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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$159B
$5.61 Million 1.54% of portfolio
79,644
Q4 2024 Added 5.3%
$87.3B
$935,000 0.26% of portfolio
4,037
Q4 2024 Reduced 1.15%
$47.1B
$840,000 0.23% of portfolio
422
Q4 2024 Added 44.03%
$41.8B
$803,000 0.22% of portfolio
9,506
Q4 2024 New
$104B
$640,000 0.18% of portfolio
7,499
Q4 2024 Reduced 1.96%
$142B
$567,000 0.16% of portfolio
5,335
Q3 2024 Added 7.56%
$80.5B
$497,000 0.14% of portfolio
1,024
Q4 2024 Added 0.2%
$151B
$523,000 0.14% of portfolio
2,318
Q3 2024 Added 0.43%
$52.3B
$462,000 0.13% of portfolio
1,791
Q4 2024 Reduced 1.32%
$56.1B
$425,000 0.12% of portfolio
2,340
Q4 2024 Added 99.83%
$193B
$411,000 0.11% of portfolio
2,676
Q4 2024 Reduced 0.71%
$53.1B
$368,000 0.1% of portfolio
1,500
Q3 2024 Reduced 2.91%
$160B
$379,000 0.1% of portfolio
5,020
Q4 2024 New
$85.3B
$323,000 0.09% of portfolio
946
Q4 2024 Reduced 0.11%
$11.1B
$324,000 0.09% of portfolio
1,000
Q4 2024 Reduced 34.64%
$82.3B
$307,000 0.08% of portfolio
15,317
Q4 2024 Reduced 24.63%
$20.6B
$282,000 0.08% of portfolio
1,391
Q3 2024 New
$192B
$242,000 0.07% of portfolio
2,009
Q4 2024 Reduced 4.01%
$15.6B
$258,000 0.07% of portfolio
4,221
Q4 2024 Reduced 10.59%
$64.6B
$235,000 0.06% of portfolio
1,743
Q4 2024 Reduced 8.93%
$19.3B
$233,000 0.06% of portfolio
8,060
Q4 2024 Reduced 6.12%

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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