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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.59T
$30.7 Million 8.99% of portfolio
131,793
Q3 2024 Added 0.37%
$417B
$10 Million 2.94% of portfolio
11,327
Q3 2024 Added 1.17%
$1.18T
$8.56 Million 2.51% of portfolio
51,640
Q3 2024 Added 0.59%
$600B
$8.28 Million 2.42% of portfolio
17,983
Q3 2024 Added 3.05%
$1.43T
$7.28 Million 2.13% of portfolio
12,713
Q3 2024 Added 3.61%
$367B
$6.94 Million 2.03% of portfolio
57,145
Q3 2024 Added 1.49%
$780B
$6.88 Million 2.01% of portfolio
32,633
Q3 2024 Added 2.93%
$302B
$6 Million 1.76% of portfolio
30,406
Q3 2024 Added 4.56%
$537B
$5.93 Million 1.74% of portfolio
21,553
Q3 2024 Added 3.65%
$1.21T
$5.7 Million 1.67% of portfolio
34,121
Q3 2024 Added 5.01%
$159B
$4.73 Million 1.39% of portfolio
75,632
Q3 2024 Added 7.49%
$3.33T
$4.33 Million 1.27% of portfolio
10,053
Q3 2024 Added 3.79%
$383B
$4.13 Million 1.21% of portfolio
25,467
Q3 2024 Added 7.87%
$1.3T
$3.29 Million 0.96% of portfolio
12,568
Q3 2024 Added 4.49%
$2.4T
$3.13 Million 0.92% of portfolio
16,821
Q3 2024 Reduced 2.03%
$510B
$776,000 0.23% of portfolio
1,573
Q3 2024 Reduced 3.91%
$503B
$764,000 0.22% of portfolio
4,485
Q3 2024 Added 4.77%
$97.3B
$704,000 0.21% of portfolio
4,084
Q3 2024 Added 955.3%
$438B
$626,000 0.18% of portfolio
883
Q3 2024 Added 0.68%
$305B
$595,000 0.17% of portfolio
4,043
Q3 2024 Reduced 0.79%
$202B
$592,000 0.17% of portfolio
6,163
Q3 2024 Reduced 2.16%
$46.8B
$569,000 0.17% of portfolio
293
Q3 2024 Reduced 1.68%
$104B
$596,000 0.17% of portfolio
7,649
Q3 2024 Reduced 1.35%
$394B
$588,000 0.17% of portfolio
3,401
Q3 2024 Added 5.36%
$424B
$560,000 0.16% of portfolio
1,384
Q3 2024 Added 5.01%
$84.3B
$517,000 0.15% of portfolio
1,022
Q2 2024 Reduced 0.1%
$39.7B
$499,000 0.15% of portfolio
1,302
Q2 2024 Reduced 0.08%
$335B
$475,000 0.14% of portfolio
1,738
Q3 2024 Added 6.11%
$88.6B
$476,000 0.14% of portfolio
20,322
Q3 2024 Added 55.2%
$152B
$479,000 0.14% of portfolio
2,318
Q3 2024 Added 0.43%
$126B
$427,000 0.13% of portfolio
5,335
Q3 2024 Added 7.56%
$196B
$458,000 0.13% of portfolio
2,695
Q3 2024 Reduced 0.96%
$51.3B
$443,000 0.13% of portfolio
1,815
Q3 2024 Reduced 2.21%
$10.3B
$431,000 0.13% of portfolio
1,530
Q3 2024 Reduced 30.42%
$203B
$420,000 0.12% of portfolio
1,901
Q3 2024 Added 0.8%
$56B
$400,000 0.12% of portfolio
1,171
Q3 2024 Added 8.73%
$2.13B
$385,000 0.11% of portfolio
11,805
Q3 2024 New
$164B
$361,000 0.11% of portfolio
1,790
Q3 2024 Reduced 0.22%
$53.1B
$368,000 0.11% of portfolio
1,500
Q3 2024 Reduced 2.91%
$496B
$339,000 0.1% of portfolio
581
Q3 2024 Added 12.6%
$199B
$343,000 0.1% of portfolio
2,093
Q3 2024 New
$728B
$321,000 0.09% of portfolio
363
Q3 2024 Added 50.62%
$56B
$303,000 0.09% of portfolio
2,640
Q3 2024 Added 43.87%
$63.2B
$298,000 0.09% of portfolio
1,914
Q3 2024 Reduced 1.49%
$19.3B
$277,000 0.08% of portfolio
8,585
Q3 2024 Added 6.51%
$15B
$279,000 0.08% of portfolio
4,721
Q2 2024 Reduced 38.86%
$81.1B
$265,000 0.08% of portfolio
947
Q3 2024 New
$209B
$226,000 0.07% of portfolio
743
Q3 2024 New
$20.5B
$242,000 0.07% of portfolio
1,391
Q3 2024 New

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
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