967k | 6.9k | 139.18 | |
Facebook Inc cl a (META) | 0.7 | $883k | 4.3k | 205.06 | |
Procter & Gamble Company (PG) | 0.7 | $864k | 6.9k | 124.87 | |
Workday Inc cl a (WDAY) | 0.7 | $849k | 5.2k | 164.31 | |
Financial Select Sector SPDR (XLF) | 0.7 | $775k | 25k | 30.78 | |
Energy Select Sector SPDR (XLE) | 0.6 | $749k | 13k | 59.98 | |
Illumina (ILMN) | 0.6 | $693k | 2.1k | 331.74 | |
Intel Corporation (INTC) | 0.5 | $634k | 11k | 59.79 | |
MasterCard Incorporated (MA) | 0.5 | $577k | 1.9k | 298.19 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.5 | $575k | 4.6k | 124.59 | |
iShares S&P 500 Index (IVV) | 0.4 | $511k | 1.6k | 322.80 | |
Qualcomm (QCOM) | 0.4 | $501k | 5.7k | 88.14 | |
Roku (ROKU) | 0.4 | $468k | 3.5k | 133.71 | |
Cisco Systems (CSCO) | 0.4 | $457k | 9.5k | 47.95 | |
Honeywell International (HON) | 0.4 | $448k | 2.5k | 177.01 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.4 | $456k | 8.2k | 55.60 | |
Netflix (NFLX) | 0.3 | $419k | 1.3k | 323.30 | |
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) | 0.3 | $415k | 3.3k | 126.72 | |
Paypal Holdings (PYPL) | 0.3 | $410k | 3.8k | 108.01 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $381k | 2.7k | 139.15 | |
NVIDIA Corporation (NVDA) | 0.3 | $369k | 1.6k | 235.03 | |
United Parcel Service (UPS) | 0.3 | $351k | 3.0k | 116.96 | |
salesforce (CRM) | 0.3 | $335k | 2.1k | 162.38 | |
Bank of America Corporation (BAC) | 0.2 | $303k | 8.6k | 35.11 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $284k | 3.7k | 76.76 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $274k | 852.00 | 321.60 | |
Texas Instruments Incorporated (TXN) | 0.2 | $275k | 2.1k | 127.97 | |
J P Morgan Exchange Traded F ultra shrt (JPST) | 0.2 | $277k | 5.5k | 50.33 | |
Broadcom (AVGO) | 0.2 | $244k | 774.00 | 315.25 | |
iShares Russell 2000 Index (IWM) | 0.2 | $235k | 1.4k | 165.38 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $241k | 848.00 | 284.20 | |
Tesla Motors (TSLA) | 0.2 | $243k | 581.00 | 418.24 | |
4068594 Enphase Energy (ENPH) | 0.2 | $239k | 9.2k | 26.06 | |
Oracle Corporation (ORCL) | 0.2 | $222k | 4.2k | 52.74 | |
SPDR S&P Dividend (SDY) | 0.2 | $225k | 2.1k | 107.14 | |
iShares Dow Jones U.S. Index Fund (IYY) | 0.2 | $224k | 1.4k | 159.32 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.2 | $212k | 3.4k | 61.74 | |
Target Corporation (TGT) | 0.2 | $203k | 1.6k | 128.08 |