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Name: |
Clarity Wealth Advisors LLC |
City: |
SAN JOSE |
State: |
CA |
Zip: |
95126 |
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Holdings
Found :
20 |
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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 |
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 |
Meta Platforms Inc |
16 |
- |
$464.63 |
$5,605,000 |
11,542 |
1.9% |
1,468,000 |
-147 |
0 |
Internet Service Prov... |
|
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... |
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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... |
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XLF |
SPDR Financial Sector |
35 |
- |
$42.18 |
$1,845,000 |
43,810 |
0.62% |
67,000 |
-3,474 |
0.001 |
Closed - End Fund - E... |
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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 |
Walt Disney Co |
40 |
- |
$103.01 |
$854,000 |
6,976 |
0.29% |
195,000 |
-321 |
0 |
Entertainment - Diver... |
|
MA |
MasterCard Inc A |
41 |
- |
$459.10 |
$787,000 |
1,635 |
0.27% |
89,000 |
-2 |
0 |
Business Services |
|
SCHB |
Schwab Strategic Trust |
47 |
- |
$61.81 |
$539,000 |
8,832 |
0.18% |
14,000 |
-603 |
0.005 |
Closed - End Fund - Debt |
|
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 |
Netflix Inc |
54 |
- |
$650.61 |
$507,000 |
834 |
0.17% |
88,000 |
-26 |
0 |
Music & Video Stores |
|
VYM |
Vanguard High Dividend Yiel... |
61 |
- |
$121.01 |
$406,000 |
3,352 |
0.14% |
15,000 |
-148 |
0.001 |
Closed - End Fund - Debt |
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SHOP |
Shopify Inc |
64 |
- |
$57.02 |
$383,000 |
4,960 |
0.13% |
-5,000 |
-15 |
0 |
N/A |
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ANET |
Arista Networks, Inc. |
65 |
- |
$316.99 |
$378,000 |
1,303 |
0.13% |
69,000 |
-9 |
0 |
Diversified Computer ... |
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AMAT |
Applied Materials Inc |
67 |
- |
$219.80 |
$370,000 |
1,794 |
0.13% |
-82,000 |
-996 |
0 |
Semiconductor Equipme... |
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TGT |
Target Corp |
69 |
- |
$155.78 |
$339,000 |
1,911 |
0.11% |
39,000 |
-198 |
0 |
Discount, Variety Stores |
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SCHX |
Schwab Strategic Trust |
71 |
- |
$62.99 |
$338,000 |
5,451 |
0.11% |
13,000 |
-316 |
0 |
Closed - End Fund - Debt |
|
VEA |
Vanguard Europe Pacific ETF |
70 |
- |
$49.56 |
$338,000 |
6,746 |
0.11% |
11,000 |
-84 |
0 |
Closed - End Fund - F... |
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IEMG |
Ishares Core Msci Emerging ... |
77 |
- |
$54.43 |
$285,000 |
5,528 |
0.1% |
4,000 |
-21 |
0 |
N/A |
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MCD |
McDonalds Corp |
83 |
- |
$265.87 |
$207,000 |
736 |
0.07% |
-14,000 |
-10 |
0 |
Restaurants |
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