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
$371B
$36.7 Billion 4.38% of portfolio
206,372
Q4 2024 Added 23.76%
$3.51T
$35.5 Billion 4.24% of portfolio
141,577
Q4 2024 Reduced 3.11%
$402B
$31.9 Billion 3.81% of portfolio
34,825
Q4 2024 Reduced 2.93%
$1.01T
$27.2 Billion 3.25% of portfolio
142,773
Q4 2024 Added 6.06%
$293B
$26.6 Billion 3.18% of portfolio
198,397
Q4 2024 Added 35.62%
$2T
$26.3 Billion 3.15% of portfolio
120,059
Q4 2024 Reduced 1.03%
$2.92T
$25.7 Billion 3.07% of portfolio
61,009
Q4 2024 Added 4.35%
$796B
$25.1 Billion 3.0% of portfolio
32,492
Q4 2024 Added 87.97%
$481B
$24.7 Billion 2.95% of portfolio
229,323
Q4 2024 Reduced 1.83%
$395B
$19.6 Billion 2.34% of portfolio
116,657
Q4 2024 Added 5.59%
$709B
$16.3 Billion 1.95% of portfolio
68,046
Q4 2024 Reduced 1.9%
$91.7B
$16.3 Billion 1.95% of portfolio
151,548
Q4 2024 Reduced 16.51%
$28.2B
$14.6 Billion 1.75% of portfolio
89,140
Q4 2024 Added 83.04%
$679B
$14 Billion 1.67% of portfolio
30,904
Q4 2024 Added 1.3%
$233B
$13.1 Billion 1.56% of portfolio
144,884
Q4 2024 Reduced 20.94%
$44.4B
$12 Billion 1.43% of portfolio
119,166
Q4 2024 Reduced 22.48%
$195B
$10.5 Billion 1.26% of portfolio
91,084
Q4 2024 Added 0.64%
$54.6B
$10.1 Billion 1.21% of portfolio
55,516
Q4 2024 Added 98.27%
$549B
$7.01 Billion 0.84% of portfolio
22,187
Q4 2024 Added 0.78%
$51.1B
$6.96 Billion 0.83% of portfolio
23,247
Q4 2024 Reduced 0.68%
$185B
$2.34 Billion 0.28% of portfolio
58,406
Q4 2024 Reduced 0.79%
$40M
$2.19 Billion 0.26% of portfolio
1,954,670
Q4 2024 Reduced 20.8%
$103B
$959 Million 0.11% of portfolio
18,343
Q4 2024 Reduced 17.35%
$322B
$813 Million 0.1% of portfolio
5,614
Q4 2024 Reduced 6.59%
$483B
$774 Million 0.09% of portfolio
1,530
Q4 2024 Reduced 22.06%
$980B
$783 Million 0.09% of portfolio
4,138
Q4 2024 Reduced 27.12%
$106B
$664 Million 0.08% of portfolio
3,750
Q4 2024 New
$1.27B
$699 Million 0.08% of portfolio
68,190
Q4 2023 New
$428B
$641 Million 0.08% of portfolio
4,431
Q4 2024 Reduced 30.45%
$49.2B
$548 Million 0.07% of portfolio
520
Q4 2024 Added 0.97%
$162B
$590 Million 0.07% of portfolio
15,734
Q4 2024 Reduced 25.55%
$77.6B
$559 Million 0.07% of portfolio
2,410
Q4 2024 Reduced 28.44%
$54B
$579 Million 0.07% of portfolio
6,277
Q4 2024 Reduced 5.25%
$41B
$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%
$359B
$478 Million 0.06% of portfolio
1,228
Q4 2024 Reduced 40.3%
$15.9B
$472 Million 0.06% of portfolio
8,565
Q4 2024 Added 106.63%
$38.4B
$433 Million 0.05% of portfolio
1,370
Q1 2024 New
$123B
$409 Million 0.05% of portfolio
1,397
Q2 2024 New
$785B
$392 Million 0.05% of portfolio
970
Q4 2024 Reduced 12.06%
$118B
$378 Million 0.05% of portfolio
1,138
Q4 2024 Reduced 14.76%
$1.34T
$392 Million 0.05% of portfolio
670
Q4 2024 Reduced 27.25%
$62.8B
$443 Million 0.05% of portfolio
16,157
Q4 2024 Added 41.48%
$20.1B
$388 Million 0.05% of portfolio
3,339
Q4 2024 Reduced 0.36%
$83.1B
$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%
$77.2B
$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%
$85.6B
$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
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