Clayton Financial Group LLC Portfolio Holdings

Clayton Financial Group LLC

  • $267 Billion
  • Q3 2024

Clayton Financial Group LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $23.8B, Vanguard Growth ETF with a value of $23B, Vanguard Mid Cap Growth Index with a value of $18.4B, Vanguard Mid Cap Value Index F with a value of $17.5B, and Ishares Russell 1000 Gr ETF with a value of $13.2B.

Examining the 13F form we can see an increase of $35.9B in the current position value, from $231B to 267B.

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 $267 Billion
ETFs: $229 Billion
Technology: $12.3 Billion
Financial Services: $6.59 Billion
Healthcare: $5.18 Billion
Consumer Defensive: $3.62 Billion
Industrials: $2.62 Billion
Energy: $2.36 Billion
Consumer Cyclical: $2.13 Billion
Other: $2.58 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $267 Billion
  • Prior Value $231 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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