$165 Million is the total value of Clarity Wealth Advisors, LLC's 58 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $15,549,000 | +13.9% | 117,185 | -0.6% | 9.42% | -3.7% |
| QQQ | Sell | POWERSHARES QQQ TRunit ser 1 | $12,408,000 | +11.3% | 39,548 | -1.4% | 7.52% | -6.0% |
| COST | Sell | COSTCO WHOLESALE CORP | $3,782,000 | +5.8% | 10,038 | -0.3% | 2.29% | -10.6% |
| GOOG | Sell | ALPHABET INC CAP STK CL Ccap stk cl c | $2,986,000 | +14.2% | 1,705 | -4.2% | 1.81% | -3.5% |
| IGM | Sell | ISHARES NORTH AMERICAN TECHNOLOGY ETFexpnd tec sc etf | $2,348,000 | +9.5% | 6,713 | -3.3% | 1.42% | -7.5% |
| PINS | Sell | PINTEREST INC CL Acl a | $2,013,000 | +58.3% | 30,560 | -0.3% | 1.22% | +33.8% |
| SNPS | Sell | SYNOPSYS INC COM | $1,636,000 | +19.5% | 6,314 | -1.4% | 0.99% | +1.0% |
| VAR | Sell | VARIAN MED SYS INC COM | $847,000 | -0.6% | 4,842 | -2.3% | 0.51% | -16.0% |
| PG | Sell | PROCTER AND GAMBLE CO COM | $841,000 | -3.7% | 6,047 | -3.8% | 0.51% | -18.5% |
| WDAY | Sell | WORKDAY INC COMcl a | $801,000 | +11.2% | 3,343 | -0.2% | 0.49% | -5.8% |
| IVV | Sell | ISHARES S&P 500 INDEXcore s&p500 etf | $726,000 | +8.0% | 1,936 | -3.3% | 0.44% | -8.7% |
| MA | Sell | MASTERCARD INCcl a | $667,000 | +5.2% | 1,871 | -0.3% | 0.40% | -11.2% |
| INTC | Sell | INTEL CORP COM | $588,000 | -4.5% | 11,805 | -0.8% | 0.36% | -19.5% |
| DIA | Sell | SPDR DOW JONES INDUSTRIAL ETFut ser 1 | $361,000 | +6.8% | 1,181 | -3.2% | 0.22% | -9.5% |
| VUG | Sell | VANGUARD GROWTH ETFgrowth etf | $362,000 | -23.6% | 1,429 | -31.4% | 0.22% | -35.6% |
| QCOM | Sell | QUALCOMM INC | $311,000 | -13.6% | 2,042 | -33.3% | 0.19% | -26.7% |
| TXN | Sell | TEXAS INSTRS INC COM | $269,000 | -11.2% | 1,638 | -22.9% | 0.16% | -24.9% |
| ORCL | Sell | ORACLE CORPORATION | $226,000 | +8.1% | 3,504 | -0.1% | 0.14% | -8.7% |
| VWO | Exit | VANGUARD FTSE EMERGING MARKETS ETFftse emr mkt etf | $0 | – | -4,903 | -100.0% | -0.15% | – |
| XT | Exit | ISHARES EXPONENTIAL TECHNOLOGIES ETFexponential tech | $0 | – | -4,451 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 11.0% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 16 | Q3 2023 | 10.1% |
| POWERSHARES QQQ TR | 16 | Q3 2023 | 8.2% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 8.0% |
| ISHARES TR | 16 | Q3 2023 | 5.8% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 6.8% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 16 | Q3 2023 | 5.1% |
| GOOGLE INC | 16 | Q3 2023 | 4.3% |
| VANGUARD WORLD FDS | 16 | Q3 2023 | 3.1% |
| COSTCO WHSL CORP NEW | 16 | Q3 2023 | 3.1% |
View Clarity Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-25 |
View Clarity Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.