Clear Investment Research, LLC Purchases in Q1 2025

Clear Investment Research, LLC

  • $74.6 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
3.07K
+ 323.92%
$60.81 - $72.32 $187K - $222K
4.02K $288K
VEA
Vanguard Ftse Developed Market

ETFs
2.07K
+ 12.86%
$47.4 - $52.99 $98K - $110K
18.1K $922K
LLY
Eli Lilly & CO

Healthcare
5
+ 0.19%
$725.72 - $929.72 $3.63K - $4.65K
2.67K $2.21M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.81K
+ 2.23%
$44.41 - $45.98 $80.3K - $83.1K
82.7K $3.78M
PLTR
Palantir Technologies Inc.

Technology
175
+ 14.2%
$64.98 - $124.62 $11.4K - $21.8K
1.41K $118K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
9
+ 0.18%
$100.59 - $103.47 $905 - $931
5.15K $532K
SPMD
Spdr Portfolio

ETFs
1.37K
+ 8.18%
$50.21 - $57.73 $68.9K - $79.3K
18.2K $929K
SCHV
Schwab Strategic Tr Us Large C

ETFs
20
+ 0.1%
$25.77 - $27.6 $515 - $552
20.8K $552K
NFLX
Netflix Inc

Communication Services
4
+ 4.4%
$828.4 - $1058.6 $3.31K - $4.23K
95 $88K
MRVL
Marvell Technology, Inc.

Technology
183
+ 145.24%
$61.57 - $126.06 $11.3K - $23.1K
309 $19K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5
+ 0.92%
$56.12 - $68.15 $281 - $341
547 $37K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2
+ 0.46%
$87.68 - $94.52 $175 - $189
439 $41K
EMB
Ishares Tr

ETFs
9
+ 0.64%
$88.64 - $92.03 $798 - $828
1.41K $128K
VST
Vistra Corp.

Utilities
19
+ 211.11%
$108.49 - $191.89 $2.06K - $3.65K
28 $3K
META
Meta Platforms, Inc.

Communication Services
6
+ 4.96%
$576.36 - $736.67 $3.46K - $4.42K
127 $73K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
+ 14.29%
$233.07 - $290.7 $233 - $291
8 $2K
EEMV
Ishares Msci Emerging Markets

ETFs
2
+ 0.05%
$57.07 - $59.29 $114 - $119
4.01K $233K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1
+ 0.18%
$37.06 - $41.11 $37.1 - $41.1
563 $22K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 25.0%
$121.0 - $142.28 $121 - $142
5 $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
7
+ 1.11%
N/A
639 $0
Kenvue Inc
1
+ 2.0%
N/A
51 $0
SMOT
Vaneck ETF Tr Morningstar Smid
5
+ 0.88%
N/A
576 $0
UBER
Uber Technologies, Inc

Technology
3
+ 8.82%
$63.17 - $81.49 $190 - $244
37 $2K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 9.09%
$112.81 - $126.16 $113 - $126
12 $1K
SLVM
Sylvamo Corp

Basic Materials
8
New
$63.64 - $81.86 $509 - $655
8 $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8
+ 0.34%
$49.78 - $53.19 $398 - $426
2.36K $120K
NEE
Nextera Energy Inc

Utilities
1
+ 1.92%
$66.96 - $76.16 $67 - $76.2
53 $3K
MRNA
Moderna, Inc.

Healthcare
29
+ 74.36%
$28.35 - $47.53 $822 - $1.38K
68 $1K
LUMN
Lumen Technologies, Inc.

Communication Services
138
New
$3.92 - $5.92 $541 - $817
138 $0
IXC
Ishares Tr Global Energy ETF

ETFs
0
New
$38.48 - $42.16 $0 - $0
0 $0
CAG
Conagra Brands Inc.

Consumer Defensive
2
+ 1.69%
$23.9 - $27.67 $47.8 - $55.3
120 $3K
Fidelity Convington Trust
1
+ 0.24%
N/A
414 $0
W
Wayfair Inc.

Consumer Cyclical
7
+ 63.64%
$30.07 - $50.1 $210 - $351
18 $0
DD
Du Pont De Nemours, Inc.

Basic Materials
0
New
$72.7 - $84.32 $0 - $0
0 $0
CDE
Coeur Mining, Inc.

Basic Materials
100
New
$5.02 - $7.29 $502 - $729
100 $0
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
0
New
$30.51 - $32.85 $0 - $0
0 $0
ET
Energy Transfer LP

Energy
12
+ 1.51%
$17.26 - $21.08 $207 - $253
807 $15K
ALB
Albemarle Corp

Basic Materials
1
+ 20.0%
$69.95 - $97.49 $70 - $97.5
6 $0
CTVA
Corteva, Inc.

Basic Materials
0
New
$55.94 - $66.15 $0 - $0
0 $0
JHMM
John Hancock Multifactor Mid C

ETFs
52
+ 3.22%
$55.69 - $63.12 $2.9K - $3.28K
1.67K $95K
CGUS
Capital Group Core Equity ETF
31
+ 1.75%
$33.08 - $36.62 $1.03K - $1.14K
1.8K $60K
HPQ
Hp Inc

Technology
2
+ 0.86%
$27.69 - $34.72 $55.4 - $69.4
235 $6K
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.46%
$14.77 - $24.42 $14.8 - $24.4
217 $3K
IVE
Ishares S&P 500 Value ETF

ETFs
9
+ 0.12%
$185.78 - $198.58 $1.67K - $1.79K
7.57K $1.44M
PSTG
Pure Storage, Inc.

Technology
9
+ 8.74%
$44.27 - $72.37 $398 - $651
112 $4K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.04%
$65.27 - $71.18 $131 - $142
4.85K $321K
CGGR
Capital Group Growth ETF Shs C

ETFs
18
+ 1.21%
$33.98 - $39.84 $612 - $717
1.5K $51K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.42%
$347.25 - $424.87 $347 - $425
239 $87K
QUAL
Ishares Msci Usa Quality Facto

ETFs
37
+ 2.09%
$168.16 - $186.21 $6.22K - $6.89K
1.8K $308K
Activity Summary
Buys All Purchases 72 New Holdings 8 Increased Positions 64 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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