Clark Asset Management, LLC Sells in Q4 2025

Clark Asset Management, LLC

  • $963 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.01K
- 54.32%
$653.02 - $687.39 $661K - $696K
851 $581M
V
Visa Inc.

Financial Services
-2K
- 16.19%
$325.75 - $352.42 $652K - $706K
10.4K $3.64B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.36K
- 59.86%
$100.8 - $103.83 $440K - $453K
2.93K $305M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-20.9K
- 25.31%
$23.02 - $24.23 $481K - $506K
61.6K $1.48B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.03K
- 5.15%
$600.51 - $631.95 $621K - $653K
19.1K $11.9B
BAC
Bank Of America Corp

Financial Services
-7.12K
- 52.47%
$48.65 - $54.11 $346K - $385K
6.45K $355M
RTX
Raytheon Technologies Corp

Industrials
-1.99K
- 58.45%
$157.0 - $179.44 $313K - $357K
1.42K $260M
IVV
Ishares Core S&P 500 ETF

ETFs
-542
- 12.15%
$656.2 - $690.71 $356K - $374K
3.92K $2.68B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-12.7K
- 34.49%
$23.56 - $23.67 $300K - $301K
24.2K $572M
VIG
Vanguard Dividend Appreciation

ETFs
-1.4K
- 33.24%
N/A
2.81K $619M
TT
Trane Technologies PLC

Industrials
-430
- 14.26%
$408.5 - $448.65 $176K - $193K
2.59K $1.01B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-482
- 32.37%
$459.47 - $491.71 $221K - $237K
1.01K $477M
VO
Vanguard Mid Cap ETF

ETFs
-734
- 35.27%
$286.27 - $296.23 $210K - $217K
1.35K $391M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.57K
- 40.32%
$137.47 - $143.13 $216K - $225K
2.32K $333M
TSLA
Tesla, Inc.

Consumer Cyclical
-401
- 6.63%
$401.99 - $468.37 $161K - $188K
5.65K $2.54B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.91K
- 18.35%
$42.26 - $44.28 $165K - $173K
17.4K $772M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-4.28K
- 22.09%
$29.23 - $29.39 $125K - $126K
15.1K $442M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-987
- 18.12%
$114.27 - $121.15 $113K - $120K
4.46K $536M
DFAX
Dimensional ETF Tr
-4.56K
- 12.76%
$30.71 - $32.34 $140K - $147K
31.1K $1.02B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.66K
- 14.31%
$51.27 - $51.8 $85.1K - $86K
9.94K $497M
VT
Vanguard Total World Stk Index

ETFs
-714
- 23.08%
$135.16 - $141.78 $96.5K - $101K
2.38K $336M
CRWD
Crowd Strike Holdings, Inc.

Technology
-143
- 22.99%
$482.23 - $557.53 $69K - $79.7K
479 $225M
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-4.48K
- 28.49%
$18.36 - $19.17 $82.3K - $85.9K
11.2K $209M
VBR
Vanguard Small Cap Value ETF

ETFs
-366
- 21.34%
$201.42 - $211.15 $73.7K - $77.3K
1.35K $286M
IHDG
Wisdomtree Tr

ETFs
-1.78K
- 21.03%
$45.93 - $48.13 $81.7K - $85.6K
6.68K $325M
MBB
Ishares Tr

ETFs
-650
- 18.94%
$94.9 - $96.23 $61.7K - $62.5K
2.78K $265M
IWM
Ishares Russell 2000 ETF

ETFs
-302
- 8.05%
$236.79 - $250.33 $71.5K - $75.6K
3.45K $849M
ABT
Abbott Laboratories

Healthcare
-151
- 3.7%
$123.62 - $134.59 $18.7K - $20.3K
3.93K $492M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-86
- 2.14%
$475.68 - $513.11 $40.9K - $44.1K
3.93K $1.98B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-250
- 14.95%
$139.66 - $144.52 $34.9K - $36.1K
1.42K $204M
MUB
Ishares National Muni Bond ETF

ETFs
-291
- 13.4%
$106.36 - $107.61 $31K - $31.3K
1.88K $201M
VCIT
Vanguard Intermediate Term Cor

ETFs
-299
- 4.45%
$83.45 - $84.82 $25K - $25.4K
6.42K $537M
KO
Coca Cola CO

Consumer Defensive
-572
- 14.33%
$66.1 - $71.61 $37.8K - $41K
3.42K $239M
AMD
Advanced Micro Devices Inc

Technology
-517
- 31.72%
$164.01 - $264.33 $84.8K - $137K
1.11K $238M
VDC
Vanguard Consumer Staples ETF

ETFs
-68
- 4.81%
$206.7 - $217.75 $14.1K - $14.8K
1.35K $285M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-70
- 6.17%
$358.39 - $376.54 $25.1K - $26.4K
1.07K $398M
SNPS
Synopsys Inc

Technology
-4
- 0.69%
$389.83 - $489.36 $1.56K - $1.96K
572 $269M
PFE
Pfizer Inc

Healthcare
-252
- 1.8%
$24.23 - $27.37 $6.11K - $6.9K
13.7K $342M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-220
- 6.15%
$87.33 - $94.14 $19.2K - $20.7K
3.36K $307M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-43
- 1.32%
$98.1 - $103.73 $4.22K - $4.46K
3.22K $317M
CL
Colgate Palmolive CO

Consumer Defensive
-29
- 0.41%
$74.98 - $79.86 $2.17K - $2.32K
6.99K $553M
AVUV
American Centy ETF Tr Avantis

ETFs
-389
- 2.58%
$95.19 - $100.66 $37K - $39.2K
14.7K $1.5B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-147
- 1.57%
$27.17 - $28.65 $3.99K - $4.21K
9.19K $262M
Annaly Capital Management In
-225
- 1.84%
N/A
12K $268M
DE
Deere & CO

Industrials
-12
- 0.3%
$439.11 - $480.78 $5.27K - $5.77K
4.01K $1.87B
GLD
Spdr Gold Trust

ETFs
-215
- 7.66%
$354.79 - $403.15 $76.3K - $86.7K
2.59K $1.03B
AVDV
American Centy ETF Tr Avantis

ETFs
-9
- 0.08%
$87.37 - $90.92 $786 - $818
12K $1.12B
MRK
Merck & Co., Inc.

Healthcare
-345
- 7.18%
$82.49 - $92.93 $28.5K - $32.1K
4.46K $469M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-639
- 0.61%
$37.61 - $39.41 $24K - $25.2K
104K $4.13B
Activity Summary
Buys All Purchases 149 New Holdings 41 Increased Positions 108 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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