Clarity Wealth Advisors

Clarity Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Clarity Wealth Advisors

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

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple (AAPL) 9.1 $34M 134k 250.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.5 $28M 47k 586.08
Vanguard Index Fds Total Stk Mkt (VTI) 7.3 $27M 93k 289.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.3 $27M 53k 511.23
Vanguard Specialized Funds Div App Etf (VIG) 5.0 $18M 93k 195.83
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $15M 245k 62.31
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 3.6 $13M 31k 425.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.1 $11M 194k 58.93
Vanguard Index Fds Small Cp Etf (VB) 3.1 $11M 47k 240.28
Costco Wholesale Corporation (COST) 2.9 $11M 11k 916.29
Alphabet Cap Stk Cl A (GOOGL) 2.7 $9.9M 52k 189.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $8.3M 18k 453.27
JPMorgan Chase & Co. (JPM) 2.2 $8.0M 33k 239.71
Meta Platforms Cl A (META) 2.1 $7.9M 13k 585.51
NVIDIA Corporation (NVDA) 2.1 $7.9M 59k 134.29
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 2.1 $7.7M 264k 29.22
Visa Com Cl A (V) 1.9 $7.0M 22k 316.05
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.9 $6.8M 148k 46.07
Vanguard Bd Index Fds Intermed Term (BIV) 1.8 $6.5M 87k 74.73
Alphabet Cap Stk Cl C (GOOG) 1.7 $6.3M 33k 190.44
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.7 $6.1M 137k 44.87
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.6 $5.9M 87k 67.88
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $5.8M 139k 41.82
Citigroup Com New (C) 1.5 $5.6M 80k 70.39
Abbvie (ABBV) 1.5 $5.6M 32k 177.70
Tesla Motors (TSLA) 1.4 $5.0M 13k 403.84
Vanguard World Consum Dis Etf (VCR) 1.3 $4.8M 13k 375.38
Microsoft Corporation (MSFT) 1.2 $4.2M 10k 421.49
Ishares Tr Glob Hlthcre Etf (IXJ) 1.0 $3.7M 44k 85.97
Amazon (AMZN) 1.0 $3.7M 17k 219.39
Johnson & Johnson (JNJ) 1.0 $3.6M 25k 144.62
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.9 $3.2M 56k 57.53
Ishares Tr Expnd Tec Sc Etf (IGM) 0.7 $2.4M 23k 102.09
Capital Group Core Balanced SHS (CGBL) 0.6 $2.1M 67k 31.27
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $1.9M 34k 56.38
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.9M 3.2k 588.71
Ishares Tr Ishares Biotech (IBB) 0.5 $1.7M 13k 132.21
Select Sector Spdr Tr Financial (XLF) 0.4 $1.5M 32k 48.33
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $1.4M 28k 50.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.3M 2.5k 538.86
Broadcom (AVGO) 0.3 $936k 4.0k 231.84
Cisco Systems (CSCO) 0.2 $843k 14k 59.20
Fair Isaac Corporation (FICO) 0.2 $840k 422.00 1990.93
Netflix (NFLX) 0.2 $832k 933.00 891.32
Mastercard Incorporated Cl A (MA) 0.2 $811k 1.5k 526.55
Public Service Enterprise (PEG) 0.2 $803k 9.5k 84.49
Oracle Corporation (ORCL) 0.2 $776k 4.7k 166.65
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $753k 9.5k 79.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $679k 1.7k 401.58
Walt Disney Company (DIS) 0.2 $668k 6.0k 111.34
Paypal Holdings (PYPL) 0.2 $640k 7.5k 85.35
Chevron Corporation (CVX) 0.2 $586k 4.0k 144.84
Arista Networks Com Shs (ANET) 0.2 $576k 5.2k 110.53
salesforce (CRM) 0.2 $575k 1.7k 334.35
Procter & Gamble Company (PG) 0.2 $569k 3.4k 167.65
Shopify Cl A (SHOP) 0.2 $567k 5.3k 106.33
Vanguard Index Fds Growth Etf (VUG) 0.1 $550k 1.3k 410.56
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $527k 23k 22.70
Honeywell International (HON) 0.1 $524k 2.3k 225.89
Home Depot (HD) 0.1 $504k 1.3k 389.05
Synopsys (SNPS) 0.1 $497k 1.0k 485.36
Workday Cl A (WDAY) 0.1 $462k 1.8k 258.03
Autodesk (ADSK) 0.1 $443k 1.5k 295.57
Palo Alto Networks (PANW) 0.1 $426k 2.3k 181.96
International Business Machines (IBM) 0.1 $418k 1.9k 219.83
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $417k 3.2k 132.09
Qualcomm (QCOM) 0.1 $411k 2.7k 153.62
Palantir Technologies Cl A (PLTR) 0.1 $380k 5.0k 75.63
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $369k 2.9k 127.59
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $353k 3.1k 115.22
Duolingo Cl A Com (DUOL) 0.1 $324k 1.0k 324.23
Verint Systems (VRNT) 0.1 $324k 12k 27.45
Crowdstrike Hldgs Cl A (CRWD) 0.1 $324k 946.00 342.16
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $315k 2.2k 143.09
Intel Corporation (INTC) 0.1 $307k 15k 20.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $292k 6.6k 44.04
Applied Materials (AMAT) 0.1 $291k 1.8k 162.63
Carvana Cl A (CVNA) 0.1 $283k 1.4k 203.36
UnitedHealth (UNH) 0.1 $281k 556.00 505.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $280k 12k 23.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $275k 5.8k 47.82
Ishares Core Msci Emkt (IEMG) 0.1 $267k 5.1k 52.22
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $264k 721.00 366.13
Nutanix Cl A (NTNX) 0.1 $258k 4.2k 61.18
Vanguard Index Fds Value Etf (VTV) 0.1 $255k 1.5k 169.31
Bank of America Corporation (BAC) 0.1 $243k 5.5k 43.95
Advanced Micro Devices (AMD) 0.1 $243k 2.0k 120.79
Eli Lilly & Co. (LLY) 0.1 $241k 312.00 772.59
Ishares Tr Global Tech Etf (IXN) 0.1 $238k 2.8k 84.74
Target Corporation (TGT) 0.1 $236k 1.7k 135.21
Pinterest Cl A (PINS) 0.1 $234k 8.1k 29.00
Vanguard Index Fds Large Cap Etf (VV) 0.1 $219k 811.00 269.59
McDonald's Corporation (MCD) 0.1 $211k 728.00 289.72
Nuveen Equity Premium Income Fund (BXMX) 0.1 $186k 13k 13.99