Clarity Wealth Advisors

Clarity Wealth Advisors as of June 30, 2024

Portfolio Holdings for Clarity Wealth Advisors

Clarity Wealth Advisors holds 87 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.9 $28M 131k 210.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.8 $24M 50k 479.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.8 $24M 44k 544.22
Vanguard Index Fds Total Stk Mkt (VTI) 7.7 $24M 89k 267.51
Vanguard Specialized Funds Div App Etf (VIG) 4.9 $15M 83k 182.55
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $13M 223k 58.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.6 $11M 183k 60.30
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 3.2 $9.8M 25k 391.13
Costco Wholesale Corporation (COST) 3.1 $9.5M 11k 850.02
Alphabet Cap Stk Cl A (GOOGL) 3.0 $9.4M 51k 182.15
Vanguard Index Fds Small Cp Etf (VB) 3.0 $9.3M 43k 218.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $7.1M 18k 406.79
NVIDIA Corporation (NVDA) 2.2 $7.0M 56k 123.54
JPMorgan Chase & Co. (JPM) 2.1 $6.4M 32k 202.26
Meta Platforms Cl A (META) 2.0 $6.2M 12k 504.21
Alphabet Cap Stk Cl C (GOOG) 1.9 $6.0M 33k 183.42
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 1.9 $5.7M 195k 29.44
Visa Com Cl A (V) 1.8 $5.5M 21k 262.47
Ishares Tr Msci Emg Mkt Etf (EEM) 1.7 $5.2M 121k 42.59
Vanguard World Consum Dis Etf (VCR) 1.7 $5.1M 16k 312.33
Abbvie (ABBV) 1.6 $5.0M 29k 171.52
Ishares Tr Glob Hlthcre Etf (IXJ) 1.6 $4.9M 53k 92.84
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.5 $4.7M 69k 68.53
Citigroup Com New (C) 1.4 $4.5M 70k 63.46
Microsoft Corporation (MSFT) 1.4 $4.3M 9.7k 446.94
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.3 $4.1M 87k 46.33
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $3.6M 48k 74.89
Johnson & Johnson (JNJ) 1.1 $3.5M 24k 146.16
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.1 $3.4M 75k 44.93
Amazon (AMZN) 1.1 $3.3M 17k 193.25
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $3.1M 55k 56.68
Tesla Motors (TSLA) 0.8 $2.4M 12k 197.88
Ishares Tr Expnd Tec Sc Etf (IGM) 0.8 $2.3M 25k 94.31
Ishares Tr Ishares Biotech (IBB) 0.7 $2.3M 17k 137.26
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $1.8M 32k 55.50
Select Sector Spdr Tr Financial (XLF) 0.5 $1.6M 39k 41.11
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.5M 2.7k 547.32
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $1.3M 26k 50.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.2M 2.4k 500.22
Mastercard Incorporated Cl A (MA) 0.2 $722k 1.6k 441.09
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $690k 9.3k 73.82
Cisco Systems (CSCO) 0.2 $673k 14k 47.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $645k 1.8k 364.51
Chevron Corporation (CVX) 0.2 $638k 4.1k 156.43
Walt Disney Company (DIS) 0.2 $625k 6.3k 99.28
Broadcom (AVGO) 0.2 $622k 387.00 1605.95
Synopsys (SNPS) 0.2 $608k 1.0k 595.06
Oracle Corporation (ORCL) 0.2 $605k 4.3k 141.21
Netflix (NFLX) 0.2 $592k 877.00 674.88
Qualcomm (QCOM) 0.2 $542k 2.7k 199.20
Procter & Gamble Company (PG) 0.2 $532k 3.2k 164.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $524k 8.3k 62.87
Honeywell International (HON) 0.2 $493k 2.3k 213.54
Duolingo Cl A Com (DUOL) 0.1 $459k 2.2k 208.67
Arista Networks (ANET) 0.1 $456k 1.3k 350.48
Home Depot (HD) 0.1 $454k 1.3k 344.35
Paypal Holdings (PYPL) 0.1 $450k 7.8k 58.03
Fair Isaac Corporation (FICO) 0.1 $444k 298.00 1488.66
Vanguard Index Fds Growth Etf (VUG) 0.1 $429k 1.1k 374.06
Applied Materials (AMAT) 0.1 $423k 1.8k 236.02
salesforce (CRM) 0.1 $421k 1.6k 257.16
Workday Cl A (WDAY) 0.1 $415k 1.9k 223.56
Intel Corporation (INTC) 0.1 $406k 13k 30.97
Autodesk (ADSK) 0.1 $382k 1.5k 247.45
Palo Alto Networks (PANW) 0.1 $365k 1.1k 339.05
Capital Group Core Balanced SHS (CGBL) 0.1 $357k 12k 29.73
Pinterest Cl A (PINS) 0.1 $355k 8.1k 44.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $348k 5.4k 64.25
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $347k 3.3k 106.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $343k 2.9k 118.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $333k 6.7k 49.42
Shopify Cl A (SHOP) 0.1 $328k 5.0k 66.05
International Business Machines (IBM) 0.1 $326k 1.9k 172.95
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $320k 2.5k 127.18
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $306k 2.3k 132.31
Target Corporation (TGT) 0.1 $288k 1.9k 148.07
Ishares Core Msci Emkt (IEMG) 0.1 $276k 5.2k 53.53
Nutanix Cl A (NTNX) 0.1 $268k 4.7k 56.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $266k 6.1k 43.76
UnitedHealth (UNH) 0.1 $263k 516.00 509.53
Snowflake Cl A (SNOW) 0.1 $248k 1.8k 135.09
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $238k 714.00 333.31
Ishares Tr Global Tech Etf (IXN) 0.1 $236k 2.8k 82.81
Eli Lilly & Co. (LLY) 0.1 $218k 241.00 905.74
Bank of America Corporation (BAC) 0.1 $217k 5.5k 39.77
Allogene Therapeutics (ALLO) 0.0 $36k 16k 2.33
23andme Holding Class A Com (ME) 0.0 $4.9k 13k 0.39