Clarity Asset Management, Inc. Portfolio Holdings

Clarity Asset Management, Inc.

  • $141 Billion
  • Q2 2024

Clarity Asset Management, Inc. has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $141 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 $22.1B, Vanguard World Fd Esg U.S. Sto with a value of $16.2B, American Centy ETF Tr Avantis with a value of $14.9B, Nuveen Esg Large Cap Growth Et with a value of $14.4B, and Ishares National Muni Bond ETF with a value of $11.5B.

Examining the 13F form we can see an decrease of $3.95B in the current position value, from $145B to 141B.

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 $141 Billion
ETFs: $134 Billion
Industrials: $2.01 Billion
Technology: $965 Million
Consumer Cyclical: $896 Million
Financial Services: $880 Million
Consumer Defensive: $661 Million
Utilities: $476 Million
Healthcare: $393 Million
Other: $836 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.62B
$52.5 Million 0.04% of portfolio
625
Q2 2024 Added 4.17%
$1.21B
$56.9 Million 0.04% of portfolio
1,860
Q2 2024 Added 9.28%
$1.34B
$61.1 Million 0.04% of portfolio
1,692
Q2 2024 Added 3.11%
$1.56B
$41.1 Million 0.03% of portfolio
417
Q2 2024 Added 11.5%
$1.13B
$41.1 Million 0.03% of portfolio
786
Q2 2024 Added 1.16%
$988M
$42.6 Million 0.03% of portfolio
1,161
Q2 2024 Added 1.13%
$1.65B
$41.1 Million 0.03% of portfolio
758
Q2 2024 Added 8.13%
$689M
$28.7 Million 0.02% of portfolio
1,063
Q4 2023 New
$358M
$17.9 Million 0.01% of portfolio
1,000
Q2 2024 Added 100.0%
$1.49B
$985,000 0.0% of portfolio
42
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $141 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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