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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.03 Billion 0.12% of portfolio
3,550
Q4 2024 Reduced 11.74%
$104B
$959 Million 0.11% of portfolio
18,343
Q4 2024 Reduced 17.35%
$0
$907 Million 0.11% of portfolio
17,962
Q4 2024 Reduced 18.37%
$323B
$813 Million 0.1% of portfolio
5,614
Q4 2024 Reduced 6.59%
$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%
$478B
$774 Million 0.09% of portfolio
1,530
Q4 2024 Reduced 22.06%
$972B
$783 Million 0.09% of portfolio
4,138
Q4 2024 Reduced 27.12%
$0
$757 Million 0.09% of portfolio
16,365
Q3 2024 Reduced 16.55%
$103B
$664 Million 0.08% of portfolio
3,750
Q4 2024 New
$1.25B
$699 Million 0.08% of portfolio
68,190
Q4 2023 New
$426B
$641 Million 0.08% of portfolio
4,431
Q4 2024 Reduced 30.45%
$49.2B
$548 Million 0.07% of portfolio
520
Q4 2024 Added 0.97%
$0
$604 Million 0.07% of portfolio
1,121
Q4 2024 Reduced 20.89%
$161B
$590 Million 0.07% of portfolio
15,734
Q4 2024 Reduced 25.55%
$77.2B
$559 Million 0.07% of portfolio
2,410
Q4 2024 Reduced 28.44%
$41.2B
$563 Million 0.07% of portfolio
4,752
Q4 2024 Reduced 4.81%
$0
$476 Million 0.06% of portfolio
45,508
Q3 2024 Reduced 2.6%
$364B
$478 Million 0.06% of portfolio
1,228
Q4 2024 Reduced 40.3%
$16.2B
$472 Million 0.06% of portfolio
8,565
Q4 2024 Added 106.63%
$38.8B
$433 Million 0.05% of portfolio
1,370
Q1 2024 New
$124B
$409 Million 0.05% of portfolio
1,397
Q2 2024 New
$0
$381 Million 0.05% of portfolio
1,946
Q4 2024 Added 17.44%
$746B
$392 Million 0.05% of portfolio
970
Q4 2024 Reduced 12.06%
$118B
$378 Million 0.05% of portfolio
1,138
Q4 2024 Reduced 14.76%
$1.32T
$392 Million 0.05% of portfolio
670
Q4 2024 Reduced 27.25%
$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%
$63.1B
$443 Million 0.05% of portfolio
16,157
Q4 2024 Added 41.48%
$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%
$48.7B
$403 Million 0.05% of portfolio
8,144
Q4 2024 Added 3.57%
$20B
$388 Million 0.05% of portfolio
3,339
Q4 2024 Reduced 0.36%
$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%
$83.6B
$352 Million 0.04% of portfolio
2,730
Q4 2024 Reduced 12.44%
$0
$324 Million 0.04% of portfolio
4,791
Q4 2024 Added 8.66%
$0
$329 Million 0.04% of portfolio
16,345
Q3 2024 Added 0.93%
$77.8B
$315 Million 0.04% of portfolio
1,242
Q4 2024 New
$0
$324 Million 0.04% of portfolio
3,651
Q3 2024 Added 2.82%
$1.13B
$351 Million 0.04% of portfolio
10,520
Q3 2024 Added 40.64%
$90.5B
$297 Million 0.04% of portfolio
3,928
Q4 2024 Reduced 9.03%
$236B
$300 Million 0.04% of portfolio
2,495
Q4 2024 Reduced 19.77%
$25.4B
$252 Million 0.03% of portfolio
1,343
Q4 2024 Added 22.87%
$0
$283 Million 0.03% of portfolio
29,362
Q3 2024 Added 0.51%
$68.7B
$292 Million 0.03% of portfolio
2,823
Q4 2024 Reduced 14.3%
$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

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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