Clarity Wealth Development LLC Purchases in Q4 2024

Clarity Wealth Development LLC

  • $92.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
61.5K
New
$280.04 - $302.45 $17.2M - $18.6M
61.5K $18.4B
DFSV
Dimensional ETF Tr Dimensional

ETFs
332K
New
$30.18 - $33.87 $10M - $11.3M
332K $10.5B
VEA
Vanguard Ftse Developed Market

ETFs
189K
New
$47.57 - $52.44 $9.01M - $9.93M
189K $9.46B
SCHR
Schwab Intermediate Term Us Tr

ETFs
273K
New
$24.19 - $50.58 $6.61M - $13.8M
273K $6.67B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
173K
New
$26.16 - $28.82 $4.54M - $5M
173K $4.55B
NUDM
Nuveen Esg International Devel

ETFs
120K
New
$30.06 - $33.38 $3.59M - $3.99M
120K $3.76B
Dimensional ETF Trust
131K
New
N/A
131K $3.39B
AAPL
Apple Inc.

Technology
13.5K
New
$221.69 - $259.02 $2.99M - $3.49M
13.5K $3.18B
NUSC
Nuveen Esg Small Cap ETF

ETFs
73K
New
$41.74 - $46.2 $3.05M - $3.37M
73K $3.17B
DISV
Dimensional ETF Tr Dimensional

ETFs
113K
New
$26.18 - $28.77 $2.96M - $3.25M
113K $3.1B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
83.2K
New
$27.8 - $29.05 $2.31M - $2.42M
83.2K $2.33B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
61.9K
New
$29.02 - $32.11 $1.8M - $1.99M
61.9K $1.81B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
34K
New
$51.58 - $52.91 $1.75M - $1.8M
34K $1.77B
VCIT
Vanguard Intermediate Term Cor

ETFs
20.4K
New
$80.13 - $83.77 $1.64M - $1.71M
20.4K $1.65B
DFUS
Dimensional ETF Tr U S Equity

ETFs
19.7K
New
$61.52 - $66.5 $1.21M - $1.31M
19.7K $1.29B
MSFT
Microsoft Corp

Technology
3.02K
New
$406.35 - $454.46 $1.23M - $1.37M
3.02K $1.26B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.1K
New
$77.86 - $79.27 $1.17M - $1.19M
15.1K $1.18B
AVEM
American Centy ETF Tr Avantis

ETFs
15.7K
New
$58.59 - $66.14 $918K - $1.04M
15.7K $927M
COST
Costco Wholesale Corp

Consumer Defensive
916
New
$873.59 - $994.69 $800K - $911K
916 $898M
VIG
Vanguard Dividend Appreciation

ETFs
4.2K
New
N/A
4.2K $850M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.35K
New
$84.34 - $95.14 $619K - $699K
7.35K $653M
HON
Honeywell International Inc

Industrials
2.52K
New
$202.84 - $236.0 $512K - $595K
2.52K $565M
V
Visa Inc.

Financial Services
1.64K
New
$273.87 - $320.91 $450K - $527K
1.64K $561M
MA
Mastercard Inc

Financial Services
1.01K
New
$491.3 - $536.15 $496K - $542K
1.01K $561M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
8.99K
New
$61.87 - $64.86 $556K - $583K
8.99K $561M
AVDV
American Centy ETF Tr Avantis

ETFs
8.21K
New
$63.85 - $70.4 $524K - $578K
8.21K $546M
GOOG
Alphabet Inc.

Communication Services
2.37K
New
$163.08 - $198.16 $386K - $469K
2.37K $486M
SO
Southern CO

Utilities
5.4K
New
$81.5 - $94.15 $440K - $508K
5.4K $453M
IVV
Ishares Core S&P 500 ETF

ETFs
740
New
$570.51 - $610.59 $422K - $452K
740 $447M
MUB
Ishares National Muni Bond ETF

ETFs
3.9K
New
$105.78 - $108.7 $413K - $424K
3.9K $416M
QQQ
Invesco Qqq Trust, Series 1

ETFs
760
New
$481.22 - $538.17 $366K - $409K
760 $397M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.97K
New
$81.6 - $90.89 $324K - $361K
3.97K $347M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
8.33K
New
$38.96 - $43.28 $325K - $361K
8.33K $341M
UNP
Union Pacific Corp

Industrials
1.17K
New
$223.15 - $249.32 $261K - $291K
1.17K $290M
GOOGL
Alphabet Inc.

Communication Services
1.34K
New
$161.86 - $196.66 $217K - $264K
1.34K $273M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
577
New
$442.29 - $483.08 $255K - $279K
577 $270M
VUG
Vanguard Growth ETF

ETFs
601
New
$378.79 - $428.11 $228K - $257K
601 $251M
HD
Home Depot, Inc.

Consumer Cyclical
562
New
$385.02 - $431.37 $216K - $242K
562 $231M
BA
Boeing CO

Industrials
1.28K
New
$138.14 - $180.72 $177K - $232K
1.28K $226M
SPY
Spdr S&P 500 ETF Trust

ETFs
369
New
$567.81 - $607.81 $210K - $224K
369 $222M
ABBV
Abb Vie Inc.

Healthcare
1.19K
New
$164.99 - $203.87 $196K - $242K
1.19K $218M
AMZN
Amazon Com Inc

Consumer Cyclical
900
New
$180.88 - $232.93 $163K - $210K
900 $214M
QCOM
Qualcomm Inc

Technology
1.21K
New
$150.4 - $178.04 $182K - $215K
1.21K $209M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.92K
New
$106.33 - $110.69 $204K - $212K
1.92K $207M
NEE
Nextera Energy Inc

Utilities
2.82K
New
$69.77 - $85.43 $196K - $241K
2.82K $202M
Activity Summary
Buys All Purchases 46 New Holdings 46 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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