Clear Investment Research, LLC Incresed Positions in Q4 2024

Clear Investment Research, LLC

  • $75.4 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
PANW
Palo Alto Networks Inc

Technology
102
+ 2040.0%
$181.96 - $405.9 $18.6K - $41.4K
107 $19K
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
IWM
Ishares Russell 2000 ETF

ETFs
27
+ 8.63%
$216.13 - $242.4 $5.84K - $6.54K
340 $75K
SCHO
Schwab Short Term Us Treasury

ETFs
39.7K
+ 104.24%
$24.06 - $48.88 $956K - $1.94M
77.9K $1.87M
META
Meta Platforms, Inc.

Communication Services
3
+ 2.54%
$554.08 - $632.68 $1.66K - $1.9K
121 $71K
CGGR
Capital Group Growth ETF Shs C

ETFs
3
+ 0.2%
$34.49 - $39.24 $103 - $118
1.49K $55K
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
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
CGUS
Capital Group Core Equity ETF
10
+ 0.57%
$33.96 - $36.24 $340 - $362
1.77K $61K
SLV
I Shares Silver Trust

ETFs
303
+ 8.75%
$26.33 - $31.74 $7.98K - $9.62K
3.77K $99K
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
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
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1
+ 3.13%
$62.09 - $82.32 $62.1 - $82.3
33 $2K
HPE
Hewlett Packard Enterprise CO

Technology
2
+ 0.93%
$19.31 - $23.95 $38.6 - $47.9
216 $4K
ECL
Ecolab Inc.

Basic Materials
3
+ 7.5%
$234.32 - $261.43 $703 - $784
43 $10K
Fidelity Convington Trust
1
+ 0.24%
N/A
413 $0
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
CAG
Conagra Brands Inc.

Consumer Defensive
1
+ 0.85%
$26.48 - $32.72 $26.5 - $32.7
118 $3K
CVX
Chevron Corp

Energy
7
+ 2.51%
$141.15 - $162.53 $988 - $1.14K
286 $41K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 1.42%
$442.29 - $483.08 $5.75K - $6.28K
931 $422K
AMT
American Tower Corp

Real Estate
6
+ 25.0%
$179.4 - $232.01 $1.08K - $1.39K
30 $5K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
7
+ 1.12%
N/A
632 $0
IMTM
Ishares Msci Intl Momentum Fac

ETFs
17
+ 3.12%
$37.33 - $40.39 $635 - $687
562 $21K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
27.1K
+ 199.64%
$27.54 - $83.04 $745K - $2.25M
40.6K $1.13M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2
+ 0.46%
$88.59 - $94.57 $177 - $189
437 $38K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8
+ 0.41%
$47.58 - $48.56 $381 - $388
1.96K $93K
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
HPQ
Hp Inc

Technology
2
+ 0.87%
$32.46 - $39.3 $64.9 - $78.6
233 $7K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1
+ 1.08%
$52.1 - $57.26 $52.1 - $57.3
94 $4K
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
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
16
+ 0.68%
$51.09 - $55.27 $817 - $884
2.36K $120K
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