Clark Asset Management, LLC Incresed Positions in Q4 2025

Clark Asset Management, LLC

  • $963 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BSMS
Invesco Bulletshares 2028 Muni

ETFs
9.11K
+ 16.39%
$23.34 - $23.51 $213K - $214K
64.7K $1.52B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.39K
+ 48.46%
$68.22 - $71.43 $163K - $171K
7.31K $524M
VEU
Vanguard Ftse All World Ex Us

ETFs
588
+ 1.14%
$70.2 - $73.89 $41.3K - $43.4K
52K $3.82B
AVUS
American Centy ETF Tr Avantis

ETFs
1.27K
+ 53.69%
$105.96 - $111.17 $134K - $141K
3.62K $405M
CAT
Caterpillar Inc

Industrials
20
+ 1.43%
$480.82 - $585.49 $9.62K - $11.7K
1.42K $812M
GLDM
World Gold Trust

ETFs
235
+ 1.7%
$76.32 - $86.69 $17.9K - $20.4K
14.1K $1.2B
QCOM
Qualcomm Inc

Technology
760
+ 55.15%
$153.59 - $187.68 $117K - $143K
2.14K $366M
GS
Goldman Sachs Group Inc

Financial Services
112
+ 27.86%
$744.6 - $838.97 $83.4K - $94K
514 $452M
VBK
Vanguard Small Cap Growth ETF

ETFs
412
+ 46.34%
$291.71 - $309.36 $120K - $127K
1.3K $393M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.61K
+ 18.62%
$74.09 - $75.1 $119K - $121K
10.2K $759M
XOM
Exxon Mobil Corp

Energy
428
+ 7.23%
$110.64 - $119.78 $47.4K - $51.3K
6.35K $764M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3
+ 0.01%
$71.0 - $74.64 $213 - $224
53.6K $3.98B
CSCO
Cisco Systems, Inc.

Technology
701
+ 16.41%
$67.46 - $78.0 $47.3K - $54.7K
4.97K $383M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
597
+ 9.13%
$73.55 - $79.22 $43.9K - $47.3K
7.14K $601M
ITOT
Ishares Core S&P Total U.S. St

ETFs
32
+ 0.11%
$142.79 - $150.05 $4.57K - $4.8K
27.9K $4.14B
MCD
Mcdonalds Corp

Consumer Cyclical
262
+ 12.29%
$293.81 - $310.11 $77K - $81.2K
2.39K $732M
ADI
Analog Devices Inc

Technology
17
+ 0.59%
$225.32 - $246.37 $3.83K - $4.19K
2.92K $791M
EEM
Ishares Msci Emerging Markets

ETFs
1.18K
+ 19.1%
$51.94 - $56.01 $61.2K - $66K
7.35K $402M
WMT
Walmart Inc.

Consumer Defensive
171
+ 2.88%
$101.18 - $109.03 $17.3K - $18.6K
6.1K $680M
RPV
Invesco Exchange Traded Fd Tr

ETFs
537
+ 19.62%
$95.88 - $101.05 $51.5K - $54.3K
3.27K $338M
UNH
Unitedhealth Group Inc

Healthcare
215
+ 32.98%
$320.52 - $369.92 $68.9K - $79.5K
867 $286M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
74
+ 7.55%
$325.34 - $368.61 $24.1K - $27.3K
1.05K $379M
EFA
Ishares Tr Msci Eafe ETF

ETFs
453
+ 8.23%
$92.24 - $96.56 $41.8K - $43.7K
5.96K $572M
IBM
International Business Machines Corp

Technology
24
+ 0.68%
$275.97 - $314.98 $6.62K - $7.56K
3.57K $1.06B
MMM
3 M CO

Industrials
242
+ 7.17%
$148.75 - $171.6 $36K - $41.5K
3.62K $579M
VGT
Vanguard Information Technolog

ETFs
65
+ 19.46%
$736.33 - $801.52 $47.9K - $52.1K
399 $301M
Invesco Exch Trd Slf Idx Fd
1.68K
+ 3.68%
N/A
47.2K $1.18B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.67K
+ 15.15%
$28.79 - $29.13 $48K - $48.5K
12.7K $365M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.97K
+ 18.74%
$26.76 - $27.67 $52.8K - $54.6K
12.5K $331M
DFIC
Dimensional ETF Tr Dimensional

ETFs
95
+ 0.36%
$32.24 - $33.72 $3.06K - $3.2K
26.3K $905M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
40
+ 0.64%
$139.3 - $147.36 $5.57K - $5.89K
6.34K $955M
EWJ
Ishares Msci Japan ETF

ETFs
388
+ 9.85%
$78.36 - $84.34 $30.4K - $32.7K
4.33K $349M
GE
General Electric CO

Industrials
73
+ 5.53%
$291.49 - $314.28 $21.3K - $22.9K
1.39K $429M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
1.11K
+ 1.66%
$21.03 - $21.18 $23.3K - $23.4K
67.6K $1.43B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
1.3K
+ 2.85%
$23.58 - $23.73 $30.7K - $30.9K
46.9K $1.11B
SCHX
Schwab Strategic Tr Us Large C

ETFs
936
+ 9.93%
$25.85 - $27.19 $24.2K - $25.4K
10.4K $279M
CVX
Chevron Corp

Energy
172
+ 12.16%
$148.9 - $157.72 $25.6K - $27.1K
1.59K $242M
Ge Vernova Inc
6
+ 1.5%
N/A
406 $265M
BSMU
Invesco Exchange Self Ind Tr

ETFs
564
+ 0.88%
$21.93 - $22.06 $12.4K - $12.4K
64.5K $1.42B
SCHG
Schwab Strategic Tr Us Large C

ETFs
259
+ 2.09%
$31.41 - $33.69 $8.14K - $8.73K
12.7K $413M
MA
Mastercard Inc

Financial Services
7
+ 0.14%
$536.85 - $580.45 $3.76K - $4.06K
5.12K $2.92B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
506
+ 3.26%
$11.57 - $12.09 $5.85K - $6.12K
16K $192M
CMF
Ishares California Muni Bond E

ETFs
19
+ 0.09%
$56.96 - $57.62 $1.08K - $1.09K
21.1K $1.21B
SPYG
Spdr Portfolio

ETFs
31
+ 1.17%
$102.4 - $109.39 $3.17K - $3.39K
2.69K $286M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.08%
$242.67 - $261.79 $243 - $262
1.31K $331M
PAVE
Global X Fds Us Infrastructure

ETFs
106
+ 1.66%
$46.42 - $48.56 $4.92K - $5.15K
6.5K $311M
SHV
Ishares Tr

ETFs
51
+ 2.01%
$110.15 - $110.49 $5.62K - $5.63K
2.58K $284M
ABBV
Abb Vie Inc.

Healthcare
54
+ 1.6%
$211.96 - $244.38 $11.4K - $13.2K
3.43K $784M
BKE
Buckle Inc

Consumer Cyclical
538
+ 10.39%
$52.73 - $58.53 $28.4K - $31.5K
5.72K $305M
Activity Summary
Buys All Purchases 149 New Holdings 41 Increased Positions 108 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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