Clark Asset Management, LLC Purchases in Q4 2024

Clark Asset Management, LLC

  • $535 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
1.33K
New
$216.13 - $242.4 $287K - $322K
1.33K $293M
UNH
Unitedhealth Group Inc

Healthcare
577
New
$485.52 - $625.25 $280K - $361K
577 $292M
VDC
Vanguard Consumer Staples ETF

ETFs
1.34K
New
$210.96 - $223.62 $283K - $300K
1.34K $284M
PG
Procter & Gamble CO

Consumer Defensive
1.69K
New
$161.05 - $179.7 $271K - $303K
1.69K $282M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
4.98K
New
$56.61 - $61.63 $282K - $307K
4.98K $282M
WMT
Walmart Inc.

Consumer Defensive
3.12K
New
$79.1 - $95.7 $247K - $298K
3.12K $282M
IGV
Ishares Expanded Tech Software

ETFs
2.8K
New
$87.5 - $110.17 $245K - $308K
2.8K $280M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.42K
New
$113.92 - $127.38 $276K - $309K
2.42K $279M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.26K
New
$83.09 - $89.28 $271K - $291K
3.26K $277M
SHV
Ishares Tr

ETFs
2.51K
New
$109.92 - $110.57 $276K - $278K
2.51K $277M
GPS
Gap Inc

Consumer Cyclical
11.3K
New
N/A
11.3K $268M
EEM
Ishares Msci Emerging Markets

ETFs
6.3K
New
$41.82 - $47.36 $263K - $298K
6.3K $263M
BKE
Buckle Inc

Consumer Cyclical
5.18K
New
$41.32 - $54.08 $214K - $280K
5.18K $263M
IVE
Ishares S&P 500 Value ETF

ETFs
1.38K
New
$189.5 - $206.17 $261K - $284K
1.38K $263M
BAC
Bank Of America Corp

Financial Services
5.98K
New
$39.22 - $47.77 $234K - $285K
5.98K $263M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.41K
New
$129.13 - $198.21 $182K - $279K
1.41K $260M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.55K
New
$160.89 - $176.18 $250K - $273K
1.55K $251M
XLK
Technology Sector Spdr

ETFs
1.06K
New
$220.26 - $241.44 $233K - $255K
1.06K $246M
SNPS
Synopsys Inc

Technology
504
New
$485.36 - $588.0 $245K - $296K
504 $245M
RPV
Invesco Exchange Traded Fd Tr

ETFs
2.68K
New
$87.41 - $97.21 $234K - $260K
2.68K $242M
APO
Apollo Global Management, Inc.

Financial Services
1.44K
New
$131.36 - $178.61 $189K - $256K
1.44K $237M
ORCL
Oracle Corp

Technology
1.42K
New
$165.41 - $192.43 $235K - $273K
1.42K $236M
IWB
Ishares Tr Russell 1000 ETF

ETFs
724
New
$311.11 - $335.64 $225K - $243K
724 $233M
SPYG
Spdr Portfolio

ETFs
2.65K
New
$81.74 - $91.38 $217K - $242K
2.65K $233M
VGSH
Vanguard

ETFs
4K
New
$58.02 - $58.88 $232K - $236K
4K $233M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.12K
New
$201.32 - $217.44 $225K - $243K
1.12K $231M
IWN
Ishares Russell2000 Val ETF

ETFs
1.37K
New
$162.69 - $181.35 $223K - $249K
1.37K $225M
FISV
Fiserv Inc

Technology
1.08K
New
N/A
1.08K $222M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.74K
New
$79.93 - $88.06 $219K - $241K
2.74K $219M
AVDV
American Centy ETF Tr Avantis

ETFs
3.33K
New
$63.85 - $70.4 $213K - $235K
3.33K $217M
CSCO
Cisco Systems, Inc.

Technology
3.62K
New
$52.45 - $60.02 $190K - $217K
3.62K $214M
VBR
Vanguard Small Cap Value ETF

ETFs
1.06K
New
$197.36 - $217.3 $209K - $231K
1.06K $210M
VGT
Vanguard Information Technolog

ETFs
334
New
$571.78 - $647.97 $191K - $216K
334 $208M
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.87K
New
$25.79 - $80.4 $203K - $632K
7.87K $205M
VBK
Vanguard Small Cap Growth ETF

ETFs
728
New
$264.18 - $304.19 $192K - $221K
728 $204M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
15.5K
New
$11.39 - $12.41 $177K - $192K
15.5K $181M
DNP
Dnp Select Income Fund Inc

Financial Services
11.9K
New
$8.82 - $9.96 $105K - $119K
11.9K $105M
Activity Summary
Buys All Purchases 138 New Holdings 138 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Clark Asset Management, LLC Portfolio

Follow Clark Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clark Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clark Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email