Clarity Financial LLC Portfolio Holdings

Clarity Financial LLC

  • $869 Billion
  • Q1 2025

Clarity Financial LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $869 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $69.1B, Ishares Barclays 3 7 Yr Treas with a value of $67.9B, Ishares Barclays 1 3 Year Trea with a value of $54.5B, Abb Vie Inc. with a value of $38.1B, and Apple Inc. with a value of $35.8B.

Examining the 13F form we can see an increase of $32.9B in the current position value, from $837B to 869B.

Below you can find more details about Clarity Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $869 Billion
ETFs: $389 Billion
Technology: $113 Billion
Consumer Defensive: $76.8 Billion
Healthcare: $63.2 Billion
Financial Services: $48.3 Billion
Energy: $33.4 Billion
Communication Services: $28.7 Billion
Consumer Cyclical: $25.4 Billion
Other: $46.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$337B
$38.1 Billion 4.38% of portfolio
181,779
Q1 2025 Reduced 11.92%
$3.39T
$35.8 Billion 4.12% of portfolio
161,133
Q1 2025 Added 13.81%
$435B
$34.4 Billion 3.95% of portfolio
36,348
Q1 2025 Added 4.37%
$3.75T
$30.3 Billion 3.49% of portfolio
80,724
Q1 2025 Added 32.31%
$373B
$27.5 Billion 3.17% of portfolio
161,506
Q1 2025 Added 38.45%
$1.08T
$25 Billion 2.88% of portfolio
160,176
Q1 2025 Added 12.19%
$2.27T
$24.1 Billion 2.78% of portfolio
126,917
Q1 2025 Added 5.71%
$748B
$23.8 Billion 2.73% of portfolio
28,760
Q1 2025 Reduced 11.49%
$406B
$20.7 Billion 2.38% of portfolio
190,989
Q1 2025 Reduced 3.73%
$90.2B
$20.1 Billion 2.32% of portfolio
165,187
Q1 2025 Added 9.0%
$831B
$20.2 Billion 2.32% of portfolio
82,252
Q1 2025 Added 20.88%
$631B
$17.7 Billion 2.03% of portfolio
33,152
Q1 2025 Added 7.27%
$474B
$15.5 Billion 1.78% of portfolio
129,960
Q1 2025 Reduced 43.33%
$281B
$15.2 Billion 1.74% of portfolio
179,647
Q1 2025 New
$36.3B
$13.4 Billion 1.54% of portfolio
135,250
Q1 2025 Added 13.5%
$263B
$13.3 Billion 1.53% of portfolio
151,382
Q1 2025 Added 4.48%
$61.7B
$10.7 Billion 1.23% of portfolio
62,696
Q1 2025 Added 12.93%
$585B
$8.45 Billion 0.97% of portfolio
24,118
Q1 2025 Added 8.7%
$50.7B
$7.66 Billion 0.88% of portfolio
25,600
Q1 2025 Added 10.12%
$179B
$2.45 Billion 0.28% of portfolio
54,012
Q1 2025 Reduced 7.52%
$32M
$2.21 Billion 0.25% of portfolio
1,954,670
Q4 2024 Reduced 20.8%
$44.9B
$1.73 Billion 0.2% of portfolio
13,198
Q1 2025 New
$103B
$946 Million 0.11% of portfolio
15,765
Q1 2025 Reduced 14.05%
$135B
$655 Million 0.08% of portfolio
3,843
Q1 2025 Added 2.48%
$300B
$707 Million 0.08% of portfolio
4,225
Q1 2025 Reduced 24.74%
$51.4B
$678 Million 0.08% of portfolio
16,225
Q1 2025 New
$283B
$484 Million 0.06% of portfolio
924
Q1 2025 Reduced 39.61%
$2.51B
$472 Million 0.05% of portfolio
68,190
Q4 2023 New
$18.5B
$446 Million 0.05% of portfolio
8,567
Q1 2025 Added 0.02%
$0
$393 Million 0.05% of portfolio
16,345
Q3 2024 Added 0.93%
$39.7B
$423 Million 0.05% of portfolio
3,792
Q1 2025 Reduced 20.2%
$52.8B
$449 Million 0.05% of portfolio
455
Q1 2025 Reduced 12.5%
$276B
$412 Million 0.05% of portfolio
2,597
Q1 2025 Added 4.09%
$0
$434 Million 0.05% of portfolio
40,008
Q1 2025 Reduced 12.09%
$1.07T
$478 Million 0.05% of portfolio
3,091
Q1 2025 Reduced 25.3%
$53.8B
$476 Million 0.05% of portfolio
4,359
Q1 2025 Reduced 30.56%
$113B
$406 Million 0.05% of portfolio
2,422
Q1 2025 Added 0.5%
$0
$340 Million 0.04% of portfolio
29,337
Q1 2025 Reduced 0.09%
$86.2B
$374 Million 0.04% of portfolio
2,543
Q1 2025 Reduced 6.85%
$1.04B
$316 Million 0.04% of portfolio
10,520
Q3 2024 Added 40.64%
$143B
$330 Million 0.04% of portfolio
1,213
Q1 2025 Added 6.59%
$69.4B
$312 Million 0.04% of portfolio
9,128
Q1 2025 Reduced 0.56%
$1.62T
$390 Million 0.04% of portfolio
676
Q1 2025 Added 0.9%
$409B
$344 Million 0.04% of portfolio
2,076
Q1 2025 Reduced 53.15%
$128B
$312 Million 0.04% of portfolio
1,021
Q1 2025 Reduced 26.91%
$223B
$329 Million 0.04% of portfolio
3,203
Q1 2025 Reduced 96.58%
$54.7B
$348 Million 0.04% of portfolio
1,370
Q1 2024 New
$157B
$376 Million 0.04% of portfolio
10,190
Q1 2025 Reduced 35.24%
$64.4B
$284 Million 0.03% of portfolio
2,556
Q1 2025 Reduced 9.46%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $869 Billion
  • Prior Value $837 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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