Clark Asset Management, LLC New Holdings in Q1 2025

Clark Asset Management, LLC

  • $596 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
38.6K
New
$25.44 - $27.95 $981K - $1.08M
38.6K $1.04B
GLDM
World Gold Trust

ETFs
14.6K
New
$52.19 - $61.89 $764K - $907K
14.6K $907M
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
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
26.6K
New
$25.12 - $26.05 $668K - $693K
26.6K $671M
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
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
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
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
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.95K
New
$32.5 - $33.3 $258K - $265K
7.95K $264M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
17.6K
New
$14.01 - $15.76 $246K - $277K
17.6K $255M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.32K
New
$64.88 - $72.1 $215K - $239K
3.32K $218M
SYK
Stryker Corp

Healthcare
567
New
$355.18 - $399.9 $201K - $227K
567 $211M
AVUS
American Centy ETF Tr Avantis

ETFs
2.27K
New
$90.7 - $101.57 $206K - $231K
2.27K $210M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.52K
New
$44.72 - $46.25 $202K - $209K
4.52K $208M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.19K
New
$87.68 - $94.52 $192K - $207K
2.19K $205M
QCOM
Qualcomm Inc

Technology
1.33K
New
$151.94 - $175.86 $202K - $234K
1.33K $204M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.69K
New
$117.4 - $131.02 $198K - $221K
1.69K $202M
WEC
Wec Energy Group, Inc.

Utilities
1.85K
New
$92.12 - $108.98 $170K - $201K
1.85K $201M
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
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