Clark Asset Management, LLC Incresed Positions in Q2 2025

Clark Asset Management, LLC

  • $734 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
1.67K
+ 95.86%
$170.16 - $206.27 $284K - $344K
3.41K $632M
ADI
Analog Devices Inc

Technology
735
+ 33.96%
$164.6 - $238.02 $121K - $175K
2.9K $690M
SPY
Spdr S&P 500 ETF Trust

ETFs
236
+ 13.15%
$496.48 - $617.85 $117K - $146K
2.03K $1.25B
ABT
Abbott Laboratories

Healthcare
1.77K
+ 78.12%
$123.95 - $138.08 $220K - $245K
4.05K $550M
DFAX
Dimensional ETF Tr
4.16K
+ 13.19%
$23.37 - $29.39 $97.2K - $122K
35.7K $1.05B
IEMG
Ishares Inc

ETFs
2.77K
+ 34.09%
N/A
10.9K $654M
GOOG
Alphabet Inc.

Communication Services
229
+ 2.85%
$146.58 - $180.01 $33.6K - $41.2K
8.26K $1.46B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.09K
+ 5.41%
$23.66 - $29.99 $49.4K - $62.6K
40.6K $1.22B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
6.47K
+ 28.66%
$23.03 - $23.64 $149K - $153K
29.1K $682M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
6.41K
+ 29.94%
$23.2 - $23.63 $149K - $152K
27.8K $656M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
5.71K
+ 17.7%
$22.66 - $23.35 $129K - $133K
38K $882M
VOE
Vanguard Mid Cap Value Index F

ETFs
670
+ 43.17%
$141.87 - $164.49 $95.1K - $110K
2.22K $365M
XLK
Technology Sector Spdr

ETFs
218
+ 20.62%
$179.73 - $253.23 $39.2K - $55.2K
1.28K $323M
IWF
Ishares Russell 1000 Gr ETF

ETFs
112
+ 12.51%
$320.42 - $424.58 $35.9K - $47.6K
1.01K $428M
WMT
Walmart Inc.

Consumer Defensive
507
+ 14.57%
$81.79 - $99.98 $41.5K - $50.7K
3.99K $390M
BSMU
Invesco Exchange Self Ind Tr

ETFs
3.8K
+ 9.05%
$20.97 - $21.71 $79.7K - $82.5K
45.8K $985M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
3.9K
+ 8.77%
$20.08 - $20.98 $78.4K - $81.9K
48.4K $999M
VCIT
Vanguard Intermediate Term Cor

ETFs
744
+ 11.04%
$79.56 - $82.92 $59.2K - $61.7K
7.48K $621M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
2.9K
+ 8.21%
$22.22 - $22.92 $64.3K - $66.4K
38.2K $867M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
37
+ 0.57%
$53.5 - $71.62 $1.98K - $2.65K
6.5K $466M
VT
Vanguard Total World Stk Index

ETFs
116
+ 3.91%
$103.16 - $128.52 $12K - $14.9K
3.09K $397M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
6
+ 0.1%
$111.3 - $134.5 $668 - $807
6.22K $837M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6
+ 0.05%
$52.31 - $63.72 $314 - $382
12.8K $814M
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 7.34%
$908.13 - $1056.85 $26.3K - $30.6K
424 $420M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
800
+ 3.97%
$28.21 - $28.85 $22.6K - $23.1K
21K $603M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.22K
+ 7.94%
$25.48 - $27.78 $31.1K - $33.9K
16.6K $441M
AVUS
American Centy ETF Tr Avantis

ETFs
11
+ 0.48%
$81.38 - $100.82 $895 - $1.11K
2.28K $230M
QCOM
Qualcomm Inc

Technology
49
+ 3.69%
$124.66 - $159.48 $6.11K - $7.81K
1.38K $219M
CRM
Salesforce, Inc.

Technology
18
+ 2.36%
$236.26 - $291.15 $4.25K - $5.24K
780 $213M
LLY
Eli Lilly & CO

Healthcare
46
+ 7.47%
$713.71 - $898.95 $32.8K - $41.4K
662 $516M
RPV
Invesco Exchange Traded Fd Tr

ETFs
16
+ 0.59%
$81.66 - $93.76 $1.31K - $1.5K
2.72K $255M
SHV
Ishares Tr

ETFs
6
+ 0.24%
$110.06 - $110.46 $660 - $663
2.53K $279M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
672
+ 0.23%
$48.13 - $49.85 $32.3K - $33.5K
293K $14.4B
Activity Summary
Buys All Purchases 135 New Holdings 51 Increased Positions 84 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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