Portfolio (Quarterly)
Guide ↗
Clarity Wealth Advisors, LLC
· CIK 0001767384| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | FICO | FAIR ISAAC CORP | Technology | 514.0 | $549K | 0.11% | +92.0 | +21.8% | $1067.54 | +15.0% |
| 62 | BALI | BLACKROCK ETF TRUST | — | 17,000.0 | $524K | 0.11% | NEW | — | $30.81 | +10.4% |
| 63 | AAPL CALL | APPLE INC | Technology | 2,000.0 | $508K | 0.10% | NEW | — | $253.79 | +29.1% |
| 64 | SMCI | SUPER MICRO COMPUTER INC | Technology | 22,110.0 | $503K | 0.10% | NEW | — | $22.77 | +12.0% |
| 65 | IJR | ISHARES TR | — | 3,960.0 | $492K | 0.10% | +94.0 | +2.4% | $124.30 | +17.9% |
| 66 | DIS | DISNEY WALT CO | Communication Services | 5,064.0 | $488K | 0.10% | -578.0 | -10.2% | $96.37 | -0.2% |
| 67 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,201.0 | $469K | 0.10% | — | — | $97.60 | +95.8% |
| 68 | SCHB | SCHWAB STRATEGIC TR | — | 18,556.0 | $466K | 0.10% | -887.0 | -4.6% | $25.10 | +15.3% |
| 69 | SDY | SPDR SERIES TRUST | — | 3,098.0 | $452K | 0.09% | -24.0 | -0.8% | $145.93 | +5.3% |
| 70 | HON | HONEYWELL INTL INC | Industrials | 1,961.0 | $443K | 0.09% | -238.0 | -10.8% | $226.04 | +1.7% |
| 71 | SHOP | SHOPIFY INC | Technology | 3,535.0 | $419K | 0.09% | +63.0 | +1.8% | $118.62 | +3.7% |
| 72 | VYM | VANGUARD WHITEHALL FDS | — | 2,826.0 | $419K | 0.09% | -22.0 | -0.8% | $148.10 | +8.4% |
| 73 | VWO | VANGUARD INTL EQUITY INDEX F | — | 7,737.0 | $418K | 0.09% | +369.0 | +5.0% | $54.05 | +8.9% |
| 74 | HD | HOME DEPOT INC | Consumer Cyclical | 1,263.0 | $415K | 0.09% | -27.0 | -2.1% | $328.77 | +0.9% |
| 75 | CVNA | CARVANA CO | Consumer Cyclical | 1,318.0 | $414K | 0.09% | -18.0 | -1.4% | $314.38 | -79.1% |
| 76 | IEMG | ISHARES INC | — | 5,389.0 | $376K | 0.08% | +96.0 | +1.8% | $69.76 | +13.7% |
| 77 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,510.0 | $366K | 0.07% | -95.0 | -5.9% | $242.39 | -13.2% |
| 78 | ADSK | AUTODESK INC | Technology | 1,525.0 | $365K | 0.07% | — | — | $239.40 | -11.8% |
| 79 | PANW | PALO ALTO NETWORKS INC | Technology | 2,270.0 | $364K | 0.07% | +17.0 | +0.8% | $160.32 | +113.4% |
| 80 | SCHM | SCHWAB STRATEGIC TR | — | 11,348.0 | $351K | 0.07% | — | — | $30.96 | +14.2% |
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
44.5%
Technology
23.5%
Communication Services
13.9%
Healthcare
7.6%
Consumer Defensive
4.9%
Consumer Cyclical
4.5%
Industrials
0.5%
Energy
0.3%
Utilities
0.3%