Clarity Wealth Advisors, LLC Reduced Holdings in Q3 2025

Clarity Wealth Advisors, LLC

  • $444 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-219
- 1.93%
$915.95 - $994.57 $201K - $218K
11.1K $10.3M
IXJ
Ishares Global Healthcare ETF

ETFs
-6.03K
- 16.42%
$82.73 - $89.14 $499K - $537K
30.7K $2.72M
VCR
Vanguard Consumer Discretionar

ETFs
-1.65K
- 16.52%
$359.61 - $401.35 $593K - $662K
8.34K $3.3M
IBB
Ishares Biotechnology ETF

ETFs
-2.6K
- 30.72%
$127.63 - $144.37 $332K - $376K
5.87K $847K
XLF
Financial Sector Spdr

ETFs
-3.52K
- 12.86%
$51.37 - $54.25 $181K - $191K
23.9K $1.29M
SNPS
Synopsys Inc

Technology
-203
- 8.66%
$387.78 - $645.35 $78.7K - $131K
2.14K $1.06M
IBM
International Business Machines Corp

Technology
-200
- 10.33%
$234.77 - $292.47 $47K - $58.5K
1.74K $490K
VEA
Vanguard Ftse Developed Market

ETFs
-1.57K
- 26.8%
$56.02 - $60.3 $87.8K - $94.6K
4.28K $256K
CRM
Salesforce, Inc.

Technology
-16
- 0.83%
$231.66 - $273.65 $3.71K - $4.38K
1.9K $451K
DIS
Walt Disney CO

Communication Services
-140
- 2.38%
$112.25 - $124.0 $15.7K - $17.4K
5.74K $657K
PG
Procter & Gamble CO

Consumer Defensive
-188
- 7.6%
$150.47 - $161.22 $28.3K - $30.3K
2.29K $351K
WDAY
Workday, Inc.

Technology
-109
- 6.24%
$213.69 - $247.69 $23.3K - $27K
1.64K $394K
VV
Vanguard Large Cap ETF

ETFs
-138
- 17.02%
$285.05 - $309.14 $39.3K - $42.7K
673 $207K
VTV
Vanguard Value ETF

ETFs
-204
- 14.72%
$175.51 - $186.57 $35.8K - $38.1K
1.18K $220K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-495
- 1.76%
$50.47 - $50.74 $25K - $25.1K
27.6K $1.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-98
- 0.53%
$211.65 - $238.24 $20.7K - $23.3K
18.3K $4.01M
MA
Mastercard Inc

Financial Services
-37
- 2.59%
$550.18 - $598.96 $20.4K - $22.2K
1.39K $790K
LLY
Eli Lilly & CO

Healthcare
-2
- 0.65%
$625.65 - $812.69 $1.25K - $1.63K
306 $233K
ADSK
Autodesk, Inc.

Technology
-10
- 0.65%
N/A
1.53K $374K
Arista Networks Inc
-100
- 1.74%
N/A
5.66K $0
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-56
- 7.76%
$393.18 - $439.39 $22K - $24.6K
666 $290K
VUG
Vanguard Growth ETF

ETFs
-145
- 7.8%
$433.97 - $484.08 $62.9K - $70.2K
1.71K $822K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-357
- 3.02%
$24.46 - $26.5 $8.73K - $9.46K
11.5K $302K
SHOP
Shopify Inc.

Technology
-863
- 19.91%
$112.11 - $157.12 $96.8K - $136K
3.47K $515K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-28
- 0.91%
$108.46 - $120.63 $3.04K - $3.38K
3.06K $363K
CVNA
Carvana Co.

Consumer Cyclical
-55
- 3.95%
$326.09 - $392.66 $17.9K - $21.6K
1.34K $503K
AMD
Advanced Micro Devices Inc

Technology
-123
- 4.45%
$134.8 - $184.42 $16.6K - $22.7K
2.64K $427K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-148
- 0.68%
$23.82 - $25.84 $3.53K - $3.82K
21.8K $559K
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.44%
$357.4 - $423.42 $1.79K - $2.12K
1.13K $455K
CVX
Chevron Corp

Energy
-53
- 1.27%
$145.57 - $161.83 $7.72K - $8.58K
4.12K $639K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7
- 0.44%
$420.11 - $472.68 $2.94K - $3.31K
1.59K $744K
MSFT
Microsoft Corp

Technology
-278
- 2.71%
$491.09 - $535.64 $137K - $149K
9.97K $5.16M
IGM
Ishares Expanded Tech Sector E

ETFs
-1.83K
- 8.32%
$110.96 - $127.67 $203K - $233K
20.1K $2.54M
CAT
Caterpillar Inc

Industrials
-26
- 2.41%
$390.92 - $477.15 $10.2K - $12.4K
1.05K $501K
INTC
Intel Corp

Technology
-3.56K
- 15.91%
$19.31 - $35.5 $68.8K - $127K
18.8K $631K
TQQQ
Proshares Ultrapro Qqq

ETFs
-2.3K
- 12.62%
$80.89 - $104.72 $186K - $241K
15.9K $1.65M
IVV
Ishares Core S&P 500 ETF

ETFs
-8
- 0.25%
$620.67 - $670.08 $4.97K - $5.36K
3.25K $2.17M
AVGO
Broadcom Inc.

Technology
-55
- 1.32%
$264.74 - $369.57 $14.6K - $20.3K
4.11K $1.36M
ORCL
Oracle Corp

Technology
-203
- 4.43%
$218.96 - $328.33 $44.4K - $66.7K
4.38K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
-73
- 0.22%
$282.78 - $316.06 $20.6K - $23.1K
33.6K $10.6M
GOOG
Alphabet Inc.

Communication Services
-4.76K
- 14.59%
$175.16 - $255.24 $834K - $1.22M
27.9K $6.79M
C
Citigroup Inc

Financial Services
-958
- 1.17%
$85.57 - $103.49 $82K - $99.1K
81.1K $8.24M
AAPL
Apple Inc.

Technology
-1.35K
- 0.99%
$202.38 - $256.87 $274K - $348K
135K $34.5M
Activity Summary
Buys All Purchases 41 New Holdings 4 Increased Positions 37 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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