Clear Investment Research, LLC Portfolio Holdings

Clear Investment Research, LLC

  • $76.6 Million
  • Q3 2024

Clear Investment Research, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $76.6 Million distributed in 227 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 $8.89M, Vanguard Extended Duration Tre with a value of $7.59M, Graphic Packaging Holding CO with a value of $6.15M, Fidelity Merrimack Str Tr Tota with a value of $3.56M, and Apple Inc. with a value of $3.49M.

Examining the 13F form we can see an increase of $113K in the current position value, from $76.5M to 76.6M.

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

Portfolio value $76.6 Million
ETFs: $54.6 Million
Consumer Cyclical: $7.39 Million
Technology: $6.98 Million
Healthcare: $3.14 Million
Financial Services: $1.58 Million
Consumer Defensive: $989,000
Industrials: $669,000
Communication Services: $597,000
Other: $592,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 227
  • Current Value $76.6 Million
  • Prior Value $76.5 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 23 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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