Fund HoldingsClarity Capital Partners LLC

Total Portfolio Value
$247.67M
Total Bought
$107.17M
Total Sold
$23.98M
Net Transaction
+$83.19M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ALLIANCE ENTERTAINMENT HOLDI54,12523,463,801+23,409,67649078,60431.74%+78,113
SUPER MICRO COMPUTER INC(SMCI)0100,757+100,75703,4501.39%+3,450
TEMPUS AI INC(TEM)048,536+48,53602,3410.95%+2,341
MICROSTRATEGY INC(MSTR)25,11528,199+3,0847,2748,1293.28%+855
GLOBAL X FDS
ADAPTIVE US
016,606+16,60607250.29%+725
VANECK ETF TRUST
GOLD MINERS ETF
053,404+53,40402,4550.99%+2,455
PALANTIR TECHNOLOGIES INC(PLTR)184,177172,455-11,72213,92914,5555.88%+626
SNOWFLAKE INC(SNOW)13,39918,344+4,9452,0692,6811.08%+612
GLOBAL X FDS
ARTIFICIAL ETF
19,40732,488+13,0817501,1820.48%+432
DELL TECHNOLOGIES INC(DELL)13,28320,947+7,6641,5311,9090.77%+379
GE AEROSPACE(GE)01,718+1,71803440.14%+344
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
28,52439,791+11,2678691,1810.48%+312
FIRST TR EXCHANGE TRADED FD
INTL DEV STRNGTH
07,654+7,65402800.11%+280
BERKSHIRE HATHAWAY INC DEL8191,223+4043716510.26%+280
INTERNATIONAL BUSINESS MACHS(IBM)01,110+1,11002760.11%+276
ISHARES TR
MSCI USA MIN ETF
02,482+2,48202320.09%+232
SHOPIFY INC(SHOP)02,312+2,31202240.09%+224
TARGA RES CORP(TRGP)01,112+1,11202230.09%+223
FISERV INC(FISV)0987+98702180.09%+218
TIDAL TR II08,370+8,37002160.09%+216
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
04,127+4,12702030.08%+203
QUALCOMM INC(QCOM)5,7816,855+1,0748881,0530.43%+165
SPDR SER TR
ST STR SP DIV
06,176+6,17608380.34%+838
ISHARES TR12,50313,471+9681,2121,3330.54%+121
FS KKR CAP CORP(FSK)14,67020,785+6,1153194350.18%+117
CORNERSTONE STRATEGIC INVEST(CLM)44,22666,190+21,9643804920.20%+112
ADVANCED MICRO DEVICES INC(AMD)(Call)01,000+1,0000103+103
ETF OPPORTUNITIES TRUST018,750+18,75001020.04%+102
FIRST TR EXCHANGE-TRADED FD7,59111,368+3,7772383380.14%+100
BOSTON SCIENTIFIC CORP(BSX)3,1563,778+6222823810.15%+99
ANNALY CAPITAL MANAGEMENT IN17,20420,173+2,9693154100.17%+95
NVIDIA CORPORATION(NVDA)(Call)101,000+99015108+93
OREILLY AUTOMOTIVE INC(ORLY)408400-84845730.23%+89
MERCADOLIBRE INC(MELI)0235+23504580.19%+458
PALANTIR TECHNOLOGIES INC(PLTR)(Call)01,000+1,000084+84
GLOBAL X FDS
NASDAQ 100 COVER
83,41296,172+12,7601,5201,5990.65%+80
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
26,02333,363+7,3405416070.24%+66
ISHARES TR07,256+7,25603680.15%+368
VISA INC(V)669763+942112670.11%+56
MACKENZIE RLTY CAP INC036,397+36,3970550.02%+55
ISHARES INC
CORE MSCI EMKT
5,9726,727+7553123630.15%+51
FIRST TR VALUE LINE DIVID IN
SHS
015,360+15,36006850.28%+685
FIDELITY COVINGTON TRUST4,9725,835+8632162530.10%+37
SEA LTD(SE)3,4023,049-3533613980.16%+37
BANK NEW YORK MELLON CORP4,4994,487-123463760.15%+31
ALLIANCE ENTERTAINMENT HOLDI51,500287,514+236,01430580.02%+27
COSTCO WHSL CORP NEW(COST)0538+53805090.21%+509
VANGUARD INDEX FDS2,6352,746+1116967100.29%+14
ISHARES TR5,0715,625+5543163280.13%+12
VANGUARD BD INDEX FDS5,5275,577+503974100.17%+12
SELECT SECTOR SPDR TR
ST STR FINL ETF
6,1326,142+102963060.12%+10
FIRST TR EXCHANGE-TRADED FD3,1893,18902802860.12%+6
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
4,4454,44503473510.14%+4
SPDR SER TR
ST STR SP HOME
03,947+3,94703820.15%+382
FORD MTR CO(F)011,171+11,17101120.05%+112
QUALCOMM INC(QCOM)(Call)50-500-0
STEM INC10,00010,0000640.00%-3
GENELUX CORPORATION18,57314,877-3,69644400.02%-4
MOTORSPORT GAMES INC15,36015,360021160.01%-4
JPMORGAN CHASE & CO.(JPM)2,9832,896-877157100.29%-5
DARIOHEALTH CORP28,25028,250022170.01%-5
ISHARES TR
BROAD USD HIGH
51,01450,822-1921,8771,8710.76%-6
ELEDON PHARMACEUTICALS INC11,50011,500047390.02%-8
QUANTUMSCAPE CORP(QS)010,500+10,5000440.02%+44
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
1,8721,87202592460.10%-13
SUPER LEAGUE ENTERPRISE INC40,00045,000+5,00025110.00%-14
CROWDSTRIKE HLDGS INC(CRWD)6,7776,525-2522,3192,3010.93%-18
CAMBRIA ETF TR10,78710,018-7693383180.13%-20
BANK AMERICA CORP8,6958,675-203823620.15%-20
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
15,73515,525-2109319090.37%-22
VANECK ETF TRUST
SEMICONDUCTR ETF
1,5711,695+1243803580.14%-22
HONEYWELL INTL INC(HON)1,9181,91804334060.16%-27
ISHARES TR5,7815,681-1005114830.20%-28
BITFARMS LTD
COM
041,000+41,0000320.01%+32
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
033,264+33,26401,9010.77%+1,901
SUMMIT HOTEL PPTYS31,0000-31,000300-30
META PLATFORMS INC(META)0532+53203070.12%+307
VERITONE INC10,3000-10,300340-34
SPDR SER TR
ST INTER BD ETF
29,07227,540-1,5329529150.37%-37
AMAZON COM INC(AMZN)(Call)200-20410-41
ETSY INC(ETSY)50,0000-50,000410-41
GENERAL MTRS CO(GM)6,6486,64803543130.13%-41
ISHARES TR015,586+15,58604830.20%+483
BITWISE BITCOIN ETF TR(BITB)8,3508,367+174253760.15%-49
TIDAL TR II24,50036,450+11,9503503000.12%-49
VANGUARD INDEX FDS10,2469,738-5081,7351,6820.68%-53
NETFLIX INC(NFLX)387313-743452920.12%-53
CIPHER MINING INC58,04557,045-1,00079190.01%-60
ISHARES TR
CORE MSCI EAFE
011,573+11,57308750.35%+875
VANECK ETF TRUST
MRNGSTR WDE MOAT
03,470+3,47003050.12%+305
ISHARES TR1,9761,944-321,1631,0920.44%-71
ISHARES TR
MSCI USA QLT FCT
07,290+7,29001,2460.50%+1,246
ISHARES TR05,685+5,68504700.19%+470
EXXON MOBIL CORP08,571+8,57101,0190.41%+1,019
CLEANSPARK INC(CLSK)210,642272,950+62,3081,9401,8340.74%-106
VANGUARD INDEX FDS7,9858,163+1784,3024,1951.69%-107
ORACLE CORP(ORCL)2,3051,972-3333842760.11%-108
ISHARES TR3,9262,657-1,2693632530.10%-110
8X8 INC NEW130,0000-130,0001130-113
MATTERPORT INC25,1000-25,1001190-119
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