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 Market Cap. of $200 Billions or more

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%
$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%
$573B
$870,000 0.24% of portfolio
933
Q4 2024 Added 5.66%
$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%
$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%
$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
$376B
$313,000 0.09% of portfolio
7,501
Q1 2025 Added 35.47%
$283B
$280,000 0.08% of portfolio
536
Q1 2025 Reduced 3.6%
$223B
$269,000 0.08% of portfolio
2,619
Q1 2025 Added 30.36%
$748B
$228,000 0.06% of portfolio
277
Q1 2025 Reduced 11.22%
$216B
$228,000 0.06% of portfolio
730
Q1 2025 Added 0.27%

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
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