Clear Trail Advisors, LLC Purchases in Q4 2025

Clear Trail Advisors, LLC

  • $431 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FANG
Diamondback Energy, Inc.

Energy
2.45K
New
$137.29 - $149.2 $336K - $365K
2.45K $368M
CINF
Cincinnati Financial Corp

Financial Services
2.15K
New
$151.39 - $166.89 $325K - $358K
2.15K $351M
AEP
American Electric Power CO Inc

Utilities
2.97K
New
$112.75 - $122.73 $335K - $365K
2.97K $343M
WM
Waste Management Inc

Industrials
1.5K
New
$196.77 - $219.98 $295K - $330K
1.5K $330M
RSG
Republic Services, Inc.

Industrials
1.5K
New
$204.12 - $227.29 $306K - $341K
1.5K $318M
Amplify ETF Tr
10.9K
New
N/A
10.9K $315M
DHS
Wisdomtree Tr U.S

ETFs
3K
New
$97.62 - $101.16 $293K - $303K
3K $305M
WELL
Welltower Inc.

Real Estate
1.64K
New
$165.94 - $193.82 $272K - $318K
1.64K $304M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
629
New
$454.87 - $482.76 $286K - $304K
629 $302M
SHEL
Shell PLC

Energy
4.09K
New
$71.37 - $77.01 $292K - $315K
4.09K $300M
NEM
Newmont Corp

Basic Materials
2.75K
New
$78.63 - $98.27 $216K - $270K
2.75K $275M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
523
New
$475.68 - $513.11 $249K - $268K
523 $263M
DXCM
Dexcom Inc

Healthcare
3.76K
New
$54.84 - $71.06 $206K - $267K
3.76K $249M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
6.99K
New
$33.19 - $35.78 $232K - $250K
6.99K $243M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.43K
New
$93.11 - $97.9 $226K - $238K
2.43K $235M
LMT
Lockheed Martin Corp

Industrials
468
New
$452.1 - $514.24 $212K - $241K
468 $226M
IWM
Ishares Russell 2000 ETF

ETFs
913
New
$236.79 - $250.33 $216K - $229K
913 $225M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.45K
New
$142.79 - $150.05 $207K - $218K
1.45K $216M
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.55K
New
$57.84 - $62.5 $205K - $222K
3.55K $215M
IDVO
Amplify ETF Tr Intl Enhanced D
5.54K
New
N/A
5.54K $213M
PEP
Pepsico Inc

Consumer Defensive
1.47K
New
$138.84 - $153.71 $204K - $226K
1.47K $211M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.19K
New
$94.02 - $97.61 $206K - $213K
2.19K $211M
OWL
Blue Owl Capital Inc.

Financial Services
14.1K
New
$13.77 - $17.17 $194K - $241K
14.1K $210M
NRZ
New Residential Investment Corp.

Real Estate
13.4K
New
N/A
13.4K $146M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
13.6K
New
$10.64 - $11.42 $145K - $156K
13.6K $143M
Activity Summary
Buys All Purchases 126 New Holdings 126 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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