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Clarity Wealth Advisors, LLC13F | |
| Clarity Wealth Advisors, LLC | |
| Last update 2025-05-01 | 95 Stocks (2 new) |
| Value $361.00 Mil | Turnover 3 % |
Clarity Wealth Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 136,310 | 30,278.6 | +2.04% | 8.400 | +0.17% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 49,209 | 27,526.9 | +4.25% | 7.630 | +0.31% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
VTI | Vanguard Total Stock Market ETF | 95,026 | 26,117.0 | +2.23% | 7.240 | +0.16% | 0.010 | +19.96% | +7.60% | 474,434.4 | ||
QQQ | INVESCO QQQ Trust | 53,457 | 25,066.9 | +1.72% | 6.950 | +0.12% | 0.010 | +26.41% | +10.07% | 357,846.7 | ||
VIG | Vanguard Dividend Appreciation FTF | 95,731 | 18,570.8 | +2.89% | 5.150 | +0.14% | 0.020 | +12.73% | +6.65% | 89,713.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 249,670 | 14,568.2 | +1.88% | 4.040 | +0.07% | 0.020 | +16.64% | +3.13% | 97,920.0 | ||
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 34,473 | 14,474.5 | +9.84% | 4.010 | +0.36% | 0.040 | +14.00% | +5.44% | 37,840.7 | ||
VXUS | Vanguard Total International Stock | 198,016 | 12,296.8 | +2.35% | 3.410 | +0.08% | 0.020 | +13.01% | +19.69% | 92,835.9 | ||
COST | Costco Wholesale Corp | 11,344 | 10,728.5 | -0.86% | 2.980 | -0.02% | 0.000 | -3.72% | +3.01% | 417,582.5 | Retail - Defensive | |
VB | Vanguard Small Cap ETF | 47,213 | 10,469.5 | +1.25% | 2.900 | +0.04% | 0.020 | +18.28% | +2.64% | 61,525.5 |
Clarity Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Clarity Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-03-31 | Add Add | +0.36% | 408.78 ($432.49) 448.82 | $444.96 | 2.88% | Add 9.84% | 34,473 | 3,089 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.31% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Add 4.25% | 49,209 | 2,006 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.24% | 106.98 ($126.74) 149.43 | $167.01 | 31.77% | Reduce -11.38% | 51,927 | -6,666 | |
VCR | Vanguard Consumer Discretionary ETF | 2025-03-31 | Reduce Reduce | -0.20% | 318.51 ($362.23) 391.75 | $376.22 | 3.86% | Reduce -15.57% | 10,737 | -1,980 | |
CGBL | Capital Group Core Balanced ETF | 2025-03-31 | Add Add | +0.19% | 30.81 ($31.74) 32.56 | $33.74 | 6.30% | Add 32.85% | 89,052 | 22,021 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.17% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Add 2.04% | 136,310 | 2,720 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.16% | 271.18 ($290.53) 303.12 | $309.80 | 6.63% | Add 2.23% | 95,026 | 2,074 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +0.15% | 222.15 ($333.26) 428.22 | $332.11 | -0.35% | Add 17.24% | 14,618 | 2,150 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add Add | +0.14% | 190.34 ($198.85) 205.23 | $206.96 | 4.08% | Add 2.89% | 95,731 | 2,687 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.12% | 468.34 ($508.07) 539.52 | $561.25 | 10.47% | Add 1.72% | 53,457 | 906 |
Clarity Wealth Advisors, LLC Total Holding History ($B)
Clarity Wealth Advisors, LLC's Asset Allocation
Clarity Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Clarity Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Clarity Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Clarity Wealth Advisors, LLC's Holdings Heat Map
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Clarity Wealth Advisors, LLC's Holdings Bubble Chart
Clarity Wealth Advisors, LLC News
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