Clarity Wealth Advisors

Clarity Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for Clarity Wealth Advisors

Clarity Wealth Advisors holds 94 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.9 $31M 132k 233.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.6 $26M 46k 573.75
Vanguard Index Fds Total Stk Mkt (VTI) 7.5 $26M 91k 283.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.3 $25M 52k 488.07
Vanguard Specialized Funds Div App Etf (VIG) 5.1 $17M 88k 198.06
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $15M 233k 62.32
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.5 $12M 188k 64.74
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 3.5 $12M 28k 423.12
Vanguard Index Fds Small Cp Etf (VB) 3.1 $11M 45k 237.21
Costco Wholesale Corporation (COST) 2.9 $10M 11k 886.51
Alphabet Cap Stk Cl A (GOOGL) 2.5 $8.6M 52k 165.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $8.3M 18k 460.25
Meta Platforms Cl A (META) 2.1 $7.3M 13k 572.46
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 2.0 $7.0M 232k 30.15
NVIDIA Corporation (NVDA) 2.0 $6.9M 57k 121.44
JPMorgan Chase & Co. (JPM) 2.0 $6.9M 33k 210.86
Ishares Tr Msci Emg Mkt Etf (EEM) 1.8 $6.0M 132k 45.86
Abbvie (ABBV) 1.7 $6.0M 30k 197.48
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.7 $5.9M 123k 48.24
Visa Com Cl A (V) 1.7 $5.9M 22k 274.95
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.7 $5.8M 79k 73.42
Alphabet Cap Stk Cl C (GOOG) 1.7 $5.7M 34k 167.19
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $5.5M 70k 78.37
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.5 $5.3M 113k 46.74
Vanguard World Consum Dis Etf (VCR) 1.4 $4.9M 14k 340.49
Citigroup Com New (C) 1.4 $4.7M 76k 62.60
Ishares Tr Glob Hlthcre Etf (IXJ) 1.4 $4.7M 47k 98.16
Microsoft Corporation (MSFT) 1.3 $4.3M 10k 430.32
Johnson & Johnson (JNJ) 1.2 $4.1M 26k 162.06
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $3.3M 55k 59.51
Tesla Motors (TSLA) 1.0 $3.3M 13k 261.63
Amazon (AMZN) 0.9 $3.1M 17k 186.33
Ishares Tr Expnd Tec Sc Etf (IGM) 0.7 $2.3M 24k 95.94
Ishares Tr Ishares Biotech (IBB) 0.6 $2.0M 14k 145.60
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $1.8M 33k 54.93
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.7M 3.0k 576.84
Select Sector Spdr Tr Financial (XLF) 0.5 $1.6M 36k 45.32
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $1.4M 27k 50.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.3M 2.5k 527.59
Capital Group Core Balanced SHS (CGBL) 0.4 $1.2M 40k 31.05
Mastercard Incorporated Cl A (MA) 0.2 $777k 1.6k 493.75
Oracle Corporation (ORCL) 0.2 $764k 4.5k 170.39
Cisco Systems (CSCO) 0.2 $758k 14k 53.22
Broadcom (AVGO) 0.2 $705k 4.1k 172.50
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $664k 9.2k 72.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $634k 1.7k 375.38
Netflix (NFLX) 0.2 $626k 883.00 709.27
Paypal Holdings (PYPL) 0.2 $597k 7.6k 78.03
Chevron Corporation (CVX) 0.2 $595k 4.0k 147.26
Walt Disney Company (DIS) 0.2 $593k 6.2k 96.18
Procter & Gamble Company (PG) 0.2 $589k 3.4k 173.20
Fair Isaac Corporation (FICO) 0.2 $570k 293.00 1943.52
Home Depot (HD) 0.2 $561k 1.4k 405.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $535k 8.0k 66.52
Synopsys (SNPS) 0.2 $518k 1.0k 506.39
Arista Networks (ANET) 0.1 $500k 1.3k 383.82
Vanguard Index Fds Growth Etf (VUG) 0.1 $485k 1.3k 384.05
Honeywell International (HON) 0.1 $479k 2.3k 206.71
Intel Corporation (INTC) 0.1 $477k 20k 23.46
salesforce (CRM) 0.1 $476k 1.7k 273.73
Qualcomm (QCOM) 0.1 $458k 2.7k 170.07
Workday Cl A (WDAY) 0.1 $444k 1.8k 244.41
Duolingo Cl A Com (DUOL) 0.1 $432k 1.5k 282.02
Shopify Cl A (SHOP) 0.1 $428k 5.3k 80.14
International Business Machines (IBM) 0.1 $420k 1.9k 221.08
Autodesk (ADSK) 0.1 $413k 1.5k 275.48
Palo Alto Networks (PANW) 0.1 $400k 1.2k 341.80
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $380k 3.3k 116.96
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $371k 2.9k 128.20
Applied Materials (AMAT) 0.1 $362k 1.8k 202.05
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $357k 2.5k 142.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $355k 6.7k 52.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $349k 5.1k 67.85
Advanced Micro Devices (AMD) 0.1 $343k 2.1k 164.08
UnitedHealth (UNH) 0.1 $340k 581.00 584.55
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $323k 2.3k 139.59
Eli Lilly & Co. (LLY) 0.1 $322k 363.00 886.52
Ishares Core Msci Emkt (IEMG) 0.1 $316k 5.5k 57.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $308k 6.4k 47.85
Snowflake Cl A (SNOW) 0.1 $303k 2.6k 114.86
Verint Systems (VRNT) 0.1 $299k 12k 25.33
Target Corporation (TGT) 0.1 $298k 1.9k 155.89
Nutanix Cl A (NTNX) 0.1 $280k 4.7k 59.25
Pinterest Cl A (PINS) 0.1 $278k 8.6k 32.37
Crowdstrike Hldgs Cl A (CRWD) 0.1 $266k 947.00 280.47
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $247k 714.00 345.29
Carvana Cl A (CVNA) 0.1 $242k 1.4k 174.11
Vanguard Index Fds Value Etf (VTV) 0.1 $237k 1.4k 174.58
Ishares Tr Global Tech Etf (IXN) 0.1 $235k 2.8k 82.52
McDonald's Corporation (MCD) 0.1 $226k 743.00 304.34
Bank of America Corporation (BAC) 0.1 $219k 5.5k 39.68
Vanguard Index Fds Large Cap Etf (VV) 0.1 $213k 811.00 263.18
Nuveen Equity Premium Income Fund (BXMX) 0.1 $183k 13k 13.72
23andme Holding Class A Com (ME) 0.0 $4.3k 13k 0.35