Skip to content

13F-HR filed by Clarity Wealth Advisors, LLC

Clarity Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-10, with 73 holding rows worth $196,184,266.

Accession
0001172661-23-001948
Filed
2023-05-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 73 entries on the cover page, a total value of $196,184,266 stated on the cover page (in dollars after the unit check, H1), rows summing to $196,184,266 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 filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM123,564$20,375,762dollars as filed
VTI922908769COM80,427$16,415,075dollars as filed
SPY78462F103SHS37,409$15,314,690dollars as filed
INVESCO QQQ TR46090E103COM46,130$14,804,360dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS78,914$12,153,597dollars as filed
IJH464287507COM40,473$10,124,777dollars as filed
VANGUARD STAR FDS921909768COM165,466$9,135,374dollars as filed
Vanguard Small-Cap ETF922908751SHS39,767$7,538,316dollars as filed
Costco Wholesale Corporation22160K105COM11,098$5,514,460dollars as filed
Berkshire Hathaway Inc084670702COM17,112$5,283,672dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM50,540$5,242,514dollars as filed
iShares Global Healthcare ETF464287325SHS61,873$5,157,767dollars as filed
Vanguard Consumer Discretionary ETF92204A108SHS20,015$5,054,883dollars as filed
Visa Inc92826C839COM20,542$4,631,472dollars as filed
AbbVie,Inc.00287Y109COM27,249$4,342,680dollars as filed
ISHARES TR464287556ISHARES BIOTECH29,047$3,751,703dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF91,041$3,592,469dollars as filed
JPMorgan Chase & Co46625H100COM26,478$3,450,334dollars as filed
Johnson & Johnson478160104COM21,110$3,272,110dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 18,880$2,953,696dollars as filed
Citigroup Inc.172967424COM54,917$2,575,040dollars as filed
META PLATFORMS INC CL A30303M102COM11,615$2,461,683dollars as filed
Microsoft Corp594918104COM7,823$2,255,512dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM18,862$1,961,688dollars as filed
Tesla Motors, Inc88160R101COM9,386$1,947,220dollars as filed
3M CO COM88579Y101Stock16,847$1,770,748dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF30,133$1,645,262dollars as filed
iShares Expanded Tech Sector ETF464287549SHS4,818$1,634,956dollars as filed
NVIDIA Corp67066G104COM5,595$1,554,123dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS47,361$1,522,653dollars as filed
Amazon.com, Inc023135106COM14,624$1,510,513dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF25,058$1,260,919dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS16,558$1,025,768dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,397$985,245dollars as filed
Vanguard S&P 500 ETF922908363COM2,405$904,293dollars as filed
Walt Disney Co254687106COM7,434$744,366dollars as filed
Cisco Systems,Inc.17275R102COM13,347$697,714dollars as filed
Chevron Corporation166764100COM4,039$659,056dollars as filed
PAYPALHLDGSINC70450Y103STOK8,048$611,165dollars as filed
MasterCard, Inc57636Q104COM1,641$596,339dollars as filed
Procter & Gamble Co742718109COM3,650$542,719dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM11,770$530,709dollars as filed
DUOLINGO INC CL A COM26603R106Stock3,199$456,145dollars as filed
Honeywell Technologies438516106COM2,308$441,105dollars as filed
WORKDAY INC CL A98138H101Stock2,132$440,343dollars as filed
NUTANIX INC CL A67059N108Stock15,722$408,615dollars as filed
SYNOPSYS INC COM871607107Stock1,022$394,748dollars as filed
Oracle Corporation68389X105COM4,038$375,180dollars as filed
SPDR S&P Dividend ETF78464A763SHS2,983$369,027dollars as filed
Netflix, Inc64110L106COM1,000$345,480dollars as filedcall
Applied Materials,Inc.038222105COM2,790$342,696dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,362$332,777dollars as filed
Vanguard High Dividend Yield ETF921946406SHS3,150$332,325dollars as filed
Intel Corp458140100COM9,281$303,210dollars as filed
TARGET CORP COM87612E106Stock1,811$299,956dollars as filed
Salesforce.com, Inc79466L302COM1,488$297,273dollars as filed
Netflix, Inc64110L106COM853$294,694dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,896$280,043dollars as filed
Vanguard Growth922908736COM1,112$277,402dollars as filed
PROSHARES TR74347X831ULTRAPRO QQQ9,810$277,231dollars as filed
ISHARES TR464287846DOW JONES US ETF2,553$255,479dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS5,234$255,367dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS5,582$252,139dollars as filed
ILLUMINA INC452327109COM1,034$240,457dollars as filed
UnitedHealth Group Inc91324P102COM507$239,603dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS4,554$228,834dollars as filed
Broadcom Inc.11135F101COM344$220,690dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS4,595$220,284dollars as filed
PINTEREST INC CL A72352L106Stock8,060$219,796dollars as filed
ALLOGENE THERAPEUTICS INC019770106COM18,006$88,950dollars as filed
TARGET CORP COM87612E106Stock500$82,815dollars as filedcall
PAYPALHLDGSINC70450Y103STOK1,000$75,940dollars as filedcall
PROSHARES TR74347X831ULTRAPRO QQQ1,000$28,260dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-23-001948this filing2023-05-10acceptance time not in the bulk data set