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
$3.62T
$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%
$387B
$10 Million 2.94% of portfolio
11,327
Q3 2024 Added 1.17%
$1.03T
$8.56 Million 2.51% of portfolio
51,640
Q3 2024 Added 0.59%
$587B
$8.28 Million 2.42% of portfolio
17,983
Q3 2024 Added 3.05%
$1.27T
$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%
$331B
$6.94 Million 2.03% of portfolio
57,145
Q3 2024 Added 1.49%
$651B
$6.88 Million 2.01% of portfolio
32,633
Q3 2024 Added 2.93%
$360B
$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%
$474B
$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%
$1.05T
$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%
$124B
$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%
$3.03T
$4.33 Million 1.27% of portfolio
10,053
Q3 2024 Added 3.79%
$418B
$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%
$789B
$3.29 Million 0.96% of portfolio
12,568
Q3 2024 Added 4.49%
$1.9T
$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%
$477B
$776,000 0.23% of portfolio
1,573
Q3 2024 Reduced 3.91%
$225B
$757,000 0.22% of portfolio
14,235
Q3 2024 Added 0.42%
$453B
$764,000 0.22% of portfolio
4,485
Q3 2024 Added 4.77%
$68.8B
$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%
$336B
$626,000 0.18% of portfolio
883
Q3 2024 Added 0.68%
$291B
$595,000 0.17% of portfolio
4,043
Q3 2024 Reduced 0.79%
$175B
$592,000 0.17% of portfolio
6,163
Q3 2024 Reduced 2.16%
$50.3B
$569,000 0.17% of portfolio
293
Q3 2024 Reduced 1.68%
$91.7B
$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
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