$220 Million is the total value of Clarity Wealth Advisors, LLC's 74 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TQQQ | Exit | PROSHARES TRcall | $0 | – | -1,000 | -100.0% | -0.02% | – |
| PSEC | Exit | PROSPECT CAP CORP | $0 | – | -10,076 | -100.0% | -0.03% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -745 | -100.0% | -0.10% | – |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -4,451 | -100.0% | -0.10% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -4,296 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
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.