Clear Investment Research, LLC Purchases in Q4 2024

Clear Investment Research, LLC

  • $75.4 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
1.23K
New
$36.46 - $82.38 $44.9K - $101K
1.23K $93K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.82K
+ 6.34%
$44.87 - $46.86 $216K - $226K
80.9K $3.63M
SCHX
Schwab Strategic Tr Us Large C

ETFs
79.6K
+ 198.52%
$22.4 - $68.28 $1.78M - $5.43M
120K $2.77M
AVGO
Broadcom Inc.

Technology
40
+ 6.69%
$159.67 - $250.0 $6.39K - $10K
638 $147K
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.1K
+ 295.46%
$25.93 - $105.3 $548K - $2.23M
28.3K $788K
TQQQ
Proshares Ultrapro Qqq

ETFs
479
+ 83.3%
$69.42 - $93.29 $33.3K - $44.7K
1.05K $83K
SCHP
Schwab Strategic Us Tips ETF

ETFs
22.7K
+ 115.14%
$25.74 - $53.78 $584K - $1.22M
42.4K $1.09M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.52K
+ 4.8%
$28.6 - $29.27 $72.2K - $73.8K
55.1K $1.58M
IEMG
Ishares Inc

ETFs
503
+ 3.7%
N/A
14.1K $755K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
285
+ 5.87%
$100.24 - $101.35 $28.6K - $28.9K
5.14K $517K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
642
+ 52.07%
$34.13 - $37.35 $21.9K - $24K
1.88K $63K
SPMD
Spdr Portfolio

ETFs
276
+ 1.67%
$54.13 - $59.56 $14.9K - $16.4K
16.8K $917K
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 22.22%
$873.59 - $994.69 $8.74K - $9.95K
55 $50K
SPYG
Spdr Portfolio

ETFs
2
+ 0.15%
$81.74 - $91.38 $163 - $183
1.33K $116K
SCHO
Schwab Short Term Us Treasury

ETFs
39.7K
+ 104.24%
$24.06 - $48.88 $956K - $1.94M
77.9K $1.87M
IWM
Ishares Russell 2000 ETF

ETFs
27
+ 8.63%
$216.13 - $242.4 $5.84K - $6.54K
340 $75K
CGGR
Capital Group Growth ETF Shs C

ETFs
3
+ 0.2%
$34.49 - $39.24 $103 - $118
1.49K $55K
META
Meta Platforms, Inc.

Communication Services
3
+ 2.54%
$554.08 - $632.68 $1.66K - $1.9K
121 $71K
IAU
Ishares Gold Trust

ETFs
76
+ 1.88%
$48.37 - $52.65 $3.68K - $4K
4.12K $204K
ET
Energy Transfer LP

Energy
15
+ 1.92%
$16.05 - $19.86 $241 - $298
795 $15K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
100
New
$17.13 - $34.23 $1.71K - $3.42K
100 $2K
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.6K
+ 99.76%
$25.33 - $51.16 $294K - $595K
23.3K $602K
CMCSA
Comcast Corp

Communication Services
5
+ 21.74%
$37.39 - $45.14 $187 - $226
28 $1K
SLV
I Shares Silver Trust

ETFs
303
+ 8.75%
$26.33 - $31.74 $7.98K - $9.62K
3.77K $99K
CGUS
Capital Group Core Equity ETF
10
+ 0.57%
$33.96 - $36.24 $340 - $362
1.77K $61K
VST
Vistra Corp.

Utilities
9
New
$115.74 - $166.61 $1.04K - $1.5K
9 $1K
ACWI
Ishares Msci Acwi ETF

ETFs
1
+ 2.86%
$117.05 - $123.03 $117 - $123
36 $4K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
60
+ 3.08%
$73.19 - $81.02 $4.39K - $4.86K
2.01K $149K
SMOT
Vaneck ETF Tr Morningstar Smid
7
+ 1.24%
N/A
571 $0
WM
Waste Management Inc

Industrials
2
+ 16.67%
$201.79 - $228.46 $404 - $457
14 $2K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1
+ 3.13%
$62.09 - $82.32 $62.1 - $82.3
33 $2K
Lam Research Corp
12
New
N/A
12 $0
RTX
Raytheon Technologies Corp

Industrials
11
+ 9.4%
$114.45 - $127.21 $1.26K - $1.4K
128 $14K
QUAL
Ishares Msci Usa Quality Facto

ETFs
12
+ 0.68%
$176.42 - $186.91 $2.12K - $2.24K
1.77K $314K
MSTR
Microstrategy Inc

Technology
3
New
$162.69 - $473.83 $488 - $1.42K
3 $0
IXC
Ishares Tr Global Energy ETF

ETFs
0
New
$36.95 - $43.06 $0 - $0
0 $0
Fidelity Convington Trust
1
+ 0.24%
N/A
413 $0
CTVA
Corteva, Inc.

Basic Materials
0
New
$55.21 - $64.13 $0 - $0
0 $0
DD
Du Pont De Nemours, Inc.

Basic Materials
0
New
$75.95 - $88.05 $0 - $0
0 $0
CEG
Constellation Energy Corp

Utilities
2
New
$224.28 - $285.52 $449 - $571
2 $0
CAG
Conagra Brands Inc.

Consumer Defensive
1
+ 0.85%
$26.48 - $32.72 $26.5 - $32.7
118 $3K
HPE
Hewlett Packard Enterprise CO

Technology
2
+ 0.93%
$19.31 - $23.95 $38.6 - $47.9
216 $4K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
0
New
$30.82 - $34.31 $0 - $0
0 $0
ECL
Ecolab Inc.

Basic Materials
3
+ 7.5%
$234.32 - $261.43 $703 - $784
43 $10K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
7
+ 1.12%
N/A
632 $0
Blackrock Inc
9
New
N/A
9 $0
AMT
American Tower Corp

Real Estate
6
+ 25.0%
$179.4 - $232.01 $1.08K - $1.39K
30 $5K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 1.42%
$442.29 - $483.08 $5.75K - $6.28K
931 $422K
CVX
Chevron Corp

Energy
7
+ 2.51%
$141.15 - $162.53 $988 - $1.14K
286 $41K
Activity Summary
Buys All Purchases 95 New Holdings 11 Increased Positions 84 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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