Latest Clarity Wealth Advisors, LLC Stock Portfolio

Clarity Wealth Advisors, LLC Performance:

2024 Q4: 2.5%YTD: 11.18%2023: 21.02%

Performance for 2024 Q4 is 2.5%, and YTD is 11.18%, and 2023 is 21.02%.

About Clarity Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Clarity Wealth Advisors, LLC reported an equity portfolio of $366.8 Millions as of 31 Dec, 2024.

The top stock holdings of Clarity Wealth Advisors, LLC are AAPL, SPY, VB. The fund has invested 9.1% of it's portfolio in APPLE INC and 7.5% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off ARISTA NETWORKS INC (ANET), SNOWFLAKE INC (SNOW) and 23ANDME HOLDING CO (ME) stocks. They significantly reduced their stock positions in DUOLINGO INC (DUOL), INTEL CORP (INTC) and VANGUARD TAX-MANAGED FDS (VEA). Clarity Wealth Advisors, LLC opened new stock positions in PUBLIC SVC ENTERPRISE GRP IN (PEG), ARISTA NETWORKS INC (ANET) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), PALO ALTO NETWORKS INC (PANW) and CAPITAL GROUP CORE BALANCED.

Clarity Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Clarity Wealth Advisors, LLC made a return of 2.5% in the last quarter. In trailing 12 months, it's portfolio return was 11.18%.

New Buys

Ticker	$ Bought
public svc enterprise grp in	803,174
arista networks inc	575,640
palantir technologies inc	379,663

New stocks bought by Clarity Wealth Advisors, LLC

Additions

Ticker	% Inc.
schwab strategic tr	188
schwab strategic tr	135
palo alto networks inc	99.83
capital group core balanced	69.51
fair isaac corp	44.03
spdr ser tr	25.5
vanguard bd index fds	23.49
fidelity merrimack str tr	21.19

Additions to existing portfolio by Clarity Wealth Advisors, LLC

Reductions

Ticker	% Reduced
duolingo inc	-34.64
intel corp	-24.63
vanguard tax-managed fds	-14.37
eli lilly & co	-14.05
vanguard world fd	-11.32
select sector spdr tr	-11.23
nutanix inc	-10.59
ishares tr	-9.47

Clarity Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
snowflake inc	-303,230
arista networks inc	-499,734
23andme holding co	-4,344

Clarity Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Clarity Wealth Advisors, LLC has about 62.9% of it's holdings in Others sector.

Sector	%
Others	62.9
Technology	15
Communication Services	7.1
Financial Services	6.1
Consumer Defensive	3.1
Healthcare	2.7
Consumer Cyclical	2.6

Market Cap. Distribution

Clarity Wealth Advisors, LLC has about 36.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	62.9
MEGA-CAP	32.6
LARGE-CAP	4.3

Stocks belong to which Index?

About 36.4% of the stocks held by Clarity Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	63.4
S&P 500	36.4

Top 5 Winners (%)		%
TSLA	tesla inc	54.1 %
AVGO	broadcom inc	34.0 %
NFLX	netflix inc	24.6 %
CRM	salesforce inc	22.1 %
CRWD	crowdstrike hldgs inc	22.0 %

Top 5 Winners ($)		$
AAPL	apple inc	2.3 M
TSLA	tesla inc	1.8 M
GOOG	alphabet inc	1.2 M
QQQ	invesco qqq tr	1.2 M
JPM	jpmorgan chase & co.	0.9 M

Top 5 Losers (%)		%
ANET	arista networks inc	-72.0 %
PANW	palo alto networks inc	-49.1 %
AMD	advanced micro devices inc	-25.9 %
AMAT	applied matls inc	-19.5 %
UNH	unitedhealth group inc	-13.0 %

Top 5 Losers ($)		$
ANET	arista networks inc	-1.5 M
ABBV	abbvie inc	-0.6 M
IJR	ishares tr	-0.5 M
IJR	ishares tr	-0.5 M
JNJ	johnson & johnson	-0.4 M

Clarity Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clarity Wealth Advisors, LLC

Clarity Wealth Advisors, LLC has 94 stocks in it's portfolio. About 53.1% of the portfolio is in top 10 stocks. ANET proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Clarity Wealth Advisors, LLC last quarter.

Last Reported on: 28 Jan, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AAPL	apple inc	9.12	133,590	33,453,600	added	1.36
Historical Trend of APPLE INC Position Held By Clarity Wealth Advisors, LLC What % of Portfolio is AAPL?: Number of AAPL shares held: Change in No. of Shares Held:
	SPY	spdr s&p 500 etf tr	7.54	47,203	27,664,700	added	3.39

	VB	vanguard index fds	7.34	92,952	26,938,400	added	2.19

	QQQ	invesco qqq tr	7.32	52,551	26,865,500	added	1.84

	VIG	vanguard specialized funds	4.97	93,044	18,220,800	added	5.8

	IJR	ishares tr	4.16	245,072	15,270,400	added	5.16

	DIA	spdr dow jones indl average	3.64	31,384	13,353,800	added	11.66

	VXUS	vanguard star fds	3.11	193,462	11,400,700	added	2.67

	VB	vanguard index fds	3.06	46,630	11,204,400	added	4.72

	COST	costco whsl corp new	2.86	11,442	10,484,200	added	1.02

	GOOG	alphabet inc	2.70	52,367	9,913,150	added	1.41

		berkshire hathaway inc del	2.27	18,340	8,312,930	added	1.99

	JPM	jpmorgan chase & co.	2.17	33,211	7,961,000	added	1.77

	META	meta platforms inc	2.15	13,445	7,872,160	added	5.76

	NVDA	nvidia corporation	2.14	58,593	7,868,480	added	2.53

	CGGO	capital group gbl growth eqt	2.10	264,290	7,722,550	added	13.87

	V	visa inc	1.91	22,104	6,985,900	added	2.56

	BBAX	j p morgan exchange traded f	1.86	148,089	6,822,460	added	20.22

	BIV	vanguard bd index fds	1.77	86,877	6,492,320	added	23.49

	GOOG	alphabet inc	1.73	33,299	6,341,430	reduced	-2.41