Q4 2024 · 13F-HR
Clarity Wealth Advisors, LLCholdings as filed
Filed 2025-01-28 · accession 0001085146-25-000530
$366.8M
Reported value
94
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $33.5M | 9.12% | 133,590 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $27.7M | 7.54% | 47,203 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $26.9M | 7.34% | 92,952 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $26.9M | 7.32% | 52,551 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $18.2M | 4.97% | 93,044 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $15.3M | 4.16% | 245,072 | Common | NONE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $13.4M | 3.64% | 31,384 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $11.4M | 3.11% | 193,462 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $11.2M | 3.05% | 46,630 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $10.5M | 2.86% | 11,442 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $9.9M | 2.70% | 52,367 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.3M | 2.27% | 18,340 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $8.0M | 2.17% | 33,211 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $7.9M | 2.15% | 13,445 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $7.9M | 2.15% | 58,593 | Common | NONE |
| 14020X104 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $7.7M | 2.11% | 264,290 | Common | NONE |
| 92826C839 | V | VISA INC | $7.0M | 1.90% | 22,104 | Common | NONE |
| 46641Q670 | JCPB | J P MORGAN EXCHANGE TRADED F | $6.8M | 1.86% | 148,089 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $6.5M | 1.77% | 86,877 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $6.3M | 1.73% | 33,299 | Common | NONE |
| 316188309 | FBND | FIDELITY MERRIMACK STR TR | $6.1M | 1.67% | 136,725 | Common | NONE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $5.9M | 1.61% | 87,097 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $5.8M | 1.58% | 138,755 | Common | NONE |
| 172967424 | C | CITIGROUP INC | $5.6M | 1.53% | 79,644 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $5.6M | 1.53% | 31,525 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $5.0M | 1.37% | 12,468 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $4.8M | 1.30% | 12,717 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $4.2M | 1.15% | 10,022 | Common | NONE |
| 464287325 | IXJ | ISHARES TR | $3.7M | 1.02% | 43,469 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $3.7M | 1.00% | 16,732 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $3.6M | 0.99% | 25,037 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.2M | 0.87% | 55,688 | Common | NONE |
| 464287549 | IGM | ISHARES TR | $2.4M | 0.65% | 23,389 | Common | NONE |
| 14021D107 | CGBL | CAPITAL GROUP CORE BALANCED | $2.1M | 0.57% | 67,031 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.9M | 0.52% | 34,036 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.9M | 0.51% | 3,173 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $1.7M | 0.45% | 12,520 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $1.5M | 0.42% | 31,964 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.38% | 27,619 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.3M | 0.37% | 2,485 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $935,938 | 0.26% | 4,037 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $842,702 | 0.23% | 14,235 | Common | NONE |
| 303250104 | FICO | FAIR ISAAC CORP | $840,172 | 0.23% | 422 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $831,602 | 0.23% | 933 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $810,890 | 0.22% | 1,540 | Common | NONE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $803,174 | 0.22% | 9,506 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $776,422 | 0.21% | 4,659 | Common | NONE |
| 74347X831 | TQQQ | PROSHARES TR | $753,318 | 0.21% | 9,520 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $678,670 | 0.19% | 1,690 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $667,839 | 0.18% | 5,998 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $640,040 | 0.17% | 7,499 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $585,730 | 0.16% | 4,044 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $575,640 | 0.16% | 5,208 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $575,087 | 0.16% | 1,720 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $569,339 | 0.16% | 3,396 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $567,271 | 0.15% | 5,335 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $550,153 | 0.15% | 1,340 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $526,607 | 0.14% | 23,199 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $523,613 | 0.14% | 2,318 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $504,209 | 0.14% | 1,296 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $497,009 | 0.14% | 1,024 | Common | NONE |
| 98138H101 | WDAY | WORKDAY INC | $462,132 | 0.13% | 1,791 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $443,355 | 0.12% | 1,500 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $425,786 | 0.12% | 2,340 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $417,897 | 0.11% | 1,901 | Common | NONE |
| 78464A763 | SDY | SPDR SER TR | $416,733 | 0.11% | 3,155 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $411,083 | 0.11% | 2,676 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $379,663 | 0.10% | 5,020 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $368,480 | 0.10% | 2,888 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $352,573 | 0.10% | 3,060 | Common | NONE |
| 26603R106 | DUOL | DUOLINGO INC | $324,230 | 0.09% | 1,000 | Common | NONE |
| 92343X100 | VTY | VERINT SYS INC | $324,047 | 0.09% | 11,805 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $323,683 | 0.09% | 946 | Common | NONE |
| 464287846 | IYY | ISHARES TR | $314,655 | 0.09% | 2,199 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $307,103 | 0.08% | 15,317 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $291,603 | 0.08% | 6,621 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $291,108 | 0.08% | 1,790 | Common | NONE |
| 146869102 | CVNA | CARVANA CO | $282,874 | 0.08% | 1,391 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $281,279 | 0.08% | 556 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $280,187 | 0.08% | 12,087 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $275,026 | 0.07% | 5,751 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $266,502 | 0.07% | 5,103 | Common | NONE |
| 921932505 | VOOG | VANGUARD ADMIRAL FDS INC | $263,982 | 0.07% | 721 | Common | NONE |
| 67059N108 | NTNX | NUTANIX INC | $258,241 | 0.07% | 4,221 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $254,646 | 0.07% | 1,504 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $243,341 | 0.07% | 5,537 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $242,667 | 0.07% | 2,009 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $241,047 | 0.07% | 312 | Common | NONE |
| 464287291 | IXN | ISHARES TR | $237,854 | 0.06% | 2,807 | Common | NONE |
| 87612E106 | TGT | TARGET CORP | $235,676 | 0.06% | 1,743 | Common | NONE |
| 72352L106 | PINS | PINTEREST INC | $233,740 | 0.06% | 8,060 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $218,636 | 0.06% | 811 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $210,917 | 0.06% | 728 | Common | NONE |
| 6706ER101 | XBXMX | NUVEEN S&P 500 BUY-WRITE INC | $186,067 | 0.05% | 13,300 | 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.