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CIK: 0001862145
Total reported value
$1.2B
$1.2B
122 檔
14.6%
According to the latest 13F quarterly dataset, Clarity Financial LLC managed an equity portfolio of $1.2B at the end of Q2 2024, spanning 122 distinct U.S. exchange-listed positions.
During Q2 2024, Clarity Financial LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 6.80% | -0.49% | +3.34% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.67% | -0.03% | +2.69% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.60% | -6.53% | +3.47% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.39% | +0.63% | +1.84% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.92% | -0.07% | -0.43% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.90% | +0.14% | -0.52% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.78% | -0.83% | -16.83% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.77% | +0.43% | +0.75% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | +0.66% | +1.72% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.52% | +0.25% | +8.43% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.23% | +0.01% | -10.96% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | +0.59% | +1.02% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.77% | +0.12% | -0.52% | |
| 14 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.65% | — | +60.41% | |
| 15 | DUK | Duke Energy CORP | Stock-Utilities | 2.50% | -2.18% | -29.02% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.48% | -0.02% | +1.80% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.43% | +0.27% | +47.35% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | +0.79% | +978.70% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.25% | -0.43% | -10.70% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 2.15% | +0.02% | +38.78% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.86% | -0.14% | +40.93% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.84% | +0.05% | +6.73% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.81% | +0.02% | -0.73% | |
| 24 | FANG | Diamondback Energy Inc | Stock-Energy | 1.72% | — | +105.98% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -3.10% | +31.59% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 1.59% | -0.01% | +13.47% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.49% | -1.82% | +176.12% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 1.39% | +1.30% | +0.64% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.25% | -0.20% | -14.64% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.21% | +0.01% | +0.16% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | +0.59% | -13.76% | |
| 32 | PSA | Public Storage | Stock-Real Estate | 0.94% | -0.01% | +780.06% | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.87% | -0.27% | — | |
| 34 | OKE | Oneok Inc | Stock-Energy | 0.83% | +1.38% | NEW | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | -0.01% | -48.34% | |
| 36 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.73% | +0.03% | -2.01% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.66% | -0.31% | -1.83% | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.61% | — | — | |
| 39 | NINEQ | Nine Energy Service Inc | Stock-Other | 0.61% | — | -0.13% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.61% | -0.08% | -1.02% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.44% | -0.18% | +0.74% | |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.38% | — | +6.26% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | -0.63% | -1.71% | |
| 44 | XLB | Ss Materials Select Sector | ETF-Other | 0.31% | +0.31% | -0.60% | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.25% | — | — | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | -0.05% | -10.15% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | +0.33% | -0.21% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.18% | — | -93.84% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.17% | -0.03% | -1.01% | |
| 50 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.17% | — | -7.81% |
According to official SEC Form 13F filings, Clarity Financial LLC reported a total U.S. public equity portfolio value of $1.2B across 122 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SHY, IEF, IEI) accounted for 14.6% of total reported equity market value during Q2 2024.
During Q2 2024, Clarity Financial LLC's top holdings by market value included SHY (6.8%)、IEF (5.7%)、IEI (4.6%). The largest single position, SHY, represented 6.8% of total portfolio value.
In Q2 2024, Clarity Financial LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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