Clark Asset Management, LLC Incresed Positions in Q3 2025

Clark Asset Management, LLC

  • $860 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
1.94K
+ 48.76%
$94.4 - $104.27 $184K - $203K
5.93K $611M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
9.07K
+ 32.59%
$23.48 - $23.7 $213K - $215K
36.9K $872M
ORCL
Oracle Corp

Technology
319
+ 17.88%
$218.96 - $328.33 $69.8K - $105K
2.1K $591M
AVDV
American Centy ETF Tr Avantis

ETFs
884
+ 7.97%
$79.24 - $89.03 $70K - $78.7K
12K $1.07B
MRK
Merck & Co., Inc.

Healthcare
2.05K
+ 74.63%
$77.6 - $87.37 $159K - $179K
4.8K $403M
RTX
Raytheon Technologies Corp

Industrials
762
+ 28.8%
$144.19 - $167.33 $110K - $128K
3.41K $570M
AVGO
Broadcom Inc.

Technology
154
+ 8.34%
$264.74 - $369.57 $40.8K - $56.9K
2K $660M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
170
+ 4.42%
$459.11 - $506.91 $78K - $86.2K
4.02K $2.02B
PFE
Pfizer Inc

Healthcare
4.86K
+ 53.22%
$23.29 - $25.88 $113K - $126K
14K $356M
MA
Mastercard Inc

Financial Services
154
+ 3.11%
$550.18 - $598.96 $84.7K - $92.2K
5.11K $2.91B
AMZN
Amazon Com Inc

Consumer Cyclical
499
+ 1.98%
$211.65 - $238.24 $106K - $119K
25.7K $5.65B
XOM
Exxon Mobil Corp

Energy
786
+ 15.31%
$105.83 - $117.22 $83.2K - $92.1K
5.92K $668M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
285
+ 1.43%
$68.24 - $73.73 $19.4K - $21K
20.3K $1.49B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
63
+ 0.12%
$23.82 - $25.84 $1.5K - $1.63K
53.3K $1.37B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
171
+ 21.14%
$275.84 - $326.36 $47.2K - $55.8K
980 $320M
IEMG
Ishares Inc

ETFs
449
+ 4.12%
N/A
11.3K $748M
ET
Energy Transfer LP

Energy
6.75K
+ 28.02%
$17.11 - $18.16 $115K - $123K
30.8K $529M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
129
+ 9.58%
$435.72 - $463.74 $56.2K - $59.8K
1.48K $684M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
140
+ 14.39%
$224.68 - $282.71 $31.5K - $39.6K
1.11K $311M
DFAT
Dimensional ETF Tr U S Target

ETFs
13
+ 0.06%
$53.36 - $59.69 $694 - $776
20.6K $1.2B
PG
Procter & Gamble CO

Consumer Defensive
769
+ 13.95%
$150.47 - $161.22 $116K - $124K
6.28K $965M
VO
Vanguard Mid Cap ETF

ETFs
197
+ 10.46%
$279.83 - $293.74 $55.1K - $57.9K
2.08K $611M
EEM
Ishares Msci Emerging Markets

ETFs
1K
+ 19.33%
$48.07 - $53.4 $48.1K - $53.4K
6.17K $330M
BAC
Bank Of America Corp

Financial Services
315
+ 2.38%
$44.92 - $52.42 $14.1K - $16.5K
13.6K $700M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
76
+ 1.22%
$132.51 - $145.94 $10.1K - $11.1K
6.3K $909M
MMM
3 M CO

Industrials
350
+ 11.58%
$144.41 - $160.2 $50.5K - $56.1K
3.37K $523M
VBK
Vanguard Small Cap Growth ETF

ETFs
160
+ 21.95%
$276.51 - $305.12 $44.2K - $48.8K
889 $265M
Blackrock Inc
28
+ 10.94%
N/A
284 $331M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7
+ 0.05%
$63.41 - $69.69 $444 - $488
12.8K $875M
FNDX
Schwab Fundamental U S Large C

ETFs
627
+ 2.75%
$24.38 - $26.34 $15.3K - $16.5K
23.4K $615M
EMR
Emerson Electric CO

Industrials
500
+ 10.16%
$128.6 - $149.63 $64.3K - $74.8K
5.42K $711M
LLY
Eli Lilly & CO

Healthcare
76
+ 11.48%
$625.65 - $812.69 $47.5K - $61.8K
738 $563M
DFIC
Dimensional ETF Tr Dimensional

ETFs
55
+ 0.21%
$30.76 - $33.01 $1.69K - $1.82K
26.2K $858M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
37
+ 0.57%
$71.75 - $79.74 $2.65K - $2.95K
6.54K $511M
FNDF
Schwab Fundamental Intl Large

ETFs
277
+ 4.15%
$39.84 - $43.15 $11K - $12K
6.94K $298M
VT
Vanguard Total World Stk Index

ETFs
7
+ 0.23%
$128.41 - $138.03 $899 - $966
3.09K $426M
AVUS
American Centy ETF Tr Avantis

ETFs
74
+ 3.24%
$101.2 - $109.16 $7.49K - $8.08K
2.36K $256M
MUB
Ishares National Muni Bond ETF

ETFs
133
+ 6.53%
$103.24 - $106.68 $13.7K - $14.2K
2.17K $231M
RPV
Invesco Exchange Traded Fd Tr

ETFs
22
+ 0.81%
$90.97 - $99.42 $2K - $2.19K
2.74K $272M
Annaly Capital Management In
24
+ 0.2%
N/A
12.2K $247M
VDC
Vanguard Consumer Staples ETF

ETFs
72
+ 5.36%
$212.64 - $225.25 $15.3K - $16.2K
1.42K $302M
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 7.31%
$915.95 - $994.57 $28.4K - $30.8K
455 $421M
SHV
Ishares Tr

ETFs
7
+ 0.28%
$110.06 - $110.49 $770 - $773
2.53K $280M
ABT
Abbott Laboratories

Healthcare
34
+ 0.84%
$120.51 - $136.62 $4.1K - $4.65K
4.08K $546M
SNPS
Synopsys Inc

Technology
2
+ 0.35%
$387.78 - $645.35 $776 - $1.29K
576 $284M
KO
Coca Cola CO

Consumer Defensive
36
+ 0.91%
$65.67 - $71.67 $2.36K - $2.58K
3.99K $265M
NFLX
Netflix Inc

Communication Services
24
+ 3.14%
$1147.87 - $1297.18 $27.5K - $31.1K
788 $945M
V
Visa Inc.

Financial Services
86
+ 0.7%
$332.09 - $358.86 $28.6K - $30.9K
12.4K $4.22B
Activity Summary
Buys All Purchases 121 New Holdings 22 Increased Positions 99 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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