| |
|
|
| Name: |
Clarity Wealth Advisors LLC |
| City: |
SAN JOSE |
| State: |
CA |
| Zip: |
95126 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
49 |
|
View All Holdings |
Currently
Viewing:
Increased 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 |
|
SPY |
Standard & Poors Depository... |
1 |
- |
$542.78 |
$23,659,000 |
45,230 |
8% |
2,725,000 |
1,188 |
0.001 |
Closed - End Fund - E... |
|
|
VTI |
Vanguard Total Stock Market... |
2 |
- |
$266.69 |
$23,610,000 |
90,842 |
7.98% |
2,543,000 |
2,033 |
0.009 |
Closed - End Fund - E... |
|
|
QQQ |
Invesco QQQ Trust Series I |
3 |
- |
$479.19 |
$22,943,000 |
51,671 |
7.76% |
2,152,000 |
902 |
0.011 |
Closed - End Fund - Debt |
|
|
AAPL |
Apple Inc |
4 |
- |
$212.49 |
$21,657,000 |
126,294 |
7.32% |
-2,540,000 |
616 |
0.001 |
Personal Computers |
|
|
VIG |
Vanguard Dividend Appreciat... |
5 |
- |
$182.83 |
$15,187,000 |
83,166 |
5.14% |
1,289,000 |
1,605 |
0.022 |
Closed - End Fund - Debt |
|
|
IJH |
iShares S&P MidCap 400 Index |
6 |
- |
$57.83 |
$13,549,000 |
223,065 |
4.58% |
1,538,000 |
179,727 |
0.096 |
Closed - End Fund - E... |
|
|
VXUS |
Vanguard Total Internationa... |
7 |
- |
$60.45 |
$11,186,000 |
185,502 |
3.78% |
739,000 |
5,251 |
0.032 |
Closed - End Fund - E... |
|
|
VB |
Vanguard Small Cap VIPERS |
8 |
- |
$216.02 |
$9,892,000 |
43,273 |
3.34% |
890,000 |
1,074 |
0.023 |
Closed - End Fund - E... |
|
|
DIA |
Diamonds Trust |
9 |
- |
$386.46 |
$9,281,000 |
23,333 |
3.14% |
1,767,000 |
3,396 |
0.027 |
Closed - End Fund - E... |
|
|
COST |
Costco Wholesale Corp |
10 |
- |
$855.67 |
$8,657,000 |
11,816 |
2.93% |
1,060,000 |
307 |
0.003 |
Discount, Variety Stores |
|
|
GOOGL |
Alphabet Inc |
11 |
- |
$176.79 |
$8,025,000 |
53,172 |
2.71% |
760,000 |
1,161 |
0.001 |
Search Engines & Info... |
|
|
BRK.B |
Berkshire Hathaway B |
12 |
- |
$405.54 |
$7,533,000 |
17,913 |
2.55% |
1,169,000 |
71 |
0.001 |
Property & Casualty I... |
|
|
JPM |
JP Morgan Chase & Co |
13 |
- |
$193.78 |
$6,628,000 |
33,090 |
2.24% |
1,057,000 |
342 |
0.001 |
Domestic Money Center... |
|
|
V |
Visa Inc |
15 |
- |
$270.66 |
$6,037,000 |
21,633 |
2.04% |
548,000 |
549 |
0.001 |
Business Services |
|
|
ABBV |
Abbvie Inc. |
18 |
- |
$168.59 |
$5,493,000 |
30,166 |
1.86% |
873,000 |
355 |
0.002 |
Drug Manufacturers - ... |
|
|
NVDA |
NVIDIA Corporation |
19 |
- |
$131.88 |
$5,121,000 |
5,668 |
1.73% |
2,332,000 |
37 |
0 |
Semiconductor - Speci... |
|
|
EEM |
iShares MSCI Emrg Mkt Income |
20 |
- |
$42.23 |
$4,759,000 |
115,841 |
1.61% |
455,000 |
8,797 |
0.002 |
Closed - End Fund - E... |
|
|
CGGO |
Capital Group Global Growth... |
21 |
- |
$0.00 |
$4,600,000 |
159,737 |
1.56% |
1,488,000 |
38,804 |
0.177 |
N/A |
|
|
C |
Citigroup Inc |
22 |
- |
$59.33 |
$4,554,000 |
72,008 |
1.54% |
1,006,000 |
3,040 |
0.003 |
Domestic Money Center... |
|
|
VYMI |
Vanguard International High... |
23 |
- |
$0.00 |
$4,230,000 |
61,481 |
1.43% |
809,000 |
10,033 |
0.068 |
N/A |
|
|
MSFT |
Microsoft Corp |
24 |
- |
$442.57 |
$4,166,000 |
9,903 |
1.41% |
562,000 |
318 |
0 |
Application Software |
|
|
JNJ |
Johnson & Johnson |
25 |
- |
$145.54 |
$3,787,000 |
23,938 |
1.28% |
187,000 |
969 |
0.001 |
Drug Manufacturers - ... |
|
|
JCPB |
Jpmorgan Core Plus Bond Etf |
26 |
- |
$0.00 |
$3,746,000 |
80,306 |
1.27% |
1,036,000 |
22,747 |
0.089 |
N/A |
|
|
BIV |
Vanguard Intermediate-Term ... |
27 |
- |
$75.43 |
$3,357,000 |
44,527 |
1.14% |
894,000 |
12,286 |
0.028 |
Closed - End Fund - Debt |
|
|
GOOG |
Alphabet Inc |
28 |
- |
$178.37 |
$3,220,000 |
21,150 |
1.09% |
263,000 |
165 |
0 |
Search Engines & Info... |
|
|
FBND |
Fidelity Total Bond Etf |
29 |
- |
$0.00 |
$3,169,000 |
69,945 |
1.07% |
787,000 |
18,208 |
0.024 |
N/A |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
30 |
- |
$0.00 |
$3,116,000 |
53,860 |
1.05% |
406,000 |
4,576 |
0.006 |
N/A |
|
|
AMZN |
Amazon.com Inc |
31 |
- |
$183.66 |
$3,021,000 |
16,750 |
1.02% |
648,000 |
1,131 |
0 |
Internet Software & S... |
|
|
IGM |
iShares S&P GSTI Tech Index Fd |
33 |
- |
$94.16 |
$2,341,000 |
27,166 |
0.79% |
301,000 |
22,614 |
0.305 |
Closed - End Fund - E... |
|
|
TSLA |
Tesla Motors Inc |
34 |
- |
$177.81 |
$2,205,000 |
12,544 |
0.75% |
-496,000 |
1,673 |
0 |
Auto Manufacturers |
|
|
JEPQ |
Jpmorgan Nasdaq Equity Prem... |
36 |
- |
$0.00 |
$1,660,000 |
30,598 |
0.56% |
300,000 |
3,359 |
0.034 |
N/A |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
38 |
- |
$0.00 |
$1,327,000 |
26,313 |
0.45% |
81,000 |
1,500 |
0.003 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
39 |
- |
$498.98 |
$1,087,000 |
2,260 |
0.37% |
106,000 |
14 |
0 |
Closed - End Fund - E... |
|
|
CSCO |
Cisco Systems Inc |
42 |
- |
$45.68 |
$717,000 |
14,358 |
0.24% |
26,000 |
689 |
0 |
Networking & Communic... |
|
|
CVX |
Chevron Corp |
43 |
- |
$152.57 |
$662,000 |
4,195 |
0.22% |
54,000 |
119 |
0 |
Integrated Oil & Gas |
|
|
WDAY |
Workday, Inc. |
46 |
- |
$209.48 |
$544,000 |
1,995 |
0.18% |
21,000 |
102 |
0.001 |
Application Software |
|
|
PG |
Procter & Gamble Co |
48 |
- |
$166.79 |
$534,000 |
3,294 |
0.18% |
74,000 |
156 |
0 |
Cleaning Products |
|
|
QCOM |
QUALCOMM Inc |
49 |
- |
$215.33 |
$530,000 |
3,130 |
0.18% |
308,000 |
1,593 |
0 |
Communication Equipment |
|
|
ORCL |
Oracle Corp |
50 |
- |
$138.13 |
$523,000 |
4,165 |
0.18% |
98,000 |
130 |
0 |
Application Software |
|
|
PYPL |
Paypal Holdings, Inc. |
52 |
- |
$60.64 |
$519,000 |
7,754 |
0.18% |
69,000 |
425 |
0.001 |
N/A |
|
|
HD |
Home Depot Inc |
53 |
- |
$346.84 |
$514,000 |
1,339 |
0.17% |
114,000 |
185 |
0 |
Home Improvement Stores |
|
|
AVGO |
Broadcom Limited |
55 |
- |
$1,735.04 |
$500,000 |
377 |
0.17% |
104,000 |
22 |
0 |
Semiconductor- Broad... |
|
|
INTC |
Intel Corp |
56 |
- |
$30.45 |
$498,000 |
11,283 |
0.17% |
-68,000 |
14 |
0 |
Semiconductor- Broad... |
|
|
CRM |
Salesforce.com Inc |
57 |
- |
$231.94 |
$491,000 |
1,629 |
0.17% |
86,000 |
88 |
0 |
Internet Software & S... |
|
|
IBM |
International Business Mach... |
66 |
- |
$169.21 |
$370,000 |
1,936 |
0.13% |
70,000 |
104 |
0 |
Diversified Computer ... |
|
|
IJR |
iShares Core S&P Small-Cap |
72 |
- |
$104.68 |
$337,000 |
3,050 |
0.11% |
20,000 |
125 |
0.001 |
Closed - End Fund - E... |
|
|
SDY |
streetTRACKS Series Trust -... |
73 |
- |
$127.73 |
$330,000 |
2,514 |
0.11% |
25,000 |
75 |
0.002 |
Closed - End Fund - E... |
|
|
UNH |
Unitedhealth Group Inc |
79 |
- |
$497.12 |
$263,000 |
532 |
0.09% |
-15,000 |
4 |
0 |
Health Care Plans |
|
|
VWO |
Vanguard Emerging Markets S... |
80 |
- |
$43.76 |
$247,000 |
5,921 |
0.08% |
11,000 |
172 |
0 |
Closed - End Fund - E... |
|
