Clear Investment Research, LLC Sells in Q1 2025

Clear Investment Research, LLC

  • $74.6 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-83
- 0.56%
$209.68 - $247.1 $17.4K - $20.5K
14.8K $3.29M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-31
- 0.08%
$25.58 - $29.24 $793 - $906
40.6K $1.06M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-33
- 0.14%
$23.16 - $27.04 $764 - $892
23.2K $544K
IEMG
Ishares Inc

ETFs
-366
- 2.6%
N/A
13.7K $735K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-92
- 73.6%
$169.43 - $182.84 $15.6K - $16.8K
33 $5K
PANW
Palo Alto Networks Inc

Technology
-75
- 70.09%
$167.82 - $208.28 $12.6K - $15.6K
32 $5K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.35K
- 1.74%
$24.1 - $24.34 $32.6K - $33K
76.5K $1.86M
WMT
Walmart Inc.

Consumer Defensive
-2
- 0.08%
$84.5 - $105.05 $169 - $210
2.56K $224K
DJP
Barclays Bank PLC

ETFs
-123
- 2.29%
N/A
5.25K $169K
ACWI
Ishares Msci Acwi ETF

ETFs
-15
- 41.67%
$115.16 - $124.13 $1.73K - $1.86K
21 $2K
VNQ
Vanguard Specialized Funds Van

ETFs
-111
- 2.07%
$85.55 - $94.34 $9.5K - $10.5K
5.24K $474K
PEP
Pepsico Inc

Consumer Defensive
-2
- 0.64%
$142.64 - $156.42 $285 - $313
312 $46K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-2
- 0.1%
$71.9 - $77.57 $144 - $155
2.01K $148K
RTX
Raytheon Technologies Corp

Industrials
-23
- 17.97%
$114.1 - $135.66 $2.62K - $3.12K
105 $13K
TMUS
T Mobile Us, Inc.

Communication Services
-4
- 26.67%
$211.3 - $272.83 $845 - $1.09K
11 $2K
HON
Honeywell International Inc

Industrials
-1
- 1.72%
$202.75 - $226.52 $203 - $227
57 $12K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-33
- 1.69%
$47.59 - $48.35 $1.57K - $1.6K
1.92K $92K
JPM
Jpmorgan Chase & CO

Financial Services
-3
- 2.17%
$225.19 - $279.95 $676 - $840
135 $33K
SBUX
Starbucks Corp

Consumer Cyclical
-15
- 4.53%
$91.75 - $115.81 $1.38K - $1.74K
316 $30K
WM
Waste Management Inc

Industrials
-2
- 14.29%
$200.54 - $233.78 $401 - $468
12 $2K
AMT
American Tower Corp

Real Estate
-6
- 20.0%
$173.46 - $217.6 $1.04K - $1.31K
24 $5K
NEAR
Blackrock Short Maturity Bond

ETFs
-8
- 8.42%
$50.4 - $50.89 $403 - $407
87 $4K
IAU
Ishares Gold Trust

ETFs
-657
- 15.94%
$49.74 - $58.96 $32.7K - $38.7K
3.47K $204K
ECL
Ecolab Inc.

Basic Materials
-1
- 2.33%
$229.72 - $269.82 $230 - $270
42 $10K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-110
- 4.78%
$59.28 - $66.1 $6.52K - $7.27K
2.19K $139K
SLV
I Shares Silver Trust

ETFs
-526
- 13.96%
$26.93 - $31.32 $14.2K - $16.5K
3.24K $100K
PLD
Prologis, Inc.

Real Estate
-5
- 1.92%
$103.59 - $124.04 $518 - $620
255 $28K
HYG
Ishares Tr

ETFs
-12
- 0.18%
$78.51 - $80.11 $942 - $961
6.48K $511K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-108
- 2.08%
$27.01 - $28.54 $2.92K - $3.08K
5.08K $142K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-1
- 0.05%
$94.87 - $96.11 $94.9 - $96.1
2.16K $207K
DGRO
Ishares Core Dividend Growth E

ETFs
-5
- 0.09%
$60.46 - $64.42 $302 - $322
5.41K $334K
V
Visa Inc.

Financial Services
-5
- 3.36%
$306.92 - $362.71 $1.53K - $1.81K
144 $50K
HDV
Ishares Core High Dividend ETF

ETFs
-20
- 3.63%
$110.86 - $121.12 $2.22K - $2.42K
531 $64K
PG
Procter & Gamble CO

Consumer Defensive
-4
- 0.34%
$158.56 - $176.26 $634 - $705
1.19K $202K
CVX
Chevron Corp

Energy
-12
- 4.2%
$146.71 - $167.97 $1.76K - $2.02K
274 $45K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.52K
- 3.59%
$25.69 - $26.89 $39.1K - $41K
40.9K $1.1M
IXUS
Ishares Tr

ETFs
-104
- 3.27%
$65.06 - $72.31 $6.77K - $7.52K
3.08K $214K
IYR
Ishares Tr

ETFs
-21
- 0.91%
$89.49 - $98.98 $1.88K - $2.08K
2.28K $218K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4
- 0.11%
$95.85 - $99.25 $383 - $397
3.67K $362K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-8
- 0.01%
$28.55 - $29.09 $228 - $233
55.1K $1.59M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-326
- 2.96%
$85.29 - $92.57 $27.8K - $30.2K
10.7K $972K
IEFA
Ishares Tr

ETFs
-2.56K
- 6.67%
$69.57 - $78.65 $178K - $202K
35.9K $2.71M
XOM
Exxon Mobil Corp

Energy
-12
- 0.78%
$105.44 - $118.93 $1.27K - $1.43K
1.52K $180K
SO
Southern CO

Utilities
-14
- 0.73%
$80.96 - $92.96 $1.13K - $1.3K
1.92K $176K
TIP
Ishares Tr Tips Bd ETF

ETFs
-7
- 0.11%
$106.22 - $111.09 $744 - $778
6.11K $678K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-173
- 0.63%
$18.36 - $20.51 $3.18K - $3.55K
27.1K $536K
JNJ
Johnson & Johnson

Healthcare
-7
- 0.37%
$142.06 - $167.7 $994 - $1.17K
1.87K $310K
CVS
Cvs Health Corp

Healthcare
-16
- 0.65%
$44.22 - $68.64 $708 - $1.1K
2.44K $164K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-16
- 1.72%
$442.66 - $534.52 $7.08K - $8.55K
915 $487K
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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