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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 $366.80 million in total holdings as of June 30, 2023.
  • Clarity Wealth Advisors, LLC owns shares of 94 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 10.21% of the portfolio was purchased this quarter.
  • About 1.30% of the portfolio was sold this quarter.
  • This quarter, Clarity Wealth Advisors, LLC has purchased 87 new stocks and bought additional shares in 57 stocks.
  • Clarity Wealth Advisors, LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple
$33,453,551
Invesco QQQ
$26,865,477

Largest New Holdings this Quarter

ARISTA NETWORKS INC
$575,640 Holding
PALANTIR TECHNOLOGIES INC
$379,663 Holding
Verint Systems
$324,047 Holding
CrowdStrike
$323,683 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Bond ETF
39,047 shares (about $2.92M)
JPMorgan Core Plus Bond ETF
60,654 shares (about $2.79M)
Fidelity Total Bond ETF
61,323 shares (about $2.75M)
Capital Group Global Growth Equity ETF
69,601 shares (about $2.03M)

Largest Sales this Quarter

Vanguard Consumer Discretionary ETF
3,716 shares (about $1.39M)
iShares Global Healthcare ETF
9,215 shares (about $792.21K)
iShares Biotechnology ETF
4,080 shares (about $539.43K)
DUOLINGO INC
1,199 shares (about $388.75K)
Financial Select Sector SPDR Fund
6,891 shares (about $333.04K)

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
$33,453,551$571,457 1.7%133,5909.1%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$27,664,705$1,652,744 6.4%47,2037.5%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$26,938,354$1,214,301 4.7%92,9527.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$26,865,477$1,083,801 4.2%52,5517.3%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$18,220,808$1,922,855 11.8%93,0445.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$15,270,423$1,402,036 10.1%245,0724.2%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$13,353,847$2,699,788 25.3%31,3843.6%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$11,400,705$643,338 6.0%193,4623.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$11,204,362$979,871 9.6%46,6303.1%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$10,484,168$225,407 2.2%11,4422.9%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,913,154$195,170 2.0%52,3672.7%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,312,933$402,955 5.1%18,3402.3%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,960,997$361,003 4.8%33,2112.2%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,872,156$687,972 9.6%13,4452.1%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$7,868,484$307,391 4.1%58,5932.1%Computer and Technology
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$7,722,554$2,033,741 35.7%264,2902.1%ETF
Visa Inc. stock logo
V
Visa
$6,985,903$413,706 6.3%22,1041.9%Business Services
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$6,822,460$2,794,330 69.4%148,0891.9%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$6,492,318$2,917,982 81.6%86,8771.8%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$6,341,427$153,303 2.5%33,2991.7%Computer and Technology
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$6,134,851$2,751,563 81.3%136,7251.7%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$5,912,147$1,218,922 26.0%87,0971.6%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$5,802,751$726,876 14.3%138,7551.6%Finance
Citigroup Inc. stock logo
C
Citigroup
$5,606,116$653,357 13.2%79,6441.5%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$5,602,033$434,657 8.4%31,5251.5%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$5,035,077$177,690 3.7%12,4681.4%Auto/Tires/Trucks
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$4,773,719$1,394,915 -22.6%12,7171.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$4,224,220$141,622 3.5%10,0221.2%Computer and Technology
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$3,736,997$792,207 -17.5%43,4691.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,670,788$96,092 -2.6%16,7321.0%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,620,899$206,375 6.0%25,0371.0%Medical
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,203,743$43,780 1.4%55,6880.9%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$2,387,740$155,582 -6.1%23,3890.7%ETF
CAPITAL GROUP CORE BALANCED
$2,096,059$1,720,475 458.1%67,0310.6%SHS
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$1,918,922$140,384 7.9%34,0360.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,867,961$270,216 16.9%3,1730.5%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,655,299$539,427 -24.6%12,5200.5%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,544,815$333,041 -17.7%31,9640.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,391,183$65,784 5.0%27,6190.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,339,069$69,513 5.5%2,4850.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$935,938$846,216 943.2%4,0370.3%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$842,702$3,552 0.4%14,2350.2%Computer and Technology
Fair Isaac Co. stock logo
FICO
Fair Isaac
$840,172$246,875 41.6%4220.2%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$831,602$49,914 6.4%9330.2%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$810,890$51,076 -5.9%1,5400.2%Business Services
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$803,174$803,174 New Holding9,5060.2%Utilities
Oracle Co. stock logo
ORCL
Oracle
$776,422$62,994 8.8%4,6590.2%Computer and Technology
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$753,318$14,243 1.9%9,5200.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$678,670$31,323 -4.4%1,6900.2%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$667,839$33,514 -4.8%5,9980.2%Consumer Discretionary
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$640,040$21,764 -3.3%7,4990.2%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$585,730$4,490 -0.8%4,0440.2%Oils/Energy
ARISTA NETWORKS INC
$575,640$575,640 New Holding5,2080.2%COM SHS
Salesforce, Inc. stock logo
CRM
Salesforce
$575,087$27,417 5.0%1,7200.2%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$569,339$28,165 5.2%3,3960.2%Consumer Staples
Shopify Inc. stock logo
SHOP
Shopify
$567,271$39,874 7.6%5,3350.2%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$550,153$78,828 16.7%1,3400.1%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$526,607$337,315 178.2%23,1990.1%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$523,613$2,259 0.4%2,3180.1%Multi-Sector Conglomerates
The Home Depot, Inc. stock logo
HD
Home Depot
$504,209$8,559 -1.7%1,2960.1%Retail/Wholesale
Synopsys, Inc. stock logo
SNPS
Synopsys
$497,009$971 0.2%1,0240.1%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$462,132$16,772 -3.5%1,7910.1%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$443,355$13,301 -2.9%1,5000.1%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$425,786$229,815 117.3%2,3400.1%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$417,897$3,297 0.8%1,9010.1%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$416,733$84,667 25.5%3,1550.1%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$411,083$6,913 -1.7%2,6760.1%Computer and Technology
PALANTIR TECHNOLOGIES INC
$379,663$379,663 New Holding5,0200.1%CL A
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$368,480$638 -0.2%2,8880.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$352,573$21,892 -5.8%3,0600.1%ETF
DUOLINGO INC
$324,230$388,752 -54.5%1,0000.1%CL A COM
Verint Systems Inc. stock logo
VRNT
Verint Systems
$324,047$324,047 New Holding11,8050.1%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$323,683$323,683 New Holding9460.1%Computer and Technology
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$314,655$15,883 -4.8%2,1990.1%ETF
Intel Co. stock logo
INTC
Intel
$307,103$44,571 17.0%15,3170.1%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$291,603$24,179 9.0%6,6210.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$291,108$651 -0.2%1,7900.1%Computer and Technology
Carvana Co. stock logo
CVNA
Carvana
$282,874$282,874 New Holding1,3910.1%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$281,279$20,236 7.8%5560.1%Medical
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$280,187$154,547 123.0%12,0870.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$275,026$47,583 -14.7%5,7510.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$266,502$2,768 -1.0%5,1030.1%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$263,982$2,563 1.0%7210.1%ETF
Nutanix, Inc. stock logo
NTNX
Nutanix
$258,241$30,590 -10.6%4,2210.1%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$254,646$254,646 New Holding1,5040.1%ETF
Bank of America Co. stock logo
BAC
Bank of America
$243,341$3,648 1.5%5,5370.1%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$242,667$242,667 New Holding2,0090.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$241,047$54,854 29.5%3120.1%Medical
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$237,854$3,389 -1.4%2,8070.1%ETF
Target Co. stock logo
TGT
Target
$235,676$27,043 -10.3%1,7430.1%Retail/Wholesale
Pinterest, Inc. stock logo
PINS
Pinterest
$233,7400.0%8,0600.1%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$218,636$218,636 New Holding8110.1%ETF
McDonald's Co. stock logo
MCD
McDonald's
$210,917$210,917 New Holding7280.1%Retail/Wholesale
BXMX
Nuveen S&P 500 Buy-Write Income Fund
$186,067$186,067 New Holding13,3000.1%Financial Services
Arista Networks, Inc. stock logo
ANET
Arista Networks
$0$456,325 -100.0%00.0%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$0$247,890 -100.0%00.0%Computer and Technology
Allogene Therapeutics, Inc. stock logo
ALLO
Allogene Therapeutics
$0$36,423 -100.0%00.0%Medical
23andMe Holding Co. stock logo
ME
23andMe
$0$4,890 -100.0%00.0%Medical

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