Clayton Financial Group LLC New Holdings in Q3 2025

Clayton Financial Group LLC

  • $137 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
6.17K
New
$184.85 - $231.54 $1.14M - $1.43M
6.17K $1.43B
AXP
American Express CO

Financial Services
3.68K
New
$294.27 - $342.31 $1.08M - $1.26M
3.68K $1.22B
PEP
Pepsico Inc

Consumer Defensive
6.21K
New
$133.81 - $152.16 $831K - $944K
6.21K $872M
ABT
Abbott Laboratories

Healthcare
6.13K
New
$120.51 - $136.62 $739K - $838K
6.13K $821M
PG
Procter & Gamble CO

Consumer Defensive
4.92K
New
$150.47 - $161.22 $740K - $793K
4.92K $756M
TPR
Tapestry, Inc.

Consumer Cyclical
5.89K
New
$86.48 - $116.14 $509K - $684K
5.89K $667M
EMR
Emerson Electric CO

Industrials
4.47K
New
$128.6 - $149.63 $575K - $669K
4.47K $586M
NVDA
Nvidia Corp

Technology
2.91K
New
$153.3 - $186.58 $447K - $544K
2.91K $544M
MSFT
Microsoft Corp

Technology
882
New
$491.09 - $535.64 $433K - $472K
882 $457M
IVE
Ishares S&P 500 Value ETF

ETFs
2.19K
New
$194.44 - $206.51 $426K - $452K
2.19K $452M
AMP
Ameriprise Financial Inc

Financial Services
732
New
$486.13 - $544.55 $356K - $399K
732 $360M
CVS
Cvs Health Corp

Healthcare
4.28K
New
$58.75 - $76.5 $251K - $327K
4.28K $323M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.58K
New
$185.88 - $207.44 $293K - $327K
1.58K $317M
NEAR
Blackrock Short Maturity Bond

ETFs
6.17K
New
$50.8 - $51.32 $314K - $317K
6.17K $317M
IBM
International Business Machines Corp

Technology
1.1K
New
$234.77 - $292.47 $258K - $322K
1.1K $310M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.86K
New
$91.28 - $97.59 $261K - $279K
2.86K $274M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
505
New
$459.11 - $506.91 $232K - $256K
505 $254M
AVGO
Broadcom Inc.

Technology
702
New
$264.74 - $369.57 $186K - $259K
702 $232M
BMY
Bristol Myers Squibb CO

Healthcare
4.9K
New
$43.31 - $48.98 $212K - $240K
4.9K $221M
GOOGL
Alphabet Inc.

Communication Services
877
New
$174.36 - $254.72 $153K - $223K
877 $213M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.2K
New
$62.09 - $66.51 $199K - $213K
3.2K $209M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.51K
New
$45.07 - $47.56 $203K - $215K
4.51K $207M
PWR
Quanta Services, Inc.

Industrials
500
New
$372.29 - $421.68 $186K - $211K
500 $207M
PM
Philip Morris International Inc.

Consumer Defensive
1.24K
New
$157.77 - $183.27 $196K - $228K
1.24K $202M
VV
Vanguard Large Cap ETF

ETFs
584
New
$285.05 - $309.14 $166K - $181K
584 $180M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
283
New
$567.77 - $614.76 $161K - $174K
283 $173M
IWF
Ishares Russell 1000 Gr ETF

ETFs
341
New
$420.11 - $472.68 $143K - $161K
341 $160M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
791
New
$196.15 - $217.83 $155K - $172K
791 $159M
MO
Altria Group, Inc.

Consumer Defensive
2.38K
New
$57.75 - $67.68 $137K - $161K
2.38K $157M
SPY
Spdr S&P 500 ETF Trust

ETFs
231
New
$617.65 - $666.84 $143K - $154K
231 $154M
ETN
Eaton Corp PLC

Industrials
371
New
$342.99 - $392.76 $127K - $146K
371 $139M
IWS
Ishares Russell Midcap Value E

ETFs
951
New
$132.83 - $140.61 $126K - $134K
951 $133M
GOOG
Alphabet Inc.

Communication Services
495
New
$175.16 - $255.24 $86.7K - $126K
495 $121M
CAT
Caterpillar Inc

Industrials
240
New
$390.92 - $477.15 $93.8K - $115K
240 $115M
COST
Costco Wholesale Corp

Consumer Defensive
113
New
$915.95 - $994.57 $104K - $112K
113 $105M
TMO
Thermo Fisher Scientific Inc.

Healthcare
215
New
$404.94 - $499.99 $87.1K - $107K
215 $104M
MNST
Monster Beverage Corp

Consumer Defensive
1.55K
New
$58.65 - $67.31 $90.7K - $104K
1.55K $104M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
776
New
$122.57 - $132.57 $95.1K - $103K
776 $101M
JPM
Jpmorgan Chase & CO

Financial Services
305
New
$282.78 - $316.06 $86.2K - $96.4K
305 $96.2M
AMZN
Amazon Com Inc

Consumer Cyclical
428
New
$211.65 - $238.24 $90.6K - $102K
428 $94M
VIG
Vanguard Dividend Appreciation

ETFs
433
New
N/A
433 $93.4M
APO
Apollo Global Management, Inc.

Financial Services
699
New
$131.55 - $156.05 $92K - $109K
699 $93.2M
ORCL
Oracle Corp

Technology
330
New
$218.96 - $328.33 $72.3K - $108K
330 $92.8M
MMM
3 M CO

Industrials
590
New
$144.41 - $160.2 $85.2K - $94.5K
590 $91.6M
MLM
Martin Marietta Materials Inc

Basic Materials
136
New
$546.36 - $631.12 $74.3K - $85.8K
136 $85.7M
META
Meta Platforms, Inc.

Communication Services
112
New
$695.21 - $791.73 $77.9K - $88.7K
112 $82M
FTNT
Fortinet, Inc.

Technology
950
New
$74.39 - $107.65 $70.7K - $102K
950 $79.9M
INTU
Intuit Inc

Technology
115
New
$646.03 - $807.39 $74.3K - $92.8K
115 $78.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
242
New
$284.45 - $324.95 $68.8K - $78.6K
242 $77.5M
Activity Summary
Buys All Purchases 270 New Holdings 249 Increased Positions 21 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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