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
DFAT
Dimensional ETF Tr U S Target

ETFs
41
+ 2.21%
$50.44 - $58.1 $2.07K - $2.38K
1.9K $97K
AMD
Advanced Micro Devices Inc

Technology
7
+ 1.3%
$96.63 - $129.55 $676 - $907
546 $56K
SPYG
Spdr Portfolio

ETFs
2
+ 0.15%
$80.05 - $92.39 $160 - $185
1.33K $106K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.99%
$423.19 - $506.29 $1.27K - $1.52K
306 $136K
TQQQ
Proshares Ultrapro Qqq

ETFs
108
+ 10.25%
$57.3 - $90.39 $6.19K - $9.76K
1.16K $66K
IWN
Ishares Russell2000 Val ETF

ETFs
45
+ 1.92%
$149.27 - $169.4 $6.72K - $7.62K
2.39K $360K
IVW
Ishares S&P 500 Growth ETF

ETFs
857
+ 7.06%
$92.45 - $106.69 $79.2K - $91.4K
13K $1.21M
AVGO
Broadcom Inc.

Technology
45
+ 7.05%
$167.43 - $244.7 $7.53K - $11K
683 $114K
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 12.08%
$222.15 - $428.22 $8.89K - $17.1K
371 $96K
BAC
Bank Of America Corp

Financial Services
6
+ 0.03%
$39.61 - $47.74 $238 - $286
17.4K $727K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.94K
+ 9.75%
$39.97 - $48.7 $77.3K - $94.2K
21.8K $870K
GOOGL
Alphabet Inc.

Communication Services
87
+ 3.77%
$154.33 - $206.19 $13.4K - $17.9K
2.39K $370K
SCHG
Schwab Strategic Tr Us Large C

ETFs
112
+ 0.4%
$24.91 - $29.02 $2.79K - $3.25K
28.4K $711K
AMZN
Amazon Com Inc

Consumer Cyclical
56
+ 1.75%
$190.26 - $242.06 $10.7K - $13.6K
3.26K $620K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
391
+ 2.86%
$102.49 - $119.96 $40.1K - $46.9K
14K $1.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.02K
+ 2.33%
$57.21 - $65.8 $58.2K - $67K
44.6K $2.6M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
5.29K
+ 2.43%
$25.27 - $28.3 $134K - $150K
223K $5.79M
IVV
Ishares Core S&P 500 ETF

ETFs
497
+ 3.27%
$554.06 - $615.85 $275K - $306K
15.7K $8.83M
SCHX
Schwab Strategic Tr Us Large C

ETFs
79
+ 0.07%
$21.75 - $24.28 $1.72K - $1.92K
120K $2.64M
MSFT
Microsoft Corp

Technology
151
+ 3.72%
$375.39 - $447.2 $56.7K - $67.5K
4.21K $1.58M
NVDA
Nvidia Corp

Technology
239
+ 3.43%
$106.98 - $149.43 $25.6K - $35.7K
7.22K $781K
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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