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
IMTM
Ishares Msci Intl Momentum Fac

ETFs
17
+ 3.12%
$37.33 - $40.39 $635 - $687
562 $21K
HPQ
Hp Inc

Technology
2
+ 0.87%
$32.46 - $39.3 $64.9 - $78.6
233 $7K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8
+ 0.41%
$47.58 - $48.56 $381 - $388
1.96K $93K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2
+ 0.46%
$88.59 - $94.57 $177 - $189
437 $38K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1
+ 1.08%
$52.1 - $57.26 $52.1 - $57.3
94 $4K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
27.1K
+ 199.64%
$27.54 - $83.04 $745K - $2.25M
40.6K $1.13M
NEE
Nextera Energy Inc

Utilities
1
+ 1.96%
$69.77 - $85.43 $69.8 - $85.4
52 $3K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$65.67 - $69.79 $65.7 - $69.8
4.84K $324K
HDV
Ishares Core High Dividend ETF

ETFs
14
+ 2.61%
$110.82 - $121.28 $1.55K - $1.7K
551 $61K
EMB
Ishares Tr

ETFs
45
+ 3.31%
$88.94 - $93.46 $4K - $4.21K
1.41K $125K
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.11%
$80.14 - $90.95 $80.1 - $91
878 $70K
UNH
Unitedhealth Group Inc

Healthcare
6
+ 7.89%
$485.52 - $625.25 $2.91K - $3.75K
82 $41K
PLD
Prologis, Inc.

Real Estate
13
+ 5.26%
$101.4 - $126.96 $1.32K - $1.65K
260 $27K
KO
Coca Cola CO

Consumer Defensive
63
+ 7.11%
$61.74 - $71.71 $3.89K - $4.52K
949 $59K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.47K
+ 201.1%
$26.93 - $84.95 $93.3K - $294K
5.19K $141K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.42%
$385.02 - $431.37 $385 - $431
238 $92K
PEP
Pepsico Inc

Consumer Defensive
3
+ 0.96%
$151.29 - $176.1 $454 - $528
314 $47K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.17%
$161.05 - $179.7 $322 - $359
1.19K $199K
IWN
Ishares Russell2000 Val ETF

ETFs
2
+ 0.09%
$162.69 - $181.35 $325 - $363
2.34K $384K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.74%
$59.25 - $72.99 $237 - $292
542 $32K
DGRO
Ishares Core Dividend Growth E

ETFs
5
+ 0.09%
$60.73 - $64.94 $304 - $325
5.42K $332K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
143
+ 6.63%
$60.13 - $67.31 $8.6K - $9.63K
2.3K $139K
IYR
Ishares Tr

ETFs
109
+ 4.97%
$90.74 - $102.87 $9.89K - $11.2K
2.3K $214K
TIP
Ishares Tr Tips Bd ETF

ETFs
130
+ 2.17%
$106.33 - $110.69 $13.8K - $14.4K
6.11K $651K
HYG
Ishares Tr

ETFs
3
+ 0.05%
$78.09 - $80.04 $234 - $240
6.5K $510K
DFAI
Dimensional ETF Tr

ETFs
497
+ 4.72%
$29.0 - $31.6 $14.4K - $15.7K
11K $322K
LMT
Lockheed Martin Corp

Industrials
29
+ 10.58%
$479.66 - $614.62 $13.9K - $17.8K
303 $147K
IXUS
Ishares Tr

ETFs
107
+ 3.48%
$65.95 - $72.56 $7.06K - $7.76K
3.18K $210K
AMD
Advanced Micro Devices Inc

Technology
61
+ 12.76%
$118.88 - $172.8 $7.25K - $10.5K
539 $65K
XOM
Exxon Mobil Corp

Energy
18
+ 1.19%
$105.51 - $125.37 $1.9K - $2.26K
1.53K $164K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16
+ 0.44%
$96.64 - $101.23 $1.55K - $1.62K
3.67K $355K
EEMV
Ishares Msci Emerging Markets

ETFs
60
+ 1.52%
$57.85 - $63.11 $3.47K - $3.79K
4K $232K
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.8K
+ 199.71%
$25.79 - $80.4 $357K - $1.11M
20.8K $541K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.05K
+ 10.53%
$87.1 - $98.49 $91.4K - $103K
11K $961K
VNQ
Vanguard Specialized Funds Van

ETFs
282
+ 5.56%
$87.85 - $98.6 $24.8K - $27.8K
5.35K $476K
JNJ
Johnson & Johnson

Healthcare
9
+ 0.48%
$143.34 - $165.86 $1.29K - $1.49K
1.88K $271K
IVE
Ishares S&P 500 Value ETF

ETFs
34
+ 0.45%
$189.5 - $206.17 $6.44K - $7.01K
7.56K $1.44M
CVS
Cvs Health Corp

Healthcare
9
+ 0.37%
$43.78 - $67.46 $394 - $607
2.45K $110K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.7K
+ 100.57%
$18.41 - $40.87 $252K - $559K
27.3K $504K
VEA
Vanguard Ftse Developed Market

ETFs
237
+ 1.5%
$47.57 - $52.44 $11.3K - $12.4K
16.1K $768K
IEFA
Ishares Tr

ETFs
2.07K
+ 5.68%
$70.06 - $77.43 $145K - $160K
38.4K $2.7M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
9.98K
+ 4.8%
$26.79 - $30.35 $267K - $303K
218K $5.92M
LLY
Eli Lilly & CO

Healthcare
8
+ 0.3%
$727.2 - $932.06 $5.82K - $7.46K
2.67K $2.06M
EDV
Vanguard Extended Duration Tre

ETFs
3.09K
+ 3.25%
$67.27 - $79.67 $208K - $246K
98.3K $6.66M
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
Track This Portfolio

Track Clear Investment Research, LLC Portfolio

Follow Clear Investment Research, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Investment Research, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Investment Research, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email