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Home > Institutional Investor > Clarity Wealth Advisors, Llc > Profile

Instuitional Investor - Clarity Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Clarity Wealth Advisors, Llc
Portfolio Value $360,548,114
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 136,310 $30,278,642 8.4%
2.
Spdr S & P 500 Etf Trust
 SPY 49,209 $27,526,929 7.63%
3.
Vanguard Index Fds
 95,026 $26,116,991 7.24%
4.
Invesco Qqq Tr
 53,457 $25,066,900 6.95%
5.
Vanguard Specialized Funds - DIV APP ETF
 95,731 $18,570,835 5.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)