Clarity-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "ABBV",
  "GOOGL",
  "CAT",
  "AVGO",
  null,
  null,
  "HON",
  "HD",
  "MCD",
  "QCOM",
  "AMAT",
  "RIVN",
  "META",
  "IJH",
  null,
  null,
  "MA",
  "MSFT",
  "DUOL",
  "FICO",
  "IJR",
  "ANET",
  "ORCL",
  null,
  "EEM",
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PLTR",
  null,
  "PG",
  "SCHX",
  null,
  "SHOP",
  "IBM",
  "SNPS",
  "BIV",
  "VV",
  "VWO",
  "BXMX",
  null,
  "VIG",
  "NTNX",
  "VYM",
  "ADSK",
  "AMD",
  "SDY",
  "PEG",
  "AMZN",
  "SCHB",
  null,
  null,
  "VUG",
  "VEA",
  "VYMI",
  "VXUS",
  "VOOG",
  "VB",
  "VOO",
  "VTV",
  "VRNT",
  "V",
  "WDAY",
  null,
  "CRM",
  "DIA",
  null,
  "BAC",
  "BRK-B",
  "CVNA",
  "CVX",
  "CSCO",
  "C",
  "COST",
  "CRWD",
  "QQQ",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 95
Total Value: 360548114
Accession Number: 0001085146-25-002498
Form Type: 13F-HR
CIK: clarity-wealth-advisors
Manager Name: Clarity-Wealth-Advisors

Data Enrichment

84% identified

80 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $360.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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316188309

Shares:145.1K

Value:$6.6M

% of Portfolio:1.8% ($6.6M/$360.5M)

464287234

EEM|464287234

Shares:143.6K

Value:$6.3M

% of Portfolio:1.7% ($6.3M/$360.5M)

CITIGROUP INC

C|172967424

Shares:80.8K

Value:$5.7M

% of Portfolio:1.6% ($5.7M/$360.5M)

NVIDIA CORP

NVDA|67066G104

Shares:51.9K

Value:$5.6M

% of Portfolio:1.6% ($5.6M/$360.5M)

Alphabet Inc.

GOOG|02079K107

Shares:32.1K

Value:$5.0M

% of Portfolio:1.4% ($5.0M/$360.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:25.9K

Value:$4.3M

% of Portfolio:1.2% ($4.3M/$360.5M)

Tesla, Inc.

TSLA|88160R101

Shares:14.6K

Value:$3.8M

% of Portfolio:1.1% ($3.8M/$360.5M)

MICROSOFT CORP

MSFT|594918104

Shares:10.1K

Value:$3.8M

% of Portfolio:1.0% ($3.8M/$360.5M)

464287325

Shares:38.9K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$360.5M)

92204A108

Shares:10.7K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$360.5M)

AMAZON COM INC

AMZN|023135106

Shares:18.1K

Value:$3.4M

% of Portfolio:1.0% ($3.4M/$360.5M)

46641Q332

Shares:56.9K

Value:$3.2M

% of Portfolio:0.9% ($3.2M/$360.5M)

14021D107

Shares:89.1K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$360.5M)

464287549

Shares:22.6K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$360.5M)

46654Q203

Shares:35.2K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$360.5M)

464287200

IVV|464287200

Shares:3.2K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$360.5M)

922908363

VOO|922908363

Shares:2.8K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$360.5M)

81369Y605

Shares:28.7K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$360.5M)

46641Q837

Shares:27.6K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$360.5M)

464287556

Shares:10.5K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$360.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316188309)✕	145.1K	QoQ +6.12% (+8.4K) YoY +107.44% (+75.2K)	All Managers (Combined)	$6.6M	1.8% ($6.6M/$360.5M)	QoQ +7.96% (+$488.8K) YoY +108.99% (+$3.5M)
(EEMcusip464287234)	143.6K	QoQ +3.47% (+4.8K) YoY +23.94% (+27.7K)	All Managers (Combined)	$6.3M	1.7% ($6.3M/$360.5M)	QoQ +8.13% (+$471.8K) YoY +31.85% (+$1.5M)
CITIGROUP INC(Ccusip172967424)	80.8K	QoQ +1.47% (+1.2K) YoY +12.23% (+8.8K)	All Managers (Combined)	$5.7M	1.6% ($5.7M/$360.5M)	QoQ +2.33% (+$131.1K) YoY +25.98% (+$1.2M)
NVIDIA CORP(NVDAcusip67066G104)	51.9K	QoQ -11.37% (-6.7K) YoY +816.14% (+46.3K)	All Managers (Combined)	$5.6M	1.6% ($5.6M/$360.5M)	QoQ -28.47% (-$2.2M) YoY +9.89% (+$506.6K)
Alphabet Inc.(GOOGcusip02079K107)	32.1K	QoQ -3.57% (-1.2K) YoY +51.81% (+11.0K)	All Managers (Combined)	$5.0M	1.4% ($5.0M/$360.5M)	QoQ -20.89% (-$1.3M) YoY +55.76% (+$1.8M)
JOHNSON & JOHNSON(JNJcusip478160104)	25.9K	QoQ +3.41% (+855) YoY +8.16% (+2.0K)	All Managers (Combined)	$4.3M	1.2% ($4.3M/$360.5M)	QoQ +18.58% (+$673.1K) YoY +13.39% (+$507.3K)
Tesla, Inc.(TSLAcusip88160R101)	14.6K	QoQ +17.24% (-2.1K) YoY +16.53% (+2.1K)	All Managers (Combined)	$3.8M	1.1% ($3.8M/$360.5M)	QoQ -24.75% (-$1.2M) YoY +71.80% (+$1.6M)
MICROSOFT CORP(MSFTcusip594918104)	10.1K	QoQ +0.57% (-58) YoY +1.78% (-177)	All Managers (Combined)	$3.8M	1.0% ($3.8M/$360.5M)	QoQ -10.42% (-$440.4K) YoY -9.17% (-$382.4K)
(cusip464287325)✕	38.9K	QoQ -10.48% (-4.6K) YoY -34.41% (-20.4K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$360.5M)	QoQ -5.04% (-$188.4K) YoY -35.79% (-$2.0M)
(cusip92204A108)✕	10.7K	QoQ -15.56% (-2.0K) YoY -43.74% (-8.3K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$360.5M)	QoQ -26.78% (-$1.3M) YoY -42.36% (-$2.6M)
AMAZON COM INC(AMZNcusip023135106)	18.1K	QoQ +7.99% (-1.3K) YoY +7.87% (+1.3K)	All Managers (Combined)	$3.4M	1.0% ($3.4M/$360.5M)	QoQ -6.34% (-$233.0K) YoY +13.78% (+$416.4K)
(cusip46641Q332)✕	56.9K	QoQ +2.12% (+1.2K) YoY +5.58% (+3.0K)	All Managers (Combined)	$3.2M	0.9% ($3.2M/$360.5M)	QoQ +1.42% (+$45.8K) YoY +4.27% (+$133.2K)
(cusip14021D107)✕	89.1K	QoQ +32.85% (+22.0K) YoY NEW(+89.1K)	All Managers (Combined)	$2.8M	0.8% ($2.8M/$360.5M)	QoQ +31.61% (+$662.8K) YoY NEW(+$2.8M)
(cusip464287549)✕	22.6K	QoQ -3.37% (-790) YoY -16.81% (-4.6K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$360.5M)	QoQ -14.18% (-$338.7K) YoY -12.47% (-$292.2K)
(cusip46654Q203)✕	35.2K	QoQ +3.37% (-1.1K) YoY +14.99% (+4.6K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$360.5M)	QoQ -5.05% (-$97.0K) YoY +9.77% (+$162.2K)
(IVVcusip464287200)	3.2K	QoQ +0.97% (-31) YoY +17.92% (+487)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$360.5M)	QoQ -3.61% (-$67.5K) YoY +26.04% (+$372.0K)
(VOOcusip922908363)	2.8K	QoQ +12.55% (+312) YoY +23.76% (+537)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$360.5M)	QoQ +7.34% (+$98.3K) YoY +32.28% (+$350.8K)
(cusip81369Y605)✕	28.7K	QoQ -10.25% (-3.3K) YoY -34.52% (-15.1K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$360.5M)	QoQ -7.50% (-$116.0K) YoY -22.56% (-$416.4K)
(cusip46641Q837)✕	27.6K	QoQ +0.02% (+8) YoY +4.99% (+1.3K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$360.5M)	QoQ +0.54% (+$7.6K) YoY +5.36% (+$71.3K)
(cusip464287556)✕	10.5K	QoQ -16.22% (-2.0K) YoY -51.76% (-11.3K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$360.5M)	QoQ -18.95% (-$313.7K) YoY -55.04% (-$1.6M)