Portfolio (Quarterly)
Guide ↗
Clarity Wealth Advisors, LLC
· CIK 0001767384| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | TQQQ | PROSHARES TR | — | 35,740.0 | $1.5M | 0.31% | +2K | +5.6% | $41.68 | +71.2% |
| 22 | NFLX | NETFLIX INC. | Communication Services | 10,604.0 | $1.0M | 0.21% | +255.0 | +2.5% | $96.15 | -28.6% |
| 23 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 9,882.0 | $800K | 0.16% | +86.0 | +0.9% | $80.95 | -4.4% |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 5,415.0 | $792K | 0.16% | +946.0 | +21.2% | $146.28 | -9.3% |
| 25 | ORCL | ORACLE CORP | Technology | 5,345.0 | $786K | 0.16% | +977.0 | +22.4% | $147.12 | -13.6% |
| 26 | ANET | ARISTA NETWORKS INC | Technology | 5,978.0 | $734K | 0.15% | +320.0 | +5.7% | $122.78 | +42.2% |
| 27 | FICO | FAIR ISAAC CORP | Technology | 514.0 | $549K | 0.11% | +92.0 | +21.8% | $1067.54 | +15.0% |
| 28 | IJR | ISHARES TR | — | 3,960.0 | $492K | 0.10% | +94.0 | +2.4% | $124.30 | +17.9% |
| 29 | SHOP | SHOPIFY INC | Technology | 3,535.0 | $419K | 0.09% | +63.0 | +1.8% | $118.62 | +3.7% |
| 30 | VWO | VANGUARD INTL EQUITY INDEX F | — | 7,737.0 | $418K | 0.09% | +369.0 | +5.0% | $54.05 | +8.9% |
| 31 | IEMG | ISHARES INC | — | 5,389.0 | $376K | 0.08% | +96.0 | +1.8% | $69.76 | +13.7% |
| 32 | PANW | PALO ALTO NETWORKS INC | Technology | 2,270.0 | $364K | 0.07% | +17.0 | +0.8% | $160.32 | +113.4% |
| 33 | BAC | BANK AMERICA CORP | Financial Services | 6,474.0 | $316K | 0.07% | +92.0 | +1.4% | $48.75 | +25.6% |
| 34 | VEA | VANGUARD TAX-MANAGED FDS | — | 4,581.0 | $294K | 0.06% | +167.0 | +3.8% | $64.08 | +10.0% |
| 35 | SCHF | SCHWAB STRATEGIC TR | — | 10,662.0 | $264K | 0.05% | +104.0 | +1.0% | $24.75 | +10.5% |
| 36 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 16,769.0 | $252K | 0.05% | +2K | +11.3% | $15.05 | +18.0% |
| 37 | GE | GE AEROSPACE | Industrials | 757.0 | $215K | 0.04% | +5.0 | +0.7% | $283.74 | +20.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
44.5%
Technology
23.5%
Communication Services
13.9%
Healthcare
7.6%
Consumer Defensive
4.9%
Consumer Cyclical
4.5%
Industrials
0.5%
Energy
0.3%
Utilities
0.3%