Portfolio (Quarterly)
Guide ↗
Clarity Wealth Advisors, LLC
· CIK 0001767384| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BALI | BLACKROCK ETF TRUST | — | 17,000.0 | $524K | 0.11% | NEW | — | $30.81 | +11.2% |
| 2 | AAPL CALL | APPLE INC | Technology | 2,000.0 | $508K | 0.10% | NEW | — | $253.79 | +31.1% |
| 3 | SMCI | SUPER MICRO COMPUTER INC | Technology | 22,110.0 | $503K | 0.10% | NEW | — | $22.77 | +61.2% |
| 4 | GPIX | GOLDMAN SACHS ETF TR | — | 6,550.0 | $328K | 0.07% | NEW | — | $50.04 | +10.8% |
| 5 | GPIQ | GOLDMAN SACHS ETF TR | — | 4,800.0 | $238K | 0.05% | NEW | — | $49.49 | +13.3% |
| 6 | TGT | TARGET CORP | Consumer Defensive | 1,720.0 | $208K | 0.04% | NEW | — | $121.20 | +28.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
46.0%
Technology
24.3%
Communication Services
11.0%
Healthcare
7.8%
Consumer Defensive
5.1%
Consumer Cyclical
4.6%
Industrials
0.6%
Energy
0.3%
Utilities
0.3%