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