Clarity Financial LLC Incresed Positions in Q3 2025

Clarity Financial LLC

  • $1.01 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
736K
+ 126.79%
$117.65 - $120.08 $86.6M - $88.4M
1.32M $157B
META
Meta Platforms, Inc.

Communication Services
24.5K
+ 4306.16%
$695.21 - $791.73 $17M - $19.4M
25K $18.4B
ABBV
Abb Vie Inc.

Healthcare
3.37K
+ 1.67%
$184.85 - $231.54 $623K - $781K
206K $47.7B
KMI
Kinder Morgan, Inc.

Energy
363K
+ 124.2%
$26.23 - $28.5 $9.52M - $10.3M
655K $18.5B
Blackrock Inc
7.36K
+ 92.08%
N/A
15.3K $17.9B
NOW
Service Now, Inc.

Technology
9.4K
+ 117.24%
$850.86 - $1044.69 $8M - $9.82M
17.4K $16B
NVDA
Nvidia Corp

Technology
15K
+ 9.69%
$153.3 - $186.58 $2.3M - $2.8M
170K $31.7B
PG
Procter & Gamble CO

Consumer Defensive
38.1K
+ 27.76%
$150.47 - $161.22 $5.74M - $6.15M
175K $27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.48K
+ 11.01%
$459.11 - $506.91 $3.43M - $3.79M
75.4K $37.9B
PANW
Palo Alto Networks Inc

Technology
18.9K
+ 17.24%
$167.06 - $208.19 $3.15M - $3.93M
128K $26.1B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
61.9K
+ 107.3%
$46.51 - $50.07 $2.88M - $3.1M
120K $5.62B
REM
Ishares Tr Mtg Real Estate ETF

ETFs
112K
+ 77.07%
$21.64 - $23.57 $2.42M - $2.63M
257K $5.64B
MSFT
Microsoft Corp

Technology
2.01K
+ 2.89%
$491.09 - $535.64 $986K - $1.08M
71.5K $37B
DUK
Duke Energy Corp

Utilities
3.7K
+ 2.2%
$116.31 - $125.93 $430K - $466K
172K $21.3B
RTX
Raytheon Technologies Corp

Industrials
488
+ 0.79%
$144.19 - $167.33 $70.4K - $81.7K
62.3K $10.4B
WMT
Walmart Inc.

Consumer Defensive
3.51K
+ 2.03%
$94.4 - $104.27 $332K - $366K
176K $18.2B
AAPL
Apple Inc.

Technology
1.75K
+ 10.72%
$202.38 - $256.87 $354K - $449K
18.1K $4.6B
IVV
Ishares Core S&P 500 ETF

ETFs
1.27K
+ 173.84%
$620.67 - $670.08 $788K - $850K
2K $1.34B
AVGO
Broadcom Inc.

Technology
1.88K
+ 76.06%
$264.74 - $369.57 $497K - $694K
4.35K $1.43B
Arista Networks Inc
3.27K
+ 82.31%
N/A
7.24K $1.05B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.35K
+ 5.12%
$72.65 - $78.68 $171K - $185K
48.2K $3.78B
PHYS
Sprott Physical Gold Trust

Financial Services
7.92K
+ 49.85%
$25.02 - $29.62 $198K - $235K
23.8K $706M
XLP
Consumer Staples Sector Spdr

ETFs
8.99K
+ 4.64%
N/A
203K $15.9B
IAU
Ishares Gold Trust

ETFs
1.5K
+ 17.59%
$61.62 - $72.77 $92.4K - $109K
10K $729M
MO
Altria Group, Inc.

Consumer Defensive
891
+ 5.41%
$57.75 - $67.68 $51.5K - $60.3K
17.4K $1.15B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.63K
+ 9.97%
$97.75 - $100.75 $159K - $164K
17.9K $1.8B
VZ
Verizon Communications Inc

Communication Services
2.44K
+ 4.31%
$40.84 - $45.06 $99.6K - $110K
59.1K $2.6B
LLY
Eli Lilly & CO

Healthcare
969
+ 2.64%
$625.65 - $812.69 $606K - $787K
37.7K $28.7B
HD
Home Depot, Inc.

Consumer Cyclical
267
+ 43.63%
$357.4 - $423.42 $95.4K - $113K
879 $356M
PSLV
Sprott Physical Silver Trust

Financial Services
1.42K
+ 4.83%
$12.24 - $15.73 $17.3K - $22.3K
30.8K $483M
VEA
Vanguard Ftse Developed Market

ETFs
1.79K
+ 47.83%
$56.02 - $60.3 $100K - $108K
5.52K $331M
VTI
Vanguard Total Stock Market Et

ETFs
58
+ 1.98%
$303.93 - $329.86 $17.6K - $19.1K
2.98K $979M
VIG
Vanguard Dividend Appreciation

ETFs
220
+ 10.15%
N/A
2.39K $515M
AEP
American Electric Power CO Inc

Utilities
249
+ 5.24%
$103.26 - $115.0 $25.7K - $28.6K
5K $563M
TIP
Ishares Tr Tips Bd ETF

ETFs
481
+ 11.4%
$109.11 - $111.88 $52.5K - $53.8K
4.7K $523M
AFL
Aflac Inc

Financial Services
237
+ 8.71%
$98.09 - $111.7 $23.2K - $26.5K
2.96K $331M
EPD
Enterprise Products Partners L.P.

Energy
910
+ 9.97%
$30.74 - $32.14 $28K - $29.2K
10K $314M
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.4%
$237.77 - $353.61 $713 - $1.06K
749 $259M
BA
Boeing CO

Industrials
5
+ 0.13%
$209.79 - $237.38 $1.05K - $1.19K
3.82K $825M
MMM
3 M CO

Industrials
99
+ 3.38%
$144.41 - $160.2 $14.3K - $15.9K
3.03K $470M
EDV
Vanguard Extended Duration Tre

ETFs
222
+ 4.48%
$63.28 - $69.5 $14K - $15.4K
5.17K $354M
CAH
Cardinal Health Inc

Healthcare
211
+ 12.57%
$146.04 - $167.63 $30.8K - $35.4K
1.89K $296M
BALL
Ball Corp

Consumer Cyclical
10
+ 0.12%
$48.47 - $59.71 $485 - $597
8.58K $432M
V
Visa Inc.

Financial Services
1.62K
+ 3.43%
$332.09 - $358.86 $537K - $581K
48.8K $16.7B
COST
Costco Wholesale Corp

Consumer Defensive
699
+ 2.08%
$915.95 - $994.57 $640K - $695K
34.3K $31.7B
Activity Summary
Buys All Purchases 60 New Holdings 14 Increased Positions 46 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 1
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