13F HOLDINGS REPORT
Clarity Wealth Advisors, LLC
Quarter ended Q1 2024 · Filed April 18, 2024 · Accession 0001085146-24-001889
Total Value
$295.7M
Positions
86
Other Managers
0
Confidential Omitted
No
Holdings (86)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 45,230 | $23.7M | 8.00% |
| 2 | VANGUARD INDEX FDS | 922908769 | 90,842 | $23.6M | 7.98% |
| 3 | INVESCO QQQ TR | IVZ | 51,671 | $22.9M | 7.76% |
| 4 | APPLE INC | AAPL | 126,294 | $21.7M | 7.32% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 83,166 | $15.2M | 5.14% |
| 6 | ISHARES TR | 464287507 | 223,065 | $13.5M | 4.58% |
| 7 | VANGUARD STAR FDS | 921909768 | 185,502 | $11.2M | 3.78% |
| 8 | VANGUARD INDEX FDS | 922908751 | 43,273 | $9.9M | 3.34% |
| 9 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 23,333 | $9.3M | 3.14% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 11,816 | $8.7M | 2.93% |
| 11 | ALPHABET INC | GOOG | 53,172 | $8.0M | 2.71% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 17,913 | $7.5M | 2.55% |
| 13 | JPMORGAN CHASE & CO | VYLD | 33,090 | $6.6M | 2.24% |
| 14 | VANGUARD WORLD FD | 92204A108 | 19,087 | $6.1M | 2.05% |
| 15 | VISA INC | V | 21,633 | $6.0M | 2.04% |
| 16 | META PLATFORMS INC | META | 11,542 | $5.6M | 1.90% |
| 17 | ISHARES TR | 464287325 | 59,329 | $5.5M | 1.87% |
| 18 | ABBVIE INC | ABBV | 30,166 | $5.5M | 1.86% |
| 19 | NVIDIA CORPORATION | NVDA | 5,668 | $5.1M | 1.73% |
| 20 | ISHARES TR | 464287234 | 115,841 | $4.8M | 1.61% |
| 21 | CAPITAL GROUP GBL GROWTH EQT | 14020X104 | 159,737 | $4.6M | 1.56% |
| 22 | CITIGROUP INC | C-PR | 72,008 | $4.6M | 1.54% |
| 23 | VANGUARD WHITEHALL FDS | 921946794 | 61,481 | $4.2M | 1.43% |
| 24 | MICROSOFT CORP | MSFT | 9,903 | $4.2M | 1.41% |
| 25 | JOHNSON & JOHNSON | JNJ | 23,938 | $3.8M | 1.28% |
| 26 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 80,306 | $3.7M | 1.27% |
| 27 | VANGUARD BD INDEX FDS | 921937819 | 44,527 | $3.4M | 1.14% |
| 28 | ALPHABET INC | GOOG | 21,150 | $3.2M | 1.09% |
| 29 | FIDELITY MERRIMACK STR TR | 316188309 | 69,945 | $3.2M | 1.07% |
| 30 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 53,860 | $3.1M | 1.05% |
| 31 | AMAZON COM INC | AMZN | 16,750 | $3.0M | 1.02% |
| 32 | ISHARES TR | 464287556 | 21,746 | $3.0M | 1.01% |
| 33 | ISHARES TR | 464287549 | 27,166 | $2.3M | 0.79% |
| 34 | TESLA INC | TSLA | 12,544 | $2.2M | 0.75% |
| 35 | SELECT SECTOR SPDR TR | 81369Y605 | 43,810 | $1.8M | 0.62% |
| 36 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 30,598 | $1.7M | 0.56% |
| 37 | ISHARES TR | 464287200 | 2,717 | $1.4M | 0.48% |
| 38 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 26,313 | $1.3M | 0.45% |
| 39 | VANGUARD INDEX FDS | 922908363 | 2,260 | $1.1M | 0.37% |
| 40 | DISNEY WALT CO | 254687106 | 6,976 | $853,531 | 0.29% |
| 41 | MASTERCARD INCORPORATED | MA | 1,635 | $787,183 | 0.27% |
| 42 | CISCO SYS INC | CSCO | 14,358 | $716,600 | 0.24% |
| 43 | CHEVRON CORP NEW | CVX | 4,195 | $661,722 | 0.22% |
| 44 | SYNOPSYS INC | SNPS | 1,023 | $584,645 | 0.20% |
| 45 | ISHARES TR | 464287614 | 1,718 | $579,052 | 0.20% |
| 46 | WORKDAY INC | WDAY | 1,995 | $544,136 | 0.18% |
| 47 | SCHWAB STRATEGIC TR | 808524102 | 8,832 | $539,193 | 0.18% |
| 48 | PROCTER AND GAMBLE CO | 742718109 | 3,294 | $534,377 | 0.18% |
| 49 | QUALCOMM INC | QCOM | 3,130 | $529,872 | 0.18% |
| 50 | ORACLE CORP | ORCL-PD | 4,165 | $523,165 | 0.18% |
| 51 | PROSHARES TR | 74347X831 | 8,440 | $519,566 | 0.18% |
| 52 | PAYPAL HLDGS INC | PYPL | 7,754 | $519,440 | 0.18% |
| 53 | HOME DEPOT INC | HD | 1,339 | $513,800 | 0.17% |
| 54 | NETFLIX INC | NFLX | 834 | $506,513 | 0.17% |
| 55 | BROADCOM INC | AVGO | 377 | $499,812 | 0.17% |
| 56 | INTEL CORP | INTC | 11,283 | $498,350 | 0.17% |
| 57 | SALESFORCE INC | CRM | 1,629 | $490,740 | 0.17% |
| 58 | DUOLINGO INC | DUOL | 2,199 | $485,055 | 0.16% |
| 59 | NUTANIX INC | NTNX | 7,721 | $476,540 | 0.16% |
| 60 | HONEYWELL INTL INC | 438516106 | 2,309 | $473,923 | 0.16% |
| 61 | VANGUARD WHITEHALL FDS | 921946406 | 3,352 | $405,558 | 0.14% |
| 62 | VANGUARD INDEX FDS | 922908736 | 1,163 | $400,360 | 0.14% |
| 63 | AUTODESK INC | ADSK | 1,512 | $393,755 | 0.13% |
| 64 | SHOPIFY INC | SHOP | 4,960 | $382,763 | 0.13% |
| 65 | ARISTA NETWORKS INC | ANET | 1,303 | $377,844 | 0.13% |
| 66 | APPLIED MATLS INC | 038222105 | 1,794 | $370,028 | 0.13% |
| 67 | INTERNATIONAL BUSINESS MACHS | INTR | 1,936 | $369,781 | 0.13% |
| 68 | FAIR ISAAC CORP | FICO | 293 | $366,136 | 0.12% |
| 69 | TARGET CORP | TGT | 1,911 | $338,715 | 0.11% |
| 70 | VANGUARD TAX-MANAGED FDS | 921943858 | 6,746 | $338,460 | 0.11% |
| 71 | SCHWAB STRATEGIC TR | 808524201 | 5,451 | $338,274 | 0.11% |
| 72 | ISHARES TR | 464287804 | 3,050 | $337,086 | 0.11% |
| 73 | SPDR SER TR | 78464A763 | 2,514 | $329,937 | 0.11% |
| 74 | PALO ALTO NETWORKS INC | PANW | 1,077 | $306,042 | 0.10% |
| 75 | SNOWFLAKE INC | SNOW | 1,835 | $296,536 | 0.10% |
| 76 | ISHARES TR | 464287846 | 2,310 | $295,888 | 0.10% |
| 77 | ISHARES INC | 46434G103 | 5,528 | $285,245 | 0.10% |
| 78 | PINTEREST INC | PINS | 8,060 | $279,440 | 0.09% |
| 79 | UNITEDHEALTH GROUP INC | UNH | 532 | $263,217 | 0.09% |
| 80 | VANGUARD INTL EQUITY INDEX F | 922042858 | 5,921 | $247,335 | 0.08% |
| 81 | VANGUARD ADMIRAL FDS INC | 921932505 | 714 | $217,473 | 0.07% |
| 82 | ISHARES TR | 464287291 | 2,847 | $212,949 | 0.07% |
| 83 | MCDONALDS CORP | MCD | 736 | $207,455 | 0.07% |
| 84 | BANK AMERICA CORP | 060505104 | 5,450 | $206,680 | 0.07% |
| 85 | ALLOGENE THERAPEUTICS INC | ALLO | 15,632 | $69,875 | 0.02% |
| 86 | 23ANDME HOLDING CO | 90138Q108 | 12,500 | $6,650 | 0.00% |