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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CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:15.1K

Value:$932.1K

% of Portfolio:0.3% ($932.1K/$360.5M)

NETFLIX INC

NFLX|64110L106

Shares:933

Value:$870.0K

% of Portfolio:0.2% ($870.0K/$360.5M)

Mastercard Inc

MA|57636Q104

Shares:1.5K

Value:$808.0K

% of Portfolio:0.2% ($808.0K/$360.5M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:9.6K

Value:$788.0K

% of Portfolio:0.2% ($788.0K/$360.5M)

FAIR ISAAC CORP

FICO|303250104

Shares:422

Value:$778.2K

% of Portfolio:0.2% ($778.2K/$360.5M)

74347X831

Shares:13.4K

Value:$769.0K

% of Portfolio:0.2% ($769.0K/$360.5M)

922908736

VUG|922908736

Shares:1.9K

Value:$697.7K

% of Portfolio:0.2% ($697.7K/$360.5M)

CHEVRON CORP

CVX|166764100

Shares:4.1K

Value:$686.1K

% of Portfolio:0.2% ($686.1K/$360.5M)

Broadcom Inc.

AVGO|11135F101

Shares:4.0K

Value:$674.2K

% of Portfolio:0.2% ($674.2K/$360.5M)

ORACLE CORP

ORCL|68389X105

Shares:4.6K

Value:$647.7K

% of Portfolio:0.2% ($647.7K/$360.5M)

464287614

IWF|464287614

Shares:1.6K

Value:$583.5K

% of Portfolio:0.2% ($583.5K/$360.5M)

Walt Disney Co

DIS|254687106

Shares:5.8K

Value:$570.4K

% of Portfolio:0.2% ($570.4K/$360.5M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.1K

Value:$522.4K

% of Portfolio:0.1% ($522.4K/$360.5M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:7.7K

Value:$501.7K

% of Portfolio:0.1% ($501.7K/$360.5M)

808524102

SCHB|808524102

Shares:23.2K

Value:$499.5K

% of Portfolio:0.1% ($499.5K/$360.5M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.3K

Value:$490.8K

% of Portfolio:0.1% ($490.8K/$360.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.9K

Value:$487.2K

% of Portfolio:0.1% ($487.2K/$360.5M)

Salesforce, Inc.

CRM|79466L302

Shares:1.8K

Value:$472.3K

% of Portfolio:0.1% ($472.3K/$360.5M)

HOME DEPOT, INC.

HD|437076102

Shares:1.3K

Value:$464.8K

% of Portfolio:0.1% ($464.8K/$360.5M)

SYNOPSYS INC

SNPS|871607107

Shares:1.0K

Value:$443.9K

% of Portfolio:0.1% ($443.9K/$360.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	15.1K	QoQ +6.10% (+869) YoY +5.19% (+746)	All Managers (Combined)	$932.1K	0.3% ($932.1K/$360.5M)	QoQ +10.60% (+$89.4K) YoY +30.06% (+$215.5K)
NETFLIX INC(NFLXcusip64110L106)	933	QoQ 0.00% (+0) YoY +11.87% (+99)	All Managers (Combined)	$870.0K	0.2% ($870.0K/$360.5M)	QoQ +4.62% (+$38.4K) YoY +71.77% (+$363.5K)
Mastercard Inc(MAcusip57636Q104)	1.5K	QoQ -4.28% (-66) YoY -9.84% (-161)	All Managers (Combined)	$808.0K	0.2% ($808.0K/$360.5M)	QoQ -0.36% (-$2.9K) YoY +2.63% (-$20.8K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	9.6K	QoQ +0.71% (-68) YoY NEW(+9.6K)	All Managers (Combined)	$788.0K	0.2% ($788.0K/$360.5M)	QoQ -1.89% (-$15.2K) YoY NEW(+$788.0K)
FAIR ISAAC CORP(FICOcusip303250104)	422	QoQ 0.00% (-0) YoY +44.02% (+129)	All Managers (Combined)	$778.2K	0.2% ($778.2K/$360.5M)	QoQ -7.37% (-$61.9K) YoY +112.55% (+$412.1K)
(cusip74347X831)✕	13.4K	QoQ +40.96% (+3.9K) YoY +59.00% (+5.0K)	All Managers (Combined)	$769.0K	0.2% ($769.0K/$360.5M)	QoQ +2.07% (+$15.6K) YoY +48.00% (+$249.4K)
(VUGcusip922908736)	1.9K	QoQ +40.37% (+541) YoY +61.73% (+718)	All Managers (Combined)	$697.7K	0.2% ($697.7K/$360.5M)	QoQ +26.81% (+$147.5K) YoY +74.25% (+$297.3K)
CHEVRON CORP(CVXcusip166764100)	4.1K	QoQ +1.40% (+57) YoY -2.24% (-94)	All Managers (Combined)	$686.1K	0.2% ($686.1K/$360.5M)	QoQ +17.13% (+$100.4K) YoY +3.68% (-$24.4K)
Broadcom Inc.(AVGOcusip11135F101)	4.0K	QoQ -0.24% (-10) YoY +968.16% (+3.6K)	All Managers (Combined)	$674.2K	0.2% ($674.2K/$360.5M)	QoQ -27.96% (-$261.7K) YoY +34.89% (+$174.4K)
ORACLE CORP(ORCLcusip68389X105)	4.6K	QoQ -0.55% (-26) YoY +11.23% (+468)	All Managers (Combined)	$647.7K	0.2% ($647.7K/$360.5M)	QoQ -16.57% (-$128.7K) YoY +23.80% (+$124.5K)
(IWFcusip464287614)	1.6K	QoQ -4.37% (-74) YoY -5.93% (-102)	All Managers (Combined)	$583.5K	0.2% ($583.5K/$360.5M)	QoQ -14.01% (-$95.1K) YoY +0.77% (-$4.5K)
Walt Disney Co(DIScusip254687106)	5.8K	QoQ -3.63% (-218) YoY -17.14% (-1.2K)	All Managers (Combined)	$570.4K	0.2% ($570.4K/$360.5M)	QoQ -14.58% (-$97.4K) YoY -33.16% (-$283.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.1K	QoQ +10.52% (+200) YoY +8.52% (+165)	All Managers (Combined)	$522.4K	0.1% ($522.4K/$360.5M)	QoQ +25.01% (+$104.5K) YoY +41.28% (+$152.7K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	7.7K	QoQ +2.53% (-190) YoY -0.83% (-65)	All Managers (Combined)	$501.7K	0.1% ($501.7K/$360.5M)	QoQ -21.61% (-$138.3K) YoY -3.41% (-$17.7K)
(SCHBcusip808524102)	23.2K	QoQ +0.01% (-3) YoY +162.70% (-14.4K)	All Managers (Combined)	$499.5K	0.1% ($499.5K/$360.5M)	QoQ -5.14% (-$27.1K) YoY -7.35% (-$39.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.3K	QoQ 0.00% (-0) YoY +0.38% (+9)	All Managers (Combined)	$490.8K	0.1% ($490.8K/$360.5M)	QoQ -6.25% (-$32.8K) YoY +3.56% (+$16.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.9K	QoQ -15.81% (-537) YoY -13.20% (-435)	All Managers (Combined)	$487.2K	0.1% ($487.2K/$360.5M)	QoQ -14.42% (-$82.1K) YoY -8.82% (-$47.1K)
Salesforce, Inc.(CRMcusip79466L302)	1.8K	QoQ +2.32% (-40) YoY +8.04% (-131)	All Managers (Combined)	$472.3K	0.1% ($472.3K/$360.5M)	QoQ -17.86% (-$102.7K) YoY -3.74% (-$18.4K)
HOME DEPOT, INC.(HDcusip437076102)	1.3K	QoQ -2.16% (-28) YoY -5.30% (-71)	All Managers (Combined)	$464.8K	0.1% ($464.8K/$360.5M)	QoQ -7.81% (-$39.4K) YoY -9.54% (-$49.0K)
SYNOPSYS INC(SNPScusip871607107)	1.0K	QoQ +1.07% (-11) YoY +1.17% (-12)	All Managers (Combined)	$443.9K	0.1% ($443.9K/$360.5M)	QoQ -10.69% (-$53.1K) YoY -24.08% (-$140.8K)