Clarity Asset Management, Inc. Portfolio Holdings

Clarity Asset Management, Inc.

  • $144 Billion
  • Q3 2024

Clarity Asset Management, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $144 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 $25.4B, Vanguard World Fd Esg U.S. Sto with a value of $17.3B, American Centy ETF Tr Avantis with a value of $16.6B, Nuveen Esg Large Cap Growth Et with a value of $14.5B, and Ishares Trust Ishares Esg Awar with a value of $10.5B.

Examining the 13F form we can see an increase of $3.04B in the current position value, from $141B to 144B.

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 $144 Billion
ETFs: $135 Billion
Industrials: $2.03 Billion
Consumer Cyclical: $1.01 Billion
Financial Services: $972 Million
Technology: $954 Million
Consumer Defensive: $740 Million
Healthcare: $551 Million
Utilities: $545 Million
Other: $762 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.4B
$674 Million 0.47% of portfolio
1,115
Q3 2024 Added 0.27%
$15B
$512 Million 0.36% of portfolio
1,363
Q3 2024 Added 0.15%
$3.27T
$453 Million 0.31% of portfolio
1,052
Q3 2024 Added 10.04%
$72.1B
$402 Million 0.28% of portfolio
2,940
Q3 2024 Added 0.03%
$597B
$272 Million 0.19% of portfolio
591
Q3 2024 Added 0.68%
$381B
$230 Million 0.16% of portfolio
1,422
Q3 2024 Added 0.49%
$4.15T
$184 Million 0.13% of portfolio
792
Q3 2024 Reduced 27.74%
$282B
$167 Million 0.12% of portfolio
1,132
Q3 2024 Added 0.18%
$252B
$177 Million 0.12% of portfolio
2,187
Q3 2024 Reduced 2.24%
$190B
$160 Million 0.11% of portfolio
326
Q3 2024 New
$131B
$146 Million 0.1% of portfolio
349
Q3 2024 Reduced 62.87%
$2.33T
$140 Million 0.1% of portfolio
750
Q3 2024 Added 150.0%
$83.8B
$127 Million 0.09% of portfolio
202
Q3 2024 Reduced 7.34%
$155B
$116 Million 0.08% of portfolio
430
Q3 2024 Reduced 7.33%
$83.8B
$111 Million 0.08% of portfolio
4,715
Q3 2024 Added 28.02%
$46.4B
$109 Million 0.08% of portfolio
1,826
Q4 2023 New
$15B
$99.6 Million 0.07% of portfolio
1,641
Q3 2024 Added 0.86%
$19.4B
$105 Million 0.07% of portfolio
1,220
Q3 2024 Added 0.25%
$74.6B
$82.4 Million 0.06% of portfolio
754
Q2 2024 Added 2.31%
$23.1B
$91.7 Million 0.06% of portfolio
673
Q3 2024 Reduced 0.3%
$2.9B
$84.7 Million 0.06% of portfolio
1,017
Q3 2024 Reduced 0.97%
$12.1B
$87.7 Million 0.06% of portfolio
334
Q3 2024 Reduced 6.18%
$272B
$90.1 Million 0.06% of portfolio
1,254
Q3 2024 Added 0.16%
$26.7B
$83.1 Million 0.06% of portfolio
433
Q3 2024 Reduced 10.17%
$272B
$71.5 Million 0.05% of portfolio
1,266
Q3 2024 Added 0.48%
$201B
$78.3 Million 0.05% of portfolio
354
Q3 2024 Added 0.85%
$4.91B
$70.7 Million 0.05% of portfolio
401
Q3 2024 Added 0.5%
$16.6B
$73.6 Million 0.05% of portfolio
527
Q3 2024 Added 0.76%
$77.1B
$77.6 Million 0.05% of portfolio
747
Q3 2024 Reduced 0.4%
$1.38B
$69.3 Million 0.05% of portfolio
1,697
Q3 2024 Added 0.3%
$205B
$78 Million 0.05% of portfolio
811
Q3 2024 Added 0.5%
$2.67B
$77.8 Million 0.05% of portfolio
1,371
Q3 2024 Added 0.51%
$1.17T
$56.5 Million 0.04% of portfolio
340
Q3 2024 Reduced 52.51%
$12B
$51.3 Million 0.04% of portfolio
466
Q3 2024 Reduced 22.2%
$3.36B
$61.1 Million 0.04% of portfolio
1,158
Q3 2024 Reduced 2.85%
$60.9B
$61.3 Million 0.04% of portfolio
393
Q3 2024 New
$187B
$63.6 Million 0.04% of portfolio
337
Q4 2023 New
$211B
$44.2 Million 0.03% of portfolio
260
Q3 2024 Added 0.78%
$7.56B
$43.4 Million 0.03% of portfolio
731
Q3 2024 Reduced 3.31%
$57.9B
$37.9 Million 0.03% of portfolio
1,282
Q3 2024 Added 0.87%
$164B
$47.2 Million 0.03% of portfolio
91
Q3 2024 Reduced 4.21%
$9.12B
$46.6 Million 0.03% of portfolio
405
Q3 2024 Added 0.5%
$1.5B
$37.7 Million 0.03% of portfolio
488
Q3 2024 Reduced 21.92%
$39.3B
$44.9 Million 0.03% of portfolio
575
Q3 2024 Added 0.7%
$3.66B
$44.2 Million 0.03% of portfolio
1,900
Q3 2024 Added 0.16%
$1.5B
$39.8 Million 0.03% of portfolio
414
Q3 2024 Reduced 0.72%
$1.3B
$43.9 Million 0.03% of portfolio
1,419
Q3 2024 Reduced 23.71%
$31.8B
$47 Million 0.03% of portfolio
451
Q3 2024 Reduced 0.22%
$5.16B
$45 Million 0.03% of portfolio
1,214
Q3 2024 Reduced 5.96%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $144 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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