Clarity Wealth Advisors as of March 31, 2020
Portfolio Holdings for Clarity Wealth Advisors
Clarity Wealth Advisors holds 56 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 10.1 | $9.7M | 75k | 128.90 | |
| Invesco Qqq Trust Series 1 (QQQ) | 8.2 | $7.9M | 41k | 190.38 | |
| Apple (AAPL) | 8.1 | $7.8M | 31k | 254.29 | |
| iShares S&P MidCap 400 Index (IJH) | 5.1 | $4.9M | 34k | 143.85 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 5.0 | $4.8M | 57k | 84.02 | |
| Vanguard High Dividend Yield ETF (VYM) | 4.4 | $4.3M | 60k | 70.75 | |
| Vanguard Total World Stock Idx (VT) | 4.3 | $4.1M | 66k | 62.79 | |
| Alphabet Inc Class A cs (GOOGL) | 3.8 | $3.7M | 3.2k | 1161.77 | |
| iShares S&P SmallCap 600 Index (IJR) | 3.5 | $3.4M | 60k | 56.11 | |
| Alphabet Inc Class C cs (GOOG) | 3.5 | $3.4M | 2.9k | 1162.80 | |
| Costco Wholesale Corporation (COST) | 3.1 | $3.0M | 10k | 285.06 | |
| Visa (V) | 2.8 | $2.7M | 17k | 161.10 | |
| iShares S&P Global Healthcare Sect. (IXJ) | 2.8 | $2.7M | 44k | 60.93 | |
| Amazon (AMZN) | 2.5 | $2.4M | 1.2k | 1949.55 | |
| Berkshire Hathaway (BRK.B) | 2.4 | $2.3M | 13k | 182.76 | |
| Vanguard Consumer Discretionary ETF (VCR) | 2.4 | $2.3M | 16k | 145.31 | |
| iShares NASDAQ Biotechnology Index (IBB) | 2.3 | $2.2M | 20k | 107.72 | |
| Johnson & Johnson (JNJ) | 1.9 | $1.8M | 14k | 131.13 | |
| Ishares Inc core msci emkt (IEMG) | 1.8 | $1.7M | 43k | 40.45 | |
| iShares S&P NA Tech. Sec. Idx (IGM) | 1.7 | $1.6M | 7.7k | 211.67 | |
| Abbvie (ABBV) | 1.6 | $1.5M | 20k | 76.18 | |
| 3M Company (MMM) | 1.5 | $1.4M | 11k | 136.47 | |
| Microsoft Corporation (MSFT) | 1.4 | $1.3M | 8.4k | 157.64 | |
| Citigroup (C) | 1.2 | $1.2M | 28k | 42.09 | |
| Facebook Inc cl a (META) | 1.2 | $1.1M | 6.7k | 166.69 | |
| Synopsys (SNPS) | 0.9 | $893k | 6.9k | 128.73 | |
| Procter & Gamble Company (PG) | 0.8 | $754k | 6.9k | 109.98 | |
| Walt Disney Company (DIS) | 0.7 | $714k | 7.4k | 96.47 | |
| Intel Corporation (INTC) | 0.7 | $633k | 12k | 54.09 | |
| Workday Inc cl a (WDAY) | 0.7 | $637k | 4.9k | 130.16 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.6 | $606k | 5.9k | 103.29 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.6 | $601k | 14k | 41.90 | |
| Financial Select Sector SPDR (XLF) | 0.6 | $564k | 27k | 20.79 | |
| Illumina (ILMN) | 0.6 | $545k | 2.0k | 272.77 | |
| Netflix (NFLX) | 0.5 | $520k | 1.4k | 375.18 | |
| Pinterest Inc Cl A (PINS) | 0.5 | $473k | 31k | 15.43 | |
| MasterCard Incorporated (MA) | 0.5 | $454k | 1.9k | 241.10 | |
| NVIDIA Corporation (NVDA) | 0.5 | $453k | 1.7k | 263.53 | |
| iShares S&P 500 Index (IVV) | 0.5 | $441k | 1.7k | 258.05 | |
| Cisco Systems (CSCO) | 0.4 | $390k | 9.9k | 39.25 | |
| Paypal Holdings (PYPL) | 0.4 | $370k | 3.9k | 95.51 | |
| Vanguard Growth ETF (VUG) | 0.4 | $355k | 2.3k | 156.59 | |
| Honeywell International (HON) | 0.4 | $343k | 2.6k | 133.57 | |
| Roku (ROKU) | 0.4 | $349k | 4.0k | 87.25 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $306k | 1.2k | 257.36 | |
| Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) | 0.3 | $308k | 3.1k | 100.06 | |
| United Parcel Service (UPS) | 0.3 | $274k | 2.9k | 93.13 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $248k | 2.8k | 89.92 | |
| Qualcomm (QCOM) | 0.3 | $246k | 3.6k | 67.60 | |
| Tesla Motors (TSLA) | 0.3 | $252k | 481.00 | 523.91 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $254k | 4.2k | 61.12 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.2 | $244k | 4.9k | 49.66 | |
| salesforce (CRM) | 0.2 | $233k | 1.6k | 143.83 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $214k | 2.1k | 99.58 | |
| iShares Russell 1000 Value Index (IWD) | 0.2 | $211k | 2.1k | 98.83 | |
| Oracle Corporation (ORCL) | 0.2 | $203k | 4.2k | 48.23 |
