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Clarity Wealth Advisors, LLC Buys Fair Isaac Corp, PayPal Holdings Inc, Qualcomm Inc, Sells ...

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Investment company Clarity Wealth Advisors, LLC (Current Portfolio) buys Fair Isaac Corp, PayPal Holdings Inc, Qualcomm Inc, Broadcom Inc, The Home Depot Inc, sells Vanguard Total Bond Market ETF, Boeing Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Clarity Wealth Advisors, LLC. As of 2021Q4, Clarity Wealth Advisors, LLC owns 70 stocks with a total value of $215 million. These are the details of the buys and sells.

  • New Purchases: FICO, QCOM, AVGO, HD, JEPI, NKE, VOOG, UNH,

  • Added Positions: VXUS, VIG, SPY, PYPL, JPM, EEM, VB, IBB, JNJ, MMM, IXJ, V, ABBV, IJH, FB, DIA, BRK.B, AMZN, C, MA, PG, XLF, INTC, CRM,

  • Reduced Positions: QQQ, IGM, NVDA, WDAY, AGG, JPST, ILMN, MSFT, NFLX, ROKU, SNPS, IYY, SCHX, VEEV,

  • Sold Out: BND, BA,


For the details of Clarity Wealth Advisors, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/clarity+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Clarity Wealth Advisors, LLC

  1. Apple Inc (AAPL) - 114,256 shares, 9.43% of the total portfolio. Shares reduced by 0.95%

  2. Vanguard Total Stock Market ETF (VTI) - 77,111 shares, 8.65% of the total portfolio. Shares reduced by 0.11%

  3. PowerShares QQQ Trust Ser 1 (QQQ) - 40,836 shares, 7.55% of the total portfolio. Shares reduced by 1.29%

  4. S&P 500 ETF TRUST ETF (SPY) - 29,932 shares, 6.61% of the total portfolio. Shares added by 3.55%

  5. Vanguard Dividend Appreciation FTF (VIG) - 67,998 shares, 5.43% of the total portfolio. Shares added by 4.80%

New Purchase: Fair Isaac Corp (FICO)

Clarity Wealth Advisors, LLC initiated holding in Fair Isaac Corp. The purchase prices were between $345.62 and $439.63, with an estimated average price of $396.82. The stock is now traded at around $439.450000. The impact to a portfolio due to this purchase was 0.28%. The holding were 1,393 shares as of 2021-12-31.

New Purchase: Qualcomm Inc (QCOM)

Clarity Wealth Advisors, LLC initiated holding in Qualcomm Inc. The purchase prices were between $122.95 and $189.28, with an estimated average price of $161.24. The stock is now traded at around $170.070000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,564 shares as of 2021-12-31.

New Purchase: Broadcom Inc (AVGO)

Clarity Wealth Advisors, LLC initiated holding in Broadcom Inc. The purchase prices were between $475.95 and $674.28, with an estimated average price of $564.76. The stock is now traded at around $541.580000. The impact to a portfolio due to this purchase was 0.12%. The holding were 391 shares as of 2021-12-31.

New Purchase: JPMorgan Equity Premium Income ETF (JEPI)

Clarity Wealth Advisors, LLC initiated holding in JPMorgan Equity Premium Income ETF. The purchase prices were between $58.19 and $63.19, with an estimated average price of $60.84. The stock is now traded at around $60.260000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,607 shares as of 2021-12-31.

New Purchase: The Home Depot Inc (HD)

Clarity Wealth Advisors, LLC initiated holding in The Home Depot Inc. The purchase prices were between $326.47 and $416.18, with an estimated average price of $382.21. The stock is now traded at around $363.810000. The impact to a portfolio due to this purchase was 0.11%. The holding were 585 shares as of 2021-12-31.

New Purchase: Vanguard S&P 500 Growth ETF (VOOG)

Clarity Wealth Advisors, LLC initiated holding in Vanguard S&P 500 Growth ETF. The purchase prices were between $263.54 and $305.94, with an estimated average price of $290.59. The stock is now traded at around $267.470000. The impact to a portfolio due to this purchase was 0.1%. The holding were 708 shares as of 2021-12-31.

Added: PayPal Holdings Inc (PYPL)

Clarity Wealth Advisors, LLC added to a holding in PayPal Holdings Inc by 62.75%. The purchase prices were between $179.32 and $271.7, with an estimated average price of $214.83. The stock is now traded at around $162.170000. The impact to a portfolio due to this purchase was 0.22%. The holding were 6,435 shares as of 2021-12-31.

Sold Out: Vanguard Total Bond Market ETF (BND)

Clarity Wealth Advisors, LLC sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $84.07 and $85.48, with an estimated average price of $84.79.

Sold Out: Boeing Co (BA)

Clarity Wealth Advisors, LLC sold out a holding in Boeing Co. The sale prices were between $188.19 and $233.09, with an estimated average price of $210.93.



Here is the complete portfolio of Clarity Wealth Advisors, LLC. Also check out:

1. Clarity Wealth Advisors, LLC's Undervalued Stocks

2. Clarity Wealth Advisors, LLC's Top Growth Companies, and

3. Clarity Wealth Advisors, LLC's High Yield stocks

4. Stocks that Clarity Wealth Advisors, LLC keeps buyingThis article first appeared on GuruFocus.