Clarity Wealth Advisors, LLC Purchases in Q3 2024

Clarity Wealth Advisors, LLC

  • $341 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
485
+ 0.37%
$207.23 - $234.82 $101K - $114K
132K $30.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.07K
+ 12.25%
$386.81 - $423.12 $1.19M - $1.3M
28.1K $11.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.27K
+ 2.87%
$517.38 - $573.86 $658K - $730K
45.7K $26.2M
VTI
Vanguard Total Stock Market Et

ETFs
2.2K
+ 2.48%
$255.18 - $283.2 $561K - $623K
91K $25.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
22.5K
+ 47.08%
$74.26 - $78.84 $1.67M - $1.78M
70.3K $5.51M
JCPB
J P Morgan Exchange Traded Fd

ETFs
35.7K
+ 40.88%
$45.87 - $48.53 $1.64M - $1.73M
123K $5.94M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
37.4K
+ 49.62%
$44.65 - $47.21 $1.67M - $1.77M
113K $5.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.5K
+ 4.71%
$57.32 - $62.65 $601K - $657K
233K $14.5M
VB
Vanguard Small Cap ETF

ETFs
1.98K
+ 4.65%
$214.77 - $237.72 $425K - $470K
44.5K $10.6M
CGGO
Capital Group Global Growth Eq

ETFs
37.4K
+ 19.22%
$27.25 - $30.52 $1.02M - $1.14M
232K $7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
532
+ 3.05%
$405.19 - $478.57 $216K - $255K
18K $8.28M
META
Meta Platforms, Inc.

Communication Services
443
+ 3.61%
$453.41 - $572.44 $201K - $254K
12.7K $7.28M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
10.1K
+ 14.64%
$66.31 - $74.08 $671K - $750K
79.3K $5.82M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.17K
+ 2.32%
$434.77 - $502.96 $509K - $588K
51.6K $25.2M
ABBV
Abb Vie Inc.

Healthcare
1.33K
+ 4.56%
$163.84 - $199.33 $217K - $265K
30.4K $6M
TSLA
Tesla, Inc.

Consumer Cyclical
540
+ 4.49%
$191.76 - $263.26 $104K - $142K
12.6K $3.29M
EEM
Ishares Msci Emerging Markets

ETFs
10.2K
+ 8.39%
$40.42 - $46.7 $412K - $475K
132K $6.03M
VIG
Vanguard Dividend Appreciation

ETFs
4.72K
+ 5.67%
$182.15 - $182.15 $860K - $860K
87.9K $16M
JNJ
Johnson & Johnson

Healthcare
1.86K
+ 7.87%
$145.48 - $167.38 $270K - $311K
25.5K $4.13M
COST
Costco Wholesale Corp

Consumer Defensive
131
+ 1.17%
$801.83 - $917.05 $105K - $120K
11.3K $10M
V
Visa Inc.

Financial Services
758
+ 3.65%
$253.74 - $291.56 $192K - $221K
21.6K $5.93M
JPM
Jpmorgan Chase & CO

Financial Services
928
+ 2.93%
$194.9 - $224.8 $181K - $209K
32.6K $6.88M
VRNT
Verint Systems Inc

Technology
11.8K
New
$32.62 - $32.62 $385K - $385K
11.8K $385K
AMD
Advanced Micro Devices Inc

Technology
2.09K
New
$128.67 - $183.96 $269K - $385K
2.09K $343K
C
Citigroup Inc

Financial Services
5.27K
+ 7.49%
$56.11 - $67.61 $296K - $356K
75.6K $4.73M
CRWD
Crowd Strike Holdings, Inc.

Technology
947
New
$217.89 - $392.15 $206K - $371K
947 $265K
CVNA
Carvana Co.

Consumer Cyclical
1.39K
New
$122.32 - $175.15 $170K - $244K
1.39K $242K
VTV
Vanguard Value ETF

ETFs
1.36K
New
$159.75 - $174.57 $216K - $237K
1.36K $236K
IVV
Ishares Core S&P 500 ETF

ETFs
264
+ 9.73%
$520.18 - $576.82 $137K - $152K
2.98K $1.72M
MCD
Mcdonalds Corp

Consumer Cyclical
743
New
$245.82 - $304.51 $183K - $226K
743 $226K
VV
Vanguard Large Cap ETF

ETFs
811
New
$236.92 - $263.4 $192K - $214K
811 $213K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
13.3K
New
$12.49 - $13.7 $166K - $182K
13.3K $182K
JEPI
J P Morgan Exchange Traded Fd

ETFs
360
+ 0.66%
$54.98 - $59.51 $19.8K - $21.4K
55.3K $3.29M
ORCL
Oracle Corp

Technology
204
+ 4.77%
$125.9 - $170.35 $25.7K - $34.8K
4.49K $764K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
105
+ 4.46%
$475.2 - $527.7 $49.9K - $55.4K
2.46K $1.3M
HD
Home Depot, Inc.

Consumer Cyclical
66
+ 5.01%
$333.64 - $405.2 $22K - $26.7K
1.38K $560K
LLY
Eli Lilly & CO

Healthcare
122
+ 50.62%
$772.14 - $960.02 $94.2K - $117K
363 $321K
SHOP
Shopify Inc.

Technology
375
+ 7.56%
$52.26 - $80.75 $19.6K - $30.3K
5.34K $427K
IBM
International Business Machines Corp

Technology
15
+ 0.8%
$175.1 - $223.38 $2.63K - $3.35K
1.9K $420K
CSCO
Cisco Systems, Inc.

Technology
60
+ 0.42%
$44.74 - $53.22 $2.68K - $3.19K
14.2K $757K
AVGO
Broadcom Inc.

Technology
3.7K
+ 955.3%
$136.27 - $1745.86 $504K - $6.45M
4.08K $704K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.72K
+ 5.45%
$49.7 - $56.11 $85.4K - $96.4K
33.3K $1.83M
UNH
Unitedhealth Group Inc

Healthcare
65
+ 12.6%
$488.01 - $604.18 $31.7K - $39.3K
581 $339K
INTC
Intel Corp

Technology
7.23K
+ 55.2%
$18.9 - $34.87 $137K - $252K
20.3K $476K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
994
+ 3.78%
$50.25 - $50.74 $49.9K - $50.4K
27.3K $1.39M
VUG
Vanguard Growth ETF

ETFs
116
+ 10.1%
$341.08 - $391.94 $39.6K - $45.5K
1.26K $485K
SNOW
Snowflake Inc.

Technology
805
+ 43.87%
$108.56 - $143.02 $87.4K - $115K
2.64K $303K
PG
Procter & Gamble CO

Consumer Defensive
173
+ 5.36%
$160.76 - $177.82 $27.8K - $30.8K
3.4K $588K
CRM
Salesforce, Inc.

Technology
100
+ 6.11%
$238.42 - $276.53 $23.8K - $27.7K
1.74K $475K
Activity Summary
Buys All Purchases 62 New Holdings 8 Increased Positions 54 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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