Portfolio (Quarterly)
Guide ↗
Clarity Wealth Advisors, LLC
· CIK 0001767384| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | CRM | SALESFORCE INC | Technology | 1,796.0 | $335K | 0.07% | -35.0 | -1.9% | $186.67 | -8.9% |
| 82 | GPIX | GOLDMAN SACHS ETF TR | — | 6,550.0 | $328K | 0.07% | NEW | — | $50.04 | +10.7% |
| 83 | QCOM | QUALCOMM INC | Technology | 2,506.0 | $323K | 0.07% | -86.0 | -3.3% | $128.76 | +34.7% |
| 84 | PRF | INVESCO EXCHANGE TRADED FD T | — | 6,734.0 | $320K | 0.07% | -250.0 | -3.6% | $47.53 | +14.9% |
| 85 | BAC | BANK AMERICA CORP | Financial Services | 6,474.0 | $316K | 0.07% | +92.0 | +1.4% | $48.75 | +25.6% |
| 86 | DLN | WISDOMTREE TR | — | 3,523.0 | $315K | 0.07% | -516.0 | -12.8% | $89.33 | +9.6% |
| 87 | IYY | ISHARES TR | — | 1,917.0 | $304K | 0.06% | -202.0 | -9.5% | $158.45 | +15.0% |
| 88 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,036.0 | $294K | 0.06% | -138.0 | -6.3% | $144.44 | +2.5% |
| 89 | VEA | VANGUARD TAX-MANAGED FDS | — | 4,581.0 | $294K | 0.06% | +167.0 | +3.8% | $64.08 | +10.0% |
| 90 | LLY | ELI LILLY & CO | Healthcare | 312.0 | $287K | 0.06% | — | — | $918.54 | +27.9% |
| 91 | SCHF | SCHWAB STRATEGIC TR | — | 10,662.0 | $264K | 0.05% | +104.0 | +1.0% | $24.75 | +10.5% |
| 92 | MCD | MCDONALDS CORP | Consumer Cyclical | 847.0 | $263K | 0.05% | -36.0 | -4.1% | $310.81 | -15.1% |
| 93 | VOOG | VANGUARD ADMIRAL FDS INC | — | 633.0 | $258K | 0.05% | — | — | $407.51 | -79.9% |
| 94 | IXN | ISHARES TR | — | 2,557.0 | $256K | 0.05% | -192.0 | -7.0% | $99.95 | +37.2% |
| 95 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 16,769.0 | $252K | 0.05% | +2K | +11.3% | $15.05 | +18.0% |
| 96 | WMT | WALMART INC | Consumer Defensive | 1,979.0 | $246K | 0.05% | -47.0 | -2.3% | $124.30 | -11.2% |
| 97 | AXP | AMERICAN EXPRESS CO | Financial Services | 787.0 | $238K | 0.05% | -18.0 | -2.2% | $302.63 | +15.9% |
| 98 | GPIQ | GOLDMAN SACHS ETF TR | — | 4,800.0 | $238K | 0.05% | NEW | — | $49.49 | +15.2% |
| 99 | CRWV | COREWEAVE INC | Technology | 3,000.0 | $232K | 0.05% | — | — | $77.47 | +2.7% |
| 100 | PYPL | PAYPAL HLDGS INC | Financial Services | 4,995.0 | $226K | 0.05% | -69.0 | -1.4% | $45.23 | +23.5% |
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%