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
$391B
$588,000 0.17% of portfolio
3,401
Q3 2024 Added 5.36%
$0
$535,000 0.16% of portfolio
8,048
Q3 2024 Reduced 3.49%
$403B
$560,000 0.16% of portfolio
1,384
Q3 2024 Added 5.01%
$78.5B
$517,000 0.15% of portfolio
1,022
Q2 2024 Reduced 0.1%
$119B
$499,000 0.15% of portfolio
1,302
Q2 2024 Reduced 0.08%
$291B
$475,000 0.14% of portfolio
1,738
Q3 2024 Added 6.11%
$88.4B
$476,000 0.14% of portfolio
20,322
Q3 2024 Added 55.2%
$0
$485,000 0.14% of portfolio
1,264
Q3 2024 Added 10.1%
$138B
$479,000 0.14% of portfolio
2,318
Q3 2024 Added 0.43%
$93.1B
$427,000 0.13% of portfolio
5,335
Q3 2024 Added 7.56%
$183B
$458,000 0.13% of portfolio
2,695
Q3 2024 Reduced 0.96%
$47B
$443,000 0.13% of portfolio
1,815
Q3 2024 Reduced 2.21%
$8.97B
$431,000 0.13% of portfolio
1,530
Q3 2024 Reduced 30.42%
$185B
$420,000 0.12% of portfolio
1,901
Q3 2024 Added 0.8%
$108B
$400,000 0.12% of portfolio
1,171
Q3 2024 Added 8.73%
$0
$370,000 0.11% of portfolio
2,893
Q2 2024 Reduced 13.69%
$156B
$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%
$0
$380,000 0.11% of portfolio
3,250
Q2 2024 Added 6.56%
$528B
$339,000 0.1% of portfolio
581
Q3 2024 Added 12.6%
$0
$354,000 0.1% of portfolio
6,716
Q3 2024 Reduced 0.44%
$233B
$343,000 0.1% of portfolio
2,093
Q3 2024 New
$0
$348,000 0.1% of portfolio
5,139
Q3 2024 Reduced 5.18%
$0
$357,000 0.1% of portfolio
2,514
Q1 2024 Added 3.08%
$0
$307,000 0.09% of portfolio
6,436
Q3 2024 Added 5.99%
$788B
$321,000 0.09% of portfolio
363
Q3 2024 Added 50.62%
$0
$295,000 0.09% of portfolio
5,506
Q3 2024 Added 6.79%
$36.7B
$303,000 0.09% of portfolio
2,640
Q3 2024 Added 43.87%
$69.1B
$298,000 0.09% of portfolio
1,914
Q3 2024 Reduced 1.49%
$0
$322,000 0.09% of portfolio
2,310
Q2 2023 Reduced 9.52%
$18.7B
$277,000 0.08% of portfolio
8,585
Q3 2024 Added 6.51%
$14.3B
$279,000 0.08% of portfolio
4,721
Q2 2024 Reduced 38.86%
$63.8B
$265,000 0.08% of portfolio
947
Q3 2024 New
$215B
$226,000 0.07% of portfolio
743
Q3 2024 New
$0
$234,000 0.07% of portfolio
2,847
Q1 2024 New
$0
$246,000 0.07% of portfolio
714
Q1 2024 New
$0
$236,000 0.07% of portfolio
1,355
Q3 2024 New
$20.9B
$242,000 0.07% of portfolio
1,391
Q3 2024 New
$336B
$219,000 0.06% of portfolio
5,530
Q3 2024 Added 1.39%
$0
$213,000 0.06% of portfolio
811
Q3 2024 New
$0
$182,000 0.05% of portfolio
13,300
Q3 2024 New
$1.21B
$4,000 0.0% of portfolio
12,500
Q1 2024 New
Capital Group Core Balanced
-
$0 0.0% of portfolio
-
Q3 2024 Added 229.24%

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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