Clayton Financial Group LLC Portfolio Holdings

Clayton Financial Group LLC

  • $273 Billion
  • Q1 2025

Clayton Financial Group LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $273 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $27.7B, Vanguard Growth ETF with a value of $25B, Vanguard Mid Cap Growth Index with a value of $19.5B, Vanguard Mid Cap Value Index F with a value of $18.1B, and Ishares Russell 1000 Gr ETF with a value of $12.2B.

Examining the 13F form we can see an decrease of $4.8B in the current position value, from $278B to 273B.

Clayton Financial Group LLC is based out at St. Louis, MO

Below you can find more details about Clayton Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $273 Billion
ETFs: $236 Billion
Technology: $11.1 Billion
Financial Services: $7.32 Billion
Industrials: $3.84 Billion
Healthcare: $3.67 Billion
Consumer Defensive: $3.25 Billion
Consumer Cyclical: $2.11 Billion
Communication Services: $2.01 Billion
Other: $2.54 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $273 Billion
  • Prior Value $278 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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