$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ILMN | ILLUMINA INC | $558,000 | +19.7% | 1,509 | 0.0% | 0.34% | +1.2% | |
HON | HONEYWELL INTL INC | $490,000 | +29.3% | 2,308 | 0.0% | 0.30% | +9.2% | |
ICSH | BLACKROCK ULTRA SHORT-TERM BOND ETFblackrock ultra | $200,000 | 0.0% | 3,965 | 0.0% | 0.12% | -15.4% |
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.