Clarity Financial LLC Portfolio Holdings

Clarity Financial LLC

  • $837 Billion
  • Q4 2024

Clarity Financial LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $837 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $64.7B, Ishares Barclays 3 7 Yr Treas with a value of $64.2B, Ishares Barclays 1 3 Year Trea with a value of $56B, Abb Vie Inc. with a value of $36.7B, and Apple Inc. with a value of $35.5B.

Examining the 13F form we can see an decrease of $25.5B in the current position value, from $862B to 837B.

Below you can find more details about Clarity Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $837 Billion
ETFs: $376 Billion
Technology: $110 Billion
Consumer Defensive: $66.1 Billion
Healthcare: $63.4 Billion
Energy: $55.5 Billion
Financial Services: $39.6 Billion
Communication Services: $31.3 Billion
Consumer Cyclical: $28.4 Billion
Other: $39 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$317B
$36.7 Billion 4.38% of portfolio
206,372
Q4 2024 Added 23.76%
$3.25T
$35.5 Billion 4.24% of portfolio
141,577
Q4 2024 Reduced 3.11%
$433B
$31.9 Billion 3.81% of portfolio
34,825
Q4 2024 Reduced 2.93%
$983B
$27.2 Billion 3.25% of portfolio
142,773
Q4 2024 Added 6.06%
$276B
$26.6 Billion 3.18% of portfolio
198,397
Q4 2024 Added 35.62%
$1.86T
$26.3 Billion 3.15% of portfolio
120,059
Q4 2024 Reduced 1.03%
$2.89T
$25.7 Billion 3.07% of portfolio
61,009
Q4 2024 Added 4.35%
$717B
$25.1 Billion 3.0% of portfolio
32,492
Q4 2024 Added 87.97%
$431B
$24.7 Billion 2.95% of portfolio
229,323
Q4 2024 Reduced 1.83%
$401B
$19.6 Billion 2.34% of portfolio
116,657
Q4 2024 Added 5.59%
$688B
$16.3 Billion 1.95% of portfolio
68,046
Q4 2024 Reduced 1.9%
$92.9B
$16.3 Billion 1.95% of portfolio
151,548
Q4 2024 Reduced 16.51%
$28.4B
$14.6 Billion 1.75% of portfolio
89,140
Q4 2024 Added 83.04%
$683B
$14 Billion 1.67% of portfolio
30,904
Q4 2024 Added 1.3%
$257B
$13.1 Billion 1.56% of portfolio
144,884
Q4 2024 Reduced 20.94%
$44.3B
$12 Billion 1.43% of portfolio
119,166
Q4 2024 Reduced 22.48%
$190B
$10.5 Billion 1.26% of portfolio
91,084
Q4 2024 Added 0.64%
$50.9B
$10.1 Billion 1.21% of portfolio
55,516
Q4 2024 Added 98.27%
$548B
$7.01 Billion 0.84% of portfolio
22,187
Q4 2024 Added 0.78%
$50.7B
$6.96 Billion 0.83% of portfolio
23,247
Q4 2024 Reduced 0.68%
$186B
$2.34 Billion 0.28% of portfolio
58,406
Q4 2024 Reduced 0.79%
$38.4M
$2.19 Billion 0.26% of portfolio
1,954,670
Q4 2024 Reduced 20.8%
$102B
$959 Million 0.11% of portfolio
18,343
Q4 2024 Reduced 17.35%
$265B
$813 Million 0.1% of portfolio
5,614
Q4 2024 Reduced 6.59%
$549B
$774 Million 0.09% of portfolio
1,530
Q4 2024 Reduced 22.06%
$922B
$783 Million 0.09% of portfolio
4,138
Q4 2024 Reduced 27.12%
$94.9B
$664 Million 0.08% of portfolio
3,750
Q4 2024 New
$1.15B
$699 Million 0.08% of portfolio
68,190
Q4 2023 New
$404B
$641 Million 0.08% of portfolio
4,431
Q4 2024 Reduced 30.45%
$49.9B
$548 Million 0.07% of portfolio
520
Q4 2024 Added 0.97%
$150B
$590 Million 0.07% of portfolio
15,734
Q4 2024 Reduced 25.55%
$72.2B
$559 Million 0.07% of portfolio
2,410
Q4 2024 Reduced 28.44%
$54.8B
$579 Million 0.07% of portfolio
6,277
Q4 2024 Reduced 5.25%
$37.7B
$563 Million 0.07% of portfolio
4,752
Q4 2024 Reduced 4.81%
$0
$476 Million 0.06% of portfolio
45,508
Q3 2024 Reduced 2.6%
$366B
$478 Million 0.06% of portfolio
1,228
Q4 2024 Reduced 40.3%
$16.2B
$472 Million 0.06% of portfolio
8,565
Q4 2024 Added 106.63%
$36.4B
$433 Million 0.05% of portfolio
1,370
Q1 2024 New
$125B
$409 Million 0.05% of portfolio
1,397
Q2 2024 New
$797B
$392 Million 0.05% of portfolio
970
Q4 2024 Reduced 12.06%
$111B
$378 Million 0.05% of portfolio
1,138
Q4 2024 Reduced 14.76%
$1.3T
$392 Million 0.05% of portfolio
670
Q4 2024 Reduced 27.25%
$60.2B
$443 Million 0.05% of portfolio
16,157
Q4 2024 Added 41.48%
$19.1B
$388 Million 0.05% of portfolio
3,339
Q4 2024 Reduced 0.36%
$75.2B
$352 Million 0.04% of portfolio
2,730
Q4 2024 Reduced 12.44%
$0
$329 Million 0.04% of portfolio
16,345
Q3 2024 Added 0.93%
$71.7B
$315 Million 0.04% of portfolio
1,242
Q4 2024 New
$1.13B
$351 Million 0.04% of portfolio
10,520
Q3 2024 Added 40.64%
$69.8B
$297 Million 0.04% of portfolio
3,928
Q4 2024 Reduced 9.03%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $837 Billion
  • Prior Value $862 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
Track This Portfolio

Track Clarity Financial LLC Portfolio

Follow Clarity Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarity Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email