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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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