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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Clarity Wealth Advisors, LLC

Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001085146-25-000530

Total Value
$366.8M
Positions
94
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (94)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL133,590$33.5M9.12%
2SPDR S&P 500 ETF TRSPY47,203$27.7M7.54%
3VANGUARD INDEX FDS92290876992,952$26.9M7.34%
4INVESCO QQQ TRIVZ52,551$26.9M7.32%
5VANGUARD SPECIALIZED FUNDS92190884493,044$18.2M4.97%
6ISHARES TR464287507245,072$15.3M4.16%
7SPDR DOW JONES INDL AVERAGE78467X10931,384$13.4M3.64%
8VANGUARD STAR FDS921909768193,462$11.4M3.11%
9VANGUARD INDEX FDS92290875146,630$11.2M3.05%
10COSTCO WHSL CORP NEW22160K10511,442$10.5M2.86%
11ALPHABET INCGOOG52,367$9.9M2.70%
12BERKSHIRE HATHAWAY INC DELBRK-A18,340$8.3M2.27%
13JPMORGAN CHASE & CO.VYLD33,211$8.0M2.17%
14META PLATFORMS INCMETA13,445$7.9M2.15%
15NVIDIA CORPORATIONNVDA58,593$7.9M2.15%
16CAPITAL GROUP GBL GROWTH EQT14020X104264,290$7.7M2.11%
17VISA INCV22,104$7.0M1.90%
18J P MORGAN EXCHANGE TRADED F46641Q670148,089$6.8M1.86%
19VANGUARD BD INDEX FDS92193781986,877$6.5M1.77%
20ALPHABET INCGOOG33,299$6.3M1.73%
21FIDELITY MERRIMACK STR TR316188309136,725$6.1M1.67%
22VANGUARD WHITEHALL FDS92194679487,097$5.9M1.61%
23ISHARES TR464287234138,755$5.8M1.58%
24CITIGROUP INCC-PR79,644$5.6M1.53%
25ABBVIE INCABBV31,525$5.6M1.53%
26TESLA INCTSLA12,468$5.0M1.37%
27VANGUARD WORLD FD92204A10812,717$4.8M1.30%
28MICROSOFT CORPMSFT10,022$4.2M1.15%
29ISHARES TR46428732543,469$3.7M1.02%
30AMAZON COM INCAMZN16,732$3.7M1.00%
31JOHNSON & JOHNSONJNJ25,037$3.6M0.99%
32J P MORGAN EXCHANGE TRADED F46641Q33255,688$3.2M0.87%
33ISHARES TR46428754923,389$2.4M0.65%
34CAPITAL GROUP CORE BALANCED14021D10767,031$2.1M0.57%
35J P MORGAN EXCHANGE TRADED F46654Q20334,036$1.9M0.52%
36ISHARES TR4642872003,173$1.9M0.51%
37ISHARES TR46428755612,520$1.7M0.45%
38SELECT SECTOR SPDR TR81369Y60531,964$1.5M0.42%
39J P MORGAN EXCHANGE TRADED F46641Q83727,619$1.4M0.38%
40VANGUARD INDEX FDS9229083632,485$1.3M0.37%
41BROADCOM INCAVGO4,037$935,9380.26%
42CISCO SYS INCCSCO14,235$842,7020.23%
43FAIR ISAAC CORPFICO422$840,1720.23%
44NETFLIX INCNFLX933$831,6020.23%
45MASTERCARD INCORPORATEDMA1,540$810,8900.22%
46PUBLIC SVC ENTERPRISE GRP IN7445731069,506$803,1740.22%
47ORACLE CORPORCL-PD4,659$776,4220.21%
48PROSHARES TR74347X8319,520$753,3180.21%
49ISHARES TR4642876141,690$678,6700.19%
50DISNEY WALT CO2546871065,998$667,8390.18%
51PAYPAL HLDGS INCPYPL7,499$640,0400.17%
52CHEVRON CORP NEWCVX4,044$585,7300.16%
53ARISTA NETWORKS INCANET5,208$575,6400.16%
54SALESFORCE INCCRM1,720$575,0870.16%
55PROCTER AND GAMBLE CO7427181093,396$569,3390.16%
56SHOPIFY INCSHOP5,335$567,2710.15%
57VANGUARD INDEX FDS9229087361,340$550,1530.15%
58SCHWAB STRATEGIC TR80852410223,199$526,6070.14%
59HONEYWELL INTL INC4385161062,318$523,6130.14%
60HOME DEPOT INCHD1,296$504,2090.14%
61SYNOPSYS INCSNPS1,024$497,0090.14%
62WORKDAY INCWDAY1,791$462,1320.13%
63AUTODESK INCADSK1,500$443,3550.12%
64PALO ALTO NETWORKS INCPANW2,340$425,7860.12%
65INTERNATIONAL BUSINESS MACHSINTR1,901$417,8970.11%
66SPDR SER TR78464A7633,155$416,7330.11%
67QUALCOMM INCQCOM2,676$411,0830.11%
68PALANTIR TECHNOLOGIES INCPLTR5,020$379,6630.10%
69VANGUARD WHITEHALL FDS9219464062,888$368,4800.10%
70ISHARES TR4642878043,060$352,5730.10%
71DUOLINGO INCDUOL1,000$324,2300.09%
72VERINT SYS INC92343X10011,805$324,0470.09%
73CROWDSTRIKE HLDGS INCCRWD946$323,6830.09%
74ISHARES TR4642878462,199$314,6550.09%
75INTEL CORPINTC15,317$307,1030.08%
76VANGUARD INTL EQUITY INDEX F9220428586,621$291,6030.08%
77APPLIED MATLS INC0382221051,790$291,1080.08%
78CARVANA COCVNA1,391$282,8740.08%
79UNITEDHEALTH GROUP INCUNH556$281,2790.08%
80SCHWAB STRATEGIC TR80852420112,087$280,1870.08%
81VANGUARD TAX-MANAGED FDS9219438585,751$275,0260.07%
82ISHARES INC46434G1035,103$266,5020.07%
83VANGUARD ADMIRAL FDS INC921932505721$263,9820.07%
84NUTANIX INCNTNX4,221$258,2410.07%
85VANGUARD INDEX FDS9229087441,504$254,6460.07%
86BANK AMERICA CORP0605051045,537$243,3410.07%
87ADVANCED MICRO DEVICES INCAMD2,009$242,6670.07%
88ELI LILLY & COLLY312$241,0470.07%
89ISHARES TR4642872912,807$237,8540.06%
90TARGET CORPTGT1,743$235,6760.06%
91PINTEREST INCPINS8,060$233,7400.06%
92VANGUARD INDEX FDS922908637811$218,6360.06%
93MCDONALDS CORPMCD728$210,9170.06%
94NUVEEN S&P 500 BUY-WRITE INCNU13,300$186,0670.05%