Clarity Wealth Advisors

Clarity Wealth Advisors as of March 31, 2023

Portfolio Holdings for Clarity Wealth Advisors

Clarity Wealth Advisors holds 69 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.4 $20M 124k 164.90
Vanguard Index Fds Total Stk Mkt (VTI) 8.4 $16M 80k 204.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.8 $15M 37k 409.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.5 $15M 46k 320.93
Vanguard Specialized Funds Div App Etf (VIG) 6.2 $12M 79k 154.01
Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $10M 41k 250.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.7 $9.1M 166k 55.21
Vanguard Index Fds Small Cp Etf (VB) 3.8 $7.5M 40k 189.56
Costco Wholesale Corporation (COST) 2.8 $5.5M 11k 496.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.7 $5.3M 17k 308.77
Alphabet Cap Stk Cl A (GOOGL) 2.7 $5.2M 51k 103.73
Ishares Tr Glob Hlthcre Etf (IXJ) 2.6 $5.2M 62k 83.36
Vanguard World Fds Consum Dis Etf (VCR) 2.6 $5.1M 20k 252.55
Visa Com Cl A (V) 2.4 $4.6M 21k 225.46
Abbvie (ABBV) 2.2 $4.3M 27k 159.37
Ishares Tr Ishares Biotech (IBB) 1.9 $3.8M 29k 129.16
Ishares Tr Msci Emg Mkt Etf (EEM) 1.8 $3.6M 91k 39.46
JPMorgan Chase & Co. (JPM) 1.8 $3.5M 27k 130.31
Johnson & Johnson (JNJ) 1.7 $3.3M 21k 155.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.5 $3.0M 8.9k 332.62
Citigroup Com New (C) 1.3 $2.6M 55k 46.89
Meta Platforms Cl A (META) 1.3 $2.5M 12k 211.94
Microsoft Corporation (MSFT) 1.1 $2.3M 7.8k 288.32
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.0M 19k 104.00
Tesla Motors (TSLA) 1.0 $1.9M 9.4k 207.46
3M Company (MMM) 0.9 $1.8M 17k 105.11
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $1.6M 30k 54.60
Ishares Tr Expnd Tec Sc Etf (IGM) 0.8 $1.6M 4.8k 339.34
NVIDIA Corporation (NVDA) 0.8 $1.6M 5.6k 277.77
Select Sector Spdr Tr Financial (XLF) 0.8 $1.5M 47k 32.15
Amazon (AMZN) 0.8 $1.5M 15k 103.29
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.6 $1.3M 25k 50.32
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.5 $1.0M 17k 61.95
Ishares Tr Core S&p500 Etf (IVV) 0.5 $985k 2.4k 411.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $904k 2.4k 376.01
Walt Disney Company (DIS) 0.4 $744k 7.4k 100.13
Cisco Systems (CSCO) 0.4 $698k 13k 52.27
Paypal Holdings (PYPL) 0.4 $687k 9.0k 75.94
Chevron Corporation (CVX) 0.3 $659k 4.0k 163.17
Netflix (NFLX) 0.3 $640k 1.9k 345.48
Mastercard Incorporated Cl A (MA) 0.3 $596k 1.6k 363.40
Procter & Gamble Company (PG) 0.3 $543k 3.7k 148.69
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $531k 12k 45.09
Duolingo Cl A Com (DUOL) 0.2 $456k 3.2k 142.59
Honeywell International (HON) 0.2 $441k 2.3k 191.12
Workday Cl A (WDAY) 0.2 $440k 2.1k 206.54
Nutanix Cl A (NTNX) 0.2 $409k 16k 25.99
Synopsys (SNPS) 0.2 $395k 1.0k 386.25
Target Corporation (TGT) 0.2 $383k 2.3k 165.63
Oracle Corporation (ORCL) 0.2 $375k 4.0k 92.91
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $369k 3.0k 123.71
Applied Materials (AMAT) 0.2 $343k 2.8k 122.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $333k 1.4k 244.33
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $332k 3.2k 105.50
Proshares Tr Ultrapro Qqq Call Option (TQQQ) 0.2 $306k 11k 28.26
Intel Corporation (INTC) 0.2 $303k 9.3k 32.67
salesforce (CRM) 0.2 $297k 1.5k 199.78
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $280k 2.9k 96.70
Vanguard Index Fds Growth Etf (VUG) 0.1 $277k 1.1k 249.46
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $256k 2.6k 100.07
Ishares Core Msci Emkt (IEMG) 0.1 $255k 5.2k 48.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $252k 5.6k 45.17
Illumina (ILMN) 0.1 $241k 1.0k 232.55
UnitedHealth (UNH) 0.1 $240k 507.00 472.59
Ishares Tr Blackrock Ultra (ICSH) 0.1 $229k 4.6k 50.25
Broadcom (AVGO) 0.1 $221k 344.00 641.54
Shopify Cl A (SHOP) 0.1 $220k 4.6k 47.94
Pinterest Cl A (PINS) 0.1 $220k 8.1k 27.27
Allogene Therapeutics (ALLO) 0.0 $89k 18k 4.94