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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$823 Million 0.09% of portfolio
4,818
Q4 2024 Added 2.38%
$0
$757 Million 0.09% of portfolio
2,041
Q4 2024 Added 38.94%
$137B
$655 Million 0.08% of portfolio
3,843
Q1 2025 Added 2.48%
$297B
$707 Million 0.08% of portfolio
4,225
Q1 2025 Reduced 24.74%
$0
$733 Million 0.08% of portfolio
2,665
Q1 2025 Reduced 24.93%
$51.4B
$678 Million 0.08% of portfolio
16,225
Q1 2025 New
$0
$593 Million 0.07% of portfolio
7,256
Q1 2025 Added 19.82%
$0
$489 Million 0.06% of portfolio
2,312
Q1 2025 Reduced 87.2%
$281B
$484 Million 0.06% of portfolio
924
Q1 2025 Reduced 39.61%
$2.57B
$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%
$0
$463 Million 0.05% of portfolio
4,164
Q1 2025 Added 9.12%
$39.2B
$423 Million 0.05% of portfolio
3,792
Q1 2025 Reduced 20.2%
$53.4B
$449 Million 0.05% of portfolio
455
Q1 2025 Reduced 12.5%
$0
$411 Million 0.05% of portfolio
731
Q1 2025 Reduced 3.31%
$0
$416 Million 0.05% of portfolio
2,209
Q3 2023 Added 15.29%
$0
$434 Million 0.05% of portfolio
40,008
Q1 2025 Reduced 12.09%
$53.5B
$431 Million 0.05% of portfolio
7,307
Q1 2025 Reduced 10.28%
$1.07T
$478 Million 0.05% of portfolio
3,091
Q1 2025 Reduced 25.3%
$54B
$476 Million 0.05% of portfolio
4,359
Q1 2025 Reduced 30.56%
$0
$471 Million 0.05% of portfolio
2,427
Q1 2025 Added 24.72%
$112B
$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%
$87.3B
$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%
$144B
$330 Million 0.04% of portfolio
1,213
Q1 2025 Added 6.59%
$69.3B
$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%
$0
$311 Million 0.04% of portfolio
4,380
Q1 2025 Reduced 8.58%
$410B
$344 Million 0.04% of portfolio
2,076
Q1 2025 Reduced 53.15%
$126B
$312 Million 0.04% of portfolio
1,021
Q1 2025 Reduced 26.91%
$236B
$329 Million 0.04% of portfolio
3,203
Q1 2025 Reduced 96.58%
$55.3B
$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%
$64.9B
$284 Million 0.03% of portfolio
2,556
Q1 2025 Reduced 9.46%
$42.4B
$288 Million 0.03% of portfolio
2,090
Q1 2025 Reduced 5.94%
$0
$280 Million 0.03% of portfolio
545
Q1 2025 Reduced 51.38%
$26.5B
$236 Million 0.03% of portfolio
1,343
Q4 2024 Added 22.87%
$91B
$249 Million 0.03% of portfolio
3,929
Q1 2025 Added 0.03%
$124B
$220 Million 0.03% of portfolio
492
Q1 2025 Reduced 16.04%
$0
$287 Million 0.03% of portfolio
3,063
Q1 2025 Reduced 16.11%
$0
$217 Million 0.03% of portfolio
1,255
Q1 2025 Added 6.27%
$79.1B
$299 Million 0.03% of portfolio
1,207
Q1 2025 Reduced 2.82%
$379B
$224 Million 0.03% of portfolio
612
Q1 2025 Reduced 50.16%
$0
$286 Million 0.03% of portfolio
12,945
Q4 2024 Added 200.0%
$43B
$294 Million 0.03% of portfolio
2,069
Q1 2025 Added 8.89%
$63.7B
$268 Million 0.03% of portfolio
9,390
Q1 2025 Reduced 41.88%
$121B
$214 Million 0.02% of portfolio
442
Q1 2025 New

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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