CLARITY WEALTH ADVISORS, LLC 13F Portfolio
CLARITY WEALTH ADVISORS, LLC runs CLARITY WEALTH ADVISORS, LLC and currently holds 117 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $566.73M. Their top holdings are QQQ, AAPL, SPY, VTI, VIG. The top five represent 31.4% of reported portfolio weight. CLARITY WEALTH ADVISORS, LLC ranks #535 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CLARITY WEALTH ADVISORS, LLC initiated 2 new positions. They added to 43 existing positions. They trimmed 44 positions. Their current best-performing preview position is INTC with returns of +216.41%.
Portfolio Value
$566.73M
Alpha Score
56.1
#535 of 1000
Holdings
117
CLARITY WEALTH ADVISORS, LLC Current 13F Holdings
Reported holdings from CLARITY WEALTH ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
117 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
QQQ INVESCO QQQ TR | 6.91% | $266.00 | $751.27 | +182.43% | Trimmed -2.49% |
AAPL APPLE INC | 6.83% | $98.98 | $336.68 | +240.15% | Trimmed -1.24% |
SPY STATE STR SPDR S&P 500 ETF T | 6.74% | $405.92 | $778.54 | +91.80% | Trimmed -1.03% |
VTI VANGUARD INDEX FDS | 6.54% | $189.29 | $381.92 | +101.76% | Trimmed -0.52% |
VIG VANGUARD SPECIALIZED FUNDS | 4.41% | $151.85 | $239.00 | +57.39% | Added +1.51% |
DIA STATE STR SPDR DOW JONES IND | 4.17% | $396.05 | $516.07 | +30.30% | Added +3.58% |
IJH ISHARES TR | 4.11% | $49.99 | $73.41 | +46.85% | Added +5.05% |
VXUS VANGUARD STAR FDS | 4.11% | $56.02 | $84.82 | +51.41% | Added +5.46% |
GOOGL ALPHABET INC | 3.21% | $85.99 | $351.66 | +308.95% | Trimmed -3.97% |
VB VANGUARD INDEX FDS | 3.14% | $198.01 | $289.48 | +46.19% | Added +6.49% |
Showing 1-10 of 117