Clarity Wealth Advisors as of Dec. 31, 2022
Portfolio Holdings for Clarity Wealth Advisors
Clarity Wealth Advisors holds 61 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 9.5 | $17M | 127k | 129.93 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 8.6 | $15M | 79k | 191.19 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.8 | $14M | 36k | 382.43 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.0 | $12M | 46k | 266.28 | |
Vanguard Specialized Funds Div App Etf (VIG) | 6.8 | $12M | 77k | 151.85 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 5.5 | $9.5M | 39k | 241.89 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.8 | $8.4M | 162k | 51.72 | |
Vanguard Index Fds Small Cp Etf (VB) | 4.1 | $7.2M | 39k | 183.54 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $5.2M | 17k | 308.90 | |
Ishares Tr Glob Hlthcre Etf (IXJ) | 3.0 | $5.2M | 61k | 84.88 | |
Costco Wholesale Corporation (COST) | 2.9 | $5.0M | 11k | 456.49 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $4.4M | 50k | 88.23 | |
Vanguard World Fds Consum Dis Etf (VCR) | 2.5 | $4.3M | 20k | 219.02 | |
Abbvie (ABBV) | 2.5 | $4.3M | 27k | 161.61 | |
Visa Com Cl A (V) | 2.4 | $4.2M | 20k | 207.76 | |
Ishares Tr Ishares Biotech (IBB) | 2.2 | $3.8M | 29k | 131.29 | |
Johnson & Johnson (JNJ) | 2.1 | $3.6M | 20k | 176.65 | |
JPMorgan Chase & Co. Call Option (JPM) | 2.0 | $3.5M | 26k | 134.10 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 1.9 | $3.3M | 86k | 37.90 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.4 | $2.5M | 7.4k | 331.33 | |
Citigroup Com New (C) | 1.3 | $2.3M | 51k | 45.23 | |
Microsoft Corporation Call Option (MSFT) | 1.2 | $2.0M | 8.4k | 239.82 | |
3M Company (MMM) | 1.1 | $2.0M | 16k | 119.92 | |
Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.7M | 19k | 88.73 | |
Select Sector Spdr Tr Financial (XLF) | 0.9 | $1.6M | 47k | 34.20 | |
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.8 | $1.4M | 5.0k | 280.01 | |
Meta Platforms Cl A (META) | 0.8 | $1.3M | 11k | 120.34 | |
Tesla Motors (TSLA) | 0.7 | $1.1M | 9.3k | 123.18 | |
Amazon (AMZN) | 0.7 | $1.1M | 14k | 84.00 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $1.1M | 3.2k | 351.35 | |
NVIDIA Corporation (NVDA) | 0.5 | $915k | 6.3k | 146.14 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $907k | 2.4k | 384.15 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $878k | 16k | 54.49 | |
Chevron Corporation (CVX) | 0.4 | $728k | 4.1k | 179.50 | |
Paypal Holdings (PYPL) | 0.4 | $683k | 9.6k | 71.22 | |
Synopsys (SNPS) | 0.4 | $668k | 2.1k | 319.29 | |
Walt Disney Company (DIS) | 0.4 | $659k | 7.6k | 86.88 | |
Cisco Systems (CSCO) | 0.4 | $613k | 13k | 47.64 | |
Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $606k | 10k | 59.57 | |
Procter & Gamble Company (PG) | 0.3 | $602k | 4.0k | 151.56 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $569k | 1.6k | 347.69 | |
Netflix (NFLX) | 0.3 | $544k | 1.8k | 294.88 | |
Honeywell International (HON) | 0.3 | $495k | 2.3k | 214.30 | |
Nutanix Cl A (NTNX) | 0.3 | $488k | 19k | 26.05 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $474k | 9.4k | 50.13 | |
Workday Cl A (WDAY) | 0.2 | $426k | 2.5k | 167.33 | |
Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $392k | 7.8k | 50.04 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $373k | 3.0k | 125.11 | |
Target Corporation Call Option (TGT) | 0.2 | $343k | 2.3k | 149.04 | |
Oracle Corporation (ORCL) | 0.2 | $325k | 4.0k | 81.74 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $310k | 3.2k | 96.99 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $292k | 1.4k | 214.24 | |
UnitedHealth (UNH) | 0.2 | $274k | 517.00 | 530.18 | |
Applied Materials (AMAT) | 0.2 | $272k | 2.8k | 97.38 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $251k | 2.3k | 108.21 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $250k | 2.6k | 94.64 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $249k | 1.2k | 213.13 | |
Amgen (AMGN) | 0.1 | $248k | 945.00 | 262.64 | |
Intel Corporation (INTC) | 0.1 | $248k | 9.4k | 26.43 | |
Illumina (ILMN) | 0.1 | $234k | 1.2k | 202.20 | |
Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $204k | 2.2k | 93.45 |