Clear Investment Research, LLC Sells in Q2 2025

Clear Investment Research, LLC

  • $78.6 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
-11.6K
- 11.89%
$62.83 - $72.45 $728K - $839K
85.8K $5.77M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.19K
- 98.99%
$79.79 - $91.42 $414K - $474K
53 $4K
AAPL
Apple Inc.

Technology
-242
- 1.63%
$172.42 - $223.89 $41.7K - $54.2K
14.6K $2.99M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.73K
- 2.09%
$44.68 - $45.96 $77.3K - $79.5K
81K $3.71M
IWM
Ishares Russell 2000 ETF

ETFs
-211
- 62.06%
$174.82 - $215.79 $36.9K - $45.5K
129 $27K
IEMG
Ishares Inc

ETFs
-441
- 3.21%
N/A
13.3K $712K
PG
Procter & Gamble CO

Consumer Defensive
-16
- 1.35%
$157.66 - $172.39 $2.52K - $2.76K
1.17K $186K
DFAT
Dimensional ETF Tr U S Target

ETFs
-245
- 12.92%
$44.8 - $53.97 $11K - $13.2K
1.65K $89K
HDV
Ishares Core High Dividend ETF

ETFs
-34
- 6.4%
$108.41 - $120.51 $3.69K - $4.1K
497 $58K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-60
- 2.77%
$94.78 - $95.97 $5.69K - $5.76K
2.1K $201K
CGXU
Capital Group Intl Focus Equit

ETFs
-301
- 22.21%
$21.44 - $27.35 $6.45K - $8.23K
1.05K $28K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-159
- 48.92%
$23.13 - $24.23 $3.68K - $3.85K
166 $4K
IAU
Ishares Gold Trust

ETFs
-221
- 6.38%
$56.1 - $64.74 $12.4K - $14.3K
3.24K $202K
NTNX
Nutanix, Inc.

Technology
-5
- 8.2%
$58.17 - $83.07 $291 - $415
56 $4K
SLV
I Shares Silver Trust

ETFs
-180
- 5.55%
$27.08 - $33.74 $4.87K - $6.07K
3.06K $100K
UBER
Uber Technologies, Inc

Technology
-2
- 5.41%
$64.62 - $93.3 $129 - $187
35 $3K
NET
Cloudflare, Inc.

Technology
-4
- 23.53%
$97.08 - $195.83 $388 - $783
13 $2K
FIS
Fidelity National Information Services, Inc.

Technology
-16
- 1.82%
$68.14 - $82.13 $1.09K - $1.31K
862 $70K
DGRO
Ishares Core Dividend Growth E

ETFs
-80
- 1.48%
$55.22 - $63.94 $4.42K - $5.12K
5.33K $340K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-10
- 0.26%
$24.38 - $30.18 $244 - $302
3.88K $116K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-372
- 1.79%
$23.55 - $27.67 $8.76K - $10.3K
20.4K $564K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-29
- 1.32%
$57.14 - $72.68 $1.66K - $2.11K
2.16K $157K
WFC
Wells Fargo & Company

Financial Services
-33
- 1.21%
$60.98 - $80.12 $2.01K - $2.64K
2.7K $216K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-54
- 1.11%
$59.24 - $71.39 $3.2K - $3.86K
4.79K $341K
IXUS
Ishares Tr

ETFs
-22
- 0.72%
$62.37 - $77.63 $1.37K - $1.71K
3.05K $236K
R
Ryder System Inc

Industrials
-39
- 1.83%
$130.14 - $160.88 $5.08K - $6.27K
2.1K $333K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-449
- 1.93%
$20.42 - $25.3 $9.17K - $11.4K
22.8K $576K
DFAI
Dimensional ETF Tr

ETFs
-26
- 0.25%
$28.02 - $34.71 $729 - $902
10.2K $354K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2
- 0.13%
$224.16 - $285.86 $448 - $572
1.58K $451K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-385
- 1.42%
$17.76 - $22.1 $6.84K - $8.51K
26.7K $590K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-565
- 1.39%
$22.92 - $28.05 $12.9K - $15.8K
40K $1.12M
BAC
Bank Of America Corp

Financial Services
-229
- 1.31%
$34.39 - $47.46 $7.88K - $10.9K
17.2K $814K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.08K
- 8.3%
$82.96 - $110.1 $89.5K - $119K
11.9K $1.31M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-428
- 1.51%
$22.27 - $29.21 $9.53K - $12.5K
28K $817K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-346
- 0.78%
$51.16 - $62.02 $17.7K - $21.5K
44.3K $2.75M
IEFA
Ishares Tr

ETFs
-732
- 2.04%
$67.83 - $84.09 $49.7K - $61.6K
35.2K $2.93M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-308
- 0.26%
$19.6 - $24.44 $6.04K - $7.53K
119K $2.92M
NVDA
Nvidia Corp

Technology
-133
- 1.84%
$94.31 - $157.99 $12.5K - $21K
7.08K $1.12M
IVV
Ishares Core S&P 500 ETF

ETFs
-252
- 1.6%
$498.8 - $620.9 $126K - $156K
15.5K $9.6M
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
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