Clayton Financial Group LLC Purchases in Q1 2025

Clayton Financial Group LLC

  • $273 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
11.8K
+ 7.93%
$167.73 - $179.21 $1.98M - $2.11M
161K $27.7B
IEFA
Ishares Tr

ETFs
11.3K
+ 13.57%
$69.57 - $78.65 $786K - $889K
94.6K $7.15B
RBLX
Roblox Corp

Communication Services
21.3K
New
$53.77 - $75.47 $1.15M - $1.61M
21.3K $1.24B
VOE
Vanguard Mid Cap Value Index F

ETFs
4.48K
+ 4.13%
$156.61 - $168.02 $701K - $752K
113K $18.1B
IEMG
Ishares Inc

ETFs
5.55K
+ 7.89%
N/A
75.8K $4.09B
EFV
Msci Eafe Value ETF

ETFs
1.06K
+ 2.03%
$51.88 - $60.73 $55K - $64.4K
53.4K $3.15B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.92K
+ 2.2%
$39.65 - $43.35 $116K - $127K
136K $5.72B
NEAR
Blackrock Short Maturity Bond

ETFs
4.49K
+ 5.92%
$50.4 - $50.89 $226K - $229K
80.3K $4.09B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
144
+ 7.51%
$442.66 - $534.52 $63.7K - $77K
2.06K $1.1B
MDT
Medtronic PLC

Healthcare
2.47K
New
$79.84 - $94.5 $197K - $233K
2.47K $222M
HDV
Ishares Core High Dividend ETF

ETFs
1.73K
New
$110.86 - $121.12 $192K - $209K
1.73K $209M
IWD
Ishares Russell 1000 Val ETF

ETFs
373
+ 0.84%
$182.82 - $196.21 $68.2K - $73.2K
45K $8.47B
GD
General Dynamics Corp

Industrials
745
New
$241.94 - $272.58 $180K - $203K
745 $203M
CAT
Caterpillar Inc

Industrials
615
New
$326.75 - $407.63 $201K - $251K
615 $203M
TWI
Titan International Inc

Industrials
20.1K
New
$6.59 - $9.22 $132K - $185K
20.1K $169M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.92K
+ 23.33%
$71.17 - $73.66 $137K - $142K
10.2K $747M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.6K
+ 2.26%
$18.36 - $20.51 $29.4K - $32.8K
72.4K $1.43B
CI
Cigna Corp

Healthcare
9
+ 0.49%
$274.49 - $329.0 $2.47K - $2.96K
1.83K $603M
VIG
Vanguard Dividend Appreciation

ETFs
441
+ 25.19%
N/A
2.19K $425M
XLE
Energy Sector Spdr

ETFs
67
+ 0.75%
$85.7 - $93.96 $5.74K - $6.3K
8.98K $839M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
460
+ 3.6%
$59.28 - $66.1 $27.3K - $30.4K
13.2K $840M
T
At&T Inc.

Communication Services
8
+ 0.07%
$21.56 - $28.28 $172 - $226
11.2K $317M
DUK
Duke Energy Corp

Utilities
3
+ 0.08%
$105.87 - $121.97 $318 - $366
3.54K $431M
CVX
Chevron Corp

Energy
75
+ 4.61%
$146.71 - $167.97 $11K - $12.6K
1.7K $285M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
328
+ 4.5%
$42.5 - $46.71 $13.9K - $15.3K
7.62K $345M
PG
Procter & Gamble CO

Consumer Defensive
20
+ 0.34%
$158.56 - $176.26 $3.17K - $3.53K
5.82K $993M
MLPX
Global X Mlp & Energy Infrastr

ETFs
72
+ 1.76%
$59.6 - $67.2 $4.29K - $4.84K
4.15K $265M
QCOM
Qualcomm Inc

Technology
75
+ 5.47%
$151.94 - $175.86 $11.4K - $13.2K
1.45K $222M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7
+ 0.32%
$128.74 - $138.67 $901 - $971
2.17K $295M
VTI
Vanguard Total Stock Market Et

ETFs
216
+ 6.24%
$271.18 - $303.12 $58.6K - $65.5K
3.68K $1.01B
XLB
Select Sector Spdr Fd Material

ETFs
12
+ 0.46%
$83.19 - $90.99 $998 - $1.09K
2.63K $226M
IWS
Ishares Russell Midcap Value E

ETFs
84
+ 2.71%
$122.59 - $135.24 $10.3K - $11.4K
3.18K $401M
VMC
Vulcan Materials CO

Basic Materials
350
+ 3.7%
$220.9 - $277.54 $77.3K - $97.1K
9.81K $201M
IWP
Ishares Russell Mid Cap Growth

ETFs
36
+ 1.9%
$114.9 - $139.6 $4.14K - $5.03K
1.93K $227M
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.04%
$84.5 - $105.05 $254 - $315
7.28K $639M
VV
Vanguard Large Cap ETF

ETFs
254
+ 3.27%
$253.32 - $282.66 $64.3K - $71.8K
8.03K $2.06B
DFAT
Dimensional ETF Tr U S Target

ETFs
7
+ 0.07%
$50.44 - $58.1 $353 - $407
10.3K $529M
AMZN
Amazon Com Inc

Consumer Cyclical
21
+ 0.97%
$190.26 - $242.06 $4K - $5.08K
2.2K $418M
IWB
Ishares Tr Russell 1000 ETF

ETFs
69
+ 1.12%
$302.31 - $337.54 $20.9K - $23.3K
6.21K $1.9B
VO
Vanguard Mid Cap ETF

ETFs
132
+ 0.64%
$251.87 - $277.95 $33.2K - $36.7K
20.7K $5.37B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.92K
+ 2.2%
$25.58 - $29.24 $49.1K - $56.2K
89.3K $2.34B
NVDA
Nvidia Corp

Technology
10
+ 0.24%
$106.98 - $149.43 $1.07K - $1.49K
4.16K $451M
VBR
Vanguard Small Cap Value ETF

ETFs
2.84K
+ 4.98%
$183.02 - $207.75 $519K - $589K
59.7K $11.1B
IWN
Ishares Russell2000 Val ETF

ETFs
50
+ 0.4%
$149.27 - $169.4 $7.46K - $8.47K
12.7K $1.91B
IVV
Ishares Core S&P 500 ETF

ETFs
129
+ 1.44%
$554.06 - $615.85 $71.5K - $79.4K
9.06K $5.09B
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.13K
+ 2.01%
$23.16 - $27.04 $49.3K - $57.6K
108K $2.53B
VB
Vanguard Small Cap ETF

ETFs
292
+ 1.53%
$217.89 - $252.64 $63.6K - $73.8K
19.4K $4.31B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.69K
+ 2.17%
$237.72 - $276.98 $402K - $468K
79.5K $19.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.79K
+ 0.83%
$21.75 - $24.28 $60.6K - $67.6K
340K $7.5B
Activity Summary
Buys All Purchases 54 New Holdings 7 Increased Positions 47 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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