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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.2B
$16.3 Billion 1.95% of portfolio
151,548
Q4 2024 Reduced 16.51%
$29.2B
$14.6 Billion 1.75% of portfolio
89,140
Q4 2024 Added 83.04%
$43.4B
$12 Billion 1.43% of portfolio
119,166
Q4 2024 Reduced 22.48%
$187B
$11.3 Billion 1.35% of portfolio
93,654
Q4 2024 Added 0.43%
$190B
$10.5 Billion 1.26% of portfolio
91,084
Q4 2024 Added 0.64%
$55.2B
$10.1 Billion 1.21% of portfolio
55,516
Q4 2024 Added 98.27%
$52.4B
$6.96 Billion 0.83% of portfolio
23,247
Q4 2024 Reduced 0.68%
$165B
$2.34 Billion 0.28% of portfolio
58,406
Q4 2024 Reduced 0.79%
$93.6B
$959 Million 0.11% of portfolio
18,343
Q4 2024 Reduced 17.35%
$105B
$664 Million 0.08% of portfolio
3,750
Q4 2024 New
$53.7B
$548 Million 0.07% of portfolio
520
Q4 2024 Added 0.97%
$148B
$590 Million 0.07% of portfolio
15,734
Q4 2024 Reduced 25.55%
$89.6B
$559 Million 0.07% of portfolio
2,410
Q4 2024 Reduced 28.44%
$50.5B
$579 Million 0.07% of portfolio
6,277
Q4 2024 Reduced 5.25%
$44.9B
$563 Million 0.07% of portfolio
4,752
Q4 2024 Reduced 4.81%
$17.5B
$472 Million 0.06% of portfolio
8,565
Q4 2024 Added 106.63%
$126B
$409 Million 0.05% of portfolio
1,397
Q2 2024 New
$130B
$378 Million 0.05% of portfolio
1,138
Q4 2024 Reduced 14.76%
$61.8B
$443 Million 0.05% of portfolio
16,157
Q4 2024 Added 41.48%
$26.5B
$388 Million 0.05% of portfolio
3,339
Q4 2024 Reduced 0.36%
$84.1B
$352 Million 0.04% of portfolio
2,730
Q4 2024 Reduced 12.44%
$79.6B
$315 Million 0.04% of portfolio
1,242
Q4 2024 New
$96.9B
$297 Million 0.04% of portfolio
3,928
Q4 2024 Reduced 9.03%
$28.6B
$252 Million 0.03% of portfolio
1,343
Q4 2024 Added 22.87%
$67.9B
$292 Million 0.03% of portfolio
2,823
Q4 2024 Reduced 14.3%
$43.5B
$221 Million 0.03% of portfolio
4,476
Q4 2024 Reduced 35.95%
$121B
$285 Million 0.03% of portfolio
586
Q4 2024 Reduced 11.21%
$32.4B
$263 Million 0.03% of portfolio
2,222
Q4 2024 Reduced 0.18%
$43.9B
$249 Million 0.03% of portfolio
1,900
Q4 2024 Reduced 5.09%
$13B
$220 Million 0.03% of portfolio
2,744
Q4 2024 Reduced 97.97%
$71B
$288 Million 0.03% of portfolio
9,179
Q4 2024 Reduced 15.03%
$28.9B
$28.5 Million 0.0% of portfolio
1,839
Q4 2024 Added 105.25%

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
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