Clarity Wealth Advisors

Clarity Wealth Advisors as of March 31, 2025

Portfolio Holdings for Clarity Wealth Advisors

Clarity Wealth Advisors holds 95 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.4 $30M 136k 222.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.6 $28M 49k 559.39
Vanguard Index Fds Total Stk Mkt (VTI) 7.2 $26M 95k 274.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.0 $25M 54k 468.92
Vanguard Specialized Funds Div App Etf (VIG) 5.2 $19M 96k 193.99
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $15M 250k 58.35
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 4.0 $15M 35k 419.88
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.4 $12M 198k 62.10
Costco Wholesale Corporation (COST) 3.0 $11M 11k 945.74
Vanguard Index Fds Small Cp Etf (VB) 2.9 $11M 47k 221.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $10M 19k 532.57
JPMorgan Chase & Co. (JPM) 2.3 $8.2M 34k 245.30
Alphabet Cap Stk Cl A (GOOGL) 2.3 $8.1M 53k 154.64
Meta Platforms Cl A (META) 2.2 $8.1M 14k 576.34
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 2.2 $7.9M 278k 28.33
Visa Com Cl A (V) 2.2 $7.9M 22k 350.46
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.0 $7.3M 156k 47.04
Vanguard Bd Index Fds Intermed Term (BIV) 1.9 $7.0M 92k 76.57
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.9 $6.8M 92k 73.69
Abbvie (ABBV) 1.9 $6.7M 32k 209.52
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.8 $6.6M 145k 45.65
Ishares Tr Msci Emg Mkt Etf (EEM) 1.7 $6.3M 144k 43.70
Citigroup Com New (C) 1.6 $5.7M 81k 70.99
NVIDIA Corporation (NVDA) 1.6 $5.6M 52k 108.38
Alphabet Cap Stk Cl C (GOOG) 1.4 $5.0M 32k 156.23
Johnson & Johnson (JNJ) 1.2 $4.3M 26k 165.84
Tesla Motors (TSLA) 1.1 $3.8M 15k 259.16
Microsoft Corporation (MSFT) 1.0 $3.8M 10k 375.38
Ishares Tr Glob Hlthcre Etf (IXJ) 1.0 $3.5M 39k 91.20
Vanguard World Consum Dis Etf (VCR) 1.0 $3.5M 11k 325.52
Amazon (AMZN) 1.0 $3.4M 18k 190.26
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.9 $3.2M 57k 57.14
Capital Group Core Balanced SHS (CGBL) 0.8 $2.8M 89k 30.98
Ishares Tr Expnd Tec Sc Etf (IGM) 0.6 $2.0M 23k 90.67
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $1.8M 35k 51.78
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.8M 3.2k 561.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.4M 2.8k 513.90
Select Sector Spdr Tr Financial (XLF) 0.4 $1.4M 29k 49.81
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $1.4M 28k 50.63
Ishares Tr Ishares Biotech (IBB) 0.4 $1.3M 11k 127.90
Cisco Systems (CSCO) 0.3 $932k 15k 61.71
Netflix (NFLX) 0.2 $870k 933.00 932.53
Mastercard Incorporated Cl A (MA) 0.2 $808k 1.5k 548.14
Public Service Enterprise (PEG) 0.2 $788k 9.6k 82.30
Fair Isaac Corporation (FICO) 0.2 $778k 422.00 1844.16
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $769k 13k 57.30
Vanguard Index Fds Growth Etf (VUG) 0.2 $698k 1.9k 370.90
Chevron Corporation (CVX) 0.2 $686k 4.1k 167.30
Broadcom (AVGO) 0.2 $674k 4.0k 167.43
Oracle Corporation (ORCL) 0.2 $648k 4.6k 139.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $584k 1.6k 361.09
Walt Disney Company (DIS) 0.2 $570k 5.8k 98.69
International Business Machines (IBM) 0.1 $522k 2.1k 248.66
Paypal Holdings (PYPL) 0.1 $502k 7.7k 65.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $500k 23k 21.53
Honeywell International (HON) 0.1 $491k 2.3k 211.75
Procter & Gamble Company (PG) 0.1 $487k 2.9k 170.42
salesforce (CRM) 0.1 $472k 1.8k 268.38
Home Depot (HD) 0.1 $465k 1.3k 366.55
Synopsys (SNPS) 0.1 $444k 1.0k 428.85
Crowdstrike Hldgs Cl A (CRWD) 0.1 $422k 1.2k 352.58
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $422k 3.1k 135.66
Arista Networks Com Shs (ANET) 0.1 $419k 5.4k 77.48
Qualcomm (QCOM) 0.1 $414k 2.7k 153.59
Workday Cl A (WDAY) 0.1 $414k 1.8k 233.53
Shopify Cl A (SHOP) 0.1 $414k 4.3k 95.48
Palo Alto Networks (PANW) 0.1 $393k 2.3k 170.64
Autodesk (ADSK) 0.1 $393k 1.5k 261.80
Intel Corporation (INTC) 0.1 $368k 16k 22.71
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $367k 2.8k 128.96
Palantir Technologies Cl A (PLTR) 0.1 $365k 4.3k 84.40
Caterpillar (CAT) 0.1 $357k 1.1k 329.86
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $320k 3.1k 104.57
Bank of America Corporation (BAC) 0.1 $313k 7.5k 41.73
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $299k 2.2k 136.10
Duolingo Cl A Com (DUOL) 0.1 $295k 950.00 310.54
Nutanix Cl A (NTNX) 0.1 $295k 4.2k 69.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $292k 5.8k 50.83
Carvana Cl A (CVNA) 0.1 $291k 1.4k 209.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $285k 6.3k 45.26
UnitedHealth (UNH) 0.1 $281k 536.00 523.96
Ishares Core Msci Emkt (IEMG) 0.1 $274k 5.1k 53.97
Advanced Micro Devices (AMD) 0.1 $269k 2.6k 102.74
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $261k 12k 22.08
Applied Materials (AMAT) 0.1 $260k 1.8k 145.12
Pinterest Cl A (PINS) 0.1 $250k 8.1k 31.00
Vanguard Index Fds Value Etf (VTV) 0.1 $241k 1.4k 172.76
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $241k 722.00 334.25
Eli Lilly & Co. (LLY) 0.1 $229k 277.00 826.62
McDonald's Corporation (MCD) 0.1 $228k 730.00 312.19
Ishares Tr Global Tech Etf (IXN) 0.1 $213k 2.8k 75.73
Verint Systems (VRNT) 0.1 $211k 12k 17.85
Vanguard Index Fds Large Cap Etf (VV) 0.1 $208k 811.00 256.92
Rivian Automotive Com Cl A (RIVN) 0.0 $176k 14k 12.45
Nuveen Equity Premium Income Fund (BXMX) 0.0 $160k 12k 13.12