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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 Q1 2025 · Filed April 30, 2025 · Accession 0001085146-25-002498

Total Value
$360.5M
Positions
95
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (95)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL136,310$30.3M8.40%
2SPDR S&P 500 ETF TRSPY49,209$27.5M7.63%
3VANGUARD INDEX FDS92290876995,026$26.1M7.24%
4INVESCO QQQ TRIVZ53,457$25.1M6.95%
5VANGUARD SPECIALIZED FUNDS92190884495,731$18.6M5.15%
6ISHARES TR464287507249,670$14.6M4.04%
7SPDR DOW JONES INDL AVERAGE78467X10934,473$14.5M4.01%
8VANGUARD STAR FDS921909768198,016$12.3M3.41%
9COSTCO WHSL CORP NEW22160K10511,344$10.7M2.98%
10VANGUARD INDEX FDS92290875147,213$10.5M2.90%
11BERKSHIRE HATHAWAY INC DELBRK-A19,107$10.2M2.82%
12JPMORGAN CHASE & CO.VYLD33,498$8.2M2.28%
13ALPHABET INCGOOG52,539$8.1M2.25%
14META PLATFORMS INCMETA14,053$8.1M2.25%
15CAPITAL GROUP GBL GROWTH EQT14020X104277,939$7.9M2.18%
16VISA INCV22,446$7.9M2.18%
17J P MORGAN EXCHANGE TRADED F46641Q670156,121$7.3M2.04%
18VANGUARD BD INDEX FDS92193781991,819$7.0M1.95%
19VANGUARD WHITEHALL FDS92194679492,063$6.8M1.88%
20ABBVIE INCABBV31,957$6.7M1.86%
21FIDELITY MERRIMACK STR TR316188309145,096$6.6M1.84%
22ISHARES TR464287234143,582$6.3M1.74%
23CITIGROUP INCC-PR80,817$5.7M1.59%
24NVIDIA CORPORATIONNVDA51,927$5.6M1.56%
25ALPHABET INCGOOG32,108$5.0M1.39%
26JOHNSON & JOHNSONJNJ25,892$4.3M1.19%
27TESLA INCTSLA14,618$3.8M1.05%
28MICROSOFT CORPMSFT10,080$3.8M1.05%
29ISHARES TR46428732538,910$3.5M0.98%
30VANGUARD WORLD FD92204A10810,737$3.5M0.97%
31AMAZON COM INCAMZN18,069$3.4M0.95%
32J P MORGAN EXCHANGE TRADED F46641Q33256,870$3.2M0.90%
33CAPITAL GROUP CORE BALANCED14021D10789,052$2.8M0.77%
34ISHARES TR46428754922,599$2.0M0.57%
35J P MORGAN EXCHANGE TRADED F46654Q20335,185$1.8M0.51%
36ISHARES TR4642872003,204$1.8M0.50%
37VANGUARD INDEX FDS9229083632,797$1.4M0.40%
38SELECT SECTOR SPDR TR81369Y60528,686$1.4M0.40%
39J P MORGAN EXCHANGE TRADED F46641Q83727,627$1.4M0.39%
40ISHARES TR46428755610,489$1.3M0.37%
41CISCO SYS INCCSCO15,104$932,0580.26%
42NETFLIX INCNFLX933$870,0500.24%
43MASTERCARD INCORPORATEDMA1,474$807,9590.22%
44PUBLIC SVC ENTERPRISE GRP IN7445731069,574$787,9650.22%
45FAIR ISAAC CORPFICO422$778,2360.22%
46PROSHARES TR74347X83113,420$768,9660.21%
47VANGUARD INDEX FDS9229087361,881$697,6600.19%
48CHEVRON CORP NEWCVX4,101$686,1090.19%
49BROADCOM INCAVGO4,027$674,2410.19%
50ORACLE CORPORCL-PD4,633$647,6990.18%
51ISHARES TR4642876141,616$583,5210.16%
52DISNEY WALT CO2546871065,780$570,4450.16%
53INTERNATIONAL BUSINESS MACHSINTR2,101$522,4350.14%
54PAYPAL HLDGS INCPYPL7,689$501,7070.14%
55SCHWAB STRATEGIC TR80852410223,202$499,5310.14%
56HONEYWELL INTL INC4385161062,318$490,8370.14%
57PROCTER AND GAMBLE CO7427181092,859$487,2310.14%
58SALESFORCE INCCRM1,760$472,3450.13%
59HOME DEPOT INCHD1,268$464,7830.13%
60SYNOPSYS INCSNPS1,035$443,8600.12%
61CROWDSTRIKE HLDGS INCCRWD1,197$422,0380.12%
62SPDR SER TR78464A7633,109$421,7740.12%
63ARISTA NETWORKS INCANET5,408$419,0120.12%
64QUALCOMM INCQCOM2,697$414,2330.11%
65WORKDAY INCWDAY1,773$414,0490.11%
66SHOPIFY INCSHOP4,335$413,9060.11%
67PALO ALTO NETWORKS INCPANW2,302$392,8130.11%
68AUTODESK INCADSK1,500$392,7000.11%
69INTEL CORPINTC16,193$367,7400.10%
70VANGUARD WHITEHALL FDS9219464062,848$367,2780.10%
71PALANTIR TECHNOLOGIES INCPLTR4,320$364,6080.10%
72CATERPILLAR INCCAT1,083$357,2360.10%
73ISHARES TR4642878043,060$319,9840.09%
74BANK AMERICA CORP0605051047,501$313,0100.09%
75ISHARES TR4642878462,199$299,2840.08%
76DUOLINGO INCDUOL950$295,0130.08%
77NUTANIX INCNTNX4,221$294,6680.08%
78VANGUARD TAX-MANAGED FDS9219438585,751$292,3370.08%
79CARVANA COCVNA1,391$290,8300.08%
80VANGUARD INTL EQUITY INDEX F9220428586,288$284,6170.08%
81UNITEDHEALTH GROUP INCUNH536$280,8410.08%
82ISHARES INC46434G1035,070$273,6520.08%
83ADVANCED MICRO DEVICES INCAMD2,619$269,0760.07%
84SCHWAB STRATEGIC TR80852420111,835$261,3270.07%
85APPLIED MATLS INC0382221051,790$259,7650.07%
86PINTEREST INCPINS8,060$249,8600.07%
87VANGUARD INDEX FDS9229087441,397$241,3470.07%
88VANGUARD ADMIRAL FDS INC921932505722$241,3310.07%
89ELI LILLY & COLLY277$228,9730.06%
90MCDONALDS CORPMCD730$227,8980.06%
91ISHARES TR4642872912,807$212,5670.06%
92VERINT SYS INC92343X10011,805$210,7190.06%
93VANGUARD INDEX FDS922908637811$208,3650.06%
94RIVIAN AUTOMOTIVE INCRIVN14,094$175,4700.05%
95NUVEEN S&P 500 BUY-WRITE INCNU12,172$159,6970.04%