Clarity Wealth Advisors

Clarity Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for Clarity Wealth Advisors

Clarity Wealth Advisors holds 72 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.8 $22M 126k 171.21
Vanguard Index Fds Total Stk Mkt (VTI) 8.2 $18M 85k 212.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.0 $18M 41k 427.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.0 $18M 49k 358.27
Vanguard Specialized Funds Div App Etf (VIG) 5.7 $13M 81k 155.38
Ishares Tr Core S&p Mcp Etf (IJH) 4.7 $10M 41k 249.35
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.3 $9.4M 176k 53.52
Vanguard Index Fds Small Cp Etf (VB) 3.5 $7.7M 41k 189.07
Alphabet Cap Stk Cl A (GOOGL) 3.1 $6.8M 52k 130.86
Costco Wholesale Corporation (COST) 3.0 $6.6M 12k 564.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $6.2M 18k 350.30
Vanguard World Fds Consum Dis Etf (VCR) 2.5 $5.6M 21k 269.37
Ishares Tr Glob Hlthcre Etf (IXJ) 2.4 $5.2M 63k 82.42
Visa Com Cl A (V) 2.2 $4.9M 21k 230.01
JPMorgan Chase & Co. (JPM) 2.0 $4.4M 30k 145.02
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 2.0 $4.3M 13k 334.94
Abbvie (ABBV) 2.0 $4.3M 29k 149.06
Meta Platforms Cl A (META) 1.8 $3.9M 13k 300.21
Ishares Tr Msci Emg Mkt Etf (EEM) 1.7 $3.8M 99k 37.95
Ishares Tr Ishares Biotech (IBB) 1.6 $3.6M 30k 122.29
Johnson & Johnson (JNJ) 1.6 $3.5M 23k 155.75
Microsoft Corporation (MSFT) 1.4 $3.0M 9.4k 315.75
Alphabet Cap Stk Cl C (GOOG) 1.3 $2.8M 21k 131.85
Citigroup Com New (C) 1.2 $2.7M 66k 41.13
Tesla Motors (TSLA) 1.2 $2.7M 11k 250.22
NVIDIA Corporation (NVDA) 1.1 $2.5M 5.7k 434.99
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $2.3M 43k 53.56
Amazon (AMZN) 0.9 $2.0M 16k 127.12
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.8 $1.8M 29k 61.89
Ishares Tr Expnd Tec Sc Etf (IGM) 0.8 $1.8M 4.7k 382.21
3M Company (MMM) 0.8 $1.7M 19k 93.62
Select Sector Spdr Tr Financial (XLF) 0.7 $1.6M 49k 33.17
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.6 $1.3M 25k 50.18
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M 2.7k 429.40
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $1.0M 22k 46.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $895k 2.3k 392.69
Cisco Systems (CSCO) 0.3 $735k 14k 53.76
Chevron Corporation (CVX) 0.3 $687k 4.1k 168.64
Mastercard Incorporated Cl A (MA) 0.3 $651k 1.6k 395.95
Walt Disney Company (DIS) 0.3 $604k 7.5k 81.05
Paypal Holdings (PYPL) 0.2 $522k 8.9k 58.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $475k 1.8k 265.99
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $469k 9.4k 49.85
Synopsys (SNPS) 0.2 $469k 1.0k 458.97
Procter & Gamble Company (PG) 0.2 $458k 3.1k 145.86
Oracle Corporation (ORCL) 0.2 $427k 4.0k 105.92
Honeywell International (HON) 0.2 $426k 2.3k 184.74
Workday Cl A (WDAY) 0.2 $409k 1.9k 214.85
Intel Corporation (INTC) 0.2 $401k 11k 35.55
Applied Materials (AMAT) 0.2 $387k 2.8k 138.45
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $382k 11k 35.62
Nutanix Cl A (NTNX) 0.2 $374k 11k 34.88
Duolingo Cl A Com (DUOL) 0.2 $365k 2.2k 165.87
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $361k 3.5k 103.32
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $325k 2.8k 115.01
Netflix (NFLX) 0.1 $325k 860.00 377.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $320k 7.3k 43.72
salesforce (CRM) 0.1 $313k 1.5k 202.78
Target Corporation (TGT) 0.1 $306k 2.8k 110.59
Broadcom (AVGO) 0.1 $295k 355.00 830.58
Autodesk (ADSK) 0.1 $295k 1.4k 206.91
Vanguard Index Fds Growth Etf (VUG) 0.1 $290k 1.1k 272.34
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $289k 5.7k 50.60
Snowflake Cl A (SNOW) 0.1 $280k 1.8k 152.77
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $276k 2.9k 94.33
UnitedHealth (UNH) 0.1 $270k 535.00 504.45
Shopify Cl A (SHOP) 0.1 $259k 4.7k 54.57
Ishares Core Msci Emkt (IEMG) 0.1 $254k 5.3k 47.59
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $241k 2.3k 104.48
Arista Networks (ANET) 0.1 $223k 1.2k 183.93
Pinterest Cl A (PINS) 0.1 $218k 8.1k 27.03
Allogene Therapeutics (ALLO) 0.0 $57k 18k 3.17