Clarity Wealth Development LLC Portfolio Holdings
Q3 2025•45 long positions•$110.8M portfolio value
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Holding47 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $22.7M 20.52% | +$679.6K Bought | — 67.3K shares | 65.3K → 67.3K +$679.6K | +3.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.9M 11.62% | +$738.8K Bought | — 403.9K shares | 380.7K → 403.9K +$738.8K | +6.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.2M 10.98% | +$364.7K Bought | — 197.3K shares | 191.3K → 197.3K +$364.7K | +3.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.8M 7.92% | +$354.8K Bought | — 346.9K shares | 332.8K → 346.9K +$354.8K | +4.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.6M 5.98% | +$358.2K Bought | — 198.8K shares | 188.0K → 198.8K +$358.2K | +5.72% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.7M 4.26% | +$227.0K Bought | — 130.9K shares | 124.6K → 130.9K +$227.0K | +5.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.3M 3.84% | -$127.6K Sold | — 109.8K shares | 113.1K → 109.8K −$127.6K | -2.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 3.64% | +$227.1K Bought | — 147.4K shares | 139.1K → 147.4K +$227.1K | +5.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 2.88% | -$58.0K Sold | — 70.6K shares | 71.9K → 70.6K −$58.0K | -1.79% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $3.1M 2.83% | -$429.9K Sold | 0.0% 11.6K shares | 13.2K → 11.6K −$429.9K | -12.07% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 2.76% | -$10.6K Sold | — 120.4K shares | 120.8K → 120.4K −$10.6K | -0.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.97% | -$63.9K Sold | — 58.1K shares | 59.8K → 58.1K −$63.9K | -2.85% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.0M 1.79% | -$93.2K Sold | 0.0% 3.7K shares | 3.8K → 3.7K −$93.2K | -4.49% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.76% | +$178.7K Bought | — 23.0K shares | 20.9K → 23.0K +$178.7K | +10.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.73% | -$95.4K Sold | — 65.8K shares | 69.0K → 65.8K −$95.4K | -4.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.61% | +$89.3K Bought | — 33.9K shares | 32.2K → 33.9K +$89.3K | +5.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 1.19% | +$124.1K Bought | — 16.4K shares | 14.9K → 16.4K +$124.1K | +10.43% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 1.07% | -$149.9K Sold | — 15.9K shares | 17.9K → 15.9K −$149.9K | -11.24% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 1.01% | -$32.1K Sold | — 14.3K shares | 14.7K → 14.3K −$32.1K | -2.8% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $873.8K 0.789% | -$7.5K Sold | — 13.5K shares | 13.6K → 13.5K −$7.5K | -0.85% | — — | Q4 2024 Held for 11 months | |
Apparel - Footwear & Accessories Consumer Cyclical | $844.7K 0.762% | -$2.2K Sold | 0.001% 12.5K shares | 12.6K → 12.5K −$2.2K | -0.26% | $102.98B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $712.9K 0.644% | -$106.0K Sold | — 3.2K shares | 3.7K → 3.2K −$106.0K | -12.95% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $667.9K 0.603% | -$24.0K Sold | — 7.4K shares | 7.7K → 7.4K −$24.0K | -3.47% | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $624.0K 0.563% | -$211.7K Sold | 0.0% 675.0 shares | 904.0 → 675.0 −$211.7K | -25.33% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $598.5K 0.54% | -$27.1K Sold | — 6.6K shares | 6.9K → 6.6K −$27.1K | -4.34% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $569.3K 0.514% | -$13.4K Sold | 0.0% 2.1K shares | 2.2K → 2.1K −$13.4K | -2.3% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $557.3K 0.503% | -$14.1K Sold | 0.0% 985.0 shares | 1.0K → 985.0 −$14.1K | -2.48% | $514.21B Mega Cap | Q4 2024 Held for 11 months | |
Conglomerates Industrials | $510.9K 0.461% | -$16.9K Sold | 0.0% 2.4K shares | 2.5K → 2.4K −$16.9K | -3.21% | $133.65B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $510.6K 0.461% | — | — 740.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $506.7K 0.457% | — | 0.0% 5.4K shares | — | — | $104.25B Large Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $504.9K 0.456% | -$39.6K Sold | 0.0% 1.5K shares | 1.6K → 1.5K −$39.6K | -7.27% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $464.1K 0.419% | +$18.5K Bought | — 4.5K shares | 4.3K → 4.5K +$18.5K | +4.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $422.7K 0.382% | +$10.7K Bought | — 9.5K shares | 9.2K → 9.5K +$10.7K | +2.59% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $417.8K 0.377% | — | — 660.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $414.1K 0.374% | -$9.1K Sold | 0.0% 2.7K shares | 2.8K → 2.7K −$9.1K | -2.15% | $359.62B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $360.0K 0.325% | +$79.0K Bought | — 14.1K shares | 11.0K → 14.1K +$79.0K | +28.13% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $342.4K 0.309% | — | 0.0% 1.3K shares | — | — | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $288.1K 0.26% | — | — 574.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $253.7K 0.229% | — | 0.0% 527.0 shares | — | — | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $234.0K 0.211% | +$234.0K Bought | 0.0% 2.8K shares | — | — | $155.46B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $232.5K 0.21% | -$35.5K Sold | — 2.2K shares | 2.5K → 2.2K −$35.5K | -13.24% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $226.9K 0.205% | -$26.2K Sold | 0.0% 997.0 shares | 1.1K → 997.0 −$26.2K | -10.34% | $409.03B Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $226.2K 0.204% | -$60.3K Sold | 0.0% 1.0K shares | 1.3K → 1.0K −$60.3K | -21.04% | $163.20B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $218.9K 0.198% | +$218.9K Bought | 0.0% 1.2K shares | — | — | $179.50B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $211.0K 0.19% | +$211.0K New | — 4.5K shares | 0 → 4.5K +$211.0K | New | — — | Q3 2025 Held for 2 months | |
Railroads Industrials | - — | -$235.4K Sold | — - shares | 1.0K → 0 −$235.4K | Sold | $136.17B Large Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | - — | -$200.0K Sold | — - shares | 546.0 → 0 −$200.0K | Sold | $358.59B Mega Cap | Q4 2024 Held for 11 months |
