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  Name: Clarity Wealth Advisors LLC
  City: SAN JOSE
  State: CA
  Zip: 95126
   
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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
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Holdings Found : 20     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VCR)1 Year Chart         VCR Vanguard Cnsmr Discre VIPERs 14 - $308.45 $6,065,000 19,087 2.05% -60,000 -1,024 0.118    Closed - End Fund - E...
   (FB)1 Year Chart         FB Meta Platforms Inc 16 - $464.63 $5,605,000 11,542 1.9% 1,468,000 -147 0    Internet Service Prov...
   (IXJ)1 Year Chart         IXJ iShares Trust S&P Glbl Hltcr 17 - $93.25 $5,527,000 59,329 1.87% 166,000 -2,492 0.019    Closed - End Fund - E...
   (IBB)1 Year Chart         IBB iShares Tr Nasdaq Biotech 32 - $136.91 $2,984,000 21,746 1.01% -241,000 -1,991 0.031    Closed - End Fund - E...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 35 - $42.18 $1,845,000 43,810 0.62% 67,000 -3,474 0.001    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 37 - $534.05 $1,428,000 2,717 0.48% 129,000 -2 0    Closed - End Fund - E...
   (DIS)1 Year Chart         DIS Walt Disney Co 40 - $103.01 $854,000 6,976 0.29% 195,000 -321 0    Entertainment - Diver...
   (MA)1 Year Chart         MA MasterCard Inc A 41 - $459.10 $787,000 1,635 0.27% 89,000 -2 0    Business Services
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 47 - $61.81 $539,000 8,832 0.18% 14,000 -603 0.005    Closed - End Fund - Debt
   (TQQQ)1 Year Chart         TQQQ Proshares Ultrapro Qqq Etf 51 - $64.57 $520,000 8,440 0.18% -99,000 -3,770 0.013    Closed - End Fund - Debt
   (NFLX)1 Year Chart         NFLX Netflix Inc 54 - $650.61 $507,000 834 0.17% 88,000 -26 0    Music & Video Stores
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 61 - $121.01 $406,000 3,352 0.14% 15,000 -148 0.001    Closed - End Fund - Debt
   (SHOP)1 Year Chart         SHOP Shopify Inc 64 - $57.02 $383,000 4,960 0.13% -5,000 -15 0    N/A
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 65 - $316.99 $378,000 1,303 0.13% 69,000 -9 0    Diversified Computer ...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 67 - $219.80 $370,000 1,794 0.13% -82,000 -996 0    Semiconductor Equipme...
   (TGT)1 Year Chart         TGT Target Corp 69 - $155.78 $339,000 1,911 0.11% 39,000 -198 0    Discount, Variety Stores
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 71 - $62.99 $338,000 5,451 0.11% 13,000 -316 0    Closed - End Fund - Debt
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 70 - $49.56 $338,000 6,746 0.11% 11,000 -84 0    Closed - End Fund - F...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 77 - $54.43 $285,000 5,528 0.1% 4,000 -21 0    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp 83 - $265.87 $207,000 736 0.07% -14,000 -10 0    Restaurants

      20 Records Found
  1    
Page 1 of 1
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