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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 $264,575,883
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 125,678 $24,196,849 9.14%
2.
Vanguard Index Fds
 88,809 $21,067,171 7.96%
3.
Spdr S & P 500 Etf Trust
 SPY 44,042 $20,933,718 7.91%
4.
Invesco Qqq Tr
 50,769 $20,790,887 7.85%
5.
Vanguard Specialized Funds
 81,561 $13,898,062 5.25%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)