Clear Investment Research, LLC Reduced Holdings in Q3 2025

Clear Investment Research, LLC

  • $74.1 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-120K
- 39.16%
$19.08 - $23.53 $2.3M - $2.83M
187K $3.66M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.31K
- 21.39%
$620.67 - $670.08 $2.05M - $2.22M
12.2K $8.14M
IEFA
Ishares Tr

ETFs
-15.9K
- 45.21%
$81.7 - $87.53 $1.3M - $1.39M
19.3K $1.68M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14.4K
- 32.42%
$62.09 - $66.51 $891K - $955K
29.9K $1.95M
SCHO
Schwab Short Term Us Treasury

ETFs
-29.6K
- 37.8%
$24.23 - $24.42 $717K - $723K
48.7K $1.19M
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.21K
- 52.14%
$108.97 - $121.65 $677K - $756K
5.7K $688K
IVE
Ishares S&P 500 Value ETF

ETFs
-3.29K
- 42.82%
$194.44 - $206.51 $640K - $679K
4.39K $906K
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.75K
- 59.57%
$109.11 - $111.88 $410K - $420K
2.55K $283K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.05K
- 28.59%
$108.46 - $120.63 $439K - $488K
10.1K $1.2M
IEMG
Ishares Inc

ETFs
-5.42K
- 40.85%
N/A
7.85K $421K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-5.46K
- 13.35%
$26.44 - $27.1 $144K - $148K
35.5K $955K
EMB
Ishares Tr

ETFs
-667
- 46.68%
$91.52 - $95.59 $61K - $63.8K
762 $72K
AMZN
Amazon Com Inc

Consumer Cyclical
-261
- 7.55%
$211.65 - $238.24 $55.2K - $62.2K
3.2K $701K
ADBE
Adobe Inc.

Technology
-60
- 90.91%
$333.65 - $392.1 $20K - $23.5K
6 $2K
NFLX
Netflix Inc

Communication Services
-7
- 7.37%
$1147.87 - $1297.18 $8.04K - $9.08K
88 $105K
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 10.53%
$915.95 - $994.57 $7.33K - $7.96K
68 $62K
WMT
Walmart Inc.

Consumer Defensive
-234
- 9.15%
$94.4 - $104.27 $22.1K - $24.4K
2.32K $239K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-126
- 5.99%
$95.22 - $96.21 $12K - $12.1K
1.98K $190K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-231
- 2.09%
$85.01 - $90.35 $19.6K - $20.9K
10.8K $968K
CRM
Salesforce, Inc.

Technology
-11
- 8.53%
$231.66 - $273.65 $2.55K - $3.01K
118 $27K
CRWD
Crowd Strike Holdings, Inc.

Technology
-11
- 10.48%
$412.46 - $514.1 $4.54K - $5.66K
94 $46K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.51K
- 5.66%
$21.69 - $23.34 $32.8K - $35.3K
25.2K $586K
ET
Energy Transfer LP

Energy
-74
- 9.0%
$17.11 - $18.16 $1.27K - $1.34K
748 $12K
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 10.29%
$282.78 - $316.06 $3.96K - $4.42K
122 $38K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-95
- 7.05%
$42.28 - $45.71 $4.02K - $4.34K
1.25K $57K
CGXU
Capital Group Intl Focus Equit

ETFs
-57
- 5.41%
$26.49 - $29.62 $1.51K - $1.69K
997 $29K
AMD
Advanced Micro Devices Inc

Technology
-49
- 8.97%
$134.8 - $184.42 $6.61K - $9.04K
497 $80K
MRVL
Marvell Technology, Inc.

Technology
-12
- 2.45%
$62.31 - $84.07 $748 - $1.01K
478 $40K
JHMM
John Hancock Multifactor Mid C

ETFs
-8
- 0.48%
$61.22 - $65.26 $490 - $522
1.66K $107K
SPY
Spdr S&P 500 ETF Trust

ETFs
-28
- 5.68%
$617.65 - $666.84 $17.3K - $18.7K
465 $309K
SLV
I Shares Silver Trust

ETFs
-551
- 18.0%
$32.73 - $42.5 $18K - $23.4K
2.51K $106K
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 1.67%
$357.4 - $423.42 $1.43K - $1.69K
236 $95K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-31
- 5.17%
$546.99 - $602.2 $17K - $18.7K
569 $341K
DFAI
Dimensional ETF Tr

ETFs
-143
- 1.4%
$34.05 - $36.55 $4.87K - $5.23K
10.1K $367K
DGRO
Ishares Core Dividend Growth E

ETFs
-78
- 1.46%
$64.12 - $68.08 $5K - $5.31K
5.26K $357K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.19K
- 4.26%
$28.92 - $32.19 $34.5K - $38.4K
26.8K $855K
IWN
Ishares Russell2000 Val ETF

ETFs
-4
- 0.17%
$157.1 - $178.94 $628 - $716
2.41K $425K
TSLA
Tesla, Inc.

Consumer Cyclical
-17
- 3.75%
$293.94 - $444.72 $5K - $7.56K
436 $193K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2
- 0.13%
$284.45 - $324.95 $569 - $650
1.58K $505K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.47K
- 5.42%
$24.46 - $26.5 $158K - $171K
113K $2.98M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5
- 0.02%
$25.29 - $28.33 $126 - $142
22.8K $635K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-70
- 0.17%
$28.15 - $30.13 $1.97K - $2.11K
39.9K $1.18M
MSFT
Microsoft Corp

Technology
-16
- 0.38%
$491.09 - $535.64 $7.86K - $8.57K
4.23K $2.19M
PLTR
Palantir Technologies Inc.

Technology
-72
- 3.48%
$130.68 - $186.97 $9.41K - $13.5K
2K $364K
NVDA
Nvidia Corp

Technology
-545
- 7.7%
$153.3 - $186.58 $83.5K - $102K
6.54K $1.22M
GOOGL
Alphabet Inc.

Communication Services
-33
- 1.2%
$174.36 - $254.72 $5.75K - $8.41K
2.71K $658K
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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