Clear Investment Research, LLC Purchases in Q3 2024

Clear Investment Research, LLC

  • $76.6 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
95.2K
New
$70.73 - $83.52 $6.74M - $7.95M
95.2K $7.59M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.5K
+ 2065.43%
$89.91 - $101.33 $854K - $963K
9.96K $977K
AAPL
Apple Inc.

Technology
100
+ 0.67%
$207.23 - $234.82 $20.7K - $23.5K
15K $3.49M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.63K
+ 6.47%
$44.65 - $47.21 $207K - $218K
76.1K $3.56M
IVE
Ishares S&P 500 Value ETF

ETFs
60
+ 0.8%
$181.06 - $197.17 $10.9K - $11.8K
7.52K $1.48M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.34K
New
$48.51 - $52.86 $114K - $124K
2.34K $123K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2.4K
+ 12.85%
$37.45 - $44.25 $90K - $106K
21.1K $902K
SPYG
Spdr Portfolio

ETFs
1.33K
New
$73.38 - $84.1 $97.3K - $112K
1.33K $109K
IVW
Ishares S&P 500 Growth ETF

ETFs
542
+ 4.25%
$84.77 - $97.13 $45.9K - $52.6K
13.3K $1.27M
SPMD
Spdr Portfolio

ETFs
430
+ 2.67%
$50.29 - $54.92 $21.6K - $23.6K
16.5K $902K
SCHP
Schwab Strategic Us Tips ETF

ETFs
611
+ 3.2%
$51.58 - $53.79 $31.5K - $32.9K
19.7K $1.06M
VEA
Vanguard Ftse Developed Market

ETFs
43
+ 0.27%
$47.6 - $53.31 $2.05K - $2.29K
15.8K $836K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 2.0%
$405.19 - $478.57 $7.29K - $8.61K
918 $422K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.23K
New
$33.74 - $37.96 $41.6K - $46.8K
1.23K $46K
WMT
Walmart Inc.

Consumer Defensive
171
+ 7.14%
$66.91 - $81.4 $11.4K - $13.9K
2.57K $207K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
36
+ 2.35%
$256.4 - $289.78 $9.23K - $10.4K
1.57K $445K
DFAI
Dimensional ETF Tr

ETFs
636
+ 6.43%
$28.69 - $32.06 $18.2K - $20.4K
10.5K $334K
IWN
Ishares Russell2000 Val ETF

ETFs
35
+ 1.52%
$150.05 - $171.34 $5.25K - $6K
2.34K $390K
COST
Costco Wholesale Corp

Consumer Defensive
45
New
$801.83 - $917.05 $36.1K - $41.3K
45 $39K
LMT
Lockheed Martin Corp

Industrials
13
+ 4.98%
$460.3 - $584.56 $5.98K - $7.6K
274 $160K
DGRO
Ishares Core Dividend Growth E

ETFs
147
+ 2.79%
$57.47 - $62.76 $8.45K - $9.23K
5.41K $339K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
302
+ 8.1%
$39.95 - $45.86 $12.1K - $13.8K
4.03K $184K
SPY
Spdr S&P 500 ETF Trust

ETFs
30
+ 6.48%
$517.38 - $573.86 $15.5K - $17.2K
493 $282K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.05%
$145.48 - $167.38 $145 - $167
1.87K $303K
CRWD
Crowd Strike Holdings, Inc.

Technology
105
New
$217.89 - $392.15 $22.9K - $41.2K
105 $29K
QQQ
Invesco Qqq Trust, Series 1

ETFs
48
+ 8.7%
$434.77 - $502.96 $20.9K - $24.1K
600 $292K
TQQQ
Proshares Ultrapro Qqq

ETFs
356
+ 162.56%
$53.19 - $84.93 $18.9K - $30.2K
575 $41K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.04%
$61.47 - $67.36 $123 - $135
4.84K $325K
IXUS
Ishares Tr

ETFs
15
+ 0.49%
$64.9 - $73.35 $974 - $1.1K
3.07K $223K
QUAL
Ishares Msci Usa Quality Facto

ETFs
15
+ 0.86%
$162.64 - $179.3 $2.44K - $2.69K
1.76K $314K
XOM
Exxon Mobil Corp

Energy
109
+ 7.77%
$109.72 - $119.0 $12K - $13K
1.51K $177K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2
+ 0.05%
$96.25 - $101.98 $193 - $204
3.66K $370K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.42%
$333.64 - $405.2 $334 - $405
237 $96K
LLY
Eli Lilly & CO

Healthcare
70
+ 2.7%
$772.14 - $960.02 $54K - $67.2K
2.66K $2.36M
AVGO
Broadcom Inc.

Technology
541
+ 949.12%
$136.27 - $1745.86 $73.7K - $945K
598 $103K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4
+ 0.26%
$64.57 - $71.76 $258 - $287
1.57K $112K
DJP
Barclays Bank PLC

ETFs
231
+ 4.48%
$32.3 - $32.3 $7.46K - $7.46K
5.39K $174K
EMB
Ishares Tr

ETFs
19
+ 1.42%
$87.75 - $93.74 $1.67K - $1.78K
1.36K $127K
SOXX
Ishares Semiconductor ETF

ETFs
65
+ 15.82%
$199.29 - $265.49 $13K - $17.3K
476 $109K
AMD
Advanced Micro Devices Inc

Technology
45
+ 10.39%
$128.67 - $183.96 $5.79K - $8.28K
478 $78K
CRM
Salesforce, Inc.

Technology
19
+ 17.27%
$238.42 - $276.53 $4.53K - $5.25K
129 $35K
UNH
Unitedhealth Group Inc

Healthcare
3
+ 4.11%
$488.01 - $604.18 $1.46K - $1.81K
76 $44K
PSTG
Pure Storage, Inc.

Technology
103
New
$45.73 - $67.71 $4.71K - $6.97K
103 $5K
CGUS
Capital Group Core Equity ETF
4
+ 0.23%
$31.19 - $34.33 $125 - $137
1.76K $60K
MRVL
Marvell Technology, Inc.

Technology
59
+ 79.73%
$56.15 - $76.24 $3.31K - $4.5K
133 $9K
NFLX
Netflix Inc

Communication Services
2
+ 2.25%
$598.55 - $722.26 $1.2K - $1.44K
91 $64K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3
+ 0.56%
$64.35 - $75.71 $193 - $227
538 $39K
NVO
Novo Nordisk A S

Healthcare
29
New
$119.07 - $145.42 $3.45K - $4.22K
29 $3K
NTNX
Nutanix, Inc.

Technology
61
New
$46.0 - $63.19 $2.81K - $3.85K
61 $3K
Activity Summary
Buys All Purchases 91 New Holdings 23 Increased Positions 68 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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