Clarity Wealth Advisors, LLC Purchases in Q4 2024

Clarity Wealth Advisors, LLC

  • $363 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.8K
+ 1.36%
$221.69 - $259.02 $398K - $465K
134K $33.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
950
+ 1.84%
$481.22 - $538.17 $457K - $511K
52.6K $26.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.55K
+ 3.39%
$567.81 - $607.81 $879K - $941K
47.2K $27.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.28K
+ 11.66%
$417.69 - $450.94 $1.37M - $1.48M
31.4K $13.4M
GOOGL
Alphabet Inc.

Communication Services
727
+ 1.41%
$161.86 - $196.66 $118K - $143K
52.4K $9.91M
VTI
Vanguard Total Stock Market Et

ETFs
1.99K
+ 2.19%
$280.04 - $302.45 $557K - $602K
93K $26.9M
JPM
Jpmorgan Chase & CO

Financial Services
578
+ 1.77%
$205.18 - $250.29 $119K - $145K
33.2K $7.96M
V
Visa Inc.

Financial Services
551
+ 2.56%
$273.87 - $320.91 $151K - $177K
22.1K $6.99M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.5K
+ 23.49%
$74.5 - $78.37 $1.23M - $1.3M
86.9K $6.49M
NVDA
Nvidia Corp

Technology
1.45K
+ 2.53%
$117.0 - $148.88 $169K - $216K
58.6K $7.87M
JCPB
J P Morgan Exchange Traded Fd

ETFs
24.9K
+ 20.22%
$46.07 - $48.17 $1.15M - $1.2M
148K $6.82M
C
Citigroup Inc

Financial Services
4.01K
+ 5.3%
$61.31 - $72.5 $246K - $291K
79.6K $5.61M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23.9K
+ 21.19%
$44.87 - $46.86 $1.07M - $1.12M
137K $6.13M
PEG
Public Service Enterprise Group Inc

Utilities
9.51K
New
$81.87 - $94.51 $778K - $898K
9.51K $803K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12K
+ 5.16%
$61.68 - $67.87 $741K - $816K
245K $15.3M
CGGO
Capital Group Global Growth Eq

ETFs
32.2K
+ 13.87%
$29.21 - $30.67 $940K - $987K
264K $7.72M
META
Meta Platforms, Inc.

Communication Services
732
+ 5.76%
$554.08 - $632.68 $406K - $463K
13.4K $7.93M
VB
Vanguard Small Cap ETF

ETFs
2.1K
+ 4.72%
$233.76 - $261.58 $491K - $550K
46.6K $11.2M
COST
Costco Wholesale Corp

Consumer Defensive
115
+ 1.02%
$873.59 - $994.69 $100K - $114K
11.4K $10.5M
PLTR
Palantir Technologies Inc.

Technology
5.02K
New
$36.46 - $82.38 $183K - $414K
5.02K $379K
FICO
Fair Isaac Corp

Technology
129
+ 44.03%
$1911.01 - $2382.4 $247K - $307K
422 $840K
NFLX
Netflix Inc

Communication Services
50
+ 5.66%
$687.65 - $936.56 $34.4K - $46.8K
933 $831K
IVV
Ishares Core S&P 500 ETF

ETFs
195
+ 6.55%
$570.51 - $610.59 $111K - $119K
3.17K $1.87M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.83K
+ 9.88%
$67.29 - $73.38 $527K - $575K
87.1K $5.91M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
772
+ 2.32%
$53.94 - $58.15 $41.6K - $44.9K
34K $1.92M
TQQQ
Proshares Ultrapro Qqq

ETFs
360
+ 3.93%
$69.42 - $93.29 $25K - $33.6K
9.52K $753K
VUG
Vanguard Growth ETF

ETFs
76
+ 6.01%
$378.79 - $428.11 $28.8K - $32.5K
1.34K $549K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
641
+ 25.5%
$131.66 - $144.0 $84.4K - $92.3K
3.16K $416K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24
+ 0.98%
$521.84 - $558.82 $12.5K - $13.4K
2.49K $1.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
357
+ 1.99%
$442.29 - $483.08 $158K - $172K
18.3K $8.31M
PANW
Palo Alto Networks Inc

Technology
1.17K
+ 99.83%
$181.96 - $405.9 $213K - $474K
2.34K $425K
BAC
Bank Of America Corp

Financial Services
7
+ 0.13%
$39.22 - $47.77 $275 - $334
5.54K $243K
VTV
Vanguard Value ETF

ETFs
149
+ 11.0%
$168.32 - $181.87 $25.1K - $27.1K
1.5K $254K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7
+ 0.98%
$340.59 - $380.5 $2.38K - $2.66K
721 $263K
ORCL
Oracle Corp

Technology
174
+ 3.88%
$165.41 - $192.43 $28.8K - $33.5K
4.66K $776K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
312
+ 1.14%
$50.37 - $50.6 $15.7K - $15.8K
27.6K $1.39M
Arista Networks Inc
5.21K
New
N/A
5.21K $0
Capital Group Core Balanced
27.5K
+ 69.51%
N/A
67K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.2K
+ 188.26%
$22.01 - $66.82 $333K - $1.01M
23.2K $526K
CVX
Chevron Corp

Energy
1
+ 0.02%
$141.15 - $162.53 $141 - $163
4.04K $585K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
185
+ 2.87%
$44.04 - $49.49 $8.15K - $9.16K
6.62K $291K
SNPS
Synopsys Inc

Technology
2
+ 0.2%
$485.36 - $588.0 $971 - $1.18K
1.02K $497K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.95K
+ 135.2%
$22.4 - $68.28 $156K - $474K
12.1K $280K
JEPI
J P Morgan Exchange Traded Fd

ETFs
401
+ 0.73%
$57.53 - $60.83 $23.1K - $24.4K
55.7K $3.2M
EEM
Ishares Msci Emerging Markets

ETFs
7.2K
+ 5.47%
$41.82 - $47.36 $301K - $341K
139K $5.8M
ABBV
Abb Vie Inc.

Healthcare
1.12K
+ 3.68%
$164.99 - $203.87 $185K - $228K
31.5K $5.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.03K
+ 2.67%
$58.88 - $64.8 $296K - $326K
193K $11.4M
Activity Summary
Buys All Purchases 48 New Holdings 3 Increased Positions 45 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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