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 : 9     View All Holdings Currently Viewing:  Unchanged 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
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 45 - $367.33 $579,000 1,718 0.2% 58,000 0 0.001    Closed - End Fund - E...
   (DUOL)1 Year Chart         DUOL Duolingo, Inc. 58 - $211.83 $485,000 2,199 0.16% -14,000 0 0.006    N/A
   (NTNX)1 Year Chart         NTNX Nutanix, Inc. 59 - $53.42 $477,000 7,721 0.16% 109,000 0 0.003    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 62 - $376.25 $400,000 1,163 0.14% 38,000 0 0    Closed - End Fund - E...
   (ADSK)1 Year Chart         ADSK Autodesk Inc 63 - $244.12 $394,000 1,512 0.13% 26,000 0 0.001    Technical & System So...
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 75 - $127.60 $297,000 1,835 0.1% -68,000 0 0.001    N/A
   (IYY)1 Year Chart         IYY iShares Dow Jones US Total ... 76 - $132.70 $296,000 2,310 0.1% 27,000 0 0.03    Closed - End Fund - E...
   (PINS)1 Year Chart         PINS Pinterest, Inc. 78 - $44.22 $279,000 8,060 0.09% -20,000 0 0.001    N/A
   (ALLO)1 Year Chart         ALLO Allogene Therapeutics, Inc. 85 - $0.00 $70,000 15,632 0.02% 20,000 0 0.011    N/A

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