Clarity Wealth Advisors
Latest statistics and disclosures from Clarity Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VTI, QQQ, AAPL, VIG, and represent 36.20% of Clarity Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$11M), IGM, DIA, CGGO, JCPB, BIV, FBND, VYMI, SPY, VTI.
- Started 6 new stock positions in BAC, VOOG, PANW, FICO, ME, IXN.
- Reduced shares in these 10 stocks: MSFT, , VCR, IBB, IXJ, TQQQ, ROKU, BA, AMAT, XLF.
- Sold out of its positions in BA, ROKU, MMM.
- Clarity Wealth Advisors was a net buyer of stock by $22M.
- Clarity Wealth Advisors has $296M in assets under management (AUM), dropping by 11.36%.
- Central Index Key (CIK): 0001767384
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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 | +2% | 45k | 523.07 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.0 | $24M | +2% | 91k | 259.90 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.8 | $23M | 52k | 444.01 |
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| Apple (AAPL) | 7.3 | $22M | 126k | 171.48 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.1 | $15M | 83k | 182.61 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.6 | $14M | +414% | 223k | 60.74 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.8 | $11M | +2% | 186k | 60.30 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.3 | $9.9M | +2% | 43k | 228.59 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 3.1 | $9.3M | +17% | 23k | 397.77 |
|
| Costco Wholesale Corporation (COST) | 2.9 | $8.7M | +2% | 12k | 732.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $8.0M | +2% | 53k | 150.93 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $7.5M | 18k | 420.51 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $6.6M | 33k | 200.30 |
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| Vanguard World Consum Dis Etf (VCR) | 2.1 | $6.1M | -5% | 19k | 317.73 |
|
| Visa Com Cl A (V) | 2.0 | $6.0M | +2% | 22k | 279.08 |
|
| Meta Platforms Cl A (META) | 1.9 | $5.6M | 12k | 485.59 |
|
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 1.9 | $5.5M | -4% | 59k | 93.15 |
|
| Abbvie (ABBV) | 1.9 | $5.5M | 30k | 182.10 |
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| NVIDIA Corporation (NVDA) | 1.7 | $5.1M | 5.7k | 903.55 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.6 | $4.8M | +8% | 116k | 41.08 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 1.6 | $4.6M | +32% | 160k | 28.80 |
|
| Citigroup Com New (C) | 1.5 | $4.6M | +4% | 72k | 63.24 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.4 | $4.2M | +19% | 62k | 68.80 |
|
| Microsoft Corporation (MSFT) | 1.4 | $4.2M | -18% | 9.9k | 420.70 |
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| Johnson & Johnson (JNJ) | 1.3 | $3.8M | +4% | 24k | 158.19 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.3 | $3.7M | +39% | 80k | 46.65 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.1 | $3.4M | +38% | 45k | 75.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $3.2M | 21k | 152.26 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.1 | $3.2M | +35% | 70k | 45.31 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.1 | $3.1M | +9% | 54k | 57.86 |
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| Amazon (AMZN) | 1.0 | $3.0M | +7% | 17k | 180.38 |
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| Ishares Tr Ishares Biotech (IBB) | 1.0 | $3.0M | -8% | 22k | 137.22 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.8 | $2.3M | +496% | 27k | 86.18 |
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| Tesla Motors (TSLA) | 0.7 | $2.2M | +15% | 13k | 175.79 |
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| Select Sector Spdr Tr Financial (XLF) | 0.6 | $1.8M | -7% | 44k | 42.12 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.7M | +12% | 31k | 54.24 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.4M | 2.7k | 525.74 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.4 | $1.3M | +6% | 26k | 50.45 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.1M | 2.3k | 480.79 |
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| Walt Disney Company (DIS) | 0.3 | $854k | -4% | 7.0k | 122.35 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $787k | 1.6k | 481.46 |
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| Cisco Systems (CSCO) | 0.2 | $717k | +5% | 14k | 49.91 |
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| Chevron Corporation (CVX) | 0.2 | $662k | +2% | 4.2k | 157.74 |
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| Synopsys (SNPS) | 0.2 | $585k | 1.0k | 571.50 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $579k | 1.7k | 337.05 |
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| Workday Cl A (WDAY) | 0.2 | $544k | +5% | 2.0k | 272.75 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $539k | -6% | 8.8k | 61.05 |
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| Procter & Gamble Company (PG) | 0.2 | $534k | +4% | 3.3k | 162.23 |
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| Qualcomm (QCOM) | 0.2 | $530k | +103% | 3.1k | 169.29 |
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| Oracle Corporation (ORCL) | 0.2 | $523k | +3% | 4.2k | 125.61 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $520k | -30% | 8.4k | 61.56 |
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| Paypal Holdings (PYPL) | 0.2 | $519k | -6% | 7.8k | 66.99 |
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| Home Depot (HD) | 0.2 | $514k | +16% | 1.3k | 383.72 |
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| Netflix (NFLX) | 0.2 | $507k | -3% | 834.00 | 607.33 |
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| Broadcom (AVGO) | 0.2 | $500k | +6% | 377.00 | 1325.76 |
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| Intel Corporation (INTC) | 0.2 | $498k | 11k | 44.17 |
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| salesforce (CRM) | 0.2 | $491k | +5% | 1.6k | 301.25 |
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| Duolingo Cl A Com (DUOL) | 0.2 | $485k | 2.2k | 220.58 |
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| Nutanix Cl A (NTNX) | 0.2 | $477k | 7.7k | 61.72 |
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| Honeywell International (HON) | 0.2 | $474k | 2.3k | 205.25 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $406k | -4% | 3.4k | 120.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $400k | 1.2k | 344.25 |
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| Autodesk (ADSK) | 0.1 | $394k | 1.5k | 260.42 |
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| Shopify Cl A (SHOP) | 0.1 | $383k | 5.0k | 77.17 |
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| Arista Networks (ANET) | 0.1 | $378k | 1.3k | 289.98 |
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| Applied Materials (AMAT) | 0.1 | $370k | -35% | 1.8k | 206.26 |
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| International Business Machines (IBM) | 0.1 | $370k | +5% | 1.9k | 191.00 |
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| Fair Isaac Corporation (FICO) | 0.1 | $366k | NEW | 293.00 | 1249.61 |
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| Target Corporation (TGT) | 0.1 | $339k | -9% | 1.9k | 177.24 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $339k | 6.7k | 50.17 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $338k | -5% | 5.5k | 62.06 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $337k | +4% | 3.1k | 110.52 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $330k | +3% | 2.5k | 131.24 |
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| Palo Alto Networks (PANW) | 0.1 | $306k | NEW | 1.1k | 284.16 |
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| Snowflake Cl A (SNOW) | 0.1 | $297k | 1.8k | 161.60 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $296k | 2.3k | 128.09 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $285k | 5.5k | 51.60 |
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| Pinterest Cl A (PINS) | 0.1 | $279k | 8.1k | 34.67 |
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| UnitedHealth (UNH) | 0.1 | $263k | 532.00 | 494.77 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $247k | +2% | 5.9k | 41.77 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $218k | NEW | 714.00 | 304.58 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $213k | NEW | 2.8k | 74.80 |
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| McDonald's Corporation (MCD) | 0.1 | $208k | 736.00 | 281.87 |
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| Bank of America Corporation (BAC) | 0.1 | $207k | NEW | 5.5k | 37.92 |
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| Allogene Therapeutics (ALLO) | 0.0 | $70k | 16k | 4.47 |
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| 23andme Holding Class A Com (ME) | 0.0 | $6.7k | NEW | 13k | 0.53 |
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Past Filings by Clarity Wealth Advisors
SEC 13F filings are viewable for Clarity Wealth Advisors going back to 2019
- Clarity Wealth Advisors 2024 Q1 filed April 18, 2024
- Clarity Wealth Advisors 2023 Q4 filed Jan. 10, 2024
- Clarity Wealth Advisors 2023 Q3 filed Nov. 7, 2023
- Clarity Wealth Advisors 2023 Q2 filed July 28, 2023
- Clarity Wealth Advisors 2023 Q1 filed May 10, 2023
- Clarity Wealth Advisors 2022 Q4 filed Feb. 6, 2023
- Clarity Wealth Advisors 2022 Q3 filed Nov. 1, 2022
- Clarity Wealth Advisors 2022 Q2 filed July 19, 2022
- Clarity Wealth Advisors 2022 Q1 filed May 2, 2022
- Clarity Wealth Advisors 2021 Q4 filed Jan. 25, 2022
- Clarity Wealth Advisors 2021 Q3 filed Oct. 20, 2021
- Clarity Wealth Advisors 2021 Q2 filed Aug. 12, 2021
- Clarity Wealth Advisors 2021 Q1 filed April 28, 2021
- Clarity Wealth Advisors 2020 Q4 filed Feb. 4, 2021
- Clarity Wealth Advisors 2020 Q3 filed Oct. 13, 2020
- Clarity Wealth Advisors 2020 Q2 filed Aug. 4, 2020