Portfolio (Quarterly)
Guide ↗
Clarity Wealth Advisors, LLC
· CIK 0001767384| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | CAT | CATERPILLAR INC | Industrials | 1,052.0 | $603K | 0.12% | NEW | — | $572.74 | +55.4% |
| 62 | CVNA | CARVANA CO | Consumer Cyclical | 1,336.0 | $564K | 0.12% | NEW | — | $422.02 | -84.5% |
| 63 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,199.0 | $562K | 0.12% | NEW | — | $117.19 | +63.1% |
| 64 | SHOP | SHOPIFY INC | Technology | 3,472.0 | $559K | 0.11% | NEW | — | $160.97 | -23.6% |
| 65 | SCHB | SCHWAB STRATEGIC TR | — | 19,443.0 | $510K | 0.10% | NEW | — | $26.23 | +10.3% |
| 66 | CRM | SALESFORCE INC | Technology | 1,831.0 | $485K | 0.10% | NEW | — | $264.93 | -35.8% |
| 67 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,605.0 | $475K | 0.10% | NEW | — | $296.21 | -28.9% |
| 68 | IJR | ISHARES TR | — | 3,866.0 | $465K | 0.10% | NEW | — | $120.19 | +21.9% |
| 69 | AMAT | APPLIED MATLS INC | Technology | 1,790.0 | $460K | 0.09% | NEW | — | $256.99 | +119.7% |
| 70 | ADSK | AUTODESK INC | Technology | 1,525.0 | $451K | 0.09% | NEW | — | $296.01 | -28.7% |
| 71 | HD | HOME DEPOT INC | Consumer Cyclical | 1,290.0 | $444K | 0.09% | NEW | — | $344.23 | -3.7% |
| 72 | QCOM | QUALCOMM INC | Technology | 2,592.0 | $443K | 0.09% | NEW | — | $171.03 | +1.4% |
| 73 | SDY | SPDR SERIES TRUST | — | 3,122.0 | $434K | 0.09% | NEW | — | $139.15 | +10.4% |
| 74 | HON | HONEYWELL INTL INC | Industrials | 2,199.0 | $429K | 0.09% | NEW | — | $195.09 | +17.8% |
| 75 | PANW | PALO ALTO NETWORKS INC | Technology | 2,253.0 | $415K | 0.09% | NEW | — | $184.20 | +85.7% |
| 76 | VYM | VANGUARD WHITEHALL FDS | — | 2,848.0 | $409K | 0.08% | NEW | — | $143.52 | +11.8% |
| 77 | VWO | VANGUARD INTL EQUITY INDEX F | — | 7,368.0 | $396K | 0.08% | NEW | — | $53.76 | +9.5% |
| 78 | IEMG | ISHARES INC | — | 5,293.0 | $356K | 0.07% | NEW | — | $67.23 | +18.0% |
| 79 | DLN | WISDOMTREE TR | — | 4,039.0 | $356K | 0.07% | NEW | — | $88.08 | +11.2% |
| 80 | IYY | ISHARES TR | — | 2,119.0 | $351K | 0.07% | NEW | — | $165.81 | +9.9% |
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
44.0%
Technology
24.5%
Communication Services
14.8%
Healthcare
6.7%
Consumer Cyclical
5.1%
Consumer Defensive
4.0%
Industrials
0.5%
Utilities
0.3%
Energy
0.2%