Clarity Financial LLC Portfolio Holdings

Clarity Financial LLC

  • $837 Billion
  • Q4 2024

Clarity Financial LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $837 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $64.7B, Ishares Barclays 3 7 Yr Treas with a value of $64.2B, Ishares Barclays 1 3 Year Trea with a value of $56B, Abb Vie Inc. with a value of $36.7B, and Apple Inc. with a value of $35.5B.

Examining the 13F form we can see an decrease of $25.5B in the current position value, from $862B to 837B.

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

Portfolio value $837 Billion
ETFs: $376 Billion
Technology: $110 Billion
Consumer Defensive: $66.1 Billion
Healthcare: $63.4 Billion
Energy: $55.5 Billion
Financial Services: $39.6 Billion
Communication Services: $31.3 Billion
Consumer Cyclical: $28.4 Billion
Other: $39 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$64.7 Billion 7.73% of portfolio
699,525
Q4 2024 Added 4.79%
$0
$64.2 Billion 7.67% of portfolio
555,266
Q4 2024 Added 2.85%
$0
$56 Billion 6.7% of portfolio
683,431
Q4 2024 Reduced 3.92%
$0
$27.3 Billion 3.27% of portfolio
117,535
Q4 2024 Reduced 1.12%
$0
$18.4 Billion 2.2% of portfolio
133,992
Q4 2024 Added 0.71%
$0
$16.9 Billion 2.03% of portfolio
175,053
Q4 2024 Reduced 5.08%
$0
$13.1 Billion 1.56% of portfolio
166,107
Q4 2024 Reduced 0.2%
$0
$11.6 Billion 1.39% of portfolio
133,223
Q4 2024 Reduced 18.9%
$0
$11.6 Billion 1.38% of portfolio
152,795
Q4 2024 Added 23.71%
$0
$10.3 Billion 1.24% of portfolio
120,773
Q4 2024 Added 5.95%
$0
$10.2 Billion 1.22% of portfolio
45,598
Q4 2024 Reduced 4.91%
$0
$9.46 Billion 1.13% of portfolio
195,677
Q4 2024 Reduced 2.93%
$0
$6.94 Billion 0.83% of portfolio
20,221
Q4 2024 Added 1.56%
$0
$6.39 Billion 0.76% of portfolio
69,848
Q4 2024 Reduced 54.89%
$0
$5.49 Billion 0.66% of portfolio
9,371
Q4 2024 Reduced 10.06%
$0
$5.34 Billion 0.64% of portfolio
53,248
Q4 2024 Added 196.1%
$0
$4.47 Billion 0.53% of portfolio
209,292
Q4 2024 Added 90.97%
$0
$4.42 Billion 0.53% of portfolio
108,599
Q4 2024 Reduced 2.52%
$0
$4.37 Billion 0.52% of portfolio
18,062
Q4 2024 Added 1.73%
$0
$2.49 Billion 0.3% of portfolio
22,625
Q4 2024 Reduced 1.56%
$0
$2.16 Billion 0.26% of portfolio
25,625
Q4 2024 Added 2.85%
$0
$1.67 Billion 0.2% of portfolio
32,846
Q4 2024 Reduced 0.33%
$0
$1.63 Billion 0.19% of portfolio
16,823
Q4 2024 Reduced 0.27%
$0
$1.24 Billion 0.15% of portfolio
9,716
Q4 2024 Reduced 6.49%
$0
$1.03 Billion 0.12% of portfolio
3,550
Q4 2024 Reduced 11.74%
$0
$907 Million 0.11% of portfolio
17,962
Q4 2024 Reduced 18.37%
$0
$838 Million 0.1% of portfolio
2,041
Q4 2024 Added 38.94%
$0
$858 Million 0.1% of portfolio
4,818
Q4 2024 Added 2.38%
$0
$757 Million 0.09% of portfolio
16,365
Q3 2024 Reduced 16.55%
$0
$604 Million 0.07% of portfolio
1,121
Q4 2024 Reduced 20.89%
$0
$381 Million 0.05% of portfolio
1,946
Q4 2024 Added 17.44%
$0
$409 Million 0.05% of portfolio
2,209
Q3 2023 Added 15.29%
$0
$407 Million 0.05% of portfolio
3,816
Q4 2024 Reduced 0.08%
$0
$458 Million 0.05% of portfolio
6,056
Q4 2024 Reduced 19.62%
$0
$445 Million 0.05% of portfolio
756
Q4 2024 Added 3.56%
$47B
$403 Million 0.05% of portfolio
8,144
Q4 2024 Added 3.57%
$0
$389 Million 0.05% of portfolio
1,762
Q4 2024 New
$0
$300 Million 0.04% of portfolio
12,945
Q4 2024 Added 200.0%
$0
$324 Million 0.04% of portfolio
4,791
Q4 2024 Added 8.66%
$0
$324 Million 0.04% of portfolio
3,651
Q3 2024 Added 2.82%
$0
$251 Million 0.03% of portfolio
929
Q4 2024 Added 10.07%
$0
$289 Million 0.03% of portfolio
565
Q4 2024 Added 18.7%
$0
$261 Million 0.03% of portfolio
987
Q4 2024 New
$0
$254 Million 0.03% of portfolio
2,258
Q4 2024 New
$0
$269 Million 0.03% of portfolio
3,852
Q2 2024 New
$0
$207 Million 0.02% of portfolio
1,181
Q4 2024 Reduced 16.95%
$0
$200 Million 0.02% of portfolio
2,100
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $837 Billion
  • Prior Value $862 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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