Clear Investment Research, LLC Incresed Positions in Q3 2025

Clear Investment Research, LLC

  • $74.1 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
173
+ 1.19%
$202.38 - $256.87 $35K - $44.4K
14.8K $3.76M
VNQ
Vanguard Specialized Funds Van

ETFs
5.25K
+ 9901.89%
$88.47 - $93.24 $464K - $489K
5.3K $484K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.88K
+ 9.73%
$45.26 - $46.63 $357K - $367K
88.9K $4.11M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2.71K
+ 12.16%
$47.75 - $54.24 $129K - $147K
25K $1.34M
IAU
Ishares Gold Trust

ETFs
2.67K
+ 82.34%
$61.62 - $72.77 $165K - $194K
5.92K $430K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.59K
+ 40.64%
$50.9 - $52.37 $183K - $188K
12.4K $649K
VEA
Vanguard Ftse Developed Market

ETFs
2.02K
+ 11.05%
$56.02 - $60.3 $113K - $122K
20.3K $1.22M
SPMD
Spdr Portfolio

ETFs
1.71K
+ 9.3%
$54.43 - $58.29 $93.1K - $99.7K
20.1K $1.15M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.67K
+ 6.59%
$28.95 - $29.73 $106K - $109K
59.3K $1.76M
EDV
Vanguard Extended Duration Tre

ETFs
188
+ 0.22%
$63.28 - $69.5 $11.9K - $13.1K
86K $5.89M
BAC
Bank Of America Corp

Financial Services
1
+ 0.01%
$44.92 - $52.42 $44.9 - $52.4
17.2K $888K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.05%
$155.17 - $185.42 $155 - $185
1.88K $347K
QUAL
Ishares Msci Usa Quality Facto

ETFs
91
+ 5.0%
$182.33 - $194.5 $16.6K - $17.7K
1.91K $371K
AVGO
Broadcom Inc.

Technology
3
+ 0.44%
$264.74 - $369.57 $794 - $1.11K
686 $226K
MRK
Merck & Co., Inc.

Healthcare
317
+ 88.3%
$77.6 - $87.37 $24.6K - $27.7K
676 $56K
LMT
Lockheed Martin Corp

Industrials
31
+ 10.13%
$410.74 - $499.21 $12.7K - $15.5K
337 $168K
XOM
Exxon Mobil Corp

Energy
111
+ 7.29%
$105.83 - $117.22 $11.7K - $13K
1.63K $184K
USO
United States Oil Fund, LP

ETFs
246
+ 14.09%
$72.3 - $81.04 $17.8K - $19.9K
1.99K $146K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.77%
$459.11 - $506.91 $3.21K - $3.55K
922 $463K
ABBV
Abb Vie Inc.

Healthcare
25
+ 9.88%
$184.85 - $231.54 $4.62K - $5.79K
278 $64K
PEP
Pepsico Inc

Consumer Defensive
105
+ 33.55%
$133.81 - $152.16 $14.1K - $16K
418 $58K
MDLZ
Mondelez International, Inc.

Consumer Defensive
310
+ 56.36%
$60.9 - $70.75 $18.9K - $21.9K
860 $53K
IXUS
Ishares Tr

ETFs
9
+ 0.29%
$76.35 - $82.58 $687 - $743
3.06K $252K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
62
+ 3.08%
$76.29 - $80.63 $4.73K - $5K
2.07K $166K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1
+ 0.03%
$30.13 - $33.37 $30.1 - $33.4
3.88K $129K
SPYG
Spdr Portfolio

ETFs
2
+ 0.15%
$94.33 - $105.31 $189 - $211
1.33K $139K
PLD
Prologis, Inc.

Real Estate
88
+ 34.51%
$104.08 - $115.35 $9.16K - $10.2K
343 $39K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
264
+ 5.2%
$26.38 - $27.95 $6.96K - $7.38K
5.34K $145K
CVX
Chevron Corp

Energy
52
+ 18.91%
$145.57 - $161.83 $7.57K - $8.42K
327 $50K
IYR
Ishares Tr

ETFs
59
+ 2.55%
$94.16 - $98.46 $5.56K - $5.81K
2.37K $229K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
197
+ 19.26%
$48.5 - $50.19 $9.55K - $9.89K
1.22K $61K
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 30.84%
$291.67 - $316.99 $9.63K - $10.5K
140 $42K
PSX
Phillips 66

Energy
58
+ 41.73%
$118.37 - $139.46 $6.87K - $8.09K
197 $26K
SRE
Sempra Energy

Utilities
54
+ 16.46%
$74.14 - $89.98 $4K - $4.86K
382 $34K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.21%
$70.77 - $73.59 $708 - $736
4.8K $351K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
40
+ 0.99%
$42.43 - $45.05 $1.7K - $1.8K
4.07K $179K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11
+ 0.46%
$52.12 - $55.33 $573 - $609
2.39K $132K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2
+ 0.09%
$72.04 - $77.35 $144 - $155
2.16K $165K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
36
+ 0.69%
$102.4 - $103.88 $3.69K - $3.74K
5.25K $543K
META
Meta Platforms, Inc.

Communication Services
10
+ 5.49%
$695.21 - $791.73 $6.95K - $7.92K
192 $141K
DFAT
Dimensional ETF Tr U S Target

ETFs
6
+ 0.36%
$53.36 - $59.69 $320 - $358
1.66K $96K
SBUX
Starbucks Corp

Consumer Cyclical
114
+ 35.96%
$81.9 - $96.86 $9.34K - $11K
431 $36K
APD
Air Products & Chemicals, Inc.

Basic Materials
27
+ 20.45%
$265.78 - $299.3 $7.18K - $8.08K
159 $43K
QCOM
Qualcomm Inc

Technology
33
+ 32.35%
$145.84 - $173.55 $4.81K - $5.73K
135 $22K
USB
Us Bancorp \De\

Financial Services
92
+ 20.35%
$43.94 - $50.41 $4.04K - $4.64K
544 $26K
SO
Southern CO

Utilities
1
+ 0.05%
$90.83 - $96.0 $90.8 - $96
1.92K $181K
TRV
Travelers Companies, Inc.

Financial Services
14
+ 12.61%
$250.62 - $279.43 $3.51K - $3.91K
125 $34K
CGUS
Capital Group Core Equity ETF
5
+ 0.28%
$36.89 - $39.72 $184 - $199
1.81K $71K
HYG
Ishares Tr

ETFs
20
+ 0.31%
$79.85 - $81.32 $1.6K - $1.63K
6.51K $528K
Activity Summary
Buys All Purchases 111 New Holdings 28 Increased Positions 83 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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