Claris Financial LLC has filed its 13F form on June 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $141 Million distributed in 407 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Value Line Divid Inde with a value of $10.9M, Vanguard Growth ETF with a value of $8.17M, Apple Inc. with a value of $8.04M, Ishares Msci Usa Momentum Fact with a value of $7.7M, and First Trust Capital Strength E with a value of $5.32M.
Examining the 13F form we can see an decrease of $152B in the current position value, from $152B to 141M.
Claris Financial LLC is based out at Glen Allen, VA
Below you can find more details about Claris Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$141 Million
ETFs: $80.5 Million
Technology: $21.6 Million
Healthcare: $6.98 Million
Financial Services: $6.35 Million
Consumer Cyclical: $5.78 Million
Consumer Defensive: $5.76 Million
Industrials: $4.31 Million
Utilities: $3.33 Million
Other: $6.83 Million
Stock Holdings Table Market Cap. of $200 Billions or more
