Clarity Asset Management, Inc. has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 196 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $20.2B, Vanguard World Fd Esg U.S. Sto with a value of $15.6B, American Centy ETF Tr Avantis with a value of $15B, Nuveen Esg Large Cap Growth Et with a value of $13.8B, and Ishares National Muni Bond ETF with a value of $11.4B.

Examining the 13F form we can see an increase of $18.3B in the current position value, from $126B to 145B.

Clarity Asset Management, Inc. is based out at Ames, IA

Below you can find more details about Clarity Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $145 Billion
ETFs: $136 Billion
Industrials: $2.08 Billion
Technology: $1.03 Billion
Financial Services: $870 Million
Consumer Cyclical: $864 Million
Consumer Defensive: $714 Million
Healthcare: $528 Million
Utilities: $470 Million
Other: $785 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $145 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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