Clarity Wealth Advisors

Clarity Wealth Advisors as of March 31, 2024

Portfolio Holdings for Clarity Wealth Advisors

Clarity Wealth Advisors holds 86 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.0 $24M 45k 523.07
Vanguard Index Fds Total Stk Mkt (VTI) 8.0 $24M 91k 259.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.8 $23M 52k 444.01
Apple (AAPL) 7.3 $22M 126k 171.48
Vanguard Specialized Funds Div App Etf (VIG) 5.1 $15M 83k 182.61
Ishares Tr Core S&p Mcp Etf (IJH) 4.6 $14M 223k 60.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.8 $11M 186k 60.30
Vanguard Index Fds Small Cp Etf (VB) 3.3 $9.9M 43k 228.59
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 3.1 $9.3M 23k 397.77
Costco Wholesale Corporation (COST) 2.9 $8.7M 12k 732.63
Alphabet Cap Stk Cl A (GOOGL) 2.7 $8.0M 53k 150.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $7.5M 18k 420.51
JPMorgan Chase & Co. (JPM) 2.2 $6.6M 33k 200.30
Vanguard World Consum Dis Etf (VCR) 2.1 $6.1M 19k 317.73
Visa Com Cl A (V) 2.0 $6.0M 22k 279.08
Meta Platforms Cl A (META) 1.9 $5.6M 12k 485.59
Ishares Tr Glob Hlthcre Etf (IXJ) 1.9 $5.5M 59k 93.15
Abbvie (ABBV) 1.9 $5.5M 30k 182.10
NVIDIA Corporation (NVDA) 1.7 $5.1M 5.7k 903.55
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $4.8M 116k 41.08
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.6 $4.6M 160k 28.80
Citigroup Com New (C) 1.5 $4.6M 72k 63.24
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.4 $4.2M 62k 68.80
Microsoft Corporation (MSFT) 1.4 $4.2M 9.9k 420.70
Johnson & Johnson (JNJ) 1.3 $3.8M 24k 158.19
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.3 $3.7M 80k 46.65
Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $3.4M 45k 75.40
Alphabet Cap Stk Cl C (GOOG) 1.1 $3.2M 21k 152.26
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.1 $3.2M 70k 45.31
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.1 $3.1M 54k 57.86
Amazon (AMZN) 1.0 $3.0M 17k 180.38
Ishares Tr Ishares Biotech (IBB) 1.0 $3.0M 22k 137.22
Ishares Tr Expnd Tec Sc Etf (IGM) 0.8 $2.3M 27k 86.18
Tesla Motors (TSLA) 0.7 $2.2M 13k 175.79
Select Sector Spdr Tr Financial (XLF) 0.6 $1.8M 44k 42.12
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $1.7M 31k 54.24
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.4M 2.7k 525.74
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $1.3M 26k 50.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.1M 2.3k 480.79
Walt Disney Company (DIS) 0.3 $854k 7.0k 122.35
Mastercard Incorporated Cl A (MA) 0.3 $787k 1.6k 481.46
Cisco Systems (CSCO) 0.2 $717k 14k 49.91
Chevron Corporation (CVX) 0.2 $662k 4.2k 157.74
Synopsys (SNPS) 0.2 $585k 1.0k 571.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $579k 1.7k 337.05
Workday Cl A (WDAY) 0.2 $544k 2.0k 272.75
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $539k 8.8k 61.05
Procter & Gamble Company (PG) 0.2 $534k 3.3k 162.23
Qualcomm (QCOM) 0.2 $530k 3.1k 169.29
Oracle Corporation (ORCL) 0.2 $523k 4.2k 125.61
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $520k 8.4k 61.56
Paypal Holdings (PYPL) 0.2 $519k 7.8k 66.99
Home Depot (HD) 0.2 $514k 1.3k 383.72
Netflix (NFLX) 0.2 $507k 834.00 607.33
Broadcom (AVGO) 0.2 $500k 377.00 1325.76
Intel Corporation (INTC) 0.2 $498k 11k 44.17
salesforce (CRM) 0.2 $491k 1.6k 301.25
Duolingo Cl A Com (DUOL) 0.2 $485k 2.2k 220.58
Nutanix Cl A (NTNX) 0.2 $477k 7.7k 61.72
Honeywell International (HON) 0.2 $474k 2.3k 205.25
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $406k 3.4k 120.99
Vanguard Index Fds Growth Etf (VUG) 0.1 $400k 1.2k 344.25
Autodesk (ADSK) 0.1 $394k 1.5k 260.42
Shopify Cl A (SHOP) 0.1 $383k 5.0k 77.17
Arista Networks (ANET) 0.1 $378k 1.3k 289.98
Applied Materials (AMAT) 0.1 $370k 1.8k 206.26
International Business Machines (IBM) 0.1 $370k 1.9k 191.00
Fair Isaac Corporation (FICO) 0.1 $366k 293.00 1249.61
Target Corporation (TGT) 0.1 $339k 1.9k 177.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $339k 6.7k 50.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $338k 5.5k 62.06
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $337k 3.1k 110.52
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $330k 2.5k 131.24
Palo Alto Networks (PANW) 0.1 $306k 1.1k 284.16
Snowflake Cl A (SNOW) 0.1 $297k 1.8k 161.60
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $296k 2.3k 128.09
Ishares Core Msci Emkt (IEMG) 0.1 $285k 5.5k 51.60
Pinterest Cl A (PINS) 0.1 $279k 8.1k 34.67
UnitedHealth (UNH) 0.1 $263k 532.00 494.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $247k 5.9k 41.77
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $218k 714.00 304.58
Ishares Tr Global Tech Etf (IXN) 0.1 $213k 2.8k 74.80
McDonald's Corporation (MCD) 0.1 $208k 736.00 281.87
Bank of America Corporation (BAC) 0.1 $207k 5.5k 37.92
Allogene Therapeutics (ALLO) 0.0 $70k 16k 4.47
23andme Holding Class A Com (ME) 0.0 $6.7k 13k 0.53