Clarity Wealth Advisors, LLC Top Holdings and 13F Report (2023) → His win rate puts Warren Buffett to shame… (From Investing Daily) (Ad) About Clarity Wealth Advisors, LLCInvestment ActivityClarity Wealth Advisors, LLC has $295.74 million in total holdings as of June 30, 2023.Clarity Wealth Advisors, LLC owns shares of 86 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 8.71% of the portfolio was purchased this quarter.About 1.22% of the portfolio was sold this quarter.This quarter, Clarity Wealth Advisors, LLC has purchased 83 new stocks and bought additional shares in 49 stocks.Clarity Wealth Advisors, LLC sold shares of 22 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $23,658,627Vanguard Total Stock Market ETF $23,609,780Invesco QQQ $22,942,541Apple $21,656,814Vanguard Dividend Appreciation ETF $15,186,944 Largest New Holdings this Quarter Fair Isaac $366,136 HoldingPalo Alto Networks $306,042 HoldingVanguard S&P 500 Growth ETF $217,473 HoldingiShares Global Tech ETF $212,949 HoldingBank of America $206,680 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 179,727 shares (about $10.92M)iShares Expanded Tech Sector ETF 22,614 shares (about $1.95M)SPDR Dow Jones Industrial Average ETF Trust 3,396 shares (about $1.35M)Capital Group Global Growth Equity ETF 38,804 shares (about $1.12M)JPMorgan Core Plus Bond ETF 22,747 shares (about $1.06M) Largest Sales this Quarter Microsoft 2,182 shares (about $917.98K)Vanguard Consumer Discretionary ETF 1,024 shares (about $325.36K)iShares Biotechnology ETF 1,991 shares (about $273.20K)iShares Global Healthcare ETF 2,492 shares (about $232.13K)ProShares UltraPro QQQ 3,770 shares (about $232.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarity Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$23,658,627$621,412 ▲2.7%45,2308.0%FinanceVTIVanguard Total Stock Market ETF$23,609,780$528,375 ▲2.3%90,8428.0%ETFQQQInvesco QQQ$22,942,541$400,499 ▲1.8%51,6717.8%FinanceAAPLApple$21,656,814$105,631 ▲0.5%126,2947.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$15,186,944$293,089 ▲2.0%83,1665.1%ETFIJHiShares Core S&P Mid-Cap ETF$13,548,949$10,916,603 ▲414.7%223,0654.6%ETFVXUSVanguard Total International Stock Index Fund ETF Shares$11,185,746$316,635 ▲2.9%185,5023.8%ETFVBVanguard Small-Cap ETF$9,891,734$245,505 ▲2.5%43,2733.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$9,281,096$1,350,817 ▲17.0%23,3333.1%FinanceCOSTCostco Wholesale$8,656,713$224,916 ▲2.7%11,8162.9%Retail/WholesaleGOOGLAlphabet$8,025,288$175,231 ▲2.2%53,1722.7%Computer and TechnologyBRK.BBerkshire Hathaway$7,532,569$29,856 ▲0.4%17,9132.5%FinanceJPMJPMorgan Chase & Co.$6,628,006$68,503 ▲1.0%33,0902.2%FinanceVCRVanguard Consumer Discretionary ETF$6,064,525$325,356 ▼-5.1%19,0872.1%ETFVVisa$6,037,418$153,217 ▲2.6%21,6332.0%Business ServicesMETAMeta Platforms$5,604,649$71,381 ▼-1.3%11,5421.9%Computer and TechnologyIXJiShares Global Healthcare ETF$5,526,531$232,131 ▼-4.0%59,3291.9%ETFABBVAbbVie$5,493,277$64,646 ▲1.2%30,1661.9%MedicalNVDANVIDIA$5,121,303$33,431 ▲0.7%5,6681.7%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$4,758,754$361,381 ▲8.2%115,8411.6%FinanceCGGOCapital Group Global Growth Equity ETF$4,600,435$1,117,557 ▲32.1%159,7371.6%ETFCCitigroup$4,553,775$192,249 ▲4.4%72,0081.5%FinanceVYMIVanguard International High Dividend Yield ETF$4,229,920$690,275 ▲19.5%61,4811.4%ETFMSFTMicrosoft$4,166,241$917,978 ▼-18.1%9,9031.4%Computer and TechnologyJNJJohnson & Johnson$3,786,682$153,283 ▲4.2%23,9381.3%MedicalJCPBJPMorgan Core Plus Bond ETF$3,745,874$1,061,034 ▲39.5%80,3061.3%ETFBIVVanguard Intermediate-Term Bond ETF$3,357,336$926,364 ▲38.1%44,5271.1%ETFGOOGAlphabet$3,220,348$25,123 ▲0.8%21,1501.1%Computer and TechnologyFBNDFidelity Total Bond ETF$3,169,208$825,004 ▲35.2%69,9451.1%ETFJEPIJPMorgan Equity Premium Income ETF$3,116,348$264,768 ▲9.3%53,8601.1%ETFAMZNAmazon.com$3,021,327$204,007 ▲7.2%16,7501.0%Retail/WholesaleIBBiShares Biotechnology ETF$2,983,973$273,204 ▼-8.4%21,7461.0%FinanceIGMiShares Expanded Tech Sector ETF$2,341,195$1,948,899 ▲496.8%27,1660.8%ETFTSLATesla$2,205,070$294,091 ▲15.4%12,5440.7%Auto/Tires/TrucksXLFFinancial Select Sector SPDR Fund$1,845,273$146,325 ▼-7.3%43,8100.6%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,659,656$182,194 ▲12.3%30,5980.6%ETFIVViShares Core S&P 500 ETF$1,428,432$1,051 ▼-0.1%2,7170.5%ETFJPSTJPMorgan Ultra-Short Income ETF$1,327,491$75,675 ▲6.0%26,3130.4%ETFVOOVanguard S&P 500 ETF$1,086,589$6,731 ▲0.6%2,2600.4%ETFDISWalt Disney$853,531$39,275 ▼-4.4%6,9760.3%Consumer DiscretionaryMAMastercard$787,183$963 ▼-0.1%1,6350.3%Business ServicesCSCOCisco Systems$716,600$34,388 ▲5.0%14,3580.2%Computer and TechnologyCVXChevron$661,722$18,771 ▲2.9%4,1950.2%Oils/EnergySNPSSynopsys$584,645$572 ▲0.1%1,0230.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$579,0520.0%1,7180.2%ETFWDAYWorkday$544,136$27,820 ▲5.4%1,9950.2%Computer and TechnologySCHBSchwab US Broad Market ETF$539,193$36,813 ▼-6.4%8,8320.2%ETFPGProcter & Gamble$534,377$25,307 ▲5.0%3,2940.2%Consumer StaplesQCOMQUALCOMM$529,872$269,676 ▲103.6%3,1300.2%Computer and TechnologyORCLOracle$523,165$16,329 ▲3.2%4,1650.2%Computer and TechnologyTQQQProShares UltraPro QQQ$519,566$232,081 ▼-30.9%8,4400.2%ETFPYPLPayPal$519,440$38,519 ▼-6.9%7,7540.2%Computer and TechnologyHDHome Depot$513,800$70,988 ▲16.0%1,3390.2%Retail/WholesaleNFLXNetflix$506,513$15,791 ▼-3.0%8340.2%Consumer DiscretionaryAVGOBroadcom$499,812$29,167 ▲6.2%3770.2%Computer and TechnologyINTCIntel$498,350$618 ▲0.1%11,2830.2%Computer and TechnologyCRMSalesforce$490,740$26,510 ▲5.7%1,6290.2%Computer and TechnologyDUOLINGO INC$485,0550.0%2,1990.2%CL A COMNTNXNutanix$476,5400.0%7,7210.2%Computer and TechnologyHONHoneywell International$473,923$205 ▲0.0%2,3090.2%Multi-Sector ConglomeratesVYMVanguard High Dividend Yield Index Fund ETF Shares$405,558$17,906 ▼-4.2%3,3520.1%ETFVUGVanguard Growth ETF$400,3600.0%1,1630.1%ETFADSKAutodesk$393,7550.0%1,5120.1%Computer and TechnologySHOPShopify$382,763$1,158 ▼-0.3%4,9600.1%Computer and TechnologyANETArista Networks$377,844$2,610 ▼-0.7%1,3030.1%Computer and TechnologyAMATApplied Materials$370,028$205,434 ▼-35.7%1,7940.1%Computer and TechnologyIBMInternational Business Machines$369,781$19,864 ▲5.7%1,9360.1%Computer and TechnologyFICOFair Isaac$366,136$366,136 ▲New Holding2930.1%Computer and TechnologyTGTTarget$338,715$35,094 ▼-9.4%1,9110.1%Retail/WholesaleVEAVanguard FTSE Developed Markets Index Fund ETF Shares$338,460$4,214 ▼-1.2%6,7460.1%ETFSCHXSchwab US Large-Cap ETF$338,274$19,610 ▼-5.5%5,4510.1%ETFIJRiShares Core S&P Small-Cap ETF$337,086$13,815 ▲4.3%3,0500.1%ETFSDYSPDR S&P Dividend ETF$329,937$9,843 ▲3.1%2,5140.1%ETFPANWPalo Alto Networks$306,042$306,042 ▲New Holding1,0770.1%Computer and TechnologySNOWSnowflake$296,5360.0%1,8350.1%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$295,8880.0%2,3100.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$285,245$1,084 ▼-0.4%5,5280.1%ETFPINSPinterest$279,4400.0%8,0600.1%Computer and TechnologyUNHUnitedHealth Group$263,217$1,979 ▲0.8%5320.1%MedicalVWOVanguard FTSE Emerging Markets ETF$247,335$7,185 ▲3.0%5,9210.1%ETFVOOGVanguard S&P 500 Growth ETF$217,473$217,473 ▲New Holding7140.1%ETFIXNiShares Global Tech ETF$212,949$212,949 ▲New Holding2,8470.1%ETFMCDMcDonald's$207,455$2,819 ▼-1.3%7360.1%Retail/WholesaleBACBank of America$206,680$206,680 ▲New Holding5,4500.1%FinanceALLOAllogene Therapeutics$69,8750.0%15,6320.0%MedicalME23andMe$6,650$6,650 ▲New Holding12,5000.0%MedicalMMM3M$0$524,449 ▼-100.0%00.0%Multi-Sector ConglomeratesROKURoku$0$225,942 ▼-100.0%00.0%Consumer DiscretionaryBABoeing$0$224,950 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
