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 | SCHB | SCHWAB STRATEGIC TR | — | 18,556.0 | $466K | 0.10% | -887.0 | -4.6% | $25.10 | +12.7% |
| 22 | SDY | SPDR SERIES TRUST | — | 3,098.0 | $452K | 0.09% | -24.0 | -0.8% | $145.93 | +0.9% |
| 23 | HON | HONEYWELL INTL INC | Industrials | 1,961.0 | $443K | 0.09% | -238.0 | -10.8% | $226.04 | -4.0% |
| 24 | VYM | VANGUARD WHITEHALL FDS | — | 2,826.0 | $419K | 0.09% | -22.0 | -0.8% | $148.10 | +5.4% |
| 25 | HD | HOME DEPOT INC | Consumer Cyclical | 1,263.0 | $415K | 0.09% | -27.0 | -2.1% | $328.77 | -9.1% |
| 26 | CVNA | CARVANA CO | Consumer Cyclical | 1,318.0 | $414K | 0.09% | -18.0 | -1.4% | $314.38 | -78.8% |
| 27 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,510.0 | $366K | 0.07% | -95.0 | -5.9% | $242.39 | -8.6% |
| 28 | CRM | SALESFORCE INC | Technology | 1,796.0 | $335K | 0.07% | -35.0 | -1.9% | $186.67 | -4.3% |
| 29 | QCOM | QUALCOMM INC | Technology | 2,506.0 | $323K | 0.07% | -86.0 | -3.3% | $128.76 | +54.9% |
| 30 | PRF | INVESCO EXCHANGE TRADED FD T | — | 6,734.0 | $320K | 0.07% | -250.0 | -3.6% | $47.53 | +10.0% |
| 31 | DLN | WISDOMTREE TR | — | 3,523.0 | $315K | 0.07% | -516.0 | -12.8% | $89.33 | +6.2% |
| 32 | IYY | ISHARES TR | — | 1,917.0 | $304K | 0.06% | -202.0 | -9.5% | $158.45 | +12.8% |
| 33 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,036.0 | $294K | 0.06% | -138.0 | -6.3% | $144.44 | -1.9% |
| 34 | MCD | MCDONALDS CORP | Consumer Cyclical | 847.0 | $263K | 0.05% | -36.0 | -4.1% | $310.81 | -9.6% |
| 35 | IXN | ISHARES TR | — | 2,557.0 | $256K | 0.05% | -192.0 | -7.0% | $99.95 | +30.4% |
| 36 | WMT | WALMART INC | Consumer Defensive | 1,979.0 | $246K | 0.05% | -47.0 | -2.3% | $124.30 | +6.4% |
| 37 | AXP | AMERICAN EXPRESS CO | Financial Services | 787.0 | $238K | 0.05% | -18.0 | -2.2% | $302.63 | +3.5% |
| 38 | PYPL | PAYPAL HLDGS INC | Financial Services | 4,995.0 | $226K | 0.05% | -69.0 | -1.4% | $45.23 | -1.6% |
| 39 | VTV | VANGUARD INDEX FDS | — | 1,115.0 | $219K | 0.04% | -22.0 | -1.9% | $196.27 | +5.3% |
| 40 | ITOT | ISHARES TR | — | 1,534.0 | $218K | 0.04% | -83.0 | -5.1% | $142.40 | +12.7% |
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%