Clarity Asset Management, Inc. Portfolio Holdings

Clarity Asset Management, Inc.

  • $154 Billion
  • Q4 2024

Clarity Asset Management, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 215 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 $25.1B, Vanguard World Fd Esg U.S. Sto with a value of $17.3B, American Centy ETF Tr Avantis with a value of $15.4B, Nuveen Esg Large Cap Growth Et with a value of $14.7B, and Ishares National Muni Bond ETF with a value of $10.5B.

Examining the 13F form we can see an increase of $9.73B in the current position value, from $144B to 154B.

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 $154 Billion
ETFs: $138 Billion
Industrials: $1.96 Billion
Consumer Cyclical: $1.08 Billion
Financial Services: $1.06 Billion
Technology: $893 Million
Consumer Defensive: $760 Million
Utilities: $498 Million
Healthcare: $382 Million
Other: $810 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.04T
$356 Million 0.23% of portfolio
843
Q4 2024 Reduced 19.87%
$624B
$267 Million 0.17% of portfolio
589
Q4 2024 Reduced 0.34%
$408B
$207 Million 0.14% of portfolio
1,434
Q4 2024 Added 0.84%
$282B
$195 Million 0.13% of portfolio
2,161
Q4 2024 Reduced 1.19%
$3.93T
$198 Million 0.13% of portfolio
792
Q3 2024 Reduced 27.74%
$2.33T
$165 Million 0.11% of portfolio
750
Q3 2024 Added 150.0%
$304B
$164 Million 0.11% of portfolio
1,133
Q4 2024 Added 0.09%
$201B
$90.3 Million 0.06% of portfolio
811
Q3 2024 Added 0.5%
$304B
$89.2 Million 0.06% of portfolio
1,270
Q4 2024 Added 0.32%
$386B
$91.8 Million 0.06% of portfolio
548
Q4 2024 New
$234B
$78.4 Million 0.05% of portfolio
357
Q4 2024 Added 0.85%
$298B
$79.2 Million 0.05% of portfolio
1,272
Q4 2024 Added 1.44%
$228B
$56.2 Million 0.04% of portfolio
337
Q4 2023 New
$1.11T
$64.5 Million 0.04% of portfolio
341
Q4 2024 Added 0.29%
$341B
$42.3 Million 0.03% of portfolio
238
Q4 2024 Reduced 2.46%
$451B
$47 Million 0.03% of portfolio
437
Q4 2024 Added 29.67%
$811B
$29.5 Million 0.02% of portfolio
123
Q4 2024 Added 0.82%
$419B
$25.5 Million 0.02% of portfolio
66
Q4 2024 Added 1.54%
$266B
$9.29 Million 0.01% of portfolio
157
Q4 2024 Added 0.64%
$377B
$20.4 Million 0.01% of portfolio
465
Q4 2024 Added 0.65%
$252B
$19.8 Million 0.01% of portfolio
102
Q4 2024 Added 2.0%
$1.66T
$18.8 Million 0.01% of portfolio
32
Q4 2023 New
$210B
$3.78 Million 0.0% of portfolio
38
Q4 2023 New
$346B
$6.81 Million 0.0% of portfolio
51
Q4 2024 Reduced 58.87%

Summary

  • Portfolio
  • No. of Stocks 215
  • Current Value $154 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 32 stocks
  • Additional Purchases 106 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Clarity Asset Management, Inc. Portfolio

Follow Clarity Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarity Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clarity Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email