Clarion Wealth Managment Partners, LLC Purchases in Q3 2025

Clarion Wealth Managment Partners, LLC

  • $101 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VSLU
ETF Opportunities Tr Applied F
60.9K
+ 127.4%
$39.14 - $42.99 $2.38M - $2.62M
109K $4.64B
AVDE
American Centy ETF Tr Avantis

ETFs
31.9K
+ 253.92%
$73.24 - $79.04 $2.34M - $2.52M
44.5K $3.51B
American Healthcare Reit Inc
11.5K
+ 7.68%
N/A
161K $6.78B
HD
Home Depot, Inc.

Consumer Cyclical
155
+ 3.01%
$357.4 - $423.42 $55.4K - $65.6K
5.3K $2.15B
SLV
I Shares Silver Trust

ETFs
5.93K
New
$32.73 - $42.5 $194K - $252K
5.93K $251M
ORCL
Oracle Corp

Technology
51
+ 1.45%
$218.96 - $328.33 $11.2K - $16.7K
3.56K $1B
NVDA
Nvidia Corp

Technology
287
+ 4.82%
$153.3 - $186.58 $44K - $53.5K
6.24K $1.16B
GOOG
Alphabet Inc.

Communication Services
884
New
$175.16 - $255.24 $155K - $226K
884 $215M
QQQ
Invesco Qqq Trust, Series 1

ETFs
357
New
$546.99 - $602.2 $195K - $215K
357 $214M
IAU
Ishares Gold Trust

ETFs
240
+ 1.34%
$61.62 - $72.77 $14.8K - $17.5K
18.1K $1.32B
CAT
Caterpillar Inc

Industrials
44
+ 3.44%
$390.92 - $477.15 $17.2K - $21K
1.32K $631M
WPC
W. P. Carey Inc.

Real Estate
129
+ 0.61%
$61.29 - $68.7 $7.91K - $8.86K
21.2K $1.43B
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.4%
$617.65 - $666.84 $4.32K - $4.67K
1.77K $1.18B
MSFT
Microsoft Corp

Technology
3
+ 0.08%
$491.09 - $535.64 $1.47K - $1.61K
3.86K $2B
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.18%
$144.19 - $167.33 $865 - $1K
3.31K $554M
CVX
Chevron Corp

Energy
221
+ 7.64%
$145.57 - $161.83 $32.2K - $35.8K
3.11K $483M
PG
Procter & Gamble CO

Consumer Defensive
700
+ 10.27%
$150.47 - $161.22 $105K - $113K
7.52K $1.15B
JPM
Jpmorgan Chase & CO

Financial Services
35
+ 1.74%
$282.78 - $316.06 $9.9K - $11.1K
2.05K $646M
LDOS
Leidos Holdings, Inc.

Technology
3
+ 0.15%
$159.2 - $188.96 $478 - $567
1.97K $372M
DUK
Duke Energy Corp

Utilities
119
+ 1.95%
$116.31 - $125.93 $13.8K - $15K
6.22K $770M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.05%
$303.93 - $329.86 $304 - $330
1.86K $612M
GD
General Dynamics Corp

Industrials
2
+ 0.28%
$293.92 - $341.0 $588 - $682
706 $241M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.46%
$410.74 - $499.21 $1.23K - $1.5K
654 $326M
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.13%
$94.4 - $104.27 $378 - $417
3.12K $322M
MUB
Ishares National Muni Bond ETF

ETFs
23
+ 0.41%
$103.24 - $106.68 $2.37K - $2.45K
5.59K $596M
Nuveen Global High Income Fd
309
+ 2.36%
N/A
13.4K $181M
BA
Boeing CO

Industrials
1
+ 0.1%
$209.79 - $237.38 $210 - $237
1K $216M
T
At&T Inc.

Communication Services
49
+ 0.29%
$26.94 - $29.62 $1.32K - $1.45K
16.7K $472M
IBM
International Business Machines Corp

Technology
1
+ 0.1%
$234.77 - $292.47 $235 - $292
1K $283M
KO
Coca Cola CO

Consumer Defensive
12
+ 0.3%
$65.67 - $71.67 $788 - $860
4.02K $267M
CHH
Choice Hotels International Inc

Consumer Cyclical
4
+ 0.19%
$106.91 - $135.29 $428 - $541
2.07K $222M
V
Visa Inc.

Financial Services
1
+ 0.02%
$332.09 - $358.86 $332 - $359
4.37K $1.49B
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 1.65%
$915.95 - $994.57 $21.1K - $22.9K
1.42K $1.31B
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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