Clarity Asset Management, Inc. Portfolio Holdings

Clarity Asset Management, Inc.

  • $141 Billion
  • Q2 2024

Clarity Asset Management, Inc. has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 196 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $22.1B, Vanguard World Fd Esg U.S. Sto with a value of $16.2B, American Centy ETF Tr Avantis with a value of $14.9B, Nuveen Esg Large Cap Growth Et with a value of $14.4B, and Ishares National Muni Bond ETF with a value of $11.5B.

Examining the 13F form we can see an decrease of $3.95B in the current position value, from $145B to 141B.

Clarity Asset Management, Inc. is based out at Ames, IA

Below you can find more details about Clarity Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $141 Billion
ETFs: $134 Billion
Industrials: $2.01 Billion
Technology: $965 Million
Consumer Cyclical: $896 Million
Financial Services: $880 Million
Consumer Defensive: $661 Million
Utilities: $476 Million
Healthcare: $393 Million
Other: $836 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.1 Billion 15.71% of portfolio
358,347
Q2 2024 Added 9.05%
$0
$16.2 Billion 11.53% of portfolio
168,084
Q2 2024 Added 0.63%
$0
$14.9 Billion 10.56% of portfolio
267,707
Q2 2024 Added 1.41%
$0
$14.4 Billion 10.25% of portfolio
177,929
Q2 2024 Reduced 1.68%
$0
$11.5 Billion 8.13% of portfolio
107,503
Q2 2024 Added 1.82%
$0
$10.3 Billion 7.3% of portfolio
86,165
Q2 2024 Added 3.47%
$0
$5.87 Billion 4.17% of portfolio
74,503
Q2 2024 Reduced 43.79%
$0
$5.43 Billion 3.85% of portfolio
91,660
Q2 2024 Added 2.53%
$0
$5.39 Billion 3.83% of portfolio
142,749
Q2 2024 Added 1.14%
$0
$4.77 Billion 3.39% of portfolio
104,972
Q2 2024 Added 2.4%
$0
$4.56 Billion 3.24% of portfolio
43,635
Q2 2024 Added 1.29%
$0
$3.7 Billion 2.63% of portfolio
37,478
Q2 2024 Added 8.73%
$0
$3.33 Billion 2.36% of portfolio
68,418
Q2 2024 Reduced 42.98%
$0
$1.97 Billion 1.4% of portfolio
38,862
Q2 2024 Added 2.4%
$0
$1.47 Billion 1.04% of portfolio
15,897
Q2 2024 Added 8.05%
$0
$1.28 Billion 0.91% of portfolio
10,817
Q2 2024 Added 0.46%
$0
$843 Million 0.6% of portfolio
4,632
Q2 2024 Added 14.68%
$0
$621 Million 0.44% of portfolio
25,371
Q2 2024 Added 20.06%
$0
$487 Million 0.35% of portfolio
19,200
Q2 2024 Added 16.44%
$0
$447 Million 0.32% of portfolio
1,672
Q1 2024 Added 0.12%
$0
$283 Million 0.2% of portfolio
2,206
Q2 2024 Added 0.27%
$0
$274 Million 0.19% of portfolio
2,412
Q2 2024 Added 0.46%
$0
$257 Million 0.18% of portfolio
8,244
Q2 2024 Reduced 20.08%
$0
$196 Million 0.14% of portfolio
2,257
Q2 2024 Reduced 0.53%
$0
$176 Million 0.12% of portfolio
1,952
Q2 2024 Reduced 1.41%
$0
$153 Million 0.11% of portfolio
2,544
Q4 2023 New
$0
$160 Million 0.11% of portfolio
292
Q1 2024 Reduced 16.57%
$0
$162 Million 0.11% of portfolio
3,471
Q2 2024 Reduced 3.26%
$0
$142 Million 0.1% of portfolio
2,286
Q2 2024 Reduced 1.34%
$0
$132 Million 0.09% of portfolio
264
Q1 2024 Added 120.0%
$0
$130 Million 0.09% of portfolio
2,266
Q2 2024 Reduced 10.15%
$0
$125 Million 0.09% of portfolio
2,196
Q2 2024 Added 0.37%
$0
$125 Million 0.09% of portfolio
1,279
Q2 2024 New
$0
$111 Million 0.08% of portfolio
4,771
Q2 2024 Added 3,080.67%
$0
$79.7 Million 0.06% of portfolio
2,025
Q1 2024 Reduced 8.99%
$0
$68 Million 0.05% of portfolio
683
Q2 2024 Added 1.34%
$0
$68.8 Million 0.05% of portfolio
623
Q2 2024 Added 1.3%
$0
$50.2 Million 0.04% of portfolio
996
Q2 2024 Added 0.91%
$0
$39 Million 0.03% of portfolio
639
Q2 2024 Reduced 3.33%
$0
$35.4 Million 0.03% of portfolio
402
Q2 2024 New
$0
$46.7 Million 0.03% of portfolio
394
Q2 2024 Reduced 1.01%
$0
$26 Million 0.02% of portfolio
384
Q2 2024 Added 1.32%
$0
$27.7 Million 0.02% of portfolio
721
Q2 2024 Added 0.28%
$0
$29.5 Million 0.02% of portfolio
776
Q2 2024 Added 0.39%
$0
$31 Million 0.02% of portfolio
913
Q1 2024 Reduced 47.16%
$0
$34.1 Million 0.02% of portfolio
556
Q2 2024 Added 33.33%
$0
$10.6 Million 0.01% of portfolio
235
Q2 2024 Added 74.07%
$87.3B
$11.9 Million 0.01% of portfolio
55
Q4 2023 New
$0
$12.8 Million 0.01% of portfolio
106
Q2 2024 Added 0.95%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $141 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Clarity Asset Management, Inc. Portfolio

Follow Clarity Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarity Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clarity Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email