13F-HR filed by Clarity Wealth Advisors, LLC
Clarity Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-10, with 64 holding rows worth $118,916,000.
- Accession
- 0001606587-20-000234
- Filer
- CIK 1767384
- Filed
- 2020-02-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 64 entries on the cover page, a total value of $118,916,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $118,916,000 with VALUE read as thousands by filing date, 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 |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 72,232 | $11,818,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 30,044 | $8,822,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 40,543 | $8,619,000 | thousands by filing date | |
| IJH | 464287507 | COM | 33,728 | $6,942,000 | thousands by filing date | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 56,881 | $6,582,000 | thousands by filing date | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 60,060 | $5,628,000 | thousands by filing date | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 66,426 | $5,379,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 59,349 | $4,976,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,253 | $4,357,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,193 | $4,269,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 17,389 | $3,267,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 10,677 | $3,138,000 | thousands by filing date | |
| iShares Global Healthcare ETF | 464287325 | SHS | 44,323 | $3,047,000 | thousands by filing date | |
| Vanguard Consumer Discretionary ETF | 92204A108 | SHS | 15,647 | $2,964,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 12,485 | $2,827,000 | thousands by filing date | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 19,686 | $2,372,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 43,987 | $2,364,000 | thousands by filing date | |
| Citigroup Inc. | 172967424 | COM | 27,277 | $2,179,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 13,269 | $1,935,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 10,736 | $1,894,000 | thousands by filing date | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 7,815 | $1,892,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 948 | $1,751,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 19,699 | $1,744,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 7,784 | $1,227,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 7,438 | $1,075,000 | thousands by filing date | |
| JPMORGAN DVRSFD RTRN INTRNL EQT ETF | 46641Q209 | COM | 18,571 | $1,060,000 | thousands by filing date | |
| SYNOPSYS INC COM | 871607107 | Stock | 6,948 | $967,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,306 | $883,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 6,919 | $864,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 5,167 | $849,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 25,178 | $775,000 | thousands by filing date | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 12,488 | $749,000 | thousands by filing date | |
| ILLUMINA INC | 452327109 | COM | 2,089 | $693,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 10,603 | $634,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 1,935 | $577,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 4,615 | $575,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,583 | $511,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 5,684 | $501,000 | thousands by filing date | |
| ROKU INC COM CL A | 77543R102 | Stock | 3,500 | $468,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 9,531 | $457,000 | thousands by filing date | |
| VANGUARD STAR FDS | 921909768 | COM | 8,202 | $456,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 2,531 | $448,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 1,296 | $419,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V266 | S&P500 PUR GWT | 3,275 | $415,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 3,796 | $410,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,738 | $381,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 1,570 | $369,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 3,001 | $351,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 2,063 | $335,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 8,630 | $303,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 3,700 | $284,000 | thousands by filing date | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 5,504 | $277,000 | thousands by filing date | |
| Texas Instruments Incorporated | 882508104 | COM | 2,149 | $275,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 852 | $274,000 | thousands by filing date | |
| Broadcom Inc. | 11135F101 | COM | 774 | $244,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 581 | $243,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 848 | $241,000 | thousands by filing date | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 9,171 | $239,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,421 | $235,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 2,100 | $225,000 | thousands by filing date | |
| ISHARES TR | 464287846 | DOW JONES US ETF | 1,406 | $224,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 4,209 | $222,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 3,434 | $212,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 1,585 | $203,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001606587-20-000234 | this filing | 2020-02-10 | acceptance time not in the bulk data set |