Clarity Financial LLC Reduced Holdings in Q1 2025

Clarity Financial LLC

  • $869 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-90.5K
- 96.58%
$96.63 - $129.55 $8.74M - $11.7M
3.2K $329M
XLE
Energy Sector Spdr

ETFs
-119K
- 98.14%
$85.7 - $93.96 $10.2M - $11.1M
2.24K $209M
XOM
Exxon Mobil Corp

Energy
-99.4K
- 43.33%
$105.44 - $118.93 $10.5M - $11.8M
130K $15.5B
NVDA
Nvidia Corp

Technology
-7.41K
- 3.73%
$106.98 - $149.43 $793K - $1.11M
191K $20.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.72K
- 71.69%
$551.42 - $612.93 $3.7M - $4.12M
2.65K $1.48B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-15.8K
- 87.2%
$211.47 - $267.17 $3.33M - $4.21M
2.31K $489M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-27.8K
- 39.84%
$91.45 - $91.75 $2.54M - $2.55M
42K $3.85B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-24.1K
- 3.52%
$81.83 - $82.73 $1.97M - $1.99M
659K $54.5B
LLY
Eli Lilly & CO

Healthcare
-3.73K
- 11.49%
$725.72 - $929.72 $2.71M - $3.47M
28.8K $23.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-576
- 51.38%
$507.05 - $563.67 $292K - $325K
545 $280M
JNJ
Johnson & Johnson

Healthcare
-2.36K
- 53.15%
$142.06 - $167.7 $335K - $395K
2.08K $344M
VTI
Vanguard Total Stock Market Et

ETFs
-885
- 24.93%
$271.18 - $303.12 $240K - $268K
2.67K $733M
UNH
Unitedhealth Group Inc

Healthcare
-606
- 39.61%
$461.52 - $548.18 $280K - $332K
924 $484M
HD
Home Depot, Inc.

Consumer Cyclical
-616
- 50.16%
$347.25 - $424.87 $214K - $262K
612 $224M
CMCSA
Comcast Corp

Communication Services
-5.54K
- 35.24%
$33.19 - $38.23 $184K - $212K
10.2K $376M
KMI
Kinder Morgan, Inc.

Energy
-6.77K
- 41.88%
$26.1 - $31.22 $177K - $211K
9.39K $268M
PRU
Prudential Financial Inc

Financial Services
-960
- 20.2%
$105.04 - $122.33 $101K - $117K
3.79K $423M
CVX
Chevron Corp

Energy
-1.39K
- 24.74%
$146.71 - $167.97 $204K - $233K
4.23K $707M
AEP
American Electric Power CO Inc

Utilities
-1.92K
- 30.56%
$90.32 - $109.27 $173K - $210K
4.36K $476M
GWW
W.W. Grainger, Inc.

Industrials
-65
- 12.5%
$953.54 - $1132.42 $62K - $73.6K
455 $449M
ADP
Automatic Data Processing Inc

Industrials
-376
- 26.91%
$286.85 - $318.64 $108K - $120K
1.02K $312M
LMT
Lockheed Martin Corp

Industrials
-94
- 16.04%
$423.19 - $506.29 $39.8K - $47.6K
492 $220M
BHK
Blackrock Core Bond Trust

Financial Services
-5.5K
- 12.09%
$10.15 - $10.86 $55.8K - $59.7K
40K $434M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-588
- 16.11%
$87.68 - $94.52 $51.6K - $55.6K
3.06K $287M
IVV
Ishares Core S&P 500 ETF

ETFs
-25
- 3.31%
$554.06 - $615.85 $13.9K - $15.4K
731 $411M
ITW
Illinois Tool Works Inc

Industrials
-35
- 2.82%
$244.9 - $274.48 $8.57K - $9.61K
1.21K $299M
EDV
Vanguard Extended Duration Tre

ETFs
-411
- 8.58%
$65.05 - $73.43 $26.7K - $30.2K
4.38K $311M
MO
Altria Group, Inc.

Consumer Defensive
-2.58K
- 14.05%
$50.81 - $60.02 $131K - $155K
15.8K $946M
AFL
Aflac Inc

Financial Services
-267
- 9.46%
$100.99 - $111.19 $27K - $29.7K
2.56K $284M
MCD
Mcdonalds Corp

Consumer Cyclical
-36
- 5.0%
$279.74 - $321.29 $10.1K - $11.6K
684 $214M
MMM
3 M CO

Industrials
-187
- 6.85%
$129.7 - $155.12 $24.3K - $29K
2.54K $374M
EPD
Enterprise Products Partners L.P.

Energy
-51
- 0.56%
$31.75 - $34.14 $1.62K - $1.74K
9.13K $312M
CAH
Cardinal Health Inc

Healthcare
-132
- 5.94%
$118.02 - $137.77 $15.6K - $18.2K
2.09K $288M
IAU
Ishares Gold Trust

ETFs
-837
- 10.28%
$49.74 - $58.96 $41.6K - $49.3K
7.31K $431M
PSLV
Sprott Physical Silver Trust

Financial Services
-25
- 0.09%
$9.86 - $11.68 $247 - $292
29.3K $340M
VZ
Verizon Communications Inc

Communication Services
-4.39K
- 7.52%
$37.81 - $46.49 $166K - $204K
54K $2.45B
ABBV
Abb Vie Inc.

Healthcare
-24.6K
- 11.92%
$169.2 - $216.66 $4.16M - $5.33M
182K $38.1B
Activity Summary
Buys All Purchases 55 New Holdings 8 Increased Positions 47 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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