Portfolio (Quarterly)
Guide ↗
Clarity Wealth Advisors, LLC
· CIK 0001767384| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | BAC | BANK AMERICA CORP | Financial Services | 6,382.0 | $351K | 0.07% | NEW | — | $55.00 | -7.8% |
| 82 | SCHM | SCHWAB STRATEGIC TR | — | 11,348.0 | $341K | 0.07% | NEW | — | $30.07 | +11.6% |
| 83 | LLY | ELI LILLY & CO | Healthcare | 312.0 | $336K | 0.07% | NEW | — | $1076.39 | -8.2% |
| 84 | WDAY | WORKDAY INC | Technology | 1,542.0 | $331K | 0.07% | NEW | — | $214.78 | -40.0% |
| 85 | PRF | INVESCO EXCHANGE TRADED FD T | — | 6,984.0 | $328K | 0.07% | NEW | — | $46.92 | +11.2% |
| 86 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 2,174.0 | $312K | 0.06% | NEW | — | $143.31 | -0.6% |
| 87 | AXP | AMERICAN EXPRESS CO | Financial Services | 805.0 | $298K | 0.06% | NEW | — | $370.12 | -16.4% |
| 88 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 15,069.0 | $297K | 0.06% | NEW | — | $19.71 | -32.3% |
| 89 | PYPL | PAYPAL HLDGS INC | Financial Services | 5,064.0 | $296K | 0.06% | NEW | — | $58.38 | -24.0% |
| 90 | IXN | ISHARES TR | — | 2,749.0 | $289K | 0.06% | NEW | — | $104.98 | +23.7% |
| 91 | VOOG | VANGUARD ADMIRAL FDS INC | — | 632.0 | $281K | 0.06% | NEW | — | $444.87 | -81.8% |
| 92 | VEA | VANGUARD TAX-MANAGED FDS | — | 4,414.0 | $276K | 0.06% | NEW | — | $62.47 | +10.4% |
| 93 | MCD | MCDONALDS CORP | Consumer Cyclical | 883.0 | $270K | 0.06% | NEW | — | $305.65 | -7.6% |
| 94 | SCHF | SCHWAB STRATEGIC TR | — | 10,558.0 | $254K | 0.05% | NEW | — | $24.04 | +11.0% |
| 95 | ITOT | ISHARES TR | — | 1,617.0 | $240K | 0.05% | NEW | — | $148.66 | +7.6% |
| 96 | SNOW | SNOWFLAKE INC | Technology | 1,070.0 | $235K | 0.05% | NEW | — | $219.36 | -25.1% |
| 97 | GE | GE AEROSPACE | Industrials | 752.0 | $232K | 0.05% | NEW | — | $307.89 | -7.1% |
| 98 | WMT | WALMART INC | Consumer Defensive | 2,026.0 | $226K | 0.05% | NEW | — | $111.42 | +19.7% |
| 99 | SCHG | SCHWAB STRATEGIC TR | — | 6,896.0 | $225K | 0.05% | NEW | — | $32.62 | +3.9% |
| 100 | NTNX | NUTANIX INC | Technology | 4,221.0 | $218K | 0.04% | NEW | — | $51.69 | -8.2% |
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%