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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$322B
$38.1 Billion 4.38% of portfolio
181,779
Q1 2025 Reduced 11.92%
$3.23T
$35.8 Billion 4.12% of portfolio
161,133
Q1 2025 Added 13.81%
$436B
$34.4 Billion 3.95% of portfolio
36,348
Q1 2025 Added 4.37%
$3.7T
$30.3 Billion 3.49% of portfolio
80,724
Q1 2025 Added 32.31%
$379B
$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%
$737B
$23.8 Billion 2.73% of portfolio
28,760
Q1 2025 Reduced 11.49%
$393B
$20.7 Billion 2.38% of portfolio
190,989
Q1 2025 Reduced 3.73%
$842B
$20.2 Billion 2.32% of portfolio
82,252
Q1 2025 Added 20.88%
$632B
$17.7 Billion 2.03% of portfolio
33,152
Q1 2025 Added 7.27%
$456B
$15.5 Billion 1.78% of portfolio
129,960
Q1 2025 Reduced 43.33%
$257B
$15.2 Billion 1.74% of portfolio
179,647
Q1 2025 New
$264B
$13.3 Billion 1.53% of portfolio
151,382
Q1 2025 Added 4.48%
$213B
$13 Billion 1.5% of portfolio
98,142
Q1 2025 Added 7.75%
$570B
$8.45 Billion 0.97% of portfolio
24,118
Q1 2025 Added 8.7%
$289B
$484 Million 0.06% of portfolio
924
Q1 2025 Reduced 39.61%
$281B
$412 Million 0.05% of portfolio
2,597
Q1 2025 Added 4.09%
$1.07T
$478 Million 0.05% of portfolio
3,091
Q1 2025 Reduced 25.3%
$1.65T
$390 Million 0.04% of portfolio
676
Q1 2025 Added 0.9%
$398B
$344 Million 0.04% of portfolio
2,076
Q1 2025 Reduced 53.15%
$232B
$329 Million 0.04% of portfolio
3,203
Q1 2025 Reduced 96.58%
$377B
$224 Million 0.03% of portfolio
612
Q1 2025 Reduced 50.16%
$214B
$214 Million 0.02% of portfolio
684
Q1 2025 Reduced 5.0%

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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