Portfolio (Quarterly)
Guide ↗
Clarity Wealth Advisors, LLC
· CIK 0001767384| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | J P MORGAN EXCHANGE TRADED F | — | 26,584.0 | $1.3M | 0.27% | NEW | — | $50.59 | — |
| 42 | SCHX | SCHWAB STRATEGIC TR | — | 44,611.0 | $1.2M | 0.24% | NEW | — | $26.91 | +11.4% |
| 43 | CSCO | CISCO SYS INC | Technology | 15,042.0 | $1.2M | 0.24% | NEW | — | $77.03 | +43.4% |
| 44 | XLF | SELECT SECTOR SPDR TR | — | 20,846.0 | $1.1M | 0.23% | NEW | — | $54.77 | +3.3% |
| 45 | SNPS | SYNOPSYS INC | Technology | 2,142.0 | $1.0M | 0.20% | NEW | — | $469.72 | -19.5% |
| 46 | NFLX | NETFLIX INC | Communication Services | 10,349.0 | $970K | 0.20% | NEW | — | $93.76 | -17.4% |
| 47 | IBB | ISHARES TR | — | 5,211.0 | $880K | 0.18% | NEW | — | $168.78 | +20.3% |
| 48 | ORCL | ORACLE CORP | Technology | 4,368.0 | $851K | 0.17% | NEW | — | $194.91 | -26.3% |
| 49 | VUG | VANGUARD INDEX FDS | — | 1,639.0 | $800K | 0.16% | NEW | — | $487.98 | -82.0% |
| 50 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,469.0 | $794K | 0.16% | NEW | — | $177.75 | -2.9% |
| 51 | MA | MASTERCARD INCORPORATED | Financial Services | 1,383.0 | $790K | 0.16% | NEW | — | $570.95 | -0.1% |
| 52 | PEG | PUBLIC SVC ENTERPRISE GRP IN | Utilities | 9,796.0 | $787K | 0.16% | NEW | — | $80.30 | -12.1% |
| 53 | IWF | ISHARES TR | — | 1,589.0 | $752K | 0.15% | NEW | — | $473.30 | -74.3% |
| 54 | ANET | ARISTA NETWORKS INC | Technology | 5,658.0 | $741K | 0.15% | NEW | — | $131.03 | +52.0% |
| 55 | INTC | INTEL CORP | Technology | 19,831.0 | $732K | 0.15% | NEW | — | $36.90 | +175.5% |
| 56 | FICO | FAIR ISAAC CORP | Technology | 422.0 | $713K | 0.15% | NEW | — | $1690.62 | -41.2% |
| 57 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 2,169.0 | $678K | 0.14% | NEW | — | $312.58 | -10.3% |
| 58 | DIS | DISNEY WALT CO | Communication Services | 5,642.0 | $642K | 0.13% | NEW | — | $113.77 | -5.2% |
| 59 | CVX | CHEVRON CORP NEW | Energy | 4,085.0 | $623K | 0.13% | NEW | — | $152.42 | +38.6% |
| 60 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,901.0 | $621K | 0.13% | NEW | — | $214.16 | +144.3% |
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
45.5%
Technology
25.3%
Communication Services
11.9%
Healthcare
6.9%
Consumer Cyclical
5.2%
Consumer Defensive
4.1%
Industrials
0.5%
Utilities
0.3%
Energy
0.2%