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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 $405.25 million in total holdings as of June 30, 2023.
  • Clarity Wealth Advisors, LLC owns shares of 98 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 3.91% of the portfolio was purchased this quarter.
  • About 0.45% of the portfolio was sold this quarter.
  • This quarter, Clarity Wealth Advisors, LLC has purchased 95 new stocks and bought additional shares in 56 stocks.
  • Clarity Wealth Advisors, LLC sold shares of 25 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Invesco QQQ
$29,996,773
Apple
$28,055,234

Largest New Holdings this Quarter

127387108 - Cadence Design Systems
$668,377 Holding
833445109 - Snowflake
$239,434 Holding
90353T100 - Uber Technologies
$211,138 Holding
11133T103 - Broadridge Financial Solutions
$200,257 Holding
18914F103 - Clover Health Investments
$27,900 Holding

Largest Purchases this Quarter

Meta Platforms
2,665 shares (about $1.97M)
SPDR S&P 500 ETF Trust
1,451 shares (about $896.49K)
Vanguard International High Dividend Yield ETF
11,125 shares (about $891.23K)
Tesla
2,627 shares (about $834.49K)

Largest Sales this Quarter

Vanguard Consumer Discretionary ETF
749 shares (about $271.38K)
iShares Biotechnology ETF
2,019 shares (about $255.43K)
iShares Global Healthcare ETF
2,199 shares (about $189.31K)
iShares Expanded Tech Sector ETF
639 shares (about $71.78K)
Financial Select Sector SPDR Fund
1,291 shares (about $67.61K)

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
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$31,300,085$896,495 2.9%50,6607.7%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$29,996,773$507,513 1.7%54,3777.4%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$29,498,069$616,677 2.1%97,0557.3%ETF
Apple Inc. stock logo
AAPL
Apple
$28,055,234$88,429 0.3%136,7416.9%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$20,102,050$508,809 2.6%98,2175.0%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$16,307,499$1,117,043 7.4%37,0084.0%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$15,727,957$243,428 1.6%253,5953.9%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$14,354,312$673,419 4.9%207,7633.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$12,339,399$1,967,012 19.0%16,7183.0%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$11,358,231$169,678 1.5%47,9292.8%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$11,218,803$10,889 -0.1%11,3332.8%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,765,299$53,923 0.6%33,6842.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,345,977$64,606 0.7%19,2402.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,318,277$59,389 0.6%52,8762.3%Computer and Technology
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$9,125,261$239,551 2.7%285,4322.3%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$8,266,405$891,225 12.1%103,1882.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,250,437$46,449 0.6%52,2212.0%Computer and Technology
Visa Inc. stock logo
V
Visa
$8,037,795$68,171 0.9%22,6382.0%Business Services
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$7,690,592$343,538 4.7%163,4211.9%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$7,529,800$603,387 8.7%156,0901.9%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$7,459,366$358,084 5.0%96,4491.8%ETF
Citigroup Inc. stock logo
C
Citigroup
$6,988,741$109,634 1.6%82,1051.7%Financial Services
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$6,948,544$310,413 4.7%151,8811.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$6,030,116$98,194 1.7%32,4861.5%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$5,793,398$97,742 1.7%32,6591.4%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$5,478,047$834,493 18.0%17,2451.4%Auto/Tires/Trucks
Microsoft Corporation stock logo
MSFT
Microsoft
$5,095,039$81,079 1.6%10,2431.3%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,091,614$136,560 3.5%26,7861.0%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,031,245$67,133 1.7%18,3751.0%Retail/Wholesale
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$3,618,942$271,384 -7.0%9,9880.9%ETF
CAPITAL GROUP CORE BALANCED
$3,563,634$585,735 19.7%106,5680.9%SHS
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,419,077$186,013 5.8%60,1420.8%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$3,160,483$189,314 -5.7%36,7110.8%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$2,466,964$71,785 -2.8%21,9600.6%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$2,116,835$202,751 10.6%38,9120.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,019,902$30,426 1.5%3,2530.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,009,670$420,906 26.5%3,5380.5%ETF
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$1,512,260$398,400 35.8%18,2200.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,434,671$67,609 -4.5%27,3950.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,425,538$25,391 1.8%28,1280.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,296,278$46,870 3.8%9680.3%Consumer Discretionary
Synopsys, Inc. stock logo
SNPS
Synopsys
$1,202,235$671,611 126.6%2,3450.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,148,634$38,591 3.5%4,1670.3%Computer and Technology
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,071,579$255,433 -19.2%8,4700.3%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,046,239$1,665 -0.2%15,0800.3%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$1,001,421$11,588 -1.1%4,5800.2%Computer and Technology
PALANTIR TECHNOLOGIES INC
$869,449$280,547 47.6%6,3780.2%CL A
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$815,161$9,647 -1.2%1,8590.2%ETF
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$812,053$6,145 0.8%9,6470.2%Utilities
Mastercard Incorporated stock logo
MA
Mastercard
$801,979$26,414 -3.2%1,4270.2%Business Services
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$771,3990.0%4220.2%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$729,376$12,648 1.8%5,8820.2%Consumer Discretionary
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$677,630$8,492 -1.2%1,5960.2%ETF
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$668,377$668,377 New Holding2,1690.2%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$610,663$1,019 0.2%1,1990.2%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$597,054$9,879 1.7%4,1700.1%Energy
ARISTA NETWORKS INC
$589,101$35,809 6.5%5,7580.1%COM SHS
International Business Machines Corporation stock logo
IBM
International Business Machines
$570,989$48,344 -7.8%1,9370.1%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$556,211$15,236 -2.7%7,4840.1%Business Services
Honeywell International Inc. stock logo
HON
Honeywell International
$538,651$1,164 -0.2%2,3130.1%Multi-Sector Conglomerates
Salesforce Inc. stock logo
CRM
Salesforce
$523,597$43,633 9.1%1,9200.1%Computer and Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$522,248$30,645 -5.5%21,9160.1%ETF
Intel Corporation stock logo
INTC
Intel
$501,645$138,924 38.3%22,3950.1%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$500,0420.0%4,3350.1%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$475,190$10,835 2.3%1,5350.1%Computer and Technology
Carvana Co. stock logo
CVNA
Carvana
$468,7110.0%1,3910.1%Retail/Wholesale
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$465,147$5,935 -1.3%2,2730.1%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$424,645$4,938 -1.1%2,6660.1%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$422,531$543 0.1%3,1130.1%ETF
Workday, Inc. stock logo
WDAY
Workday
$419,520$6,000 -1.4%1,7480.1%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$418,641$1,942 -0.5%1,0780.1%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$414,376$50,605 -10.9%1,1300.1%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$394,158$61,338 -13.5%2,4740.1%Consumer Staples
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$392,354$20,717 5.6%2,7650.1%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$379,6670.0%2,8480.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$337,706$3,279 1.0%3,0900.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$333,581$5,701 1.7%5,8510.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$327,6950.0%1,7900.1%Computer and Technology
Nutanix stock logo
NTNX
Nutanix
$322,6530.0%4,2210.1%Computer and Technology
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$319,702$12,070 -3.6%2,1190.1%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$315,372$39,558 -11.1%6,6650.1%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$315,187$4,204 1.4%6,3730.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$311,042$6,664 2.2%5,1810.1%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$289,2590.0%11,8350.1%ETF
Pinterest, Inc. stock logo
PINS
Pinterest
$289,0320.0%8,0600.1%Computer and Technology
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$286,2210.0%7220.1%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$259,1560.0%2,8070.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$244,992$1,944 -0.8%1,3860.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$240,341$24,190 11.2%3080.1%Medical
Snowflake Inc. stock logo
SNOW
Snowflake
$239,434$239,434 New Holding1,0700.1%Computer and Technology
Verint Systems Inc. stock logo
VRNT
Verint Systems
$232,2040.0%11,8050.1%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$231,2820.0%8110.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$221,341$8,176 3.8%7580.1%Retail/Wholesale
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$211,138$211,138 New Holding2,2630.1%Computer and Technology
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$200,522$6,870 3.5%14,5940.0%Auto/Tires/Trucks
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$200,257$200,257 New Holding8240.0%Computer and Technology
Nuveen S&P 500 Buy-Write Income Fund stock logo
BXMX
Nuveen S&P 500 Buy-Write Income Fund
$140,063$28,884 -17.1%10,0910.0%Financial Services
Clover Health Investments, Corp. stock logo
CLOV
Clover Health Investments
$27,900$27,900 New Holding10,0000.0%Medical
DUOLINGO INC
$0$295,013 -100.0%00.0%CL A COM
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$280,841 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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