Clarity Wealth Advisors

Clarity Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Clarity Wealth Advisors

Clarity Wealth Advisors holds 83 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.1 $24M 126k 192.53
Vanguard Index Fds Total Stk Mkt (VTI) 7.9 $21M 89k 237.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.9 $21M 44k 475.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.8 $21M 51k 409.52
Vanguard Specialized Funds Div App Etf (VIG) 5.2 $14M 82k 170.40
Ishares Tr Core S&p Mcp Etf (IJH) 4.5 $12M 43k 277.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.9 $10M 180k 57.96
Vanguard Index Fds Small Cp Etf (VB) 3.4 $9.0M 42k 213.33
Costco Wholesale Corporation (COST) 2.9 $7.6M 12k 660.09
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 2.8 $7.5M 20k 376.87
Alphabet Cap Stk Cl A (GOOGL) 2.7 $7.3M 52k 139.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $6.4M 18k 356.66
Vanguard World Fds Consum Dis Etf (VCR) 2.3 $6.1M 20k 304.56
JPMorgan Chase & Co. (JPM) 2.1 $5.6M 33k 170.10
Visa Com Cl A (V) 2.1 $5.5M 21k 260.34
Ishares Tr Glob Hlthcre Etf (IXJ) 2.0 $5.4M 62k 86.72
Abbvie (ABBV) 1.7 $4.6M 30k 154.97
Microsoft Corporation (MSFT) 1.7 $4.5M 12k 376.05
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $4.3M 107k 40.21
Meta Platforms Cl A (META) 1.6 $4.1M 12k 353.96
Johnson & Johnson (JNJ) 1.4 $3.6M 23k 156.74
Citigroup Com New (C) 1.3 $3.5M 69k 51.44
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.3 $3.4M 51k 66.49
Ishares Tr Ishares Biotech (IBB) 1.2 $3.2M 24k 135.85
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.2 $3.1M 121k 25.73
Alphabet Cap Stk Cl C (GOOG) 1.1 $3.0M 21k 140.93
NVIDIA Corporation (NVDA) 1.1 $2.8M 5.6k 495.22
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.0 $2.7M 58k 47.09
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $2.7M 49k 54.98
Tesla Motors (TSLA) 1.0 $2.7M 11k 248.48
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $2.5M 32k 76.38
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $2.4M 52k 46.04
Amazon (AMZN) 0.9 $2.4M 16k 151.94
Ishares Tr Expnd Tec Sc Etf (IGM) 0.8 $2.0M 4.6k 448.13
Select Sector Spdr Tr Financial (XLF) 0.7 $1.8M 47k 37.60
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $1.4M 27k 49.93
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.3M 2.7k 477.63
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $1.2M 25k 50.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $981k 2.2k 436.78
Mastercard Incorporated Cl A (MA) 0.3 $698k 1.6k 426.59
Cisco Systems (CSCO) 0.3 $691k 14k 50.52
Walt Disney Company (DIS) 0.2 $659k 7.3k 90.29
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $619k 12k 50.70
Chevron Corporation (CVX) 0.2 $608k 4.1k 149.15
Intel Corporation (INTC) 0.2 $566k 11k 50.25
Synopsys (SNPS) 0.2 $526k 1.0k 514.91
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $525k 9.4k 55.67
3M Company (MMM) 0.2 $524k 4.8k 109.33
Workday Cl A (WDAY) 0.2 $523k 1.9k 276.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $521k 1.7k 303.17
Paypal Holdings (PYPL) 0.2 $512k 8.3k 61.41
Duolingo Cl A Com (DUOL) 0.2 $499k 2.2k 226.85
Honeywell International (HON) 0.2 $484k 2.3k 209.71
Procter & Gamble Company (PG) 0.2 $460k 3.1k 146.54
Applied Materials (AMAT) 0.2 $452k 2.8k 162.07
Oracle Corporation (ORCL) 0.2 $425k 4.0k 105.43
Netflix (NFLX) 0.2 $419k 860.00 486.88
salesforce (CRM) 0.2 $406k 1.5k 263.14
Home Depot (HD) 0.2 $400k 1.2k 346.61
Broadcom (AVGO) 0.1 $396k 355.00 1116.25
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $391k 3.5k 111.63
Shopify Cl A (SHOP) 0.1 $388k 5.0k 77.90
Nutanix Cl A (NTNX) 0.1 $368k 7.7k 47.69
Autodesk (ADSK) 0.1 $368k 1.5k 243.48
Snowflake Cl A (SNOW) 0.1 $365k 1.8k 199.00
Vanguard Index Fds Growth Etf (VUG) 0.1 $362k 1.2k 310.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $327k 6.8k 47.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $325k 5.8k 56.40
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $317k 2.9k 108.25
Arista Networks (ANET) 0.1 $309k 1.3k 235.51
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $305k 2.4k 124.97
Target Corporation (TGT) 0.1 $300k 2.1k 142.45
International Business Machines (IBM) 0.1 $300k 1.8k 163.55
Pinterest Cl A (PINS) 0.1 $299k 8.1k 37.04
Ishares Core Msci Emkt (IEMG) 0.1 $281k 5.5k 50.58
UnitedHealth (UNH) 0.1 $278k 528.00 526.74
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $269k 2.3k 116.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $236k 5.7k 41.10
Roku Com Cl A (ROKU) 0.1 $226k 2.5k 91.66
Boeing Company (BA) 0.1 $225k 863.00 260.66
Qualcomm (QCOM) 0.1 $222k 1.5k 144.59
McDonald's Corporation (MCD) 0.1 $221k 746.00 296.34
Allogene Therapeutics (ALLO) 0.0 $50k 16k 3.21