13F-HR filed by Clarity Wealth Advisors, LLC
Clarity Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-06, with 67 holding rows worth $173,587,730.
- Accession
- 0001172661-23-000467
- Filer
- CIK 1767384
- Filed
- 2023-02-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 67 entries on the cover page, a total value of $173,587,730 stated on the cover page (in dollars after the unit check, H1), rows summing to $173,587,730 with VALUE read as dollars as filed, 13F file number 028-19804. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 126,698 | $16,461,918 | dollars as filed | |
| VTI | 922908769 | COM | 78,488 | $15,006,163 | dollars as filed | |
| SPY | 78462F103 | SHS | 35,625 | $13,624,233 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 45,907 | $12,224,239 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 77,368 | $11,748,279 | dollars as filed | |
| IJH | 464287507 | COM | 39,360 | $9,520,906 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 162,271 | $8,392,660 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 39,051 | $7,167,469 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 16,836 | $5,200,640 | dollars as filed | |
| iShares Global Healthcare ETF | 464287325 | SHS | 61,012 | $5,178,733 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 10,953 | $4,999,975 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 49,731 | $4,387,766 | dollars as filed | |
| Vanguard Consumer Discretionary ETF | 92204A108 | SHS | 19,742 | $4,323,983 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 26,632 | $4,303,919 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 20,219 | $4,200,604 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 28,779 | $3,778,350 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 20,389 | $3,601,639 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 25,329 | $3,396,591 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 86,004 | $3,259,543 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 50,627 | $2,289,879 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 6,436 | $2,132,440 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 16,290 | $1,953,471 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,615 | $1,826,187 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 18,657 | $1,655,469 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 46,655 | $1,595,598 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 5,016 | $1,404,555 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 11,176 | $1,344,920 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 9,327 | $1,148,900 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 13,666 | $1,147,944 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,234 | $1,136,280 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,258 | $914,544 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,362 | $907,351 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 16,119 | $878,324 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,056 | $728,053 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 2,093 | $668,274 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 7,585 | $658,985 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 12,874 | $613,317 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 10,167 | $605,648 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,970 | $601,693 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,637 | $569,175 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 7,588 | $540,417 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 2,308 | $494,604 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 18,722 | $487,708 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 9,446 | $473,528 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 2,548 | $426,357 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 7,825 | $391,578 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 2,983 | $373,203 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 1,000 | $331,330 | dollars as filed | call |
| Oracle Corporation | 68389X105 | COM | 3,977 | $325,077 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 3,191 | $309,495 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,000 | $294,880 | dollars as filed | call |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,362 | $291,795 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 517 | $274,103 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 2,790 | $271,690 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 1,800 | $268,272 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 2,318 | $250,831 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,643 | $250,134 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 845 | $249,174 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,167 | $248,717 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 945 | $248,195 | dollars as filed | |
| Intel Corp | 458140100 | COM | 9,381 | $247,940 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 1,155 | $233,541 | dollars as filed | |
| ISHARES TR | 464287846 | DOW JONES US ETF | 2,179 | $203,628 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 800 | $191,856 | dollars as filed | call |
| PAYPALHLDGSINC | 70450Y103 | STOK | 2,000 | $142,440 | dollars as filed | call |
| JPMorgan Chase & Co | 46625H100 | COM | 1,000 | $134,100 | dollars as filed | call |
| TARGET CORP COM | 87612E106 | Stock | 500 | $74,520 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-23-000467 | this filing | 2023-02-06 | acceptance time not in the bulk data set |