Clarity Asset Management, Inc. Portfolio Holdings

Clarity Asset Management, Inc.

  • $155 Billion
  • Q1 2025

Clarity Asset Management, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 215 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 $28.2B, Vanguard World Fd Esg U.S. Sto with a value of $19.2B, American Centy ETF Tr Avantis with a value of $11.3B, Ishares Trust Ishares Esg Awar with a value of $11.2B, and Ishares Currency Hedged Msci E with a value of $10.5B.

Examining the 13F form we can see an increase of $1.76B in the current position value, from $154B to 155B.

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 $155 Billion
ETFs: $130 Billion
Industrials: $1.85 Billion
Financial Services: $1.44 Billion
Consumer Cyclical: $986 Million
Technology: $732 Million
Consumer Defensive: $640 Million
Utilities: $446 Million
Energy: $330 Million
Other: $674 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$159M
$86.4 Million 0.06% of portfolio
4,931
Q1 2025 Added 1.09%
$79.1M
$673,000 0.0% of portfolio
68
Q1 2025 Added 1.49%

Summary

  • Portfolio
  • No. of Stocks 215
  • Current Value $155 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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