Clayton Financial Group LLC Purchases in Q3 2025

Clayton Financial Group LLC

  • $137 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
495
New
$175.16 - $255.24 $86.7K - $126K
495 $121M
CAT
Caterpillar Inc

Industrials
240
New
$390.92 - $477.15 $93.8K - $115K
240 $115M
COST
Costco Wholesale Corp

Consumer Defensive
113
New
$915.95 - $994.57 $104K - $112K
113 $105M
TMO
Thermo Fisher Scientific Inc.

Healthcare
215
New
$404.94 - $499.99 $87.1K - $107K
215 $104M
MNST
Monster Beverage Corp

Consumer Defensive
1.55K
New
$58.65 - $67.31 $90.7K - $104K
1.55K $104M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
776
New
$122.57 - $132.57 $95.1K - $103K
776 $101M
JPM
Jpmorgan Chase & CO

Financial Services
305
New
$282.78 - $316.06 $86.2K - $96.4K
305 $96.2M
AAPL
Apple Inc.

Technology
28
+ 1.56%
$202.38 - $256.87 $5.67K - $7.19K
1.82K $464M
AMZN
Amazon Com Inc

Consumer Cyclical
428
New
$211.65 - $238.24 $90.6K - $102K
428 $94M
VIG
Vanguard Dividend Appreciation

ETFs
433
New
N/A
433 $93.4M
ORCL
Oracle Corp

Technology
330
New
$218.96 - $328.33 $72.3K - $108K
330 $92.8M
MMM
3 M CO

Industrials
590
New
$144.41 - $160.2 $85.2K - $94.5K
590 $91.6M
MLM
Martin Marietta Materials Inc

Basic Materials
136
New
$546.36 - $631.12 $74.3K - $85.8K
136 $85.7M
META
Meta Platforms, Inc.

Communication Services
112
New
$695.21 - $791.73 $77.9K - $88.7K
112 $82M
FTNT
Fortinet, Inc.

Technology
950
New
$74.39 - $107.65 $70.7K - $102K
950 $79.9M
INTU
Intuit Inc

Technology
115
New
$646.03 - $807.39 $74.3K - $92.8K
115 $78.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
242
New
$284.45 - $324.95 $68.8K - $78.6K
242 $77.5M
Cohen & Steers ETF Trust
2.97K
New
N/A
2.97K $77.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
535
New
$137.51 - $145.26 $73.6K - $77.7K
535 $76.2M
UNH
Unitedhealth Group Inc

Healthcare
215
New
$237.77 - $353.61 $51.1K - $76K
215 $74.1M
ACN
Accenture PLC

Technology
291
New
$232.56 - $304.78 $67.7K - $88.7K
291 $71.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
257
New
$243.93 - $275.62 $62.7K - $70.8K
257 $70.3M
DE
Deere & CO

Industrials
150
New
$457.26 - $524.37 $68.6K - $78.7K
150 $68.6M
Jacobs Solutions Inc
455
New
N/A
455 $68.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
630
New
$89.32 - $107.82 $56.3K - $67.9K
630 $67.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
947
New
$66.38 - $71.68 $62.9K - $67.9K
947 $67.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
691
New
$87.29 - $93.61 $60.3K - $64.7K
691 $64.5M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
837
New
$72.04 - $77.35 $60.3K - $64.7K
837 $64.2M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
615
New
$101.12 - $106.18 $62.2K - $65.3K
615 $63.4M
HD
Home Depot, Inc.

Consumer Cyclical
154
New
$357.4 - $423.42 $55K - $65.2K
154 $62.3M
CSX
Csx Corp

Industrials
1.75K
New
$32.05 - $36.52 $56.1K - $63.9K
1.75K $62.1M
CSCO
Cisco Systems, Inc.

Technology
900
New
$66.2 - $71.79 $59.6K - $64.6K
900 $61.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
598
New
$100.37 - $100.74 $60K - $60.2K
598 $60.2M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
2.01K
New
$26.15 - $27.4 $52.6K - $55.1K
2.01K $54.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
731
New
$72.57 - $74.72 $53K - $54.6K
731 $54.3M
OC
Owens Corning

Industrials
358
New
$136.56 - $157.69 $48.9K - $56.5K
358 $50.6M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
489
New
$90.62 - $107.71 $44.3K - $52.7K
489 $48.2M
TSCO
Tractor Supply CO

Consumer Cyclical
769
New
$54.08 - $62.65 $41.6K - $48.2K
769 $43.7M
XLV
Select Sector Spdr Fund Health

ETFs
300
New
$129.01 - $139.72 $38.7K - $41.9K
300 $41.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
294
New
$132.9 - $142.03 $39.1K - $41.8K
294 $41.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
931
+ 12.32%
$28.15 - $30.13 $26.2K - $28.1K
8.49K $252M
XOM
Exxon Mobil Corp

Energy
351
New
$105.83 - $117.22 $37.1K - $41.1K
351 $39.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
82
+ 0.42%
$24.46 - $26.5 $2.01K - $2.17K
19.5K $513M
RTX
Raytheon Technologies Corp

Industrials
213
New
$144.19 - $167.33 $30.7K - $35.6K
213 $35.6M
ADI
Analog Devices Inc

Technology
126
New
$220.68 - $255.63 $27.8K - $32.2K
126 $31M
Blackrock ETF Trust Ii
579
New
N/A
579 $30.1M
TRV
Travelers Companies, Inc.

Financial Services
100
New
$250.62 - $279.43 $25.1K - $27.9K
100 $27.9M
JNJ
Johnson & Johnson

Healthcare
150
New
$155.17 - $185.42 $23.3K - $27.8K
150 $27.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
133
New
$192.76 - $203.86 $25.6K - $27.1K
133 $27.1M
Activity Summary
Buys All Purchases 270 New Holdings 249 Increased Positions 21 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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