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 | NVDA | NVIDIA CORPORATION | Technology | 52,518.0 | $9.8M | 2.00% | NEW | — | $186.50 | +20.8% |
| 22 | C | CITIGROUP INC | Financial Services | 81,052.0 | $9.5M | 1.93% | NEW | — | $116.69 | +4.9% |
| 23 | GOOG | ALPHABET INC | Communication Services | 28,050.0 | $8.8M | 1.80% | NEW | — | $313.80 | +25.3% |
| 24 | V | VISA INC | Financial Services | 23,396.0 | $8.2M | 1.67% | NEW | — | $350.71 | -7.1% |
| 25 | TSLA | TESLA INC | Consumer Cyclical | 17,276.0 | $7.8M | 1.58% | NEW | — | $449.72 | -6.1% |
| 26 | ABBV | ABBVIE INC | Healthcare | 33,461.0 | $7.6M | 1.56% | NEW | — | $228.49 | -8.4% |
| 27 | CGBL | CAPITAL GROUP CORE BALANCED | — | 206,693.0 | $7.3M | 1.49% | NEW | — | $35.33 | +4.3% |
| 28 | JNJ | JOHNSON & JOHNSON | Healthcare | 29,654.0 | $6.1M | 1.25% | NEW | — | $206.95 | +9.5% |
| 29 | MSFT | MICROSOFT CORP | Technology | 10,646.0 | $5.1M | 1.05% | NEW | — | $483.63 | -12.8% |
| 30 | AMZN | AMAZON COM INC | Consumer Cyclical | 17,530.0 | $4.0M | 0.83% | NEW | — | $230.82 | +14.7% |
| 31 | AMGN | AMGEN INC | Healthcare | 11,937.0 | $3.9M | 0.80% | NEW | — | $327.31 | -0.9% |
| 32 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 65,996.0 | $3.8M | 0.77% | NEW | — | $57.24 | -1.9% |
| 33 | VCR | VANGUARD WORLD FD | — | 7,295.0 | $2.9M | 0.59% | NEW | — | $393.94 | -2.4% |
| 34 | IXJ | ISHARES TR | — | 27,450.0 | $2.7M | 0.55% | NEW | — | $97.40 | -5.1% |
| 35 | IVV | ISHARES TR | — | 3,847.0 | $2.6M | 0.54% | NEW | — | $684.91 | +8.3% |
| 36 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 42,538.0 | $2.5M | 0.50% | NEW | — | $58.12 | +2.7% |
| 37 | IGM | ISHARES TR | — | 18,409.0 | $2.4M | 0.48% | NEW | — | $129.16 | +18.3% |
| 38 | VOO | VANGUARD INDEX FDS | — | 3,776.0 | $2.4M | 0.48% | NEW | — | $627.21 | +8.3% |
| 39 | TQQQ | PROSHARES TR | — | 33,840.0 | $1.8M | 0.36% | NEW | — | $52.72 | +40.9% |
| 40 | AVGO | BROADCOM INC | Technology | 4,039.0 | $1.4M | 0.28% | NEW | — | $346.10 | +21.6% |
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%