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 Market Cap. of $10 Billions to $200 Billions
