Clear Investment Research, LLC Portfolio Holdings

Clear Investment Research, LLC

  • $75.4 Million
  • Q4 2024

Clear Investment Research, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $75.4 Million distributed in 230 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $8.96M, Vanguard Extended Duration Tre with a value of $6.66M, Graphic Packaging Holding CO with a value of $5.92M, Apple Inc. with a value of $3.73M, and Fidelity Merrimack Str Tr Tota with a value of $3.63M.

Examining the 13F form we can see an decrease of $1.21M in the current position value, from $76.6M to 75.4M.

Below you can find more details about Clear Investment Research, LLC portfolio as well as his latest detailed transactions.

Portfolio value $75.4 Million
ETFs: $53.5 Million
Consumer Cyclical: $7.24 Million
Technology: $7.23 Million
Healthcare: $2.74 Million
Financial Services: $1.68 Million
Consumer Defensive: $1.03 Million
Communication Services: $679,000
Industrials: $671,000
Other: $551,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.2B
$5.92 Million 7.85% of portfolio
217,926
Q4 2024 Added 4.8%
$3.93T
$3.73 Million 4.95% of portfolio
14,908
Q4 2024 Reduced 0.63%
$802B
$2.06 Million 2.73% of portfolio
2,668
Q4 2024 Added 0.3%
$3.04T
$1.71 Million 2.27% of portfolio
4,061
Q4 2024 Reduced 0.12%
$346B
$936,000 1.24% of portfolio
6,976
Q4 2024 Reduced 15.74%
$377B
$766,000 1.02% of portfolio
17,438
Q4 2024 Reduced 0.96%
$2.33T
$703,000 0.93% of portfolio
3,205
Q4 2024 Reduced 1.72%
$1.11T
$436,000 0.58% of portfolio
2,307
Q4 2024 Reduced 0.39%
$624B
$422,000 0.56% of portfolio
931
Q4 2024 Added 1.42%
$16B
$389,000 0.52% of portfolio
5,200
Q2 2021 New
$8.36B
$335,000 0.44% of portfolio
2,136
Q4 2019 Reduced 0.19%
$408B
$271,000 0.36% of portfolio
1,879
Q4 2024 Added 0.48%
$156B
$246,000 0.33% of portfolio
1,000
Q2 2021 New
$282B
$231,000 0.31% of portfolio
2,559
Q4 2024 Reduced 0.23%
$386B
$199,000 0.26% of portfolio
1,190
Q4 2024 Added 0.17%
$304B
$192,000 0.25% of portfolio
2,734
Q3 2022 New
$93.2B
$158,000 0.21% of portfolio
1,931
Q4 2024 Reduced 3.93%
$111B
$147,000 0.19% of portfolio
303
Q4 2024 Added 10.58%
$94.4B
$147,000 0.19% of portfolio
638
Q4 2024 Added 6.69%
$1.12T
$133,000 0.18% of portfolio
331
Q4 2024 Reduced 9.32%
$86.4B
$110,000 0.15% of portfolio
2,451
Q4 2024 Added 0.37%
$62.1B
$102,000 0.14% of portfolio
2,360
Q4 2024 Reduced 4.88%
$146B
$90,000 0.12% of portfolio
555
Q1 2024 Reduced 8.72%
$234B
$93,000 0.12% of portfolio
1,232
Q4 2024 New
$419B
$92,000 0.12% of portfolio
238
Q4 2024 Added 0.42%
$471B
$81,000 0.11% of portfolio
91
Q3 2024 Added 2.25%
$81B
$75,000 0.1% of portfolio
250
Q4 2019 Reduced 16.39%
$20.5B
$77,000 0.1% of portfolio
900
Q2 2021 New
$183B
$65,000 0.09% of portfolio
539
Q4 2024 Added 12.76%
$41.9B
$70,000 0.09% of portfolio
878
Q4 2024 Added 0.11%
$1.66T
$71,000 0.09% of portfolio
121
Q4 2024 Added 2.54%
$79.9B
$60,000 0.08% of portfolio
125
Q1 2024 Reduced 10.71%
$143B
$63,000 0.08% of portfolio
2,391
Q2 2023 Reduced 0.38%
$298B
$59,000 0.08% of portfolio
949
Q4 2024 Added 7.11%
$228B
$50,000 0.07% of portfolio
300
Q4 2023 Reduced 0.99%
$474B
$50,000 0.07% of portfolio
55
Q4 2024 Added 22.22%
$470B
$48,000 0.06% of portfolio
294
Q1 2024 Reduced 16.95%
$327B
$42,000 0.06% of portfolio
128
Q4 2024 Reduced 0.78%
$341B
$44,000 0.06% of portfolio
253
Q2 2024 Added 0.8%
$578B
$47,000 0.06% of portfolio
149
Q4 2024 Reduced 1.97%
$1.14T
$46,000 0.06% of portfolio
245
Q2 2021 Added 4,800.0%
$123B
$47,000 0.06% of portfolio
600
Q3 2022 New
$198B
$47,000 0.06% of portfolio
314
Q4 2024 Added 0.96%
$490B
$41,000 0.05% of portfolio
82
Q4 2024 Added 7.89%
$210B
$35,000 0.05% of portfolio
359
Q2 2024 Added 0.56%
$184B
$37,000 0.05% of portfolio
1,648
Q4 2023 Reduced 0.9%
$70.1B
$38,000 0.05% of portfolio
132
Q3 2024 Reduced 1.49%
$97B
$35,000 0.05% of portfolio
105
Q3 2024 New
$304B
$41,000 0.05% of portfolio
286
Q4 2024 Added 2.51%

Summary

  • Portfolio
  • No. of Stocks 230
  • Current Value $75.4 Million
  • Prior Value $76.6 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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