Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR S&P 500 ETF TR (SPY) | 45,230 | +1,188 | $23,659 |
SPY | 45,230 | +1,188 | $23,659 |
VANGUARD INDEX FDS (VTI) | 90,842 | +2,033 | $23,610 |
VTI | 90,842 | +2,033 | $23,610 |
INVESCO QQQ TR | 51,671 | +902 | $22,943 |
QQQ | 51,671 | +902 | $22,943 |
APPLE INC | 126,294 | +616 | $21,657 |
AAPL | 126,294 | +616 | $21,657 |
VANGUARD SPECIALIZED FUNDS (VIG) | 83,166 | +1,605 | $15,187 |
VIG | 83,166 | +1,605 | $15,187 |
ISHARES TR (IJH) | 223,065 | +179,727 | $13,549 |
IJH | 223,065 | +179,727 | $13,549 |
VANGUARD STAR FDS (VXUS) | 185,502 | +5,251 | $11,186 |
VXUS | 185,502 | +5,251 | $11,186 |
VANGUARD INDEX FDS (VB) | 43,273 | +1,074 | $9,892 |
VB | 43,273 | +1,074 | $9,892 |
SPDR DOW JONES INDL AVERAGE (DIA) | 23,333 | +3,396 | $9,281 |
DIA | 23,333 | +3,396 | $9,281 |
COSTCO WHSL CORP NEW | 11,816 | +307 | $8,657 |
COST | 11,816 | +307 | $8,657 |
ALPHABET INC | 53,172 | +1,161 | $8,025 |
GOOGL | 53,172 | +1,161 | $8,025 |
BERKSHIRE HATHAWAY INC DEL | $7,533 | ||
BRK.B | 17,913 | +71 | $7,533 |
JPMORGAN CHASE & CO | 33,090 | +342 | $6,628 |
JPM | 33,090 | +342 | $6,628 |
VANGUARD WORLD FD (VCR) | 19,087 | -1,024 | $6,065 |
VCR | 19,087 | -1,024 | $6,065 |
VISA INC | 21,633 | +549 | $6,037 |
V | 21,633 | +549 | $6,037 |
META PLATFORMS INC | 11,542 | -147 | $5,605 |
META | 11,542 | -147 | $5,605 |
ISHARES TR (IXJ) | 59,329 | -2,492 | $5,527 |
IXJ | 59,329 | -2,492 | $5,527 |
ABBVIE INC | 30,166 | +355 | $5,493 |
ABBV | 30,166 | +355 | $5,493 |
NVIDIA CORPORATION | 5,668 | +37 | $5,121 |
NVDA | 5,668 | +37 | $5,121 |
ISHARES TR (EEM) | 115,841 | +8,797 | $4,759 |
EEM | 115,841 | +8,797 | $4,759 |
CAPITAL GROUP GBL GROWTH EQT | 159,737 | +38,804 | $4,600 |
CGGO | 159,737 | +38,804 | $4,600 |
CITIGROUP INC | 72,008 | +3,040 | $4,554 |
C | 72,008 | +3,040 | $4,554 |
VANGUARD WHITEHALL FDS (VYMI) | 61,481 | +10,033 | $4,230 |
VYMI | 61,481 | +10,033 | $4,230 |
MICROSOFT CORP | 9,903 | -2,182 | $4,166 |
MSFT | 9,903 | +318 | $4,166 |
JOHNSON & JOHNSON | 23,938 | +969 | $3,787 |
JNJ | 23,938 | +969 | $3,787 |
J P MORGAN EXCHANGE TRADED F (JCPB) | 80,306 | +22,747 | $3,746 |
JCPB | 80,306 | +22,747 | $3,746 |
VANGUARD BD INDEX FDS (BIV) | 44,527 | +12,286 | $3,357 |
BIV | 44,527 | +12,286 | $3,357 |
ALPHABET INC | 21,150 | +165 | $3,220 |
GOOG | 21,150 | +165 | $3,220 |
FIDELITY MERRIMACK STR TR | 69,945 | +18,208 | $3,169 |
FBND | 69,945 | +18,208 | $3,169 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 53,860 | +4,576 | $3,116 |
JEPI | 53,860 | +4,576 | $3,116 |
AMAZON COM INC | 16,750 | +1,131 | $3,021 |
AMZN | 16,750 | +1,131 | $3,021 |
ISHARES TR (IBB) | 21,746 | -1,991 | $2,984 |
IBB | 21,746 | -1,991 | $2,984 |
ISHARES TR (IGM) | 27,166 | +22,614 | $2,341 |
IGM | 27,166 | +22,614 | $2,341 |
TESLA INC | 12,544 | +1,673 | $2,205 |
TSLA | 12,544 | +1,673 | $2,205 |
SELECT SECTOR SPDR TR (XLF) | 43,810 | -3,474 | $1,845 |
XLF | 43,810 | -3,474 | $1,845 |
J P MORGAN EXCHANGE TRADED F (JEPQ) | 30,598 | +3,359 | $1,660 |
JEPQ | 30,598 | +3,359 | $1,660 |
ISHARES TR (IVV) | 2,717 | -2 | $1,428 |
IVV | 2,717 | -2 | $1,428 |
J P MORGAN EXCHANGE TRADED F (JPST) | 26,313 | +1,500 | $1,327 |
JPST | 26,313 | +1,500 | $1,327 |
VANGUARD INDEX FDS (VOO) | 2,260 | +14 | $1,087 |
VOO | 2,260 | +14 | $1,087 |
DISNEY WALT CO | 6,976 | -321 | $854 |
DIS | 6,976 | -321 | $854 |
MASTERCARD INCORPORATED | 1,635 | -2 | $787 |
MA | 1,635 | -2 | $787 |
CISCO SYS INC | 14,358 | +689 | $717 |
CSCO | 14,358 | +689 | $717 |
CHEVRON CORP NEW | 4,195 | +119 | $662 |
CVX | 4,195 | +119 | $662 |
SYNOPSYS INC | 1,023 | +1 | $585 |
SNPS | 1,023 | +1 | $585 |
ISHARES TR (IWF) | 1,718 | UNCH | $579 |
IWF | 1,718 | UNCH | $579 |
WORKDAY INC | 1,995 | +102 | $544 |
WDAY | 1,995 | +102 | $544 |
SCHWAB STRATEGIC TR | 8,832 | -603 | $539 |
SCHB | 8,832 | -603 | $539 |
PROCTER AND GAMBLE CO | 3,294 | +156 | $534 |
PG | 3,294 | +156 | $534 |
QUALCOMM INC | 3,130 | +1,593 | $530 |
QCOM | 3,130 | +1,593 | $530 |
ORACLE CORP | 4,165 | +130 | $523 |
ORCL | 4,165 | +130 | $523 |
See Full List: All Stocks Held By Clarity Wealth Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Clarity Wealth Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $295,739 At 12/31/2023: $264,576 Clarity Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clarity Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |