Clarity Wealth Development LLC Reduced Holdings in Q1 2025

Clarity Wealth Development LLC

  • $89.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.76K
- 2.4%
$37.9 - $43.9 $66.5K - $77K
71.2K $2.66B
AAPL
Apple Inc.

Technology
-249
- 1.85%
$209.68 - $247.1 $52.2K - $61.5K
13.2K $2.81B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-8.75K
- 10.52%
$27.64 - $28.58 $242K - $250K
74.4K $2.15B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.22K
- 6.21%
$59.61 - $66.71 $72.9K - $81.6K
18.5K $1.11B
MUB
Ishares National Muni Bond ETF

ETFs
-1.41K
- 36.14%
$104.71 - $107.69 $148K - $152K
2.49K $261M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-408
- 5.55%
$77.33 - $90.16 $31.6K - $36.8K
6.94K $511M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-2.04K
- 6.01%
$51.26 - $52.53 $105K - $107K
32K $1.64B
GOOG
Alphabet Inc.

Communication Services
-120
- 5.07%
$156.06 - $207.71 $18.7K - $24.9K
2.25K $361M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-100
- 13.16%
$468.34 - $539.52 $46.8K - $54K
660 $314M
VIG
Vanguard Dividend Appreciation

ETFs
-152
- 3.62%
N/A
4.05K $774M
UNP
Union Pacific Corp

Industrials
-146
- 12.49%
$225.21 - $254.42 $32.9K - $37.1K
1.02K $221M
AVEM
American Centy ETF Tr Avantis

ETFs
-940
- 6.0%
$57.11 - $62.4 $53.7K - $58.7K
14.7K $891M
VUG
Vanguard Growth ETF

ETFs
-27
- 4.49%
$369.1 - $427.61 $9.97K - $11.5K
574 $217M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-1.11K
- 1.79%
$28.11 - $30.42 $31.1K - $33.7K
60.8K $1.79B
V
Visa Inc.

Financial Services
-74
- 4.5%
$306.92 - $362.71 $22.7K - $26.8K
1.57K $542M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-109
- 0.72%
$77.7 - $78.94 $8.47K - $8.6K
15K $1.18B
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 0.98%
$890.62 - $1076.86 $8.02K - $9.69K
907 $902M
AVDV
American Centy ETF Tr Avantis

ETFs
-515
- 6.28%
$63.74 - $71.96 $32.8K - $37.1K
7.69K $558M
ABBV
Abb Vie Inc.

Healthcare
-8
- 0.67%
$169.2 - $216.66 $1.35K - $1.73K
1.18K $230M
NUDM
Nuveen Esg International Devel

ETFs
-4.68K
- 3.91%
$29.75 - $33.12 $139K - $155K
115K $3.79B
VEA
Vanguard Ftse Developed Market

ETFs
-1.17K
- 0.62%
$47.4 - $52.99 $55.3K - $61.8K
188K $9.95B
Activity Summary
Buys All Purchases 13 New Holdings 1 Increased Positions 12 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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