Latest Clarity Wealth Advisors, LLC Stock Portfolio
$295Million
Equity Portfolio Value
Last Reported on: 18 Apr, 2024
About Clarity Wealth Advisors, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Clarity Wealth Advisors, LLC reported an equity portfolio of $264.6 Millions as of 31 Dec, 2023.
The top stock holdings of Clarity Wealth Advisors, LLC are AAPL, VOO, SPY. The fund has invested 9.2% of it's portfolio in APPLE INC and 8% of portfolio in VANGUARD INDEX FDS.
They significantly reduced their stock positions in 3M CO (MMM), NUTANIX INC (NTNX) and ISHARES TR (AGG). Clarity Wealth Advisors, LLC opened new stock positions in CAPITAL GROUP GBL GROWTH EQT (CGGO), J P MORGAN EXCHANGE TRADED F (BBAX) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WHITEHALL FDS (VIGI), SPDR DOW JONES INDL AVERAGE (DIA) and J P MORGAN EXCHANGE TRADED F.
The top stock holdings of Clarity Wealth Advisors, LLC are AAPL, VOO, SPY. The fund has invested 9.2% of it's portfolio in APPLE INC and 8% of portfolio in VANGUARD INDEX FDS.
They significantly reduced their stock positions in 3M CO (MMM), NUTANIX INC (NTNX) and ISHARES TR (AGG). Clarity Wealth Advisors, LLC opened new stock positions in CAPITAL GROUP GBL GROWTH EQT (CGGO), J P MORGAN EXCHANGE TRADED F (BBAX) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WHITEHALL FDS (VIGI), SPDR DOW JONES INDL AVERAGE (DIA) and J P MORGAN EXCHANGE TRADED F.
New Buys
| Ticker | $ Bought |
|---|---|
| FAIR ISAAC CORP | 366,136 |
| PALO ALTO NETWORKS INC | 306,042 |
| VANGUARD ADMIRAL FDS INC | 217,473 |
| ISHARES TR | 212,949 |
| BANK AMERICA CORP | 206,680 |
| 23ANDME HOLDING CO | 6,650 |
New stocks bought by Clarity Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 496 |
| ISHARES TR | 414 |
| QUALCOMM INC | 103 |
| J P MORGAN EXCHANGE TRADED F | 39.52 |
| VANGUARD BD INDEX FDS | 38.11 |
| FIDELITY MERRIMACK STR TR | 35.19 |
| CAPITAL GROUP GBL GROWTH EQT | 32.09 |
| VANGUARD WHITEHALL FDS | 19.5 |
Additions to existing portfolio by Clarity Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| APPLIED MATLS INC | -35.7 |
| PROSHARES TR | -30.88 |
| TARGET CORP | -9.39 |
| ISHARES TR | -8.39 |
| SELECT SECTOR SPDR TR | -7.35 |
| SCHWAB STRATEGIC TR | -6.39 |
| SCHWAB STRATEGIC TR | -5.48 |
| VANGUARD WORLD FD | -5.09 |
Clarity Wealth Advisors, LLC reduced stake in above stock
Current Stock Holdings of Clarity Wealth Advisors, LLC
Last Reported on: 18 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.32 | 126,294 | 21,656,800 | ADDED | 0.49 | |
| ABBV | ABBVIE INC | 1.86 | 30,166 | 5,493,280 | ADDED | 1.19 | |
| ADSK | AUTODESK INC | 0.13 | 1,512 | 393,755 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 4.58 | 223,065 | 13,548,900 | ADDED | 414 | |
| AGG | ISHARES TR | 1.87 | 59,329 | 5,526,530 | REDUCED | -4.03 | |
| AGG | ISHARES TR | 1.61 | 115,841 | 4,758,750 | ADDED | 8.22 | |
| AGG | ISHARES TR | 1.01 | 21,746 | 2,983,970 | REDUCED | -8.39 | |
| AGG | ISHARES TR | 0.79 | 27,166 | 2,341,200 | ADDED | 496 | |
| AGG | ISHARES TR | 0.48 | 2,717 | 1,428,430 | REDUCED | -0.07 | |
| AGG | ISHARES TR | 0.20 | 1,718 | 579,052 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.11 | 3,050 | 337,086 | ADDED | 4.27 | |
| AGG | ISHARES TR | 0.10 | 2,310 | 295,888 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.07 | 2,847 | 212,949 | NEW | ||
| ALLO | ALLOGENE THERAPEUTICS INC | 0.02 | 15,632 | 69,875 | UNCHANGED | 0.00 | |
| AMAT | APPLIED MATLS INC | 0.12 | 1,794 | 370,028 | REDUCED | -35.7 | |
| AMZN | AMAZON COM INC | 1.02 | 16,750 | 3,021,330 | ADDED | 7.24 | |
| ANET | ARISTA NETWORKS INC | 0.13 | 1,303 | 377,844 | REDUCED | -0.69 | |
| AVGO | BROADCOM INC | 0.17 | 377 | 499,812 | ADDED | 6.2 | |
| BA | BOEING CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BAC | BANK AMERICA CORP | 0.07 | 5,450 | 206,680 | NEW | ||
| BBAX | J P MORGAN EXCHANGE TRADED F | 1.27 | 80,306 | 3,745,870 | ADDED | 39.52 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 1.05 | 53,860 | 3,116,350 | ADDED | 9.28 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.45 | 26,313 | 1,327,490 | ADDED | 6.05 | |
| BIL | SPDR SER TR | 0.11 | 2,514 | 329,937 | ADDED | 3.08 | |
| BIV | VANGUARD BD INDEX FDS | 1.14 | 44,527 | 3,357,340 | ADDED | 38.11 | |
| C | CITIGROUP INC | 1.54 | 72,008 | 4,553,780 | ADDED | 4.41 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 1.56 | 159,737 | 4,600,440 | ADDED | 32.09 | |
| COST | COSTCO WHSL CORP NEW | 2.93 | 11,816 | 8,656,710 | ADDED | 2.67 | |
| CRM | SALESFORCE INC | 0.17 | 1,629 | 490,740 | ADDED | 5.71 | |
| CSCO | CISCO SYS INC | 0.24 | 14,358 | 716,600 | ADDED | 5.04 | |
| CVX | CHEVRON CORP NEW | 0.22 | 4,195 | 661,722 | ADDED | 2.92 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 3.14 | 23,333 | 9,281,100 | ADDED | 17.03 | |
| DIS | DISNEY WALT CO | 0.29 | 6,976 | 853,531 | REDUCED | -4.4 | |
| DUOL | DUOLINGO INC | 0.16 | 2,199 | 485,055 | UNCHANGED | 0.00 | |
| EET | PROSHARES TR | 0.18 | 8,440 | 519,566 | REDUCED | -30.88 | |
| EMGF | ISHARES INC | 0.10 | 5,528 | 285,245 | REDUCED | -0.38 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.07 | 69,945 | 3,169,210 | ADDED | 35.19 | |
| FICO | FAIR ISAAC CORP | 0.12 | 293 | 366,136 | NEW | ||
| FNDA | SCHWAB STRATEGIC TR | 0.18 | 8,832 | 539,193 | REDUCED | -6.39 | |
| FNDA | SCHWAB STRATEGIC TR | 0.11 | 5,451 | 338,274 | REDUCED | -5.48 | |
| GOOG | ALPHABET INC | 2.71 | 53,172 | 8,025,290 | ADDED | 2.23 | |
| GOOG | ALPHABET INC | 1.09 | 21,150 | 3,220,350 | ADDED | 0.79 | |
| HD | HOME DEPOT INC | 0.17 | 1,339 | 513,800 | ADDED | 16.03 | |
| HON | HONEYWELL INTL INC | 0.16 | 2,309 | 473,923 | ADDED | 0.04 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.12 | 1,936 | 369,781 | ADDED | 5.68 | |
| INTC | INTEL CORP | 0.17 | 11,283 | 498,350 | ADDED | 0.12 | |
| IVOG | VANGUARD ADMIRAL FDS INC | 0.07 | 714 | 217,473 | NEW | ||
| JNJ | JOHNSON & JOHNSON | 1.28 | 23,938 | 3,786,680 | ADDED | 4.22 | |
| JPM | JPMORGAN CHASE & CO | 2.24 | 33,090 | 6,628,010 | ADDED | 1.04 | |
| MA | MASTERCARD INCORPORATED | 0.27 | 1,635 | 787,183 | REDUCED | -0.12 | |
| MCD | MCDONALDS CORP | 0.07 | 736 | 207,455 | REDUCED | -1.34 | |
| ME | 23ANDME HOLDING CO | 0.00 | 12,500 | 6,650 | NEW | ||
| META | META PLATFORMS INC | 1.90 | 11,542 | 5,604,650 | REDUCED | -1.26 | |
| MMM | 3M CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MSFT | MICROSOFT CORP | 1.41 | 9,903 | 4,166,240 | ADDED | 3.32 | |
| NFLX | NETFLIX INC | 0.17 | 834 | 506,513 | REDUCED | -3.02 | |
| NTNX | NUTANIX INC | 0.16 | 7,721 | 476,540 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 1.73 | 5,668 | 5,121,300 | ADDED | 0.66 | |
| ORCL | ORACLE CORP | 0.18 | 4,165 | 523,165 | ADDED | 3.22 | |
| PANW | PALO ALTO NETWORKS INC | 0.10 | 1,077 | 306,042 | NEW | ||
| PG | PROCTER AND GAMBLE CO | 0.18 | 3,294 | 534,377 | ADDED | 4.97 | |
| PINS | PINTEREST INC | 0.09 | 8,060 | 279,440 | UNCHANGED | 0.00 | |
| PYPL | PAYPAL HLDGS INC | 0.18 | 7,754 | 519,440 | ADDED | 5.8 | |
| QCOM | QUALCOMM INC | 0.18 | 3,130 | 529,872 | ADDED | 103 | |
| QQQ | INVESCO QQQ TR | 7.76 | 51,671 | 22,942,500 | ADDED | 1.78 | |
| ROKU | ROKU INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SHOP | SHOPIFY INC | 0.13 | 4,960 | 382,763 | REDUCED | -0.3 | |
| SNOW | SNOWFLAKE INC | 0.10 | 1,835 | 296,536 | UNCHANGED | 0.00 | |
| SNPS | SYNOPSYS INC | 0.20 | 1,023 | 584,645 | ADDED | 0.1 | |
| SPY | SPDR S&P 500 ETF TR | 8.00 | 45,230 | 23,658,600 | ADDED | 2.7 | |
| TGT | TARGET CORP | 0.12 | 1,911 | 338,715 | REDUCED | -9.39 | |
| TSLA | TESLA INC | 0.75 | 12,544 | 2,205,070 | ADDED | 15.39 | |
| UNH | UNITEDHEALTH GROUP INC | 0.09 | 532 | 263,217 | ADDED | 0.76 | |
| V | VISA INC | 2.04 | 21,633 | 6,037,420 | ADDED | 2.6 | |
| VAW | VANGUARD WORLD FD | 2.05 | 19,087 | 6,064,520 | REDUCED | -5.09 | |
| VEA | VANGUARD TAX-MANAGED FDS | 0.11 | 6,746 | 338,460 | REDUCED | -1.23 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.08 | 5,921 | 247,335 | ADDED | 2.99 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.14 | 83,166 | 15,186,900 | ADDED | 1.97 | |
| VIGI | VANGUARD WHITEHALL FDS | 1.43 | 61,481 | 4,229,920 | ADDED | 19.5 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.14 | 3,352 | 405,558 | REDUCED | -4.23 | |
| VOO | VANGUARD INDEX FDS | 7.98 | 90,842 | 23,609,800 | ADDED | 2.29 | |
| VOO | VANGUARD INDEX FDS | 3.35 | 43,273 | 9,891,730 | ADDED | 2.55 | |
| VOO | VANGUARD INDEX FDS | 0.37 | 2,260 | 1,086,590 | ADDED | 0.62 | |
| VOO | VANGUARD INDEX FDS | 0.14 | 1,163 | 400,360 | UNCHANGED | 0.00 | |
| VXUS | VANGUARD STAR FDS | 3.78 | 185,502 | 11,185,700 | ADDED | 2.91 | |
| WDAY | WORKDAY INC | 0.18 | 1,995 | 544,136 | ADDED | 5.39 | |
| XLB | SELECT SECTOR SPDR TR | 0.62 | 43,810 | 1,845,270 | REDUCED | -7.35 | |
| BERKSHIRE HATHAWAY INC DEL | 2.55 | 17,913 | 7,532,570 | ADDED | 0.4 | ||
| J P MORGAN EXCHANGE TRADED F | 0.56 | 30,598 | 1,659,660 | ADDED | 12.33 |