Clarity Asset Management, Inc. Portfolio Holdings

Clarity Asset Management, Inc.

  • $144 Billion
  • Q3 2024

Clarity Asset Management, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $144 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 $25.4B, Vanguard World Fd Esg U.S. Sto with a value of $17.3B, American Centy ETF Tr Avantis with a value of $16.6B, Nuveen Esg Large Cap Growth Et with a value of $14.5B, and Ishares Trust Ishares Esg Awar with a value of $10.5B.

Examining the 13F form we can see an increase of $3.04B in the current position value, from $141B to 144B.

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 $144 Billion
ETFs: $135 Billion
Industrials: $2.03 Billion
Consumer Cyclical: $1.01 Billion
Financial Services: $972 Million
Technology: $954 Million
Consumer Defensive: $740 Million
Healthcare: $551 Million
Utilities: $545 Million
Other: $762 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.4 Billion 17.65% of portfolio
388,873
Q3 2024 Added 8.52%
$0
$17.3 Billion 12.0% of portfolio
169,896
Q3 2024 Added 1.08%
$0
$16.6 Billion 11.51% of portfolio
273,319
Q3 2024 Added 2.1%
$0
$14.5 Billion 10.09% of portfolio
175,651
Q3 2024 Reduced 1.28%
$0
$10.5 Billion 7.33% of portfolio
83,573
Q3 2024 Reduced 3.01%
$0
$10.5 Billion 7.31% of portfolio
96,836
Q3 2024 Reduced 9.92%
$0
$6.73 Billion 4.68% of portfolio
145,856
Q3 2024 Added 38.95%
$0
$5.98 Billion 4.16% of portfolio
143,340
Q3 2024 Added 0.41%
$0
$5.57 Billion 3.87% of portfolio
91,130
Q3 2024 Reduced 0.58%
$0
$4.93 Billion 3.42% of portfolio
97,914
Q3 2024 New
$0
$3.94 Billion 2.74% of portfolio
39,846
Q3 2024 Added 6.32%
$0
$2.38 Billion 1.65% of portfolio
46,638
Q3 2024 Added 20.01%
$0
$1.57 Billion 1.09% of portfolio
35,549
Q3 2024 New
$0
$1.47 Billion 1.02% of portfolio
15,396
Q3 2024 Reduced 3.15%
$0
$1.36 Billion 0.95% of portfolio
10,858
Q3 2024 Added 0.38%
$0
$980 Million 0.68% of portfolio
13,133
Q3 2024 Added 0.34%
$0
$780 Million 0.54% of portfolio
9,272
Q3 2024 Reduced 87.55%
$0
$642 Million 0.45% of portfolio
25,534
Q3 2024 Added 0.64%
$0
$558 Million 0.39% of portfolio
18,943
Q3 2024 Reduced 1.34%
$0
$474 Million 0.33% of portfolio
1,675
Q3 2024 Added 0.18%
$0
$300 Million 0.21% of portfolio
2,427
Q3 2024 Added 0.62%
$0
$309 Million 0.21% of portfolio
2,214
Q3 2024 Added 0.36%
$0
$204 Million 0.14% of portfolio
2,149
Q3 2024 Added 10.09%
$0
$184 Million 0.13% of portfolio
319
Q3 2024 Added 9.25%
$0
$165 Million 0.11% of portfolio
2,544
Q4 2023 New
$0
$145 Million 0.1% of portfolio
2,167
Q3 2024 Reduced 5.21%
$0
$140 Million 0.1% of portfolio
265
Q3 2024 Added 0.38%
$0
$138 Million 0.1% of portfolio
2,275
Q3 2024 Added 0.4%
$0
$128 Million 0.09% of portfolio
1,260
Q3 2024 Reduced 1.49%
$0
$135 Million 0.09% of portfolio
2,203
Q3 2024 Added 0.32%
$0
$115 Million 0.08% of portfolio
4,772
Q3 2024 Added 0.02%
$0
$102 Million 0.07% of portfolio
1,144
Q3 2024 New
$0
$80.3 Million 0.06% of portfolio
1,875
Q3 2024 Reduced 7.41%
$0
$69.8 Million 0.05% of portfolio
631
Q3 2024 Added 1.28%
$0
$77.8 Million 0.05% of portfolio
1,610
Q3 2024 Reduced 53.62%
$0
$69.7 Million 0.05% of portfolio
688
Q3 2024 Added 0.73%
$0
$69.9 Million 0.05% of portfolio
694
Q3 2024 New
$0
$51.9 Million 0.04% of portfolio
1,013
Q3 2024 Added 1.71%
$0
$38.6 Million 0.03% of portfolio
404
Q3 2024 Added 0.5%
$0
$39.8 Million 0.03% of portfolio
617
Q3 2024 Reduced 3.44%
$0
$47.7 Million 0.03% of portfolio
372
Q3 2024 Reduced 5.58%
$0
$37 Million 0.03% of portfolio
754
Q3 2024 New
$0
$42.9 Million 0.03% of portfolio
853
Q3 2024 Reduced 98.75%
$0
$40.5 Million 0.03% of portfolio
562
Q3 2024 New
$0
$36.2 Million 0.03% of portfolio
558
Q3 2024 Added 0.36%
$0
$36.4 Million 0.03% of portfolio
913
Q1 2024 Reduced 47.16%
$0
$28 Million 0.02% of portfolio
690
Q3 2024 Reduced 11.08%
$0
$27.9 Million 0.02% of portfolio
384
Q2 2024 Added 1.32%
$0
$10.3 Million 0.01% of portfolio
101
Q2 2024 Added 1.0%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $144 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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