Clayton Financial Group LLC Incresed Positions in Q4 2024

Clayton Financial Group LLC

  • $278 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3.94K
+ 6.57%
$378.79 - $428.11 $1.49M - $1.69M
63.9K $26.2B
VTV
Vanguard Value ETF

ETFs
12.4K
+ 9.09%
$168.32 - $181.87 $2.09M - $2.25M
149K $25.2B
VOT
Vanguard Mid Cap Growth Index

ETFs
2.23K
+ 2.94%
$241.48 - $274.89 $537K - $612K
77.8K $19.8B
UNH
Unitedhealth Group Inc

Healthcare
1.77K
+ 80.05%
$485.52 - $625.25 $857K - $1.1M
3.97K $2.01B
EFG
Msci Eafe Growth ETF

ETFs
8.92K
+ 28.53%
$96.83 - $106.88 $864K - $954K
40.2K $3.89B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5.05K
+ 12.16%
$134.53 - $150.65 $679K - $760K
46.5K $6.3B
EFV
Msci Eafe Value ETF

ETFs
12.9K
+ 32.56%
$51.78 - $57.15 $665K - $734K
52.3K $2.75B
VBR
Vanguard Small Cap Value ETF

ETFs
3.08K
+ 5.71%
$197.36 - $217.3 $607K - $668K
56.9K $11.3B
IVV
Ishares Core S&P 500 ETF

ETFs
385
+ 4.51%
$570.51 - $610.59 $220K - $235K
8.93K $5.26B
DSTL
ETF Ser Solution Distillate Us

ETFs
6.9K
+ 9.48%
$54.74 - $58.88 $378K - $406K
79.7K $4.38B
VEA
Vanguard Ftse Developed Market

ETFs
5.36K
+ 52.41%
$47.57 - $52.44 $255K - $281K
15.6K $745M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.27K
+ 3.11%
$104.59 - $118.05 $133K - $150K
42.2K $4.59B
VO
Vanguard Mid Cap ETF

ETFs
597
+ 2.98%
$261.5 - $284.63 $156K - $170K
20.6K $5.45B
SCHX
Schwab Strategic Tr Us Large C

ETFs
224K
+ 198.49%
$22.4 - $68.28 $5.02M - $15.3M
337K $7.81B
NVDA
Nvidia Corp

Technology
746
+ 21.9%
$117.0 - $148.88 $87.3K - $111K
4.15K $558M
NEAR
Blackrock Short Maturity Bond

ETFs
3.9K
+ 5.41%
$50.28 - $51.08 $196K - $199K
75.8K $3.83B
VB
Vanguard Small Cap ETF

ETFs
340
+ 1.81%
$233.76 - $261.58 $79.5K - $88.9K
19.1K $4.6B
JPM
Jpmorgan Chase & CO

Financial Services
155
+ 5.25%
$205.18 - $250.29 $31.8K - $38.8K
3.11K $745M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.64K
+ 24.81%
$71.75 - $75.11 $118K - $123K
8.25K $593M
AMZN
Amazon Com Inc

Consumer Cyclical
29
+ 1.35%
$180.88 - $232.93 $5.25K - $6.75K
2.18K $477M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.01%
$94.43 - $105.47 $94.4 - $105
12.5K $1.27B
SCHA
Schwab Strategic Tr Us Small C

ETFs
54.1K
+ 103.97%
$25.33 - $51.16 $1.37M - $2.77M
106K $2.74B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.81K
+ 33.04%
$44.04 - $49.49 $79.7K - $89.6K
7.29K $321M
VTI
Vanguard Total Stock Market Et

ETFs
115
+ 3.44%
$280.04 - $302.45 $32.2K - $34.8K
3.46K $1B
EMR
Emerson Electric CO

Industrials
130
+ 4.83%
$108.13 - $134.33 $14.1K - $17.5K
2.82K $350M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.13K
+ 3.96%
$160.89 - $176.18 $664K - $728K
108K $17.5B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
58.8K
+ 205.6%
$27.54 - $83.04 $1.62M - $4.88M
87.4K $2.42B
XLK
Technology Sector Spdr

ETFs
76
+ 4.77%
$220.26 - $241.44 $16.7K - $18.3K
1.67K $388M
MLPX
Global X Mlp & Energy Infrastr

ETFs
43
+ 1.06%
$54.89 - $64.32 $2.36K - $2.77K
4.08K $247M
ICSH
Blackrock Ultra Short Term Bon

ETFs
566
+ 3.52%
$50.35 - $50.69 $28.5K - $28.7K
16.7K $840M
PM
Philip Morris International Inc.

Consumer Defensive
172
+ 5.38%
$118.38 - $133.06 $20.4K - $22.9K
3.37K $405M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.76K
+ 11.07%
$26.63 - $30.23 $127K - $144K
47.8K $1.27B
MO
Altria Group, Inc.

Consumer Defensive
160
+ 3.96%
$49.06 - $57.74 $7.85K - $9.24K
4.2K $219M
WEC
Wec Energy Group, Inc.

Utilities
175
+ 7.17%
$92.94 - $101.82 $16.3K - $17.8K
2.62K $246M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.13%
$554.08 - $632.68 $554 - $633
773 $452M
VMC
Vulcan Materials CO

Basic Materials
198
+ 2.14%
$237.95 - $292.31 $47.1K - $57.9K
9.46K $213M
IEMG
Ishares Inc

ETFs
6.43K
+ 10.07%
N/A
70.3K $3.67B
IWR
Ishares Russell Mid Cap ETF

ETFs
11
+ 0.27%
$87.25 - $95.52 $960 - $1.05K
4.04K $357M
SCHV
Schwab Strategic Tr Us Large C

ETFs
25.6K
+ 208.35%
$25.79 - $80.4 $660K - $2.06M
37.9K $987M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16
+ 0.64%
$113.92 - $127.38 $1.82K - $2.04K
2.53K $292M
IWS
Ishares Russell Midcap Value E

ETFs
9
+ 0.29%
$128.08 - $140.32 $1.15K - $1.26K
3.1K $401M
DUK
Duke Energy Corp

Utilities
146
+ 4.31%
$105.76 - $120.76 $15.4K - $17.6K
3.53K $381M
XLE
Energy Sector Spdr

ETFs
74
+ 0.84%
$83.32 - $97.27 $6.17K - $7.2K
8.91K $763M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
264
+ 6.39%
$54.2 - $60.92 $14.3K - $16.1K
4.4K $238M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
38.5K
+ 119.29%
$18.41 - $40.87 $709K - $1.57M
70.8K $1.31B
XLB
Select Sector Spdr Fd Material

ETFs
14
+ 0.54%
$83.8 - $97.58 $1.17K - $1.37K
2.61K $220M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.03%
$161.05 - $179.7 $322 - $359
5.8K $973M
KO
Coca Cola CO

Consumer Defensive
263
+ 4.71%
$61.74 - $71.71 $16.2K - $18.9K
5.85K $364M
VNQ
Vanguard Specialized Funds Van

ETFs
940
+ 6.22%
$87.85 - $98.6 $82.6K - $92.7K
16K $1.43B
Activity Summary
Buys All Purchases 58 New Holdings 3 Increased Positions 55 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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