Clarity Wealth Advisors, LLC Purchases in Q1 2025

Clarity Wealth Advisors, LLC

  • $356 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
767
+ 4.18%
$442.66 - $534.52 $340K - $410K
19.1K $10.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.09K
+ 9.84%
$408.78 - $448.82 $1.26M - $1.39M
34.5K $14.5M
ABBV
Abb Vie Inc.

Healthcare
432
+ 1.37%
$169.2 - $216.66 $73.1K - $93.6K
32K $6.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.55K
+ 2.35%
$58.01 - $64.46 $264K - $294K
198K $12.3M
V
Visa Inc.

Financial Services
342
+ 1.55%
$306.92 - $362.71 $105K - $124K
22.4K $7.87M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.97K
+ 5.7%
$67.08 - $76.14 $333K - $378K
92.1K $6.78M
JNJ
Johnson & Johnson

Healthcare
855
+ 3.41%
$142.06 - $167.7 $121K - $143K
25.9K $4.29M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.94K
+ 5.69%
$73.78 - $76.59 $365K - $379K
91.8K $7.03M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8.03K
+ 5.42%
$45.56 - $47.23 $366K - $379K
156K $7.34M
VIG
Vanguard Dividend Appreciation

ETFs
2.69K
+ 2.89%
N/A
95.7K $17.4M
EEM
Ishares Msci Emerging Markets

ETFs
4.83K
+ 3.48%
$40.81 - $45.34 $197K - $219K
144K $6.27M
CAT
Caterpillar Inc

Industrials
1.08K
New
$326.75 - $407.63 $354K - $441K
1.08K $357K
JPM
Jpmorgan Chase & CO

Financial Services
287
+ 0.86%
$225.19 - $279.95 $64.6K - $80.3K
33.5K $8.22M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
14.1K
New
$10.61 - $16.49 $150K - $232K
14.1K $175K
META
Meta Platforms, Inc.

Communication Services
608
+ 4.52%
$576.36 - $736.67 $350K - $448K
14.1K $8.1M
CGGO
Capital Group Global Growth Eq

ETFs
13.6K
+ 5.16%
$28.33 - $30.84 $387K - $421K
278K $7.87M
VUG
Vanguard Growth ETF

ETFs
541
+ 40.37%
$369.1 - $427.61 $200K - $231K
1.88K $697K
C
Citigroup Inc

Financial Services
1.17K
+ 1.47%
$67.23 - $84.63 $78.9K - $99.3K
80.8K $5.74M
IBM
International Business Machines Corp

Technology
200
+ 10.52%
$217.4 - $264.74 $43.5K - $52.9K
2.1K $522K
CVX
Chevron Corp

Energy
57
+ 1.41%
$146.71 - $167.97 $8.36K - $9.57K
4.1K $686K
CRWD
Crowd Strike Holdings, Inc.

Technology
251
+ 26.53%
$308.86 - $455.36 $77.5K - $114K
1.2K $422K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
312
+ 12.56%
$507.05 - $563.67 $158K - $176K
2.8K $1.44M
CSCO
Cisco Systems, Inc.

Technology
869
+ 6.1%
$58.74 - $64.87 $51K - $56.4K
15.1K $932K
BAC
Bank Of America Corp

Financial Services
1.96K
+ 35.47%
$39.61 - $47.74 $77.8K - $93.8K
7.5K $313K
INTC
Intel Corp

Technology
876
+ 5.72%
$19.1 - $27.39 $16.7K - $24K
16.2K $367K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.18K
+ 2.12%
$56.17 - $59.71 $66.4K - $70.6K
56.9K $3.25M
AMD
Advanced Micro Devices Inc

Technology
610
+ 30.36%
$96.63 - $129.55 $58.9K - $79K
2.62K $269K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.27%
$279.74 - $321.29 $559 - $643
730 $228K
TQQQ
Proshares Ultrapro Qqq

ETFs
3.9K
+ 40.97%
$57.3 - $90.39 $223K - $353K
13.4K $768K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8
+ 0.03%
$50.39 - $50.66 $403 - $405
27.6K $1.4M
QCOM
Qualcomm Inc

Technology
21
+ 0.78%
$151.94 - $175.86 $3.19K - $3.69K
2.7K $414K
Capital Group Core Balanced
22K
+ 32.85%
N/A
89.1K $0
Arista Networks Inc
200
+ 3.84%
N/A
5.41K $0
PEG
Public Service Enterprise Group Inc

Utilities
68
+ 0.72%
$78.2 - $90.39 $5.32K - $6.15K
9.57K $787K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.14%
$333.37 - $384.99 $333 - $385
722 $241K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3
+ 0.01%
$21.23 - $23.75 $63.7 - $71.3
23.2K $499K
SNPS
Synopsys Inc

Technology
11
+ 1.07%
$428.58 - $551.54 $4.71K - $6.07K
1.04K $443K
IVV
Ishares Core S&P 500 ETF

ETFs
31
+ 0.98%
$554.06 - $615.85 $17.2K - $19.1K
3.2K $1.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.15K
+ 3.38%
$51.45 - $58.51 $59.1K - $67.2K
35.2K $1.82M
CRM
Salesforce, Inc.

Technology
40
+ 2.33%
$268.36 - $359.95 $10.7K - $14.4K
1.76K $472K
SPY
Spdr S&P 500 ETF Trust

ETFs
2.01K
+ 4.25%
$551.42 - $612.93 $1.11M - $1.23M
49.2K $27.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
190
+ 2.53%
$65.15 - $91.81 $12.4K - $17.4K
7.69K $501K
AMZN
Amazon Com Inc

Consumer Cyclical
1.34K
+ 7.99%
$190.26 - $242.06 $254K - $324K
18.1K $3.44M
MSFT
Microsoft Corp

Technology
58
+ 0.58%
$375.39 - $447.2 $21.8K - $25.9K
10.1K $3.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.6K
+ 1.88%
$57.21 - $65.8 $263K - $303K
250K $14.6M
VB
Vanguard Small Cap ETF

ETFs
583
+ 1.25%
$217.89 - $252.64 $127K - $147K
47.2K $10.5M
VTI
Vanguard Total Stock Market Et

ETFs
2.07K
+ 2.23%
$271.18 - $303.12 $562K - $629K
95K $26.1M
TSLA
Tesla, Inc.

Consumer Cyclical
2.15K
+ 17.24%
$222.15 - $428.22 $478K - $921K
14.6K $3.79M
GOOGL
Alphabet Inc.

Communication Services
172
+ 0.33%
$154.33 - $206.19 $26.5K - $35.5K
52.5K $8.12M
Activity Summary
Buys All Purchases 52 New Holdings 2 Increased Positions 50 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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