Clarity Wealth Advisors, LLC Portfolio Holdings

Clarity Wealth Advisors, LLC

  • $363 Million
  • Q4 2024

Clarity Wealth Advisors, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $363 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.5M, Spdr S&P 500 ETF Trust with a value of $27.7M, Vanguard Total Stock Market Et with a value of $26.9M, Invesco Qqq Trust, Series 1 with a value of $26.9M, and Vanguard Dividend Appreciation with a value of $16.9M.

Examining the 13F form we can see an increase of $21.5M in the current position value, from $341M to 363M.

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

Portfolio value $363 Million
ETFs: $218 Million
Technology: $55.2 Million
Financial Services: $30.7 Million
Communication Services: $25.9 Million
Consumer Defensive: $11.3 Million
Healthcare: $9.74 Million
Consumer Cyclical: $9.7 Million
Utilities: $803,000
Other: $1.11 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$33.5 Million 9.22% of portfolio
133,590
Q4 2024 Added 1.36%
$468B
$10.5 Million 2.89% of portfolio
11,442
Q4 2024 Added 1.02%
$1.11T
$9.91 Million 2.73% of portfolio
52,367
Q4 2024 Added 1.41%
$614B
$8.31 Million 2.29% of portfolio
18,340
Q4 2024 Added 1.99%
$1.62T
$7.93 Million 2.19% of portfolio
13,445
Q4 2024 Added 5.76%
$807B
$7.96 Million 2.19% of portfolio
33,211
Q4 2024 Added 1.77%
$331B
$7.87 Million 2.17% of portfolio
58,593
Q4 2024 Added 2.53%
$573B
$6.99 Million 1.93% of portfolio
22,104
Q4 2024 Added 2.56%
$1.14T
$6.34 Million 1.75% of portfolio
33,299
Q4 2024 Reduced 2.41%
$157B
$5.61 Million 1.54% of portfolio
79,644
Q4 2024 Added 5.3%
$339B
$5.6 Million 1.54% of portfolio
31,525
Q4 2024 Added 3.68%
$1.04T
$5.04 Million 1.39% of portfolio
12,468
Q4 2024 Reduced 0.8%
$3.07T
$4.22 Million 1.16% of portfolio
10,022
Q4 2024 Reduced 0.31%
$2.37T
$3.67 Million 1.01% of portfolio
16,732
Q4 2024 Reduced 0.53%
$408B
$3.62 Million 1.0% of portfolio
25,037
Q4 2024 Reduced 1.69%
$95.2B
$935,000 0.26% of portfolio
4,037
Q4 2024 Reduced 1.15%
$46.9B
$840,000 0.23% of portfolio
422
Q4 2024 Added 44.03%
$256B
$842,000 0.23% of portfolio
14,235
Q3 2024 Added 0.42%
$539B
$810,000 0.22% of portfolio
1,540
Q4 2024 Reduced 2.1%
$41.8B
$803,000 0.22% of portfolio
9,506
Q4 2024 New
$478B
$776,000 0.21% of portfolio
4,659
Q4 2024 Added 3.88%
$199B
$667,000 0.18% of portfolio
5,998
Q4 2024 Reduced 2.68%
$88.1B
$640,000 0.18% of portfolio
7,499
Q4 2024 Reduced 1.96%
$308B
$585,000 0.16% of portfolio
4,044
Q4 2024 Added 0.02%
$143B
$567,000 0.16% of portfolio
5,335
Q3 2024 Added 7.56%
$324B
$575,000 0.16% of portfolio
1,720
Q4 2024 Reduced 1.04%
$401B
$569,000 0.16% of portfolio
3,396
Q4 2024 Reduced 0.15%
$80.9B
$497,000 0.14% of portfolio
1,024
Q4 2024 Added 0.2%
$426B
$504,000 0.14% of portfolio
1,296
Q4 2024 Reduced 6.36%
$139B
$523,000 0.14% of portfolio
2,318
Q3 2024 Added 0.43%
$54.2B
$462,000 0.13% of portfolio
1,791
Q4 2024 Reduced 1.32%
$58.5B
$425,000 0.12% of portfolio
2,340
Q4 2024 Added 99.83%
$228B
$417,000 0.11% of portfolio
1,901
Q3 2024 Added 0.8%
$193B
$411,000 0.11% of portfolio
2,676
Q4 2024 Reduced 0.71%
$2.13B
$385,000 0.11% of portfolio
11,805
Q3 2024 New
$53.1B
$368,000 0.1% of portfolio
1,500
Q3 2024 Reduced 2.91%
$229B
$379,000 0.1% of portfolio
5,020
Q4 2024 New
$92.1B
$323,000 0.09% of portfolio
946
Q4 2024 Reduced 0.11%
$12.3B
$324,000 0.09% of portfolio
1,000
Q4 2024 Reduced 34.64%
$499B
$281,000 0.08% of portfolio
556
Q4 2024 Reduced 4.3%
$86.1B
$307,000 0.08% of portfolio
15,317
Q4 2024 Reduced 24.63%
$158B
$291,000 0.08% of portfolio
1,790
Q3 2024 Reduced 0.22%
$22.6B
$282,000 0.08% of portfolio
1,391
Q3 2024 New
$375B
$243,000 0.07% of portfolio
5,537
Q4 2024 Added 0.13%
$179B
$242,000 0.07% of portfolio
2,009
Q4 2024 Reduced 4.01%
$822B
$240,000 0.07% of portfolio
312
Q4 2024 Reduced 14.05%
$16.5B
$258,000 0.07% of portfolio
4,221
Q4 2024 Reduced 10.59%
$228B
$211,000 0.06% of portfolio
728
Q4 2024 Reduced 2.02%
$61B
$235,000 0.06% of portfolio
1,743
Q4 2024 Reduced 8.93%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $363 Million
  • Prior Value $341 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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