Clear Investment Research, LLC Portfolio Holdings
Clear Investment Research, LLC
- $74.6 Million
- Q1 2025
Clear Investment Research, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $74.6 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 $8.83M, Vanguard Extended Duration Tre with a value of $6.92M, Graphic Packaging Holding CO with a value of $5.79M, Fidelity Merrimack Str Tr Tota with a value of $3.78M, and Apple Inc. with a value of $3.29M.
Examining the 13F form we can see an decrease of $828K in the current position value, from $75.4M to 74.6M.
Below you can find more details about Clear Investment Research, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$74.6 Million
ETFs: $53.3 Million
Consumer Cyclical: $6.97 Million
Technology: $6.43 Million
Healthcare: $3 Million
Financial Services: $1.71 Million
Consumer Defensive: $1.26 Million
Industrials: $637,000
Communication Services: $622,000
Other: $594,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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