Clear Investment Research, LLC Incresed Positions in Q2 2025

Clear Investment Research, LLC

  • $78.6 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GPK
Graphic Packaging Holding CO

Consumer Cyclical
83.9K
+ 37.61%
$21.02 - $26.3 $1.76M - $2.21M
307K $6.47M
MSFT
Microsoft Corp

Technology
33
+ 0.78%
$354.56 - $497.45 $11.7K - $16.4K
4.25K $2.11M
VVI
Viad Corp

Industrials
5.29K
+ 12590.48%
N/A
5.33K $218K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
510
+ 2.34%
$35.12 - $48.24 $17.9K - $24.6K
22.3K $1.07M
PLTR
Palantir Technologies Inc.

Technology
664
+ 47.19%
$74.01 - $144.25 $49.1K - $95.8K
2.07K $282K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.49K
+ 128.23%
$38.9 - $83.0 $58K - $124K
2.65K $220K
AMZN
Amazon Com Inc

Consumer Cyclical
196
+ 6.01%
$167.32 - $223.3 $32.8K - $43.8K
3.46K $758K
VEA
Vanguard Ftse Developed Market

ETFs
145
+ 0.8%
$45.65 - $57.01 $6.62K - $8.27K
18.3K $1.04M
GOOGL
Alphabet Inc.

Communication Services
347
+ 14.49%
$144.7 - $178.6 $50.2K - $62K
2.74K $483K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
109
+ 0.78%
$90.56 - $109.49 $9.87K - $11.9K
14.2K $1.55M
META
Meta Platforms, Inc.

Communication Services
55
+ 43.31%
$484.66 - $738.09 $26.7K - $40.6K
182 $134K
IVE
Ishares S&P 500 Value ETF

ETFs
115
+ 1.52%
$168.34 - $195.42 $19.4K - $22.5K
7.68K $1.5M
SCHO
Schwab Short Term Us Treasury

ETFs
1.81K
+ 2.36%
$24.19 - $24.45 $43.8K - $44.2K
78.3K $1.91M
TSLA
Tesla, Inc.

Consumer Cyclical
82
+ 22.1%
$221.86 - $362.89 $18.2K - $29.8K
453 $143K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
535
+ 0.97%
$27.29 - $29.28 $14.6K - $15.7K
55.6K $1.63M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.04%
$81.79 - $99.98 $81.8 - $100
2.56K $250K
QUAL
Ishares Msci Usa Quality Facto

ETFs
15
+ 0.83%
$152.42 - $182.82 $2.29K - $2.74K
1.82K $332K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 38.18%
$908.13 - $1056.85 $19.1K - $22.2K
76 $75K
IWN
Ishares Russell2000 Val ETF

ETFs
25
+ 1.05%
$131.84 - $157.76 $3.3K - $3.94K
2.41K $380K
SPYG
Spdr Portfolio

ETFs
2
+ 0.15%
$71.83 - $95.32 $144 - $191
1.33K $126K
EEMV
Ishares Msci Emerging Markets

ETFs
11
+ 0.27%
$54.12 - $62.8 $595 - $691
4.02K $252K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
283
+ 15.09%
$32.66 - $40.75 $9.24K - $11.5K
2.16K $87K
MRVL
Marvell Technology, Inc.

Technology
181
+ 58.58%
$49.38 - $79.97 $8.94K - $14.5K
490 $37K
TIP
Ishares Tr Tips Bd ETF

ETFs
195
+ 3.19%
$107.93 - $110.97 $21K - $21.6K
6.3K $693K
HYG
Ishares Tr

ETFs
9
+ 0.14%
$75.75 - $80.65 $682 - $726
6.49K $523K
JHMM
John Hancock Multifactor Mid C

ETFs
4
+ 0.24%
$50.32 - $61.13 $201 - $245
1.67K $102K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.74%
$210.28 - $289.91 $210 - $290
136 $39K
CGUS
Capital Group Core Equity ETF
5
+ 0.28%
$29.93 - $36.93 $150 - $185
1.81K $66K
TLT
Ishares Barclays 20+ Year Trea

ETFs
388
+ 3.63%
$83.97 - $92.85 $32.6K - $36K
11.1K $977K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
35
+ 6.22%
$36.01 - $45.69 $1.26K - $1.6K
598 $27K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
4
+ 0.2%
$65.1 - $75.98 $260 - $304
2.01K $152K
EMB
Ishares Tr

ETFs
15
+ 1.06%
$86.54 - $92.62 $1.3K - $1.39K
1.43K $132K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11
+ 0.47%
$45.11 - $52.34 $496 - $576
2.38K $124K
CVS
Cvs Health Corp

Healthcare
1
+ 0.04%
$60.04 - $70.18 $60 - $70.2
2.44K $168K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
68
+ 1.32%
$102.02 - $103.5 $6.94K - $7.04K
5.22K $536K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
37
+ 8.43%
$85.42 - $94.39 $3.16K - $3.49K
476 $44K
PSTG
Pure Storage, Inc.

Technology
5
+ 4.46%
$37.18 - $57.58 $186 - $288
117 $6K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10
+ 0.27%
$96.84 - $99.46 $968 - $995
3.68K $364K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
10
+ 0.52%
$47.89 - $48.65 $479 - $487
1.93K $93K
DJP
Barclays Bank PLC

ETFs
14
+ 0.27%
N/A
5.27K $170K
CRM
Salesforce, Inc.

Technology
1
+ 0.78%
$236.26 - $291.15 $236 - $291
129 $35K
W
Wayfair Inc.

Consumer Cyclical
5
+ 27.78%
$24.14 - $51.22 $121 - $256
23 $1K
HPE
Hewlett Packard Enterprise CO

Technology
2
+ 0.92%
$12.51 - $20.45 $25 - $40.9
219 $4K
MRNA
Moderna, Inc.

Healthcare
29
+ 42.65%
$23.65 - $28.54 $686 - $828
97 $2K
IONS
Ionis Pharmaceuticals Inc

Healthcare
20
+ 39.22%
$25.51 - $40.0 $510 - $800
71 $2K
IYR
Ishares Tr

ETFs
30
+ 1.32%
$84.48 - $96.25 $2.53K - $2.89K
2.31K $218K
Fidelity Convington Trust
2
+ 0.48%
N/A
416 $0
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1
+ 1.06%
$49.48 - $61.22 $49.5 - $61.2
95 $5K
CMCSA
Comcast Corp

Communication Services
1
+ 3.57%
$32.84 - $36.72 $32.8 - $36.7
29 $1K
Activity Summary
Buys All Purchases 80 New Holdings 9 Increased Positions 71 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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