Clark Asset Management, LLC Purchases in Q1 2025

Clark Asset Management, LLC

  • $596 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
245K
+ 15.23%
$47.4 - $52.99 $11.6M - $13M
1.86M $94.3B
VTV
Vanguard Value ETF

ETFs
28.3K
+ 8.72%
$167.73 - $179.21 $4.75M - $5.07M
353K $61B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
75.7K
+ 11.46%
$42.5 - $46.71 $3.22M - $3.54M
736K $33.3B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
69.7K
+ 31.27%
$49.25 - $50.66 $3.43M - $3.53M
293K $14.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
29.2K
+ 9.31%
$76.94 - $78.28 $2.25M - $2.29M
343K $26.8B
BNDX
Vanguard Total International B

ETFs
47.9K
+ 9.4%
$48.33 - $49.5 $2.32M - $2.37M
558K $27.2B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
18.6K
+ 12.34%
$66.9 - $71.57 $1.24M - $1.33M
169K $11.9B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
80.7K
+ 16.42%
$18.18 - $18.58 $1.47M - $1.5M
572K $10.6B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
28.7K
+ 12.48%
$44.68 - $46.49 $1.28M - $1.33M
258K $12B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
65.3K
+ 11.87%
$20.05 - $20.4 $1.31M - $1.33M
615K $12.5B
BSCU
Invesco Exc Self Ind Tr

ETFs
72.2K
+ 16.86%
$16.2 - $16.64 $1.17M - $1.2M
500K $8.3B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
59.9K
+ 10.91%
$19.43 - $19.62 $1.16M - $1.18M
609K $11.9B
BSCV
Invesco ETF Self Indexed Fd Tr
62.4K
+ 19.55%
$15.87 - $16.38 $990K - $1.02M
381K $6.22B
VB
Vanguard Small Cap ETF

ETFs
12.8K
+ 13.23%
$217.89 - $252.64 $2.78M - $3.23M
109K $24.2B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
38.6K
New
$25.44 - $27.95 $981K - $1.08M
38.6K $1.04B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
50.7K
+ 8.96%
$19.42 - $19.54 $984K - $990K
616K $12B
GLDM
World Gold Trust

ETFs
14.6K
New
$52.19 - $61.89 $764K - $907K
14.6K $907M
META
Meta Platforms, Inc.

Communication Services
1.59K
+ 85.13%
$576.36 - $736.67 $917K - $1.17M
3.46K $1.99B
AVUV
American Centy ETF Tr Avantis

ETFs
10.6K
+ 174.63%
$84.95 - $100.62 $903K - $1.07M
16.7K $1.46B
Ea Series Trust
29.5K
New
N/A
29.5K $863M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
10.8K
New
$69.81 - $78.9 $754K - $852K
10.8K $841M
Invesco Exch Trd Slf Idx Fd
38.6K
+ 61.76%
N/A
101K $2.07B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
AVDV
American Centy ETF Tr Avantis

ETFs
11.2K
+ 336.36%
$63.74 - $71.96 $714K - $806K
14.5K $1.01B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
37.1K
+ 7.14%
$20.64 - $20.73 $765K - $768K
556K $11.5B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
34K
+ 18.34%
N/A
219K $4.47B
Invesco Exch Trd Slf Idx Fd
32.4K
+ 21.93%
N/A
180K $3.77B
VTI
Vanguard Total Stock Market Et

ETFs
5.56K
+ 9.99%
$271.18 - $303.12 $1.51M - $1.68M
61.1K $16.8B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
26.6K
New
$25.12 - $26.05 $668K - $693K
26.6K $671M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.18K
+ 190.29%
$551.42 - $612.93 $648K - $721K
1.79K $1B
V
Visa Inc.

Financial Services
545
+ 4.58%
$306.92 - $362.71 $167K - $198K
12.4K $4.36B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.68K
+ 28.76%
$468.34 - $539.52 $785K - $905K
7.51K $3.52B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.28K
+ 25.46%
$507.05 - $563.67 $650K - $722K
6.31K $3.24B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.4K
+ 147.76%
$33.84 - $37.77 $453K - $505K
22.4K $817M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
23.4K
New
$17.67 - $20.85 $413K - $488K
23.4K $487M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.03K
New
$78.0 - $84.37 $470K - $509K
6.03K $482M
IVV
Ishares Core S&P 500 ETF

ETFs
879
+ 25.22%
$554.06 - $615.85 $487K - $541K
4.37K $2.45B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
4K
New
$96.88 - $111.25 $388K - $445K
4K $400M
IHDG
Wisdomtree Tr

ETFs
9.09K
New
$43.4 - $47.51 $394K - $432K
9.09K $394M
ABBV
Abb Vie Inc.

Healthcare
1.74K
New
$169.2 - $216.66 $294K - $377K
1.74K $364M
MCD
Mcdonalds Corp

Consumer Cyclical
1.12K
New
$279.74 - $321.29 $313K - $360K
1.12K $349M
IWF
Ishares Russell 1000 Gr ETF

ETFs
895
New
$360.07 - $417.26 $322K - $373K
895 $323M
CVX
Chevron Corp

Energy
1.81K
New
$146.71 - $167.97 $266K - $305K
1.81K $303M
ABT
Abbott Laboratories

Healthcare
2.27K
New
$111.1 - $140.22 $252K - $318K
2.27K $301M
GLD
Spdr Gold Trust

ETFs
741
+ 46.66%
$243.19 - $288.14 $180K - $214K
2.33K $671M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.47K
New
$51.26 - $52.53 $280K - $287K
5.47K $282M
XOM
Exxon Mobil Corp

Energy
2.35K
New
$105.44 - $118.93 $247K - $279K
2.35K $279M
HD
Home Depot, Inc.

Consumer Cyclical
822
+ 50.83%
$347.25 - $424.87 $285K - $349K
2.44K $894M
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.95K
New
$32.5 - $33.3 $258K - $265K
7.95K $264M
Activity Summary
Buys All Purchases 112 New Holdings 27 Increased Positions 85 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Clark Asset Management, LLC Portfolio

Follow Clark Asset Management, 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 Clark Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clark Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email