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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.38B
$69.3 Million 0.05% of portfolio
1,697
Q3 2024 Added 0.3%
$1.5B
$37.7 Million 0.03% of portfolio
488
Q3 2024 Reduced 21.92%
$1.5B
$39.8 Million 0.03% of portfolio
414
Q3 2024 Reduced 0.72%
$1.3B
$43.9 Million 0.03% of portfolio
1,419
Q3 2024 Reduced 23.71%
$1.5B
$44.3 Million 0.03% of portfolio
762
Q3 2024 Added 0.53%
$944M
$47.8 Million 0.03% of portfolio
733
Q3 2024 Reduced 6.74%
$1.01B
$43.5 Million 0.03% of portfolio
1,116
Q3 2024 Reduced 3.88%
$743M
$35.5 Million 0.02% of portfolio
1,063
Q4 2023 New
$366M
$19 Million 0.01% of portfolio
1,000
Q2 2024 Added 100.0%
$1.33B
$1.21 Million 0.0% of portfolio
42
Q4 2023 New

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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