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Clarity Wealth Advisors, LLC Top Holdings and 13F Report (2023)

About Clarity Wealth Advisors, LLC

Investment Activity

  • Clarity Wealth Advisors, LLC has $360.55 million in total holdings as of June 30, 2023.
  • Clarity Wealth Advisors, LLC owns shares of 95 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 3.28% of the portfolio was purchased this quarter.
  • About 0.91% of the portfolio was sold this quarter.
  • This quarter, Clarity Wealth Advisors, LLC has purchased 94 new stocks and bought additional shares in 50 stocks.
  • Clarity Wealth Advisors, LLC sold shares of 29 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple
$30,278,642
Invesco QQQ
$25,066,900

Largest New Holdings this Quarter

149123101 - Caterpillar
$357,236 Holding
76954A103 - Rivian Automotive
$175,470 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
2,006 shares (about $1.12M)
CAPITAL GROUP CORE BALANCED
22,021 shares (about $682.21K)
Apple
2,720 shares (about $604.20K)
Vanguard Total Stock Market ETF
2,074 shares (about $570.02K)

Largest Sales this Quarter

NVIDIA
6,666 shares (about $722.46K)
Vanguard Consumer Discretionary ETF
1,980 shares (about $644.52K)
iShares Global Healthcare ETF
4,559 shares (about $415.78K)
iShares Biotechnology ETF
2,031 shares (about $259.77K)
Alphabet
1,191 shares (about $186.07K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofClarity Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$30,278,642$604,196 2.0%136,3108.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$27,526,929$1,122,133 4.2%49,2097.6%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$26,116,991$570,019 2.2%95,0267.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$25,066,900$424,839 1.7%53,4577.0%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$18,570,835$521,251 2.9%95,7315.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$14,568,235$268,293 1.9%249,6704.0%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$14,474,530$1,297,010 9.8%34,4734.0%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$12,296,791$282,803 2.4%198,0163.4%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$10,728,516$92,683 -0.9%11,3443.0%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$10,469,482$129,280 1.3%47,2132.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,175,745$408,478 4.2%19,1072.8%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,216,974$70,400 0.9%33,4982.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,124,561$26,598 0.3%52,5392.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,099,315$350,415 4.5%14,0532.2%Computer and Technology
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$7,874,012$386,676 5.2%277,9392.2%ETF
Visa Inc. stock logo
V
Visa
$7,866,470$119,858 1.5%22,4462.2%Business Services
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$7,343,932$377,825 5.4%156,1212.0%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$7,030,543$378,407 5.7%91,8191.9%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$6,784,135$365,945 5.7%92,0631.9%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$6,695,561$90,512 1.4%31,9571.9%Medical
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$6,623,632$382,136 6.1%145,0961.8%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$6,274,551$210,940 3.5%143,5821.7%Finance
Citigroup Inc. stock logo
C
Citigroup
$5,737,194$83,271 1.5%80,8171.6%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$5,627,873$722,464 -11.4%51,9271.6%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$5,016,300$186,072 -3.6%32,1081.4%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,293,967$141,794 3.4%25,8921.2%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$3,788,401$557,194 17.2%14,6181.1%Auto/Tires/Trucks
Microsoft Co. stock logo
MSFT
Microsoft
$3,783,812$21,772 0.6%10,0801.0%Computer and Technology
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$3,548,558$415,777 -10.5%38,9101.0%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$3,495,056$644,520 -15.6%10,7371.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,437,768$254,375 8.0%18,0691.0%Retail/Wholesale
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,249,528$67,539 2.1%56,8700.9%ETF
CAPITAL GROUP CORE BALANCED
$2,758,831$682,211 32.9%89,0520.8%SHS
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$2,049,023$71,628 -3.4%22,5990.6%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$1,821,890$59,496 3.4%35,1850.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,800,417$17,420 1.0%3,2040.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,437,388$160,338 12.6%2,7970.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,428,845$163,277 -10.3%28,6860.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,398,742$405 0.0%27,6270.4%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,341,583$259,773 -16.2%10,4890.4%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$932,058$53,625 6.1%15,1040.3%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$870,0500.0%9330.2%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$807,959$36,177 -4.3%1,4740.2%Business Services
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$787,965$5,597 0.7%9,5740.2%Utilities
Fair Isaac Co. stock logo
FICO
Fair Isaac
$778,2360.0%4220.2%Computer and Technology
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$768,966$223,470 41.0%13,4200.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$697,660$200,656 40.4%1,8810.2%ETF
Chevron Co. stock logo
CVX
Chevron
$686,109$9,536 1.4%4,1010.2%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$674,241$1,674 -0.2%4,0270.2%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$647,699$3,635 -0.6%4,6330.2%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$583,521$26,721 -4.4%1,6160.2%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$570,445$21,515 -3.6%5,7800.2%Consumer Discretionary
International Business Machines Co. stock logo
IBM
International Business Machines
$522,435$49,732 10.5%2,1010.1%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$501,707$12,397 2.5%7,6890.1%Computer and Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$499,531$65 0.0%23,2020.1%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$490,8370.0%2,3180.1%Multi-Sector Conglomerates
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$487,231$91,516 -15.8%2,8590.1%Consumer Staples
Salesforce, Inc. stock logo
CRM
Salesforce
$472,345$10,735 2.3%1,7600.1%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$464,783$10,263 -2.2%1,2680.1%Retail/Wholesale
Synopsys, Inc. stock logo
SNPS
Synopsys
$443,860$4,717 1.1%1,0350.1%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$422,038$88,498 26.5%1,1970.1%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$421,774$6,240 -1.5%3,1090.1%ETF
ARISTA NETWORKS INC
$419,012$15,496 3.8%5,4080.1%COM SHS
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$414,233$3,225 0.8%2,6970.1%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$414,049$4,204 -1.0%1,7730.1%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$413,906$95,480 -18.7%4,3350.1%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$392,813$6,484 -1.6%2,3020.1%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$392,7000.0%1,5000.1%Computer and Technology
Intel Co. stock logo
INTC
Intel
$367,740$19,894 5.7%16,1930.1%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$367,278$5,158 -1.4%2,8480.1%ETF
PALANTIR TECHNOLOGIES INC
$364,608$59,080 -13.9%4,3200.1%CL A
Caterpillar Inc. stock logo
CAT
Caterpillar
$357,236$357,236 New Holding1,0830.1%Industrials
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$319,9840.0%3,0600.1%ETF
Bank of America Co. stock logo
BAC
Bank of America
$313,010$81,956 35.5%7,5010.1%Finance
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$299,2840.0%2,1990.1%ETF
DUOLINGO INC
$295,013$15,527 -5.0%9500.1%CL A COM
Nutanix, Inc. stock logo
NTNX
Nutanix
$294,6680.0%4,2210.1%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$292,3370.0%5,7510.1%ETF
Carvana Co. stock logo
CVNA
Carvana
$290,8300.0%1,3910.1%Retail/Wholesale
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$284,617$15,073 -5.0%6,2880.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$280,841$10,479 -3.6%5360.1%Medical
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$273,652$1,781 -0.6%5,0700.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$269,076$62,671 30.4%2,6190.1%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$261,327$5,564 -2.1%11,8350.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$259,7650.0%1,7900.1%Computer and Technology
Pinterest, Inc. stock logo
PINS
Pinterest
$249,8600.0%8,0600.1%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$241,347$18,485 -7.1%1,3970.1%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$241,331$334 0.1%7220.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$228,973$28,932 -11.2%2770.1%Medical
McDonald's Co. stock logo
MCD
McDonald's
$227,898$624 0.3%7300.1%Retail/Wholesale
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$212,5670.0%2,8070.1%ETF
Verint Systems Inc. stock logo
VRNT
Verint Systems
$210,7190.0%11,8050.1%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$208,3650.0%8110.1%ETF
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$175,470$175,470 New Holding14,0940.0%Auto/Tires/Trucks
BXMX
Nuveen S&P 500 Buy-Write Income Fund
$159,697$14,799 -8.5%12,1720.0%Financial Services
Target Co. stock logo
TGT
Target
$0$235,676 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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