Q3 2024 · 13F-HR
Clarity Wealth Advisors, LLCholdings as filed
Filed 2024-10-18 · accession 0001085146-24-005016
$344.1M
Reported value
94
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $30.7M | 8.93% | 131,793 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $26.2M | 7.61% | 45,655 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $25.8M | 7.49% | 90,962 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $25.2M | 7.32% | 51,601 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $17.4M | 5.06% | 87,945 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $14.5M | 4.22% | 233,054 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $12.2M | 3.55% | 188,436 | Common | NONE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $11.9M | 3.46% | 28,106 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $10.6M | 3.07% | 44,529 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $10.0M | 2.92% | 11,327 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $8.6M | 2.49% | 51,640 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.3M | 2.41% | 17,983 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $7.3M | 2.12% | 12,713 | Common | NONE |
| 14020X104 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $7.0M | 2.03% | 232,100 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $6.9M | 2.02% | 57,145 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $6.9M | 2.00% | 32,633 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $6.0M | 1.75% | 131,556 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $6.0M | 1.75% | 30,406 | Common | NONE |
| 46641Q670 | JCPB | J P MORGAN EXCHANGE TRADED F | $5.9M | 1.73% | 123,180 | Common | NONE |
| 92826C839 | V | VISA INC | $5.9M | 1.72% | 21,553 | Common | NONE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $5.8M | 1.69% | 79,263 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $5.7M | 1.66% | 34,121 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $5.5M | 1.60% | 70,349 | Common | NONE |
| 316188309 | FBND | FIDELITY MERRIMACK STR TR | $5.3M | 1.53% | 112,819 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $4.9M | 1.42% | 14,341 | Common | NONE |
| 172967424 | C | CITIGROUP INC | $4.7M | 1.38% | 75,632 | Common | NONE |
| 464287325 | IXJ | ISHARES TR | $4.7M | 1.35% | 47,384 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $4.3M | 1.26% | 10,053 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $4.1M | 1.20% | 25,467 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.3M | 0.96% | 55,287 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $3.3M | 0.96% | 12,568 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $3.1M | 0.91% | 16,821 | Common | NONE |
| 464287549 | IGM | ISHARES TR | $2.3M | 0.68% | 24,340 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $2.0M | 0.59% | 13,829 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.53% | 33,264 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.7M | 0.50% | 2,978 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $1.6M | 0.47% | 36,008 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.40% | 27,307 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.3M | 0.38% | 2,461 | Common | NONE |
| 14021D107 | CGBL | CAPITAL GROUP CORE BALANCED | $1.2M | 0.36% | 39,545 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $776,672 | 0.23% | 1,573 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $764,215 | 0.22% | 4,485 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $757,578 | 0.22% | 14,235 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $704,490 | 0.20% | 4,084 | Common | NONE |
| 74347X831 | TQQQ | PROSHARES TR | $664,008 | 0.19% | 9,160 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $634,392 | 0.18% | 1,690 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $626,285 | 0.18% | 883 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $596,851 | 0.17% | 7,649 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $595,370 | 0.17% | 4,043 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $592,786 | 0.17% | 6,163 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $589,053 | 0.17% | 3,401 | Common | NONE |
| 303250104 | FICO | FAIR ISAAC CORP | $569,451 | 0.17% | 293 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $560,878 | 0.16% | 1,384 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $535,358 | 0.16% | 8,048 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $517,531 | 0.15% | 1,022 | Common | NONE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $499,734 | 0.15% | 1,302 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $485,436 | 0.14% | 1,264 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $479,154 | 0.14% | 2,318 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $476,751 | 0.14% | 20,322 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $475,740 | 0.14% | 1,738 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $458,332 | 0.13% | 2,695 | Common | NONE |
| 98138H101 | WDAY | WORKDAY INC | $443,604 | 0.13% | 1,815 | Common | NONE |
| 26603R106 | DUOL | DUOLINGO INC | $431,491 | 0.13% | 1,530 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $427,547 | 0.12% | 5,335 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $420,273 | 0.12% | 1,901 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $413,220 | 0.12% | 1,500 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $400,248 | 0.12% | 1,171 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $380,120 | 0.11% | 3,250 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $370,883 | 0.11% | 2,893 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $361,670 | 0.11% | 1,790 | Common | NONE |
| 78464A763 | SDY | SPDR SER TR | $357,089 | 0.10% | 2,514 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $354,686 | 0.10% | 6,716 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $348,673 | 0.10% | 5,139 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $343,419 | 0.10% | 2,093 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $339,621 | 0.10% | 581 | Common | NONE |
| 464287846 | IYY | ISHARES TR | $322,453 | 0.09% | 2,310 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $321,807 | 0.09% | 363 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $316,125 | 0.09% | 5,506 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $307,984 | 0.09% | 6,436 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $303,230 | 0.09% | 2,640 | Common | NONE |
| 92343X100 | VTY | VERINT SYS INC | $299,021 | 0.09% | 11,805 | Common | NONE |
| 87612E106 | TGT | TARGET CORP | $298,382 | 0.09% | 1,914 | Common | NONE |
| 67059N108 | NTNX | NUTANIX INC | $279,719 | 0.08% | 4,721 | Common | NONE |
| 72352L106 | PINS | PINTEREST INC | $277,896 | 0.08% | 8,585 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $265,605 | 0.08% | 947 | Common | NONE |
| 921932505 | VOOG | VANGUARD ADMIRAL FDS INC | $246,537 | 0.07% | 714 | Common | NONE |
| 146869102 | CVNA | CARVANA CO | $242,187 | 0.07% | 1,391 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $236,552 | 0.07% | 1,355 | Common | NONE |
| 464287291 | IXN | ISHARES TR | $234,925 | 0.07% | 2,847 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $226,122 | 0.07% | 743 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $219,424 | 0.06% | 5,530 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $213,439 | 0.06% | 811 | Common | NONE |
| 6706ER101 | XBXMX | NUVEEN S&P 500 BUY-WRITE INC | $182,476 | 0.05% | 13,300 | Common | NONE |
| 90138Q108 | — | 23ANDME HOLDING CO | $4,344 | 0.00% | 12,500 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.