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 |
PROSHARES TR (TQQQ) | 8,440 | -3,770 | $520 |
TQQQ | 8,440 | -3,770 | $520 |
PAYPAL HLDGS INC | 7,754 | -575 | $519 |
PYPL | 7,754 | +425 | $519 |
HOME DEPOT INC | 1,339 | +185 | $514 |
HD | 1,339 | +185 | $514 |
NETFLIX INC | 834 | -26 | $507 |
NFLX | 834 | -26 | $507 |
BROADCOM INC | 377 | +22 | $500 |
AVGO | 377 | +22 | $500 |
INTEL CORP | 11,283 | +14 | $498 |
INTC | 11,283 | +14 | $498 |
SALESFORCE INC | 1,629 | +88 | $491 |
CRM | 1,629 | +88 | $491 |
DUOLINGO INC | 2,199 | UNCH | $485 |
DUOL | 2,199 | UNCH | $485 |
NUTANIX INC | 7,721 | UNCH | $477 |
NTNX | 7,721 | UNCH | $477 |
HONEYWELL INTL INC | 2,309 | +1 | $474 |
HON | 2,309 | +1 | $474 |
VANGUARD WHITEHALL FDS (VYM) | 3,352 | -148 | $406 |
VYM | 3,352 | -148 | $406 |
VANGUARD INDEX FDS (VUG) | 1,163 | UNCH | $400 |
VUG | 1,163 | UNCH | $400 |
AUTODESK INC | 1,512 | UNCH | $394 |
ADSK | 1,512 | UNCH | $394 |
SHOPIFY INC | 4,960 | -15 | $383 |
SHOP | 4,960 | -15 | $383 |
ARISTA NETWORKS INC | 1,303 | -9 | $378 |
ANET | 1,303 | -9 | $378 |
APPLIED MATLS INC | 1,794 | -996 | $370 |
AMAT | 1,794 | -996 | $370 |
INTERNATIONAL BUSINESS MACHS | 1,936 | +104 | $370 |
IBM | 1,936 | +104 | $370 |
FAIR ISAAC CORP | 293 | +293 | $366 |
FICO | 293 | +293 | $366 |
TARGET CORP | 1,911 | -198 | $339 |
TGT | 1,911 | -198 | $339 |
SCHWAB STRATEGIC TR | 5,451 | -316 | $338 |
SCHX | 5,451 | -316 | $338 |
VANGUARD TAX MANAGED FDS (VEA) | 6,746 | -84 | $338 |
VEA | 6,746 | -84 | $338 |
ISHARES TR (IJR) | 3,050 | +125 | $337 |
IJR | 3,050 | +125 | $337 |
SPDR SER TR (SDY) | 2,514 | +75 | $330 |
SDY | 2,514 | +75 | $330 |
PALO ALTO NETWORKS INC | 1,077 | +1,077 | $306 |
PANW | 1,077 | +1,077 | $306 |
SNOWFLAKE INC | 1,835 | UNCH | $297 |
SNOW | 1,835 | UNCH | $297 |
ISHARES TR (IYY) | 2,310 | UNCH | $296 |
IYY | 2,310 | UNCH | $296 |
ISHARES INC (IEMG) | 5,528 | -21 | $285 |
IEMG | 5,528 | -21 | $285 |
PINTEREST INC | 8,060 | UNCH | $279 |
PINS | 8,060 | UNCH | $279 |
UNITEDHEALTH GROUP INC | 532 | +4 | $263 |
UNH | 532 | +4 | $263 |
VANGUARD INTL EQUITY INDEX F (VWO) | 5,921 | +172 | $247 |
VWO | 5,921 | +172 | $247 |
VANGUARD ADMIRAL FDS INC (VOOG) | 714 | +714 | $217 |
VOOG | 714 | +714 | $217 |
ISHARES TR (IXN) | 2,847 | +2,847 | $213 |
IXN | 2,847 | +2,847 | $213 |
BANK AMERICA CORP | 5,450 | +5,450 | $207 |
BAC | 5,450 | +5,450 | $207 |
MCDONALDS CORP | 736 | -10 | $207 |
MCD | 736 | -10 | $207 |
ALLOGENE THERAPEUTICS INC | 15,632 | UNCH | $70 |
ALLO | 15,632 | UNCH | $70 |
23ANDME HOLDING CO | 12,500 | +12,500 | $7 |
ME | 12,500 | +12,500 | $7 |
BOEING CO | $0 (exited) | ||
BA | 0 | -863 | $0 |
3M CO | $0 (exited) | ||
MMM | 0 | -4,797 | $0 |
ROKU INC | 0 | -2,465 | $0 (exited) |
ROKU | 0 | -2,465 | $0 |
See Summary: Clarity Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Clarity Wealth Advisors LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
FICO | +293 | +$366 |
PANW | +1,077 | +$306 |
VOOG | +714 | +$217 |
IXN | +2,847 | +$213 |
BAC | +5,450 | +$207 |
ME | +12,500 | +$7 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
MMM | -4,797 | -$524 |
ROKU | -2,465 | -$226 |
BA | -863 | -$225 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IJH | +179,727 | +$1,538 |
CGGO | +38,804 | +$1,488 |
JCPB | +22,747 | +$1,036 |
IGM | +22,614 | +$301 |
FBND | +18,208 | +$787 |
BIV | +12,286 | +$894 |
VYMI | +10,033 | +$809 |
EEM | +8,797 | +$455 |
VXUS | +5,251 | +$739 |
JEPI | +4,576 | +$406 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
TQQQ | -3,770 | -$99 |
XLF | -3,474 | +$67 |
IXJ | -2,492 | +$166 |
MSFT | -2,182 | +$561 |
IBB | -1,991 | -$241 |
VCR | -1,024 | -$60 |
AMAT | -996 | -$82 |
SCHB | -603 | +$14 |
PYPL | -575 | +$69 |
Size ($ 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 |