Clarity Wealth Advisors, LLC
CIK:0001767384
Investment Adviser
$601M AUM
98 holdings
San Jose, CA, USA
Clarity Wealth Advisors LLC is a registered investment adviser offering tailored portfolio management services.
Investment Strategy
tailored portfolio management
Top Buys
Q
QQQINVESCO QQQ TR+$4.9M
M
METAMETA PLATFORMS INC+$4.2M
S
SPYSPDR S&P 500 ETF TR+$3.8M
V
VTIVANGUARD INDEX FDS+$3.4M
N
NVDANVIDIA CORPORATION+$2.6M
Top Sells
A
AAPLAPPLE INC-$2.2M
B
BRK-BBERKSHIRE HATHAWAY INC DEL-$829.8K
A
ABBVABBVIE INC-$665.4K
I
IXJISHARES TR-$388.1K
D
DUOLDUOLINGO INC-$295.0K
Top Holdings
S
SPYSPDR S&P 500 ETF TR+7.7%$31.3M
Q
QQQINVESCO QQQ TR+7.4%$30.0M
V
VTIVANGUARD INDEX FDS+7.3%$29.5M
A
AAPLAPPLE INC+6.9%$28.1M
V
VIGVANGUARD SPECIALIZED FUNDS+5.0%$20.1M
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 7.72% | $31.3M | 50,660 | $400.61 | $617.85 | +$3.8M |
Q QQQ | INVESCO QQQ TR | 7.40% | $30.0M | 54,377 | $263.61 | $551.64 | +$4.9M |
V VTI | VANGUARD INDEX FDS | 7.28% | $29.5M | 97,055 | $184.06 | $303.93 | +$3.4M |
A AAPL | APPLE INC | 6.92% | $28.1M | 136,741 | $97.23 | $205.17 | -$2.2M |
V VIG | VANGUARD SPECIALIZED FUNDS | 4.96% | $20.1M | 98,217 | $146.59 | $204.67 | +$1.5M |
Industry Allocation
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.3%
ELECTRONIC COMPUTERS
+6.9%
NATIONAL COMMERCIAL BANKS
+4.2%
SERVICES-PREPACKAGED SOFTWARE
+2.8%
RETAIL-VARIETY STORES
+2.8%