Clear Investment Research, LLC Reduced Holdings in Q4 2024

Clear Investment Research, LLC

  • $75.4 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.3K
- 15.74%
$117.0 - $148.88 $152K - $194K
6.98K $936K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.16K
- 8.72%
$94.43 - $105.47 $110K - $122K
12.1K $1.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-609
- 1.38%
$61.68 - $67.87 $37.6K - $41.3K
43.6K $2.72M
MSFT
Microsoft Corp

Technology
-5
- 0.12%
$406.35 - $454.46 $2.03K - $2.27K
4.06K $1.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-109
- 0.79%
$113.92 - $127.38 $12.4K - $13.9K
13.7K $1.57M
SO
Southern CO

Utilities
-79
- 3.93%
$81.5 - $94.15 $6.44K - $7.44K
1.93K $158K
ADBE
Adobe Inc.

Technology
-9
- 12.0%
$437.39 - $552.96 $3.94K - $4.98K
66 $29K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-18
- 0.82%
$94.79 - $95.69 $1.71K - $1.72K
2.17K $205K
TFC
Truist Financial Corp

Financial Services
-121
- 4.88%
$41.51 - $48.1 $5.02K - $5.82K
2.36K $102K
JHMM
John Hancock Multifactor Mid C

ETFs
-50
- 3.01%
$59.61 - $64.8 $2.98K - $3.24K
1.61K $96K
DFAT
Dimensional ETF Tr U S Target

ETFs
-66
- 3.44%
$54.54 - $61.04 $3.6K - $4.03K
1.86K $103K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-12
- 3.56%
$24.13 - $24.45 $290 - $293
325 $7K
DJP
Barclays Bank PLC

ETFs
-15
- 0.28%
N/A
5.37K $173K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1
- 2.56%
$126.68 - $134.74 $127 - $135
38 $4K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-19
- 1.21%
$278.19 - $315.36 $5.29K - $5.99K
1.55K $445K
MRVL
Marvell Technology, Inc.

Technology
-7
- 5.26%
$70.31 - $124.78 $492 - $873
126 $13K
V
Visa Inc.

Financial Services
-3
- 1.97%
$273.87 - $320.91 $822 - $963
149 $47K
CRM
Salesforce, Inc.

Technology
-1
- 0.78%
$270.87 - $367.87 $271 - $368
128 $42K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-1.27K
- 6.01%
$42.05 - $48.31 $53.4K - $61.3K
19.8K $917K
WMT
Walmart Inc.

Consumer Defensive
-6
- 0.23%
$79.1 - $95.7 $475 - $574
2.56K $231K
TSLA
Tesla, Inc.

Consumer Cyclical
-34
- 9.32%
$213.65 - $479.86 $7.26K - $16.3K
331 $133K
GOOGL
Alphabet Inc.

Communication Services
-9
- 0.39%
$161.86 - $196.66 $1.46K - $1.77K
2.31K $436K
IVV
Ishares Core S&P 500 ETF

ETFs
-197
- 1.28%
$570.51 - $610.59 $112K - $120K
15.2K $8.96M
BAC
Bank Of America Corp

Financial Services
-169
- 0.96%
$39.22 - $47.77 $6.63K - $8.07K
17.4K $766K
AMZN
Amazon Com Inc

Consumer Cyclical
-56
- 1.72%
$180.88 - $232.93 $10.1K - $13K
3.21K $703K
AAPL
Apple Inc.

Technology
-94
- 0.63%
$221.69 - $259.02 $20.8K - $24.3K
14.9K $3.73M
Activity Summary
Buys All Purchases 95 New Holdings 11 Increased Positions 84 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Clear Investment Research, LLC Portfolio

Follow Clear Investment Research, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Investment Research, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Investment Research, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email