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 | — | BERKSHIRE HATHAWAY INC DEL | — | 19,990.0 | $9.6M | 1.97% | — | — | $479.19 | — |
| 22 | C | CITIGROUP INC | Financial Services | 80,155.0 | $9.1M | 1.87% | -897.0 | -1.1% | $113.41 | +10.0% |
| 23 | NVDA | NVIDIA CORPORATION | Technology | 51,900.0 | $9.1M | 1.86% | -618.0 | -1.2% | $174.40 | +28.1% |
| 24 | GOOG | ALPHABET INC | Communication Services | 28,020.0 | $8.0M | 1.65% | — | — | $286.86 | +34.2% |
| 25 | JNJ | JOHNSON & JOHNSON | Healthcare | 30,246.0 | $7.4M | 1.52% | +592.0 | +2.0% | $244.44 | -6.2% |
| 26 | ABBV | ABBVIE INC | Healthcare | 33,818.0 | $7.4M | 1.51% | +357.0 | +1.1% | $217.49 | -2.4% |
| 27 | V | VISA INC | Financial Services | 23,866.0 | $7.2M | 1.48% | +470.0 | +2.0% | $302.24 | +9.4% |
| 28 | TSLA | TESLA INC | Consumer Cyclical | 16,921.0 | $6.3M | 1.29% | -355.0 | -2.0% | $371.75 | +12.2% |
| 29 | AMGN | AMGEN INC | Healthcare | 11,942.0 | $4.2M | 0.86% | — | — | $351.85 | -5.8% |
| 30 | MSFT | MICROSOFT CORP | Technology | 11,242.0 | $4.2M | 0.86% | +596.0 | +5.6% | $370.17 | +13.7% |
| 31 | AMZN | AMAZON COM INC | Consumer Cyclical | 17,814.0 | $3.7M | 0.76% | +284.0 | +1.6% | $208.27 | +27.2% |
| 32 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 61,722.0 | $3.5M | 0.72% | -4K | -6.5% | $56.68 | -0.9% |
| 33 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 49,523.0 | $2.7M | 0.56% | +7K | +16.4% | $55.52 | +8.0% |
| 34 | VOO | VANGUARD INDEX FDS | — | 4,350.0 | $2.6M | 0.53% | +574.0 | +15.2% | $597.56 | +14.1% |
| 35 | IVV | ISHARES TR | — | 3,805.0 | $2.5M | 0.51% | -42.0 | -1.1% | $653.24 | +14.0% |
| 36 | IXJ | ISHARES TR | — | 24,892.0 | $2.3M | 0.48% | -3K | -9.3% | $93.54 | -0.0% |
| 37 | VCR | VANGUARD WORLD FD | — | 6,325.0 | $2.3M | 0.47% | -970.0 | -13.3% | $359.05 | +8.5% |
| 38 | IGM | ISHARES TR | — | 16,700.0 | $2.0M | 0.41% | -2K | -9.3% | $118.51 | +30.5% |
| 39 | TQQQ | PROSHARES TR | — | 35,740.0 | $1.5M | 0.31% | +2K | +5.6% | $41.68 | +83.6% |
| 40 | — | J P MORGAN EXCHANGE TRADED F | — | 26,588.0 | $1.3M | 0.28% | — | — | $50.61 | — |
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%