The Analysis of Clarity Wealth Advisors, LLC's Holdings
Currently, Clarity Wealth Advisors, LLC holds 110 types of securities in its portfolio with a total value $490.1M. In the most recent quarter, they have increased their positions in AMGN (+11.9K shares, valued at $3.9M), CGBL (+58.0K shares, valued at $2.0M), BIV (+21.0K shares, valued at $1.6M); decreased their positions in VCR (-1.0K shares, valued at $410.9K), PLTR (-2.3K shares, valued at $410.4K), IXJ (-3.2K shares, valued at $314.8K); initiated new positions in AMGN (+11.9K shares, valued at $3.9M), DLN (+4.0K shares, valued at $355.8K), SCHM (+11.3K shares, valued at $341.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC136.8K shares1.01%2025-12-312026-01-23
SPY SPDR S&P 500 ETF TR51.5K shares0.50%2025-12-312026-01-23 VTI VANGUARD INDEX FDS99.9K shares1.11%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS101.8K shares1.65%2025-12-312026-01-23 DIA SPDR DOW JONES INDL AVERAGE41.1K shares4.93%2025-12-312026-01-23 IJH ISHARES TR271.3K shares3.92%2025-12-312026-01-23 VXUS VANGUARD STAR FDS237.1K shares6.01%2025-12-312026-01-23 ALPHABET INC ALPHABET INC54.7K shares-1.51%2025-12-312026-01-23 VB VANGUARD INDEX FDS51.4K shares4.31%2025-12-312026-01-23 VYMI VANGUARD WHITEHALL FDS143.4K shares12.26%2025-12-312026-01-23 META META PLATFORMS INC18.1K shares6.48%2025-12-312026-01-23 CGGO CAPITAL GROUP GBL GROWTH EQT318.0K shares5.55%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.33.5K shares-0.35%2025-12-312026-01-23 JCPB J P MORGAN EXCHANGE TRADED F224.0K shares17.12%2025-12-312026-01-23 BIV VANGUARD BD INDEX FDS135.0K shares18.43%2025-12-312026-01-23 EEM ISHARES TR190.7K shares9.12%2025-12-312026-01-23 COST COSTCO WHSL CORP NEW11.7K shares5.47%2025-12-312026-01-23 FBND FIDELITY MERRIMACK STR TR213.9K shares19.49%2025-12-312026-01-23 NVDA NVIDIA CORPORATION52.5K shares0.19%2025-12-312026-01-23 CITIGROUP INC CITIGROUP INC81.1K shares-0.12%2025-12-312026-01-23 ALPHABET INC ALPHABET INC28.1K shares0.56%2025-12-312026-01-23 V VISA INC23.4K shares2.31%2025-12-312026-01-23 TSLA TESLA INC17.3K shares-0.16%2025-12-312026-01-23 ABBV ABBVIE INC33.5K shares2.07%2025-12-312026-01-23 CGBL CAPITAL GROUP CORE BALANCED206.7K shares39.01%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON29.7K shares5.56%2025-12-312026-01-23 MSFT MICROSOFT CORP10.6K shares6.83%2025-12-312026-01-23 AMZN AMAZON COM INC17.5K shares-4.09%2025-12-312026-01-23 AMGN AMGEN INC11.9K sharesnew addition2025-12-312026-01-23 JEPI J P MORGAN EXCHANGE TRADED F66.0K shares-0.17%2025-12-312026-01-23 VCR VANGUARD WORLD FD7.3K shares-12.51%2025-12-312026-01-23 IXJ ISHARES TR27.4K shares-10.53%2025-12-312026-01-23 IVV ISHARES TR3.8K shares18.55%2025-12-312026-01-23 JEPQ J P MORGAN EXCHANGE TRADED F42.5K shares1.70%2025-12-312026-01-23 IGM ISHARES TR18.4K shares-8.57%2025-12-312026-01-23 TQQQ PROSHARES TR33.8K shares112.56%2025-12-312026-01-23 BROADCOM INC BROADCOM INC4.0K shares-1.78%2025-12-312026-01-23 JPST J P MORGAN EXCHANGE TRADED F26.6K shares-3.80%2025-12-312026-01-23 SCHX SCHWAB STRATEGIC TR44.6K shares288.67%2025-12-312026-01-23 CSCO CISCO SYS INC15.0K shares-0.25%2025-12-312026-01-23 XLF SELECT SECTOR SPDR TR20.8K shares-12.67%2025-12-312026-01-23 SNPS SYNOPSYS INC2.1K shares0.00%2025-12-312026-01-23 NFLX NETFLIX INC10.3K shares949.59%2025-12-312026-01-23 IBB ISHARES TR5.2K shares-11.20%2025-12-312026-01-23 ORCL ORACLE CORP4.4K shares-0.21%2025-12-312026-01-23 VUG VANGUARD INDEX FDS1.6K shares-4.38%2025-12-312026-01-23 PLTR PALANTIR TECHNOLOGIES INC4.5K shares-34.07%2025-12-312026-01-23 MA MASTERCARD INCORPORATED1.4K shares-0.50%2025-12-312026-01-23 PEG PUBLIC SVC ENTERPRISE GRP IN9.8K shares0.78%2025-12-312026-01-23 IWF ISHARES TR1.6K shares0.00%2025-12-312026-01-23 INTC INTEL CORP19.8K shares5.31%2025-12-312026-01-23 FICO FAIR ISAAC CORP422 shares0.00%2025-12-312026-01-23 CDNS CADENCE DESIGN SYSTEM INC2.2K shares0.00%2025-12-312026-01-23 DIS DISNEY WALT CO5.6K shares-1.74%2025-12-312026-01-23 CVX CHEVRON CORP NEW4.1K shares-0.78%2025-12-312026-01-23 AMD ADVANCED MICRO DEVICES INC2.9K shares9.80%2025-12-312026-01-23 CAT CATERPILLAR INC1.1K shares0.00%2025-12-312026-01-23 CVNA CARVANA CO1.3K shares0.00%2025-12-312026-01-23 CRWD CROWDSTRIKE HLDGS INC1.2K shares0.00%2025-12-312026-01-23 SHOP SHOPIFY INC3.5K shares0.00%2025-12-312026-01-23 SCHB SCHWAB STRATEGIC TR19.4K shares-10.68%2025-12-312026-01-23 CRM SALESFORCE INC1.8K shares-3.83%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS1.6K shares-7.60%2025-12-312026-01-23 IJR ISHARES TR3.9K shares26.26%2025-12-312026-01-23 AMAT APPLIED MATLS INC1.8K shares0.00%2025-12-312026-01-23 ADSK AUTODESK INC1.5K shares0.00%2025-12-312026-01-23 HD HOME DEPOT INC1.3K shares14.67%2025-12-312026-01-23 QCOM QUALCOMM INC2.6K shares-2.81%2025-12-312026-01-23 SDY SPDR SERIES TRUST3.1K shares0.16%2025-12-312026-01-23 HON HONEYWELL INTL INC2.2K shares-2.01%2025-12-312026-01-23 PANW PALO ALTO NETWORKS INC2.3K shares-0.97%2025-12-312026-01-23 VYM VANGUARD WHITEHALL FDS2.8K shares0.00%2025-12-312026-01-23 VWO VANGUARD INTL EQUITY INDEX F7.4K shares13.58%2025-12-312026-01-23 IEMG ISHARES INC5.3K shares0.00%2025-12-312026-01-23 DLN WISDOMTREE TR4.0K sharesnew addition2025-12-312026-01-23 IYY ISHARES TR2.1K shares0.00%2025-12-312026-01-23 BAC BANK AMERICA CORP6.4K shares-4.26%2025-12-312026-01-23 SCHM SCHWAB STRATEGIC TR11.3K sharesnew addition2025-12-312026-01-23 LLY ELI LILLY & CO312 shares1.96%2025-12-312026-01-23 WDAY WORKDAY INC1.5K shares-5.92%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO2.2K shares-4.90%2025-12-312026-01-23 AXP AMERICAN EXPRESS CO805 sharesnew addition2025-12-312026-01-23 RIVN RIVIAN AUTOMOTIVE INC15.1K shares0.67%2025-12-312026-01-23 PYPL PAYPAL HLDGS INC5.1K shares-32.34%2025-12-312026-01-23 IXN ISHARES TR2.7K shares-2.07%2025-12-312026-01-23 VOOG VANGUARD ADMIRAL FDS INC632 shares-5.11%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS4.4K shares3.06%2025-12-312026-01-23 MCD MCDONALDS CORP883 shares13.94%2025-12-312026-01-23 SCHF SCHWAB STRATEGIC TR10.6K shares-7.35%2025-12-312026-01-23 ITOT ISHARES TR1.6K sharesnew addition2025-12-312026-01-23 SNOW SNOWFLAKE INC1.1K shares0.00%2025-12-312026-01-23 GE AEROSPACE GE AEROSPACE752 sharesnew addition2025-12-312026-01-23 WMT WALMART INC2.0K sharesnew addition2025-12-312026-01-23 SCHG SCHWAB STRATEGIC TR6.9K sharesnew addition2025-12-312026-01-23 NTNX NUTANIX INC4.2K shares0.00%2025-12-312026-01-23 VTV VANGUARD INDEX FDS1.1K shares-3.81%2025-12-312026-01-23 IWD ISHARES TR1.0K shares0.00%2025-12-312026-01-23 CRWV COREWEAVE INC3.0K sharesnew addition2025-12-312026-01-23 SCHA SCHWAB STRATEGIC TR7.4K sharesnew addition2025-12-312026-01-23 PINS PINTEREST INC8.1K shares0.00%2025-12-312026-01-23 VV VANGUARD INDEX FDS650 shares-3.42%2025-12-312026-01-23 FI FISERV INC3.0K sharesnew addition2025-12-312026-01-23 W WAYFAIR INC2.0K sharesnew addition2025-12-312026-01-23 BBAI BIGBEAR AI HLDGS INC12.0K sharesnew addition2025-12-312026-01-23 NIO NIO INC11.5K shares0.00%2025-12-312026-01-23 Call Option Holdings
Put Option Holdings
No put option holdings data available