Clarity Wealth Advisors, LLC Portfolio Holdings

Clarity Wealth Advisors, LLC

  • $341 Million
  • Q3 2024

Clarity Wealth Advisors, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $341 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 $30.7M, Spdr S&P 500 ETF Trust with a value of $26.2M, Vanguard Total Stock Market Et with a value of $25.8M, Invesco Qqq Trust, Series 1 with a value of $25.2M, and Vanguard Dividend Appreciation with a value of $16M.

Examining the 13F form we can see an increase of $32.6M in the current position value, from $309M to 341M.

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

Portfolio value $341 Million
ETFs: $209 Million
Technology: $51.6 Million
Financial Services: $27.6 Million
Communication Services: $23 Million
Consumer Defensive: $10.9 Million
Healthcare: $10.8 Million
Consumer Cyclical: $7.45 Million
Energy: $595,000
Other: $479,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.15T
$30.7 Million 8.99% of portfolio
131,793
Q3 2024 Added 0.37%
$0
$26.2 Million 7.67% of portfolio
45,655
Q3 2024 Added 2.87%
$0
$25.8 Million 7.54% of portfolio
90,962
Q3 2024 Added 2.48%
$0
$25.2 Million 7.38% of portfolio
51,601
Q3 2024 Added 2.32%
$0
$16 Million 4.69% of portfolio
87,945
Q3 2024 Added 5.67%
$0
$14.5 Million 4.25% of portfolio
233,054
Q3 2024 Added 4.71%
$0
$12.2 Million 3.57% of portfolio
188,436
Q3 2024 Added 3.23%
$0
$11.9 Million 3.48% of portfolio
28,106
Q3 2024 Added 12.25%
$0
$10.6 Million 3.09% of portfolio
44,529
Q3 2024 Added 4.65%
$424B
$10 Million 2.94% of portfolio
11,327
Q3 2024 Added 1.17%
$1.17T
$8.56 Million 2.51% of portfolio
51,640
Q3 2024 Added 0.59%
$597B
$8.28 Million 2.42% of portfolio
17,983
Q3 2024 Added 3.05%
$1.37T
$7.28 Million 2.13% of portfolio
12,713
Q3 2024 Added 3.61%
$0
$7 Million 2.05% of portfolio
232,100
Q3 2024 Added 19.22%
$349B
$6.94 Million 2.03% of portfolio
57,145
Q3 2024 Added 1.49%
$711B
$6.88 Million 2.01% of portfolio
32,633
Q3 2024 Added 2.93%
$318B
$6 Million 1.76% of portfolio
30,406
Q3 2024 Added 4.56%
$0
$5.94 Million 1.74% of portfolio
123,180
Q3 2024 Added 40.88%
$524B
$5.93 Million 1.74% of portfolio
21,553
Q3 2024 Added 3.65%
$0
$5.82 Million 1.7% of portfolio
79,263
Q3 2024 Added 14.64%
$1.2T
$5.7 Million 1.67% of portfolio
34,121
Q3 2024 Added 5.01%
$0
$5.51 Million 1.61% of portfolio
70,349
Q3 2024 Added 47.08%
$0
$5.27 Million 1.54% of portfolio
112,819
Q3 2024 Added 49.62%
$0
$4.88 Million 1.43% of portfolio
14,341
Q3 2024 Reduced 12.73%
$138B
$4.73 Million 1.39% of portfolio
75,632
Q3 2024 Added 7.49%
$0
$4.65 Million 1.36% of portfolio
47,384
Q3 2024 Reduced 10.06%
$3.27T
$4.33 Million 1.27% of portfolio
10,053
Q3 2024 Added 3.79%
$381B
$4.13 Million 1.21% of portfolio
25,467
Q3 2024 Added 7.87%
$0
$3.29 Million 0.96% of portfolio
55,287
Q3 2024 Added 0.66%
$1.46T
$3.29 Million 0.96% of portfolio
12,568
Q3 2024 Added 4.49%
$2.33T
$3.13 Million 0.92% of portfolio
16,821
Q3 2024 Reduced 2.03%
$0
$2.34 Million 0.68% of portfolio
24,340
Q3 2024 Reduced 2.3%
$0
$2.01 Million 0.59% of portfolio
13,829
Q3 2024 Reduced 16.69%
$0
$1.83 Million 0.54% of portfolio
33,264
Q3 2024 Added 5.45%
$0
$1.72 Million 0.5% of portfolio
2,978
Q3 2024 Added 9.73%
$0
$1.63 Million 0.48% of portfolio
36,008
Q3 2024 Reduced 7.33%
$0
$1.39 Million 0.41% of portfolio
27,307
Q3 2024 Added 3.78%
$0
$1.3 Million 0.38% of portfolio
2,461
Q3 2024 Added 4.46%
$511B
$776,000 0.23% of portfolio
1,573
Q3 2024 Reduced 3.91%
$246B
$757,000 0.22% of portfolio
14,235
Q3 2024 Added 0.42%
$462B
$764,000 0.22% of portfolio
4,485
Q3 2024 Added 4.77%
$97.1B
$704,000 0.21% of portfolio
4,084
Q3 2024 Added 955.3%
$0
$634,000 0.19% of portfolio
1,690
Q3 2024 Reduced 4.41%
$0
$664,000 0.19% of portfolio
9,160
Q3 2024 Reduced 1.93%
$415B
$626,000 0.18% of portfolio
883
Q3 2024 Added 0.68%
$282B
$595,000 0.17% of portfolio
4,043
Q3 2024 Reduced 0.79%
$205B
$592,000 0.17% of portfolio
6,163
Q3 2024 Reduced 2.16%
$53.2B
$569,000 0.17% of portfolio
293
Q3 2024 Reduced 1.68%
$102B
$596,000 0.17% of portfolio
7,649
Q3 2024 Reduced 1.35%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $341 Million
  • Prior Value $309 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Clarity Wealth Advisors, LLC Portfolio

Follow Clarity Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarity Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email