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 | AVGO | BROADCOM INC | Technology | 3,993.0 | $1.2M | 0.25% | -46.0 | -1.1% | $309.52 | +10.8% |
| 42 | CSCO | CISCO SYS INC | Technology | 15,034.0 | $1.2M | 0.24% | — | — | $77.59 | +42.3% |
| 43 | SCHX | SCHWAB STRATEGIC TR | — | 43,152.0 | $1.1M | 0.23% | -1K | -3.3% | $25.64 | +16.9% |
| 44 | NFLX | NETFLIX INC. | Communication Services | 10,604.0 | $1.0M | 0.21% | +255.0 | +2.5% | $96.15 | -19.5% |
| 45 | SNPS | SYNOPSYS INC | Technology | 2,140.0 | $848K | 0.17% | — | — | $396.48 | -4.7% |
| 46 | XLF | SELECT SECTOR SPDR TR | — | 17,068.0 | $843K | 0.17% | -4K | -18.1% | $49.37 | +14.6% |
| 47 | INTC | INTEL CORP | Technology | 18,740.0 | $827K | 0.17% | -1K | -5.5% | $44.13 | +130.3% |
| 48 | IBB | ISHARES TR | — | 4,831.0 | $816K | 0.17% | -380.0 | -7.3% | $168.87 | +20.2% |
| 49 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 9,882.0 | $800K | 0.16% | +86.0 | +0.9% | $80.95 | -12.8% |
| 50 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 5,415.0 | $792K | 0.16% | +946.0 | +21.2% | $146.28 | +18.0% |
| 51 | ORCL | ORACLE CORP | Technology | 5,345.0 | $786K | 0.16% | +977.0 | +22.4% | $147.12 | -2.4% |
| 52 | ANET | ARISTA NETWORKS INC | Technology | 5,978.0 | $734K | 0.15% | +320.0 | +5.7% | $122.78 | +62.2% |
| 53 | CAT | CATERPILLAR INC | Industrials | 994.0 | $704K | 0.14% | -58.0 | -5.5% | $708.31 | +11.5% |
| 54 | IWF | ISHARES TR | — | 1,589.0 | $678K | 0.14% | — | — | $426.40 | -71.5% |
| 55 | CVX | CHEVRON CORPORATION | Energy | 3,232.0 | $669K | 0.14% | -853.0 | -20.9% | $206.92 | +2.1% |
| 56 | MA | MASTERCARD INCORPORATED | Financial Services | 1,332.0 | $666K | 0.14% | -51.0 | -3.7% | $499.76 | +14.1% |
| 57 | VUG | VANGUARD INDEX FDS | — | 1,471.0 | $643K | 0.13% | -168.0 | -10.2% | $436.91 | -79.9% |
| 58 | AMAT | APPLIED MATLS INC | Technology | 1,790.0 | $612K | 0.13% | — | — | $341.79 | +24.0% |
| 59 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 2,169.0 | $603K | 0.12% | — | — | $277.87 | +0.9% |
| 60 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,898.0 | $590K | 0.12% | — | — | $203.43 | +157.2% |
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
46.0%
Technology
24.3%
Communication Services
11.0%
Healthcare
7.8%
Consumer Defensive
5.1%
Consumer Cyclical
4.6%
Industrials
0.6%
Energy
0.3%
Utilities
0.3%