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CIK: 0001767384
Total reported value
$566.7M
$566.7M
94 檔
22.1%
During the Q3 2024 filing period, Clarity Wealth Advisors, LLC (CIK: 0001767384) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $566.7M across 94 reported positions.
In Q3 2024, Clarity Wealth Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.93% | -0.34% | +0.37% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.61% | -0.17% | +2.87% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.49% | -0.10% | +2.48% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.32% | +0.44% | +2.32% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.06% | -0.19% | +5.67% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.22% | +0.11% | +4.71% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.55% | +0.02% | +3.23% | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.46% | +0.01% | +12.25% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.07% | +0.17% | +4.65% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.92% | -0.45% | +1.17% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.49% | +0.07% | +0.59% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.41% | -0.17% | +3.05% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.12% | -0.31% | +3.61% | |
| 14 | CGGO | Cap Group Global Growth | ETF-Other | 2.03% | +0.40% | +19.22% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | +0.20% | +1.49% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | -0.11% | +2.93% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.75% | +0.23% | +8.39% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.75% | +0.02% | +4.56% | |
| 19 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.73% | -0.20% | +40.88% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | — | +3.65% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.69% | -0.05% | +14.64% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.66% | +0.06% | +5.01% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.60% | -0.22% | +47.08% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.53% | -0.16% | +49.62% | |
| 25 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.42% | -0.15% | -12.73% | |
| 26 | C | Citigroup Inc | Stock-Financials | 1.38% | +0.06% | +7.49% | |
| 27 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.35% | -0.15% | -10.06% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.12% | +3.79% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.13% | +7.87% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.96% | -0.09% | +0.66% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | -0.02% | +4.49% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | -0.02% | -2.03% | |
| 33 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.68% | +0.01% | -2.30% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.59% | -0.04% | -16.69% | |
| 35 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.53% | -0.01% | +5.45% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | +9.73% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.47% | -0.06% | -7.33% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.40% | -0.04% | +3.78% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.01% | +4.46% | |
| 40 | CGBL | Cap Group Core Balanced | ETF-Other | 0.36% | +0.41% | +229.24% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.02% | -3.91% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.22% | -0.02% | +4.77% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.22% | +0.07% | +0.42% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.01% | +955.30% | |
| 45 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.19% | +0.16% | -1.93% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | -0.02% | -4.41% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.18% | -0.07% | +0.68% | |
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.17% | -0.01% | -1.35% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.17% | -0.04% | -0.79% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.17% | -0.02% | -2.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +0.4% | +47.08% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +0.4% | +49.62% | Add |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | +0.4% | +40.88% | Add |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | +0.3% | +12.25% | Add |
| 5 | CGBL | Cap Group Core Balanced | +0.2% | +229.24% | Add |
| 6 | TSLA | Tesla Inc | +0.2% | +4.49% | Add |
| 7 | CGGO | Cap Group Global Growth | +0.2% | +19.22% | Add |
| 8 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | +14.64% | Add |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +5.67% | Add |
| 10 | ABBV | Abbvie Inc | +0.1% | +4.56% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +3.61% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.05% | Add |
| 13 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 14 | VTY | Verint Systems Inc | +0.1% | NEW | New buy |
| 15 | EEM | Ishares Msci Emerging Market | +0.1% | +8.39% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +7.87% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 18 | VB | Vanguard Small-cap ETF | +0.1% | +4.65% | Add |
| 19 | CVNA | Carvana Co | +0.1% | NEW | New buy |
| 20 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 21 | MCD | Mcdonald's CORP | +0.1% | NEW | New buy |
| 22 | VV | Vanguard Large-cap ETF | +0.1% | NEW | New buy |
| 23 | XBXMX | Nuveen S&p 500 Buy-wr Inc | +0.1% | NEW | New buy |
| 24 | FICO | Fair Isaac CORP | 0% | -1.68% | Trim |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | +9.73% | Add |
| 26 | ORCL | Oracle CORP | 0% | +4.77% | Add |
| 27 | PYPL | Paypal Holdings Inc | 0% | -1.35% | Trim |
| 28 | LLY | Eli Lilly & Co | 0% | +50.62% | Add |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | +4.71% | Add |
| 30 | HD | Home Depot Inc | 0% | +5.01% | Add |
| 31 | SHOP | Shopify Inc - Class A | 0% | +7.56% | Add |
| 32 | IBM | Intl Business Machines CORP | 0% | +0.80% | Add |
| 33 | VOO | Vanguard S&p 500 ETF | — | +4.46% | Add |
| 34 | AAPL | Apple Inc | 0% | +0.37% | Add |
| 35 | VXUS | Vanguard Total Intl Stock | 0% | +3.23% | Add |
| 36 | V | Visa Inc-class A Shares | -0.1% | +3.65% | Add |
| 37 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | +0.66% | Add |
| 38 | SNPS | Synopsys Inc | -0.1% | — | Unchanged |
| 39 | C | Citigroup Inc | -0.1% | +7.49% | Add |
| 40 | JPM | Jpmorgan Chase & Co | -0.1% | +2.93% | Add |
| 41 | IBB | Ishares Biotechnology ETF | -0.2% | -16.69% | Trim |
| 42 | COST | Costco Wholesale CORP | -0.2% | +1.17% | Add |
| 43 | AMZN | Amazon.com Inc | -0.2% | -2.03% | Trim |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +2.48% | Add |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +2.87% | Add |
| 46 | IXJ | Ishares Global Healthcare Et | -0.2% | -10.06% | Trim |
| 47 | VCR | Vanguard Consumer Discre ETF | -0.2% | -12.73% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | -0.3% | +5.01% | Add |
| 49 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | +2.32% | Add |
| 50 | GOOGL | Alphabet Inc-cl A | -0.5% | +0.59% | Add |
According to official SEC Form 13F filings, Clarity Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $566.7M across 94 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, VTI) accounted for 22.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
AMD
市值: $343.4K
Top Position Liquidated / Trimmed
VCR
前期市值: $5.1M
During Q3 2024, Clarity Wealth Advisors, LLC's top holdings by market value included AAPL (8.9%)、SPY (7.6%)、VTI (7.5%). The largest single position, AAPL, represented 8.9% of total portfolio value.
In Q3 2024, Clarity Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 35 positions, trimming 6 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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