Clayton Financial Group LLC Incresed Positions in Q4 2025

Clayton Financial Group LLC

  • $196 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
17.1K
+ 25.49%
$169.53 - $176.53 $2.9M - $3.02M
84.2K $14.9B
VTV
Vanguard Value ETF

ETFs
11.7K
+ 10.09%
$182.87 - $189.72 $2.15M - $2.23M
128K $24.5B
VUG
Vanguard Growth ETF

ETFs
4.58K
+ 8.81%
$470.44 - $504.26 $2.15M - $2.31M
56.5K $27.6B
AAPL
Apple Inc.

Technology
7.75K
+ 425.12%
$245.27 - $275.25 $1.9M - $2.13M
9.57K $2.6B
VBR
Vanguard Small Cap Value ETF

ETFs
9.58K
+ 28.91%
$201.42 - $211.15 $1.93M - $2.02M
42.7K $9.05B
VOT
Vanguard Mid Cap Growth Index

ETFs
8.86K
+ 20.95%
$279.76 - $298.12 $2.48M - $2.64M
51.1K $14.3B
VBK
Vanguard Small Cap Growth ETF

ETFs
5.31K
+ 33.81%
$291.71 - $309.36 $1.55M - $1.64M
21K $6.35B
NVDA
Nvidia Corp

Technology
8.42K
+ 288.95%
$179.83 - $207.04 $1.51M - $1.74M
11.3K $2.11B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.07K
+ 607.72%
$475.68 - $513.11 $1.46M - $1.57M
3.57K $1.8B
IEFA
Ishares Tr

ETFs
14.3K
+ 25.51%
$86.09 - $89.88 $1.23M - $1.28M
70.2K $6.28B
VTI
Vanguard Total Stock Market Et

ETFs
2.15K
+ 24.18%
$321.8 - $337.95 $693K - $728K
11.1K $3.71B
GOOGL
Alphabet Inc.

Communication Services
2.05K
+ 234.21%
$236.57 - $291.31 $486K - $598K
2.93K $917M
EFG
Msci Eafe Growth ETF

ETFs
5.58K
+ 51.95%
$112.91 - $117.61 $629K - $656K
16.3K $1.86B
EFV
Msci Eafe Value ETF

ETFs
7.81K
+ 46.5%
$66.73 - $70.99 $521K - $555K
24.6K $1.76B
Cohen & Steers ETF Trust
23.9K
+ 805.33%
N/A
26.9K $685M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.14K
+ 1607.52%
$199.44 - $208.01 $426K - $445K
2.27K $478M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.4K
+ 55.12%
$118.29 - $126.28 $402K - $430K
9.57K $1.18B
VNQ
Vanguard Specialized Funds Van

ETFs
5.31K
+ 24.86%
$88.13 - $92.69 $468K - $492K
26.7K $2.36B
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.11K
+ 594.21%
$92.24 - $96.56 $379K - $396K
4.8K $461M
MSFT
Microsoft Corp

Technology
796
+ 90.25%
$496.82 - $542.07 $395K - $431K
1.68K $811M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
495
+ 174.91%
$600.51 - $631.95 $297K - $313K
778 $488M
IVV
Ishares Core S&P 500 ETF

ETFs
404
+ 70.38%
$656.2 - $690.71 $265K - $279K
978 $670M
JPM
Jpmorgan Chase & CO

Financial Services
865
+ 283.61%
$294.11 - $320.41 $254K - $277K
1.17K $377M
GOOG
Alphabet Inc.

Communication Services
755
+ 152.53%
$237.49 - $291.74 $179K - $220K
1.25K $392M
NFLX
Netflix Inc

Communication Services
2.98K
+ 37237.5%
$110.29 - $1241.35 $329K - $3.7M
2.99K $280M
AXP
American Express CO

Financial Services
280
+ 7.6%
$316.26 - $372.77 $88.6K - $104K
3.96K $1.47B
VB
Vanguard Small Cap ETF

ETFs
868
+ 30.67%
$248.1 - $260.08 $215K - $226K
3.7K $954M
VO
Vanguard Mid Cap ETF

ETFs
792
+ 20.03%
$286.27 - $296.23 $227K - $235K
4.75K $1.38B
COST
Costco Wholesale Corp

Consumer Defensive
235
+ 207.96%
$910.94 - $954.99 $214K - $224K
348 $300M
IJS
Ishares S&P Smallcap 600 Value

ETFs
610
+ 1.62%
$105.91 - $113.18 $64.6K - $69K
38.3K $4.35B
CAT
Caterpillar Inc

Industrials
277
+ 115.42%
$480.82 - $585.49 $133K - $162K
517 $296M
CVX
Chevron Corp

Energy
1.16K
+ 999.14%
$148.9 - $157.72 $173K - $183K
1.28K $194M
XLF
Financial Sector Spdr

ETFs
3.1K
+ 3099.0%
$51.76 - $53.77 $160K - $167K
3.2K $175M
AMZN
Amazon Com Inc

Consumer Cyclical
703
+ 164.25%
$213.04 - $254.0 $150K - $179K
1.13K $261M
ABBV
Abb Vie Inc.

Healthcare
794
+ 12.86%
$211.96 - $244.38 $168K - $194K
6.97K $1.59B
IWP
Ishares Russell Mid Cap Growth

ETFs
1.2K
+ 224.3%
$136.84 - $145.3 $164K - $174K
1.74K $238M
IEMG
Ishares Inc

ETFs
1.75K
+ 6.34%
N/A
29.3K $1.97B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.19K
+ 2.64%
$136.54 - $144.07 $162K - $171K
46.1K $6.51B
DHR
Danaher Corp

Healthcare
581
+ 3057.89%
$202.46 - $223.01 $118K - $130K
600 $137M
XLV
Select Sector Spdr Fund Health

ETFs
747
+ 249.0%
$141.95 - $152.82 $106K - $114K
1.05K $162M
CSCO
Cisco Systems, Inc.

Technology
1.44K
+ 159.67%
$67.46 - $78.0 $96.9K - $112K
2.34K $180M
TSLA
Tesla, Inc.

Consumer Cyclical
257
+ 5140.0%
$401.99 - $468.37 $103K - $120K
262 $118M
HD
Home Depot, Inc.

Consumer Cyclical
350
+ 227.27%
$358.03 - $397.02 $125K - $139K
504 $173M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
751
+ 96.78%
$125.45 - $131.1 $94.2K - $98.5K
1.53K $201M
IBM
International Business Machines Corp

Technology
249
+ 22.64%
$275.97 - $314.98 $68.7K - $78.4K
1.35K $400M
MCD
Mcdonalds Corp

Consumer Cyclical
275
+ 27500.0%
$293.81 - $310.11 $80.8K - $85.3K
276 $84.4M
AVGO
Broadcom Inc.

Technology
200
+ 28.49%
$324.63 - $385.98 $64.9K - $77.2K
902 $312M
AMGN
Amgen Inc

Healthcare
212
+ 963.64%
$290.13 - $341.71 $61.5K - $72.4K
234 $76.6M
META
Meta Platforms, Inc.

Communication Services
119
+ 106.25%
$609.01 - $751.67 $72.5K - $89.4K
231 $152M
Activity Summary
Buys All Purchases 528 New Holdings 396 Increased Positions 132 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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