Clarity Financial LLC Purchases in Q3 2024

Clarity Financial LLC

  • $862 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
10.5K
New
$27.7 - $31.39 $290K - $328K
10.5K $303M
VZ
Verizon Communications Inc

Communication Services
2.02K
+ 3.56%
$38.89 - $45.0 $78.6K - $91K
58.9K $2.64B
XLB
Select Sector Spdr Fd Material

ETFs
1.1K
+ 4.6%
$86.95 - $97.09 $95.3K - $106K
24.9K $2.4B
VDE
Vanguard Energy ETF

ETFs
2.4K
New
$117.44 - $131.06 $282K - $315K
2.4K $294M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.32K
New
$61.11 - $67.85 $264K - $293K
4.32K $293M
MO
Altria Group, Inc.

Consumer Defensive
3.1K
+ 16.25%
$45.95 - $54.71 $143K - $170K
22.2K $1.13B
BAC
Bank Of America Corp

Financial Services
6.5K
+ 82.19%
$36.65 - $44.13 $238K - $287K
14.4K $571M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.78K
New
$36.98 - $41.55 $214K - $240K
5.78K $238M
GIS
General Mills Inc

Consumer Defensive
3.19K
New
$62.5 - $75.15 $199K - $240K
3.19K $236M
EW
Edwards Lifesciences Corp

Healthcare
3.55K
New
$59.7 - $93.78 $212K - $333K
3.55K $234M
MRK
Merck & Co., Inc.

Healthcare
2.06K
New
$111.15 - $128.97 $229K - $266K
2.06K $234M
CAT
Caterpillar Inc

Industrials
597
New
$316.8 - $391.12 $189K - $233K
597 $234M
SLV
I Shares Silver Trust

ETFs
8.01K
New
$24.33 - $29.38 $195K - $235K
8.01K $228M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.74K
New
$44.66 - $49.15 $212K - $233K
4.74K $223M
Sila Realty Trust Inc
8.82K
New
N/A
8.82K $223M
IBM
International Business Machines Corp

Technology
996
New
$175.1 - $223.38 $174K - $222K
996 $220M
RSG
Republic Services, Inc.

Industrials
1.09K
New
$189.34 - $208.21 $206K - $226K
1.09K $218M
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.08K
New
$37.37 - $41.82 $190K - $212K
5.08K $211M
DOV
Dover Corp

Industrials
1.09K
New
$172.5 - $193.03 $189K - $211K
1.09K $210M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.68K
New
$57.22 - $80.08 $153K - $214K
2.68K $209M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.1K
New
$93.65 - $97.81 $197K - $205K
2.1K $205M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
739
+ 7.66%
$117.9 - $128.2 $87.1K - $94.7K
10.4K $1.33B
JNJ
Johnson & Johnson

Healthcare
561
+ 9.66%
$145.48 - $167.38 $81.6K - $93.9K
6.37K $1.03B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.08K
+ 6.82%
$96.25 - $101.98 $104K - $110K
16.9K $1.71B
KO
Coca Cola CO

Consumer Defensive
1.71K
+ 43.61%
$62.69 - $73.01 $107K - $124K
5.62K $404M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
224
+ 18.78%
$475.2 - $527.7 $106K - $118K
1.42K $748M
PM
Philip Morris International Inc.

Consumer Defensive
829
+ 36.34%
$101.25 - $127.45 $83.9K - $106K
3.11K $378M
LMT
Lockheed Martin Corp

Industrials
130
+ 24.53%
$460.3 - $584.56 $59.8K - $76K
660 $386M
CVS
Cvs Health Corp

Healthcare
1.42K
+ 17.09%
$55.81 - $63.18 $79.3K - $89.8K
9.74K $612M
GNL
Global Net Lease, Inc.

Real Estate
13.8K
New
$7.3 - $8.96 $101K - $124K
13.8K $116M
AFL
Aflac Inc

Financial Services
356
+ 12.12%
$88.52 - $111.8 $31.5K - $39.8K
3.29K $368M
CMCSA
Comcast Corp

Communication Services
893
+ 4.41%
$37.33 - $41.78 $33.3K - $37.3K
21.1K $883M
DMLP
Dorchester Minerals, L.P.

Energy
3.04K
+ 40.64%
$28.87 - $32.64 $87.8K - $99.2K
10.5K $317M
TSLA
Tesla, Inc.

Consumer Cyclical
24
+ 2.22%
$191.76 - $263.26 $4.6K - $6.32K
1.1K $288M
PEP
Pepsico Inc

Consumer Defensive
307
+ 9.22%
$161.9 - $179.3 $49.7K - $55K
3.64K $618M
BALL
Ball Corp

Consumer Cyclical
576
+ 16.14%
$58.86 - $67.91 $33.9K - $39.1K
4.15K $281M
COP
Conocophillips

Energy
839
+ 34.11%
$102.3 - $116.61 $85.8K - $97.8K
3.3K $347M
NKE
Nike, Inc.

Consumer Cyclical
101
+ 2.4%
$71.09 - $89.44 $7.18K - $9.03K
4.32K $382M
PRU
Prudential Financial Inc

Financial Services
300
+ 6.39%
$105.53 - $127.32 $31.7K - $38.2K
4.99K $605M
KMI
Kinder Morgan, Inc.

Energy
982
+ 9.41%
$19.72 - $22.22 $19.4K - $21.8K
11.4K $252M
PHYS
Sprott Physical Gold Trust

Financial Services
150
+ 0.93%
$18.12 - $20.72 $2.72K - $3.11K
16.3K $333M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
100
+ 2.82%
$83.76 - $91.82 $8.38K - $9.18K
3.65K $333M
AVGO
Broadcom Inc.

Technology
3.02K
+ 879.07%
$136.27 - $1745.86 $412K - $5.28M
3.37K $581M
EPD
Enterprise Products Partners L.P.

Energy
871
+ 8.77%
$27.88 - $30.0 $24.3K - $26.1K
10.8K $314M
KMB
Kimberly Clark Corp

Consumer Defensive
92
+ 4.82%
$135.05 - $148.35 $12.4K - $13.6K
2K $285M
GOLD
Barrick Gold Corp

Basic Materials
896
New
$16.56 - $21.01 $14.8K - $18.8K
896 $17.8M
PSLV
Sprott Physical Silver Trust

Financial Services
150
+ 0.51%
$9.17 - $10.84 $1.38K - $1.63K
29.4K $307M
CVX
Chevron Corp

Energy
285
+ 4.98%
$137.88 - $161.97 $39.3K - $46.2K
6.01K $885M
NTAP
Net App, Inc.

Technology
12
+ 0.36%
$114.18 - $134.62 $1.37K - $1.62K
3.35K $414M
Activity Summary
Buys All Purchases 102 New Holdings 35 Increased Positions 67 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 3 Puts 1
Track This Portfolio

Track Clarity Financial LLC Portfolio

Follow Clarity Financial LLC 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 Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email