Latest Clarity Wealth Advisors, LLC Stock Portfolio
Clarity Wealth Advisors, LLC Performance:
2025 Q1: -3.81%YTD: -3.81%2024: 11.18%
Performance for 2025 Q1 is -3.81%, and YTD is -3.81%, and 2024 is 11.18%.
About Clarity Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Clarity Wealth Advisors, LLC reported an equity portfolio of $360.5 Millions as of 31 Mar, 2025.
The top stock holdings of Clarity Wealth Advisors, LLC are AAPL, SPY, VB. The fund has invested 8.4% of it's portfolio in APPLE INC and 7.6% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off TARGET CORP (TGT) stocks. They significantly reduced their stock positions in SHOPIFY INC, ISHARES TR (IJR) and PROCTER AND GAMBLE CO (PG). Clarity Wealth Advisors, LLC opened new stock positions in CATERPILLAR INC (CAT) and RIVIAN AUTOMOTIVE INC (RIVN). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (EET), VANGUARD INDEX FDS (VB) and BANK AMERICA CORP (BAC).
The top stock holdings of Clarity Wealth Advisors, LLC are AAPL, SPY, VB. The fund has invested 8.4% of it's portfolio in APPLE INC and 7.6% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off TARGET CORP (TGT) stocks. They significantly reduced their stock positions in SHOPIFY INC, ISHARES TR (IJR) and PROCTER AND GAMBLE CO (PG). Clarity Wealth Advisors, LLC opened new stock positions in CATERPILLAR INC (CAT) and RIVIAN AUTOMOTIVE INC (RIVN). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (EET), VANGUARD INDEX FDS (VB) and BANK AMERICA CORP (BAC).
Clarity Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Clarity Wealth Advisors, LLC made a return of -3.81% in the last quarter. In trailing 12 months, it's portfolio return was 6.21%.
New Buys
| Ticker | $ Bought |
|---|---|
| caterpillar inc | 357,236 |
| rivian automotive inc | 175,470 |
New stocks bought by Clarity Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| proshares tr | 40.97 |
| vanguard index fds | 40.37 |
| bank america corp | 35.47 |
| capital group core balanced | 32.85 |
| advanced micro devices inc | 30.36 |
| crowdstrike hldgs inc | 26.53 |
| tesla inc | 17.24 |
| vanguard index fds | 12.56 |
Additions to existing portfolio by Clarity Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| shopify inc | -18.74 |
| ishares tr | -16.22 |
| procter and gamble co | -15.81 |
| vanguard world fd | -15.57 |
| palantir technologies inc | -13.94 |
| nvidia corporation | -11.38 |
| eli lilly & co | -11.22 |
| ishares tr | -10.49 |
Clarity Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| target corp | -235,676 |
Clarity Wealth Advisors, LLC got rid off the above stocks
Sector Distribution
Clarity Wealth Advisors, LLC has about 64.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 64.4 |
| Technology | 13.5 |
| Financial Services | 6.5 |
| Communication Services | 6.4 |
| Healthcare | 3.2 |
| Consumer Defensive | 3.1 |
| Consumer Cyclical | 2.3 |
Market Cap. Distribution
Clarity Wealth Advisors, LLC has about 35.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 64.4 |
| MEGA-CAP | 31.1 |
| LARGE-CAP | 4.4 |
Stocks belong to which Index?
About 34.9% of the stocks held by Clarity Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 64.9 |
| S&P 500 | 34.9 |
Clarity Wealth Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Clarity Wealth Advisors, LLC
Clarity Wealth Advisors, LLC has 95 stocks in it's portfolio. About 52.7% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. ABBV was the most profitable stock for Clarity Wealth Advisors, LLC last quarter.
Last Reported on: 30 Apr, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 8.40 | 136,310 | 30,278,600 | added | 2.04 | ||
Historical Trend of APPLE INC Position Held By Clarity Wealth Advisors, LLCWhat % of Portfolio is AAPL?:Number of AAPL shares held:Change in No. of Shares Held: | ||||||||
| SPY | spdr s&p 500 etf tr | 7.64 | 49,209 | 27,526,900 | added | 4.25 | ||
| VB | vanguard index fds | 7.24 | 95,026 | 26,117,000 | added | 2.23 | ||
| QQQ | invesco qqq tr | 6.95 | 53,457 | 25,066,900 | added | 1.72 | ||
| VIG | vanguard specialized funds | 5.15 | 95,731 | 18,570,800 | added | 2.89 | ||
| IJR | ishares tr | 4.04 | 249,670 | 14,568,200 | added | 1.88 | ||
| DIA | spdr dow jones indl average | 4.02 | 34,473 | 14,474,500 | added | 9.84 | ||
| VXUS | vanguard star fds | 3.41 | 198,016 | 12,296,800 | added | 2.35 | ||
| COST | costco whsl corp new | 2.98 | 11,344 | 10,728,500 | reduced | -0.86 | ||
| VB | vanguard index fds | 2.90 | 47,213 | 10,469,500 | added | 1.25 | ||
| berkshire hathaway inc del | 2.82 | 19,107 | 10,175,700 | added | 4.18 | |||
| JPM | jpmorgan chase & co. | 2.28 | 33,498 | 8,216,970 | added | 0.86 | ||
| GOOG | alphabet inc | 2.25 | 52,539 | 8,124,560 | added | 0.33 | ||
| META | meta platforms inc | 2.25 | 14,053 | 8,099,320 | added | 4.52 | ||
| CGGO | capital group gbl growth eqt | 2.18 | 277,939 | 7,874,010 | added | 5.16 | ||
| V | visa inc | 2.18 | 22,446 | 7,866,470 | added | 1.55 | ||
| BBAX | j p morgan exchange traded f | 2.04 | 156,121 | 7,343,930 | added | 5.42 | ||
| BIV | vanguard bd index fds | 1.95 | 91,819 | 7,030,540 | added | 5.69 | ||
| VIGI | vanguard whitehall fds | 1.88 | 92,063 | 6,784,140 | added | 5.7 | ||
| ABBV | abbvie inc | 1.86 | 31,957 | 6,695,560 | added | 1.37 | ||
