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Size ($ in 1000's)
At 03/31/2024: $295,739
At 12/31/2023: $264,576
Clarity Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clarity Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Clarity Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Clarity Wealth Advisors LLC.
In the Clarity Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Clarity Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Clarity Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF TR (SPY) |
45,230 |
+1,188 |
$23,659 | | SPY | 45,230 | +1,188 | $23,659 | | VANGUARD INDEX FDS (VTI) |
90,842 |
+2,033 |
$23,610 | | VTI | 90,842 | +2,033 | $23,610 | | INVESCO QQQ TR |
51,671 |
+902 |
$22,943 | | QQQ | 51,671 | +902 | $22,943 | | APPLE INC |
126,294 |
+616 |
$21,657 | | AAPL | 126,294 | +616 | $21,657 | | VANGUARD SPECIALIZED FUNDS (VIG) |
83,166 |
+1,605 |
$15,187 | | VIG | 83,166 | +1,605 | $15,187 | | ISHARES TR (IJH) |
223,065 |
+179,727 |
$13,549 | | IJH | 223,065 | +179,727 | $13,549 | | VANGUARD STAR FDS (VXUS) |
185,502 |
+5,251 |
$11,186 | | VXUS | 185,502 | +5,251 | $11,186 | | VANGUARD INDEX FDS (VB) |
43,273 |
+1,074 |
$9,892 | | VB | 43,273 | +1,074 | $9,892 | | SPDR DOW JONES INDL AVERAGE (DIA) |
23,333 |
+3,396 |
$9,281 | | DIA | 23,333 | +3,396 | $9,281 | | COSTCO WHSL CORP NEW |
11,816 |
+307 |
$8,657 | | COST | 11,816 | +307 | $8,657 | | ALPHABET INC |
53,172 |
+1,161 |
$8,025 | | GOOGL | 53,172 | +1,161 | $8,025 |  BERKSHIRE HATHAWAY INC DEL |
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$7,533 | | BRK.B | 17,913 | +71 | $7,533 | | JPMORGAN CHASE & CO |
33,090 |
+342 |
$6,628 | | JPM | 33,090 | +342 | $6,628 | | VANGUARD WORLD FD (VCR) |
19,087 |
-1,024 |
$6,065 | | VCR | 19,087 | -1,024 | $6,065 | | VISA INC |
21,633 |
+549 |
$6,037 | | V | 21,633 | +549 | $6,037 | | META PLATFORMS INC |
11,542 |
-147 |
$5,605 | | META | 11,542 | -147 | $5,605 | | ISHARES TR (IXJ) |
59,329 |
-2,492 |
$5,527 | | IXJ | 59,329 | -2,492 | $5,527 | | ABBVIE INC |
30,166 |
+355 |
$5,493 | | ABBV | 30,166 | +355 | $5,493 | | NVIDIA CORPORATION |
5,668 |
+37 |
$5,121 | | NVDA | 5,668 | +37 | $5,121 | | ISHARES TR (EEM) |
115,841 |
+8,797 |
$4,759 | | EEM | 115,841 | +8,797 | $4,759 | | CAPITAL GROUP GBL GROWTH EQT |
159,737 |
+38,804 |
$4,600 | | CGGO | 159,737 | +38,804 | $4,600 | | CITIGROUP INC |
72,008 |
+3,040 |
$4,554 | | C | 72,008 | +3,040 | $4,554 | | VANGUARD WHITEHALL FDS (VYMI) |
61,481 |
+10,033 |
$4,230 | | VYMI | 61,481 | +10,033 | $4,230 | | MICROSOFT CORP |
9,903 |
-2,182 |
$4,166 | | MSFT | 9,903 | +318 | $4,166 | | JOHNSON & JOHNSON |
23,938 |
+969 |
$3,787 | | JNJ | 23,938 | +969 | $3,787 | | J P MORGAN EXCHANGE TRADED F (JCPB) |
80,306 |
+22,747 |
$3,746 | | JCPB | 80,306 | +22,747 | $3,746 | | VANGUARD BD INDEX FDS (BIV) |
44,527 |
+12,286 |
$3,357 | | BIV | 44,527 | +12,286 | $3,357 | | ALPHABET INC |
21,150 |
+165 |
$3,220 | | GOOG | 21,150 | +165 | $3,220 | | FIDELITY MERRIMACK STR TR |
69,945 |
+18,208 |
$3,169 | | FBND | 69,945 | +18,208 | $3,169 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
53,860 |
+4,576 |
$3,116 | | JEPI | 53,860 | +4,576 | $3,116 | | AMAZON COM INC |
16,750 |
+1,131 |
$3,021 | | AMZN | 16,750 | +1,131 | $3,021 | | ISHARES TR (IBB) |
21,746 |
-1,991 |
$2,984 | | IBB | 21,746 | -1,991 | $2,984 | | ISHARES TR (IGM) |
27,166 |
+22,614 |
$2,341 | | IGM | 27,166 | +22,614 | $2,341 | | TESLA INC |
12,544 |
+1,673 |
$2,205 | | TSLA | 12,544 | +1,673 | $2,205 | | SELECT SECTOR SPDR TR (XLF) |
43,810 |
-3,474 |
$1,845 | | XLF | 43,810 | -3,474 | $1,845 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
30,598 |
+3,359 |
$1,660 | | JEPQ | 30,598 | +3,359 | $1,660 | | ISHARES TR (IVV) |
2,717 |
-2 |
$1,428 | | IVV | 2,717 | -2 | $1,428 | | J P MORGAN EXCHANGE TRADED F (JPST) |
26,313 |
+1,500 |
$1,327 | | JPST | 26,313 | +1,500 | $1,327 | | VANGUARD INDEX FDS (VOO) |
2,260 |
+14 |
$1,087 | | VOO | 2,260 | +14 | $1,087 | | DISNEY WALT CO |
6,976 |
-321 |
$854 | | DIS | 6,976 | -321 | $854 | | MASTERCARD INCORPORATED |
1,635 |
-2 |
$787 | | MA | 1,635 | -2 | $787 | | CISCO SYS INC |
14,358 |
+689 |
$717 | | CSCO | 14,358 | +689 | $717 | | CHEVRON CORP NEW |
4,195 |
+119 |
$662 | | CVX | 4,195 | +119 | $662 | | SYNOPSYS INC |
1,023 |
+1 |
$585 | | SNPS | 1,023 | +1 | $585 | | ISHARES TR (IWF) |
1,718 |
UNCH |
$579 | | IWF | 1,718 | UNCH | $579 | | WORKDAY INC |
1,995 |
+102 |
$544 | | WDAY | 1,995 | +102 | $544 | | SCHWAB STRATEGIC TR |
8,832 |
-603 |
$539 | | SCHB | 8,832 | -603 | $539 | | PROCTER AND GAMBLE CO |
3,294 |
+156 |
$534 | | PG | 3,294 | +156 | $534 | | QUALCOMM INC |
3,130 |
+1,593 |
$530 | | QCOM | 3,130 | +1,593 | $530 | | ORACLE CORP |
4,165 |
+130 |
$523 | | ORCL | 4,165 | +130 | $523 |
See Full List: All Stocks Held By Clarity Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Clarity Wealth Advisors LLC
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