Clarity Wealth Advisors, LLC Portfolio Holdings
Q3 2025•99 long positions•$453.8M portfolio value
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Holding102 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $34.5M 7.6% | -$344.8K Sold | 0.001% 135.4K shares | 136.7K → 135.4K −$344.8K | -0.99% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $34.1M 7.52% | +$377.7K Bought | — 51.2K shares | 50.7K → 51.2K +$377.7K | +1.12% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $32.8M 7.22% | +$137.5K Bought | — 54.6K shares | 54.4K → 54.6K +$137.5K | +0.42% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $32.4M 7.15% | +$575.0K Bought | — 98.8K shares | 97.1K → 98.8K +$575.0K | +1.81% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $21.6M 4.76% | +$409.1K Bought | — 100.1K shares | 98.2K → 100.1K +$409.1K | +1.93% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $18.2M 4.0% | +$1.0M Bought | — 39.2K shares | 37.0K → 39.2K +$1.0M | +5.86% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $17.0M 3.75% | +$487.5K Bought | — 261.1K shares | 253.6K → 261.1K +$487.5K | +2.95% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $16.4M 3.62% | +$1.2M Bought | — 223.7K shares | 207.8K → 223.7K +$1.2M | +7.65% | — — | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $13.5M 2.98% | +$656.6K Bought | 0.0% 55.6K shares | 52.9K → 55.6K +$656.6K | +5.11% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $12.5M 2.76% | +$349.9K Bought | — 49.3K shares | 47.9K → 49.3K +$349.9K | +2.87% | — — | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $12.5M 2.75% | +$221.1K Bought | 0.001% 17.0K shares | 16.7K → 17.0K +$221.1K | +1.8% | $1.84T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $10.8M 2.38% | +$2.1M Bought | — 127.8K shares | 103.2K → 127.8K +$2.1M | +23.81% | — — | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $10.6M 2.34% | -$23.0K Sold | 0.001% 33.6K shares | 33.7K → 33.6K −$23.0K | -0.22% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $10.3M 2.27% | +$540.9K Bought | — 301.3K shares | 285.4K → 301.3K +$540.9K | +5.55% | — — | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $10.3M 2.27% | -$202.7K Sold | 0.003% 11.1K shares | 11.3K → 11.1K −$202.7K | -1.93% | $410.27B Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $9.8M 2.16% | +$36.6K Bought | 0.0% 52.4K shares | 52.2K → 52.4K +$36.6K | +0.38% | $4.54T Mega Cap | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | $9.7M 2.14% | +$47.8K Bought | 0.001% 19.3K shares | 19.2K → 19.3K +$47.8K | +0.49% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $9.3M 2.06% | +$996.3K Bought | — 174.7K shares | 156.1K → 174.7K +$996.3K | +11.95% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $9.1M 2.0% | +$1.3M Bought | — 191.2K shares | 163.4K → 191.2K +$1.3M | +17.02% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.9M 1.96% | +$1.4M Bought | — 114.0K shares | 96.4K → 114.0K +$1.4M | +18.21% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.3M 1.82% | +$1.3M Bought | — 179.0K shares | 151.9K → 179.0K +$1.3M | +17.84% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $8.2M 1.82% | -$97.2K Sold | 0.004% 81.1K shares | 82.1K → 81.1K −$97.2K | -1.17% | $186.85B Large Cap | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $7.8M 1.72% | +$78.5K Bought | 0.001% 22.9K shares | 22.6K → 22.9K +$78.5K | +1.02% | $662.60B Mega Cap | Q4 2019 Held for 5y 11m | |
Auto - Manufacturers Consumer Cyclical | $7.7M 1.7% | +$26.2K Bought | 0.001% 17.3K shares | 17.2K → 17.3K +$26.2K | +0.34% | $1.48T Mega Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $7.6M 1.67% | +$68.5K Bought | 0.002% 32.8K shares | 32.5K → 32.8K +$68.5K | +0.91% | $409.03B Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $6.8M 1.5% | -$1.2M Sold | 0.0% 27.9K shares | 32.7K → 27.9K −$1.2M | -14.59% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $5.2M 1.15% | +$242.2K Bought | 0.001% 28.1K shares | 26.8K → 28.1K +$242.2K | +4.88% | $446.55B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.2M 1.14% | +$1.5M Bought | — 148.7K shares | 106.6K → 148.7K +$1.5M | +39.52% | — — | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $5.2M 1.14% | -$144.0K Sold | 0.0% 10.0K shares | 10.2K → 10.0K −$144.0K | -2.71% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $4.0M 0.884% | -$21.5K Sold | 0.0% 18.3K shares | 18.4K → 18.3K −$21.5K | -0.53% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.8M 0.832% | +$340.8K Bought | — 66.1K shares | 60.1K → 66.1K +$340.8K | +9.92% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.3M 0.728% | -$653.7K Sold | — 8.3K shares | 10.0K → 8.3K −$653.7K | -16.52% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.7M 0.599% | -$534.3K Sold | — 30.7K shares | 36.7K → 30.7K −$534.3K | -16.42% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.5M 0.559% | -$230.0K Sold | — 20.1K shares | 22.0K → 20.1K −$230.0K | -8.32% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.4M 0.53% | +$167.7K Bought | — 41.8K shares | 38.9K → 41.8K +$167.7K | +7.49% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.2M 0.489% | +$51.4K Bought | — 3.6K shares | 3.5K → 3.6K +$51.4K | +2.37% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.2M 0.479% | -$5.4K Sold | — 3.2K shares | 3.3K → 3.2K −$5.4K | -0.25% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.6M 0.363% | -$237.8K Sold | — 15.9K shares | 18.2K → 15.9K −$237.8K | -12.62% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.4M 0.309% | -$25.1K Sold | — 27.6K shares | 28.1K → 27.6K −$25.1K | -1.76% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $1.4M 0.299% | -$18.1K Sold | 0.0% 4.1K shares | 4.2K → 4.1K −$18.1K | -1.32% | $1.56T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.3M 0.283% | -$189.8K Sold | — 23.9K shares | 27.4K → 23.9K −$189.8K | -12.86% | — — | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $1.2M 0.272% | +$73.0K Bought | 0.0% 6.8K shares | 6.4K → 6.8K +$73.0K | +6.27% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.2M 0.271% | -$57.1K Sold | 0.0% 4.4K shares | 4.6K → 4.4K −$57.1K | -4.43% | $801.76B Mega Cap | Q4 2019 Held for 5y 11m | |
Entertainment Communication Services | $1.2M 0.261% | +$21.6K Bought | 0.0% 986.0 shares | 968.0 → 986.0 +$21.6K | +1.86% | $509.45B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $1.1M 0.233% | -$100.2K Sold | 0.001% 2.1K shares | 2.3K → 2.1K −$100.2K | -8.66% | $91.6B Large Cap | Q4 2019 Held for 5y 11m | |
Communication Equipment Technology | $1.0M 0.227% | — | 0.0% 15.1K shares | — | — | $270.48B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $847.2K 0.187% | -$375.7K Sold | — 5.9K shares | 8.5K → 5.9K −$375.7K | -30.72% | — — | Q4 2019 Held for 5y 11m | |
Computer Hardware Technology | $824.4K 0.182% | -$14.6K Sold | 0.0% 5.7K shares | 5.8K → 5.7K −$14.6K | -1.74% | $183.14B Large Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $822.2K 0.181% | -$69.6K Sold | — 1.7K shares | 1.9K → 1.7K −$69.6K | -7.8% | — — | Q3 2021 Held for 4y 2m | |
Regulated Electric Utilities | $811.2K 0.179% | +$6.1K Bought | 0.002% 9.7K shares | 9.6K → 9.7K +$6.1K | +0.76% | $41.7B Large Cap | Q4 2024 Held for 11 months |
