Portfolio (Quarterly)
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Clarity Wealth Development LLC
· CIK 0002048774| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | NULV | NUSHARES ETF TR | — | 7,554.0 | $378K | 0.21% | -2K | -18.3% | $49.99 | +7.8% |
| 42 | GIS | GENERAL MILLS INC | Consumer Defensive | 9,415.0 | $328K | 0.18% | NEW | — | $34.80 | +19.4% |
| 43 | — | BERKSHIRE HATHAWAY INC DEL | — | 612.0 | $306K | 0.17% | +85.0 | +16.1% | $500.39 | — |
| 44 | AVEM | AMERICAN CENTY ETF TR | — | 3,168.0 | $306K | 0.17% | -10K | -76.5% | $96.49 | -1.8% |
| 45 | JPM | JPMORGAN CHASE & CO | Financial Services | 858.0 | $281K | 0.16% | NEW | — | $327.44 | +9.2% |
| 46 | CAT | CATERPILLAR INC | Industrials | 264.0 | $281K | 0.16% | NEW | — | $1063.55 | -24.8% |
| 47 | POST | POST HLDGS INC | Consumer Defensive | 3,000.0 | $265K | 0.15% | NEW | — | $88.26 | -3.3% |
| 48 | VUG | VANGUARD INDEX FDS | — | 3,034.0 | $261K | 0.14% | +2K | +444.7% | $86.14 | +2.8% |
| 49 | DFIV | DIMENSIONAL ETF TRUST | — | 4,507.0 | $243K | 0.14% | — | — | $54.02 | +7.3% |
| 50 | NEE | NEXTERA ENERGY INC | Utilities | 2,740.0 | $240K | 0.13% | -60.0 | -2.1% | $87.77 | -6.8% |
| 51 | AMZN | AMAZON COM INC | Consumer Cyclical | 978.0 | $233K | 0.13% | NEW | — | $238.34 | +11.8% |
| 52 | ABBV | ABBVIE INC | Healthcare | 926.0 | $233K | 0.13% | NEW | — | $251.66 | +1.5% |
| 53 | MUB | ISHARES TR | — | 2,099.0 | $226K | 0.12% | -44.0 | -2.0% | $107.62 | -2.2% |
| 54 | BA | BOEING CO | Industrials | 1,033.0 | $224K | 0.12% | +20.0 | +2.0% | $216.47 | -3.1% |
| 55 | NVDA | NVIDIA CORPORATION | Technology | 1,106.0 | $221K | 0.12% | NEW | — | $200.10 | +8.7% |
| 56 | QCOM | QUALCOMM INC | Technology | 1,180.0 | $218K | 0.12% | NEW | — | $184.79 | -11.1% |
| 57 | UNP | UNION PAC CORP | Industrials | 796.0 | $216K | 0.12% | NEW | — | $271.86 | +13.1% |
| 58 | LMT | LOCKHEED MARTIN CORP | Industrials | 404.0 | $206K | 0.11% | — | — | $509.46 | +10.7% |
| 59 | SLYV | SPDR SERIES TRUST | — | 1,847.0 | $202K | 0.11% | -4K | -69.1% | $109.11 | +0.5% |
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
Technology
44.7%
Consumer Defensive
16.3%
Financial Services
12.5%
Industrials
10.2%
Consumer Cyclical
5.6%
Utilities
5.6%
Communication Services
3.4%
Healthcare
1.7%