Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Clarity Wealth Advisors LLC
  City: SAN JOSE
  State: CA
  Zip: 95126
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $295,739,000
  Total Value Change : $31,164,000
  Securities Held Change : 3
   
All Securities Held : 86
  New Positions : 6
  Closed Positions : 3
  Increased Positions : 51
  Unchanged Positions : 9
  Decreased Positions : 20

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BA)1 Year Chart         BA Boeing Co 89 Closed $174.99 $0 0 0% -225,000 -863 0    Aerospace/Defense - M...
   (MMM)1 Year Chart         MMM 3M Co 88 Closed $100.77 $0 0 0% -524,000 -4,797 0    Conglomerates
   (ROKU)1 Year Chart         ROKU Roku, Inc 87 Closed $52.53 $0 0 0% -226,000 -2,465 0    N/A

      3 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results