Clarity Wealth Advisors, LLC Portfolio Holdings

Clarity Wealth Advisors, LLC

  • $356 Million
  • Q1 2025

Clarity Wealth Advisors, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $356 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.3M, Spdr S&P 500 ETF Trust with a value of $27.5M, Vanguard Total Stock Market Et with a value of $26.1M, Invesco Qqq Trust, Series 1 with a value of $25.1M, and Vanguard Dividend Appreciation with a value of $17.4M.

Examining the 13F form we can see an decrease of $6.51M in the current position value, from $363M to 356M.

Below you can find more details about Clarity Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $356 Million
ETFs: $217 Million
Technology: $48.8 Million
Financial Services: $33.8 Million
Communication Services: $22.9 Million
Healthcare: $11.5 Million
Consumer Defensive: $11.2 Million
Consumer Cyclical: $8.38 Million
Industrials: $847,000
Other: $1.47 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$30.3 Million 8.5% of portfolio
136,310
Q1 2025 Added 2.04%
$435B
$10.7 Million 3.01% of portfolio
11,344
Q1 2025 Reduced 0.86%
$631B
$10.2 Million 2.86% of portfolio
19,107
Q1 2025 Added 4.18%
$831B
$8.22 Million 2.31% of portfolio
33,498
Q1 2025 Added 0.86%
$1.07T
$8.12 Million 2.28% of portfolio
52,539
Q1 2025 Added 0.33%
$1.62T
$8.1 Million 2.27% of portfolio
14,053
Q1 2025 Added 4.52%
$585B
$7.87 Million 2.21% of portfolio
22,446
Q1 2025 Added 1.55%
$337B
$6.7 Million 1.88% of portfolio
31,957
Q1 2025 Added 1.37%
$166B
$5.74 Million 1.61% of portfolio
80,817
Q1 2025 Added 1.47%
$406B
$5.63 Million 1.58% of portfolio
51,927
Q1 2025 Reduced 11.38%
$1.08T
$5.02 Million 1.41% of portfolio
32,108
Q1 2025 Reduced 3.58%
$409B
$4.29 Million 1.2% of portfolio
25,892
Q1 2025 Added 3.41%
$3.75T
$3.78 Million 1.06% of portfolio
10,080
Q1 2025 Added 0.58%
$934B
$3.79 Million 1.06% of portfolio
14,618
Q1 2025 Added 17.24%
$2.27T
$3.44 Million 0.96% of portfolio
18,069
Q1 2025 Added 7.99%
$284B
$932,000 0.26% of portfolio
15,104
Q1 2025 Added 6.1%
$539B
$807,000 0.23% of portfolio
1,474
Q1 2025 Reduced 4.29%
$40.7B
$787,000 0.22% of portfolio
9,574
Q1 2025 Added 0.72%
$40.2B
$778,000 0.22% of portfolio
422
Q4 2024 Added 44.03%
$113B
$674,000 0.19% of portfolio
4,027
Q1 2025 Reduced 0.25%
$300B
$686,000 0.19% of portfolio
4,101
Q1 2025 Added 1.41%
$636B
$647,000 0.18% of portfolio
4,633
Q1 2025 Reduced 0.56%
$220B
$570,000 0.16% of portfolio
5,780
Q1 2025 Reduced 3.63%
$260B
$522,000 0.15% of portfolio
2,101
Q1 2025 Added 10.52%
$373B
$487,000 0.14% of portfolio
2,859
Q1 2025 Reduced 15.81%
$86.5B
$501,000 0.14% of portfolio
7,689
Q1 2025 Added 2.53%
$160B
$490,000 0.14% of portfolio
2,318
Q3 2024 Added 0.43%
$271B
$472,000 0.13% of portfolio
1,760
Q1 2025 Added 2.33%
$380B
$464,000 0.13% of portfolio
1,268
Q1 2025 Reduced 2.16%
$110B
$422,000 0.12% of portfolio
1,197
Q1 2025 Added 26.53%
$84.2B
$443,000 0.12% of portfolio
1,035
Q1 2025 Added 1.07%
$179B
$414,000 0.12% of portfolio
2,697
Q1 2025 Added 0.78%
$48.3B
$414,000 0.12% of portfolio
1,773
Q1 2025 Reduced 1.01%
$136B
$413,000 0.12% of portfolio
4,335
Q1 2025 Reduced 18.74%
$2.13B
$385,000 0.11% of portfolio
11,805
Q3 2024 New
$61.7B
$392,000 0.11% of portfolio
2,302
Q1 2025 Reduced 1.62%
$281B
$364,000 0.1% of portfolio
4,320
Q1 2025 Reduced 13.94%
$212B
$357,000 0.1% of portfolio
1,083
Q1 2025 New
$53.1B
$368,000 0.1% of portfolio
1,500
Q3 2024 Reduced 2.91%
$96.2B
$367,000 0.1% of portfolio
16,193
Q1 2025 Added 5.72%
$376B
$313,000 0.09% of portfolio
7,501
Q1 2025 Added 35.47%
$29.7B
$290,000 0.08% of portfolio
1,391
Q3 2024 New
$283B
$280,000 0.08% of portfolio
536
Q1 2025 Reduced 3.6%
$12B
$295,000 0.08% of portfolio
950
Q1 2025 Reduced 5.0%
$17.6B
$294,000 0.08% of portfolio
4,221
Q4 2024 Reduced 10.59%
$223B
$269,000 0.08% of portfolio
2,619
Q1 2025 Added 30.36%
$168B
$259,000 0.07% of portfolio
1,790
Q3 2024 Reduced 0.22%
$21.1B
$249,000 0.07% of portfolio
8,060
Q4 2024 Reduced 6.12%
$748B
$228,000 0.06% of portfolio
277
Q1 2025 Reduced 11.22%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $356 Million
  • Prior Value $363 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Clarity Wealth Advisors, LLC Portfolio

Follow Clarity Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarity Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email