Latest Clarity Wealth Advisors, LLC Stock Portfolio
Clarity Wealth Advisors, LLC Performance:
2024 Q3: 3.23%YTD: 8.46%2023: 21.02%
Performance for 2024 Q3 is 3.23%, and YTD is 8.46%, 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 $344.1 Millions as of 30 Sep, 2024.
The top stock holdings of Clarity Wealth Advisors, LLC are AAPL, SPY, VB. The fund has invested 8.9% of it's portfolio in APPLE INC and 7.6% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off ALLOGENE THERAPEUTICS INC (ALLO) stocks. They significantly reduced their stock positions in DUOLINGO INC (DUOL), ISHARES TR (IJR) and VANGUARD WORLD FD (VAW). Clarity Wealth Advisors, LLC opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), VERINT SYS INC (VRNT) and CROWDSTRIKE HLDGS INC (CRWD). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GROUP CORE BALANCED, INTEL CORP (INTC) and ELI LILLY & CO (LLY).
The top stock holdings of Clarity Wealth Advisors, LLC are AAPL, SPY, VB. The fund has invested 8.9% of it's portfolio in APPLE INC and 7.6% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off ALLOGENE THERAPEUTICS INC (ALLO) stocks. They significantly reduced their stock positions in DUOLINGO INC (DUOL), ISHARES TR (IJR) and VANGUARD WORLD FD (VAW). Clarity Wealth Advisors, LLC opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), VERINT SYS INC (VRNT) and CROWDSTRIKE HLDGS INC (CRWD). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GROUP CORE BALANCED, INTEL CORP (INTC) and ELI LILLY & CO (LLY).
Clarity Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Clarity Wealth Advisors, LLC made a return of 3.23% in the last quarter. In trailing 12 months, it's portfolio return was 16.71%.
New Buys
| Ticker | $ Bought |
|---|---|
| advanced micro devices inc | 343,419 |
| verint sys inc | 299,021 |
| crowdstrike hldgs inc | 265,605 |
| carvana co | 242,187 |
| vanguard index fds | 236,552 |
| mcdonalds corp | 226,122 |
| vanguard index fds | 213,439 |
| nuveen s&p 500 buy-write inc | 182,476 |
New stocks bought by Clarity Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| capital group core balanced | 229 |
| intel corp | 55.2 |
| eli lilly & co | 50.62 |
| fidelity merrimack str tr | 49.62 |
| vanguard bd index fds | 47.08 |
| snowflake inc | 43.87 |
| j p morgan exchange traded f | 40.88 |
| capital group gbl growth eqt | 19.22 |
Additions to existing portfolio by Clarity Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| duolingo inc | -30.42 |
| ishares tr | -16.69 |
| vanguard world fd | -12.73 |
| ishares tr | -10.06 |
| select sector spdr tr | -7.33 |
| schwab strategic tr | -5.18 |
| ishares tr | -4.41 |
| mastercard incorporated | -3.91 |
Clarity Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| allogene therapeutics inc | -36,423 |
Clarity Wealth Advisors, LLC got rid off the above stocks
Sector Distribution
Clarity Wealth Advisors, LLC has about 64.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 64.1 |
| Technology | 14.9 |
| Communication Services | 6.7 |
| Financial Services | 5.6 |
| Consumer Defensive | 3.2 |
| Healthcare | 3.1 |
| Consumer Cyclical | 2.2 |
Market Cap. Distribution
Clarity Wealth Advisors, LLC has about 35.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 64.1 |
| MEGA-CAP | 31.8 |
| LARGE-CAP | 4 |
Stocks belong to which Index?
About 35.2% of the stocks held by Clarity Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 64.5 |
| S&P 500 | 35.2 |
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 53.6% of the portfolio is in top 10 stocks. GOOG 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: 18 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 8.93 | 131,793 | 30,707,800 | added | 0.37 | ||
| ABBV | abbvie inc | 1.75 | 30,406 | 6,004,640 | added | 4.56 | ||
| ADSK | autodesk inc | 0.12 | 1,500 | 413,220 | reduced | -2.91 | ||
| ALLO | allogene therapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMAT | applied matls inc | 0.10 | 1,790 | 361,670 | reduced | -0.22 | ||
| AMD | advanced micro devices inc | 0.10 | 2,093 | 343,419 | new | |||
| AMZN | amazon com inc | 0.91 | 16,821 | 3,134,220 | reduced | -2.03 | ||
| ANET | arista networks inc | 0.14 | 1,302 | 499,734 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.20 | 4,084 | 704,490 | added | 5.53 | ||
| BAC | bank america corp | 0.06 | 5,530 | 219,424 | added | 1.39 | ||
| BBAX | j p morgan exchange traded f | 1.73 | 123,180 | 5,942,200 | added | 40.88 | ||
| BBAX | j p morgan exchange traded f | 0.96 | 55,287 | 3,290,100 | added | 0.66 | ||
| BBAX | j p morgan exchange traded f | 0.40 | 27,307 | 1,385,540 | added | 3.78 | ||
| BIL | spdr ser tr | 0.10 | 2,514 | 357,089 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 1.60 | 70,349 | 5,513,250 | added | 47.08 | ||
| C | citigroup inc | 1.38 | 75,632 | 4,734,540 | added | 7.49 | ||
| CGGO | capital group gbl growth eqt | 2.03 | 232,100 | 6,997,820 | added | 19.22 | ||
| COST | costco whsl corp new | 2.92 | 11,327 | 10,041,500 | added | 1.17 | ||
| CRM | salesforce inc | 0.14 | 1,738 | 475,740 | added | 6.11 | ||
| CRWD | crowdstrike hldgs inc | 0.08 | 947 | 265,605 | new | |||