Portfolio (Quarterly)
Guide ↗
Clarity Wealth Development LLC
· CIK 0002048774| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LMT | LOCKHEED MARTIN CORP | Industrials | 403.0 | $244K | 0.20% | NEW | — | $604.39 | -13.5% |
| 2 | XOM | EXXON MOBIL CORP | Energy | 1,262.0 | $214K | 0.17% | NEW | — | $169.66 | -7.9% |
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
Technology
41.4%
Financial Services
12.9%
Consumer Defensive
10.5%
Industrials
9.7%
Communication Services
9.2%
Utilities
7.7%
Consumer Cyclical
6.5%
Energy
2.1%