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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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:536

Value:$280.8K

% of Portfolio:0.1% ($280.8K/$360.5M)

46434G103

IEMG|46434G103

Shares:5.1K

Value:$273.7K

% of Portfolio:0.1% ($273.7K/$360.5M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:2.6K

Value:$269.1K

% of Portfolio:0.1% ($269.1K/$360.5M)

808524201

SCHX|808524201

Shares:11.8K

Value:$261.3K

% of Portfolio:0.1% ($261.3K/$360.5M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.8K

Value:$259.8K

% of Portfolio:0.1% ($259.8K/$360.5M)

PINTEREST, INC.

PINS|72352L106

Shares:8.1K

Value:$249.9K

% of Portfolio:0.1% ($249.9K/$360.5M)

922908744

VTV|922908744

Shares:1.4K

Value:$241.3K

% of Portfolio:0.1% ($241.3K/$360.5M)

921932505

VOOG|921932505

Shares:722

Value:$241.3K

% of Portfolio:0.1% ($241.3K/$360.5M)

ELI LILLY & Co

LLY|532457108

Shares:277

Value:$229.0K

% of Portfolio:0.1% ($229.0K/$360.5M)

MCDONALDS CORP

MCD|580135101

Shares:730

Value:$227.9K

% of Portfolio:0.1% ($227.9K/$360.5M)

464287291

Shares:2.8K

Value:$212.6K

% of Portfolio:0.1% ($212.6K/$360.5M)

VERINT SYSTEMS INC

VRNT|92343X100

Shares:11.8K

Value:$210.7K

% of Portfolio:0.1% ($210.7K/$360.5M)

922908637

VV|922908637

Shares:811

Value:$208.4K

% of Portfolio:0.1% ($208.4K/$360.5M)

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:14.1K

Value:$175.5K

% of Portfolio:0.0% ($175.5K/$360.5M)

Nuveen S&P 500 BuyWrite Income Fund

BXMX|6706ER101

Shares:12.2K

Value:$159.7K

% of Portfolio:0.0% ($159.7K/$360.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	536	QoQ -3.59% (-20) YoY +0.75% (+4)	All Managers (Combined)	$280.8K	0.1% ($280.8K/$360.5M)	QoQ -0.15% (-$438) YoY +6.69% (+$17.6K)
(IEMGcusip46434G103)	5.1K	QoQ -0.64% (-33) YoY -8.28% (-458)	All Managers (Combined)	$273.7K	0.1% ($273.7K/$360.5M)	QoQ +2.68% (-$7.2K) YoY -4.06% (-$11.6K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	2.6K	QoQ +30.36% (+610) YoY NEW(+2.6K)	All Managers (Combined)	$269.1K	0.1% ($269.1K/$360.5M)	QoQ +10.88% (+$26.4K) YoY NEW(+$269.1K)
(SCHXcusip808524201)	11.8K	QoQ -2.08% (-252) YoY +117.11% (-6.4K)	All Managers (Combined)	$261.3K	0.1% ($261.3K/$360.5M)	QoQ -6.73% (-$18.9K) YoY -22.74% (-$76.9K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	1.8K	QoQ 0.00% (-0) YoY -0.22% (-4)	All Managers (Combined)	$259.8K	0.1% ($259.8K/$360.5M)	QoQ -10.76% (-$31.3K) YoY -29.79% (-$110.3K)
PINTEREST, INC.(PINScusip72352L106)	8.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$249.9K	0.1% ($249.9K/$360.5M)	QoQ +6.89% (+$16.1K) YoY -10.58% (-$29.6K)
(VTVcusip922908744)	1.4K	QoQ -7.11% (-107) YoY NEW(+1.4K)	All Managers (Combined)	$241.3K	0.1% ($241.3K/$360.5M)	QoQ -5.22% (-$13.3K) YoY NEW(+$241.3K)
(VOOGcusip921932505)	722	QoQ +0.13% (-1) YoY +1.12% (+8)	All Managers (Combined)	$241.3K	0.1% ($241.3K/$360.5M)	QoQ -8.58% (-$22.7K) YoY +10.97% (+$23.9K)
ELI LILLY & Co(LLYcusip532457108)	277	QoQ -11.21% (-35) YoY NEW(+277)	All Managers (Combined)	$229.0K	0.1% ($229.0K/$360.5M)	QoQ -5.00% (-$12.1K) YoY NEW(+$229.0K)
MCDONALDS CORP(MCDcusip580135101)	730	QoQ +0.27% (+2) YoY -0.81% (-6)	All Managers (Combined)	$227.9K	0.1% ($227.9K/$360.5M)	QoQ +8.05% (+$17.0K) YoY +9.85% (-$20.4K)
(cusip464287291)✕	2.8K	QoQ 0.00% (-0) YoY -1.40% (-40)	All Managers (Combined)	$212.6K	0.1% ($212.6K/$360.5M)	QoQ -10.63% (-$25.3K) YoY -0.17% (-$382)
VERINT SYSTEMS INC(VRNTcusip92343X100)	11.8K	QoQ 0.00% (-0) YoY NEW(+11.8K)	All Managers (Combined)	$210.7K	0.1% ($210.7K/$360.5M)	QoQ -34.97% (-$113.3K) YoY NEW(+$210.7K)
(VVcusip922908637)	811	QoQ 0.00% (-0) YoY NEW(+811)	All Managers (Combined)	$208.4K	0.1% ($208.4K/$360.5M)	QoQ -4.69% (-$10.3K) YoY NEW(+$208.4K)
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	14.1K	QoQ NEW(+14.1K) YoY NEW(+14.1K)	All Managers (Combined)	$175.5K	0.0% ($175.5K/$360.5M)	QoQ NEW(+$175.5K) YoY NEW(+$175.5K)
Nuveen S&P 500 BuyWrite Income Fund(BXMXcusip6706ER101)	12.2K	QoQ -8.48% (-1.1K) YoY NEW(+12.2K)	All Managers (Combined)	$159.7K	0.0% ($159.7K/$360.5M)	QoQ -14.17% (-$26.4K) YoY NEW(+$159.7K)