Clarity Wealth Advisors, LLC Portfolio Holdings by Sector
Clarity Wealth Advisors, LLC
- $399 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY QQQ VIG DIA IJH VXUS VB CGGO 37 stocks |
$203,213
50.95% of portfolio
|
23
|
9
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IXJ 2 stocks |
$32,657
8.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$28,055
7.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG PINS 4 stocks |
$27,739
6.95% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C BAC 3 stocks |
$17,068
4.28% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$11,218
2.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO INTC QCOM AMD 5 stocks |
$10,715
2.69% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ LLY 3 stocks |
$10,361
2.6% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT SNPS ORCL PLTR CRWD PANW VRNT NTNX 8 stocks |
$9,948
2.49% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA PYPL 3 stocks |
$9,394
2.36% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$9,346
2.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$7,529
1.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RIVN 2 stocks |
$5,678
1.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CVNA 2 stocks |
$4,499
1.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
FICO CDNS CRM SHOP WDAY ADSK SNOW UBER 8 stocks |
$3,708
0.93% of portfolio
|
5
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$2,025
0.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,046
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG 1 stocks |
$812
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM BR 2 stocks |
$770
0.19% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$597
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$538
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$418
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$414
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$394
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$327
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$221
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BXMX 1 stocks |
$140
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CLOV 1 stocks |
$27
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|