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CIK: 0001862145
Total reported value
$1.2B
$1.2B
153 檔
21.8%
In Q3 2024, Clarity Financial LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 153 disclosed stock positions.
In Q3 2024, Clarity Financial LLC displayed an active expansion posture, initiating 11 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.60% | -0.03% | +62.80% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 7.49% | -6.53% | +100.18% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 6.86% | -0.49% | +26.25% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.95% | +0.63% | +3.45% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.82% | -0.07% | +7.84% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.69% | +0.25% | +27.84% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.18% | -0.83% | +5.23% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.11% | +0.14% | +1.85% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | +0.66% | +8.92% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.87% | +0.01% | +5.78% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.71% | +0.59% | +21.43% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.61% | +0.43% | -3.32% | |
| 13 | DUK | Duke Energy CORP | Stock-Utilities | 2.43% | -2.18% | +7.52% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 2.38% | +0.12% | +3.52% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.22% | -0.02% | +8.63% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | +0.79% | +16.95% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.93% | -0.43% | +3.59% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.78% | +0.27% | -4.94% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.78% | +0.02% | +3.75% | |
| 20 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.73% | — | -39.84% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.72% | -0.14% | -1.51% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | +0.33% | +967.65% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.65% | +0.05% | +14.28% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.63% | -3.10% | +7.63% | |
| 25 | OKE | Oneok Inc | Stock-Energy | 1.63% | +1.38% | NEW | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.60% | +0.02% | +3.89% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 1.27% | +1.30% | -3.41% | |
| 28 | XLE | Ss Energy Select Sector | ETF-Other | 1.16% | -0.01% | -3.37% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.16% | +0.01% | +2.83% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.11% | -0.20% | +3.73% | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.11% | -1.82% | -5.92% | |
| 32 | XLF | Ss Financial Select Sector | ETF-Other | 1.06% | -0.31% | +84.78% | |
| 33 | PSA | Public Storage | Stock-Real Estate | 0.99% | -0.01% | +6.30% | |
| 34 | FANG | Diamondback Energy Inc | Stock-Energy | 0.97% | — | -16.12% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.59% | -1.43% | |
| 36 | GEV | GE Vernova Inc | Stock-Industrials | 0.80% | -0.27% | -21.49% | |
| 37 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.78% | — | — | |
| 38 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.74% | -0.18% | +108.60% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.01% | +8.57% | |
| 40 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.58% | — | +2.93% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.55% | -0.08% | +4.16% | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.51% | +0.03% | -6.50% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.35% | — | — | |
| 44 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.33% | — | — | |
| 45 | NINEQ | Nine Energy Service Inc | Stock-Other | 0.32% | — | — | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.31% | -0.63% | +3.56% | |
| 47 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.30% | — | +680.80% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.29% | — | — | |
| 49 | XLB | Ss Materials Select Sector | ETF-Other | 0.28% | +0.31% | +4.60% | |
| 50 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.24% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | +2.9% | +100.18% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +1.9% | +62.80% | Add |
| 3 | JPM | Jpmorgan Chase & Co | +1.5% | +967.65% | Add |
| 4 | OKE | Oneok Inc | +0.8% | +123.86% | Add |
| 5 | NLY | Annaly Capital Management In | +0.8% | NEW | New buy |
| 6 | XLF | Ss Financial Select Sector | +0.4% | +84.78% | Add |
| 7 | JPST | Jpmorgan Ultra-short Income | +0.4% | NEW | New buy |
| 8 | JPIE | Jpmorgan Income ETF | +0.3% | NEW | New buy |
| 9 | MGK | Vanguard Mega Cap Growth ETF | +0.3% | +108.60% | Add |
| 10 | REM | Ishares Mortgage Real Estate | +0.3% | +680.80% | Add |
| 11 | HYD | Vaneck High Yield Muni ETF | +0.2% | NEW | New buy |
| 12 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | NEW | New buy |
| 13 | SH1USD | Proshares Short S&p500 | +0.2% | NEW | New buy |
| 14 | ITB | Ishares U.s. Home Constructi | +0.2% | NEW | New buy |
| 15 | COST | Costco Wholesale CORP | +0.2% | +27.84% | Add |
| 16 | GBTC | Grayscale Bitcoin Trust ETF | +0.2% | NEW | New buy |
| 17 | PSQ | Proshares Short Qqq | +0.2% | NEW | New buy |
| 18 | ETHE | Grayscale Ethereum Staking E | +0.2% | NEW | New buy |
| 19 | ABX | Barrick Gold CORP | +0.1% | NEW | New buy |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +26.25% | Add |
| 21 | PSA | Public Storage | +0.1% | +6.30% | Add |
| 22 | XLRE | Ss Real Estate Select Sector | 0% | +2.93% | Add |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | +2.83% | Add |
| 24 | XLI | Ss Industrial Select Sector | -0.1% | +4.16% | Add |
| 25 | DUK | Duke Energy CORP | -0.1% | +7.52% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +7.63% | Add |
| 27 | GEV | GE Vernova Inc | -0.1% | -21.49% | Trim |
| 28 | V | Visa Inc-class A Shares | -0.1% | +8.57% | Add |
| 29 | ABBV | Abbvie Inc | -0.1% | +7.84% | Add |
| 30 | RTX | Rtx CORP | -0.1% | -3.41% | Trim |
| 31 | WMT | Walmart Inc | -0.1% | -1.51% | Trim |
| 32 | XLY | Ss Consumer Disc Select Sect | -0.1% | +3.73% | Add |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | +14.28% | Add |
| 34 | XLP | Ss Consumer Staples Sel Sect | -0.2% | +3.89% | Add |
| 35 | NVDA | Nvidia CORP | -0.2% | +16.95% | Add |
| 36 | AMZN | Amazon.com Inc | -0.2% | +21.43% | Add |
| 37 | PG | Procter & Gamble Co/the | -0.3% | +8.63% | Add |
| 38 | NINEQ | Nine Energy Service Inc | -0.3% | — | Unchanged |
| 39 | XLC | Ss Comm Select Sector Spdr | -0.3% | +3.59% | Add |
| 40 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | +5.78% | Add |
| 41 | AMD | Advanced Micro Devices | -0.4% | +3.75% | Add |
| 42 | XLV | Ss Health Care Select Sector | -0.4% | +3.52% | Add |
| 43 | XLE | Ss Energy Select Sector | -0.4% | -3.37% | Trim |
| 44 | AAPL | Apple Inc | -0.4% | +3.45% | Add |
| 45 | XOM | Exxon Mobil CORP | -0.6% | +5.23% | Add |
| 46 | MSFT | Microsoft CORP | -0.6% | +8.92% | Add |
| 47 | LLY | Eli Lilly & Co | -0.7% | -4.94% | Trim |
| 48 | FANG | Diamondback Energy Inc | -0.8% | -16.12% | Trim |
| 49 | SWK | Stanley Black & Decker Inc | -0.9% | -39.84% | Trim |
| 50 | GOOG | Alphabet Inc-cl C | -1.2% | -3.32% | Trim |
According to official SEC Form 13F filings, Clarity Financial LLC reported a total U.S. public equity portfolio value of $1.2B across 153 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEF, IEI, SHY) accounted for 21.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
NLY
市值: $6.7M
Top Position Liquidated / Trimmed
GOOG
前期市值: $25.5M
During Q3 2024, Clarity Financial LLC's top holdings by market value included IEF (7.6%)、IEI (7.5%)、SHY (6.9%). The largest single position, IEF, represented 7.6% of total portfolio value.
In Q3 2024, Clarity Financial LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 30 positions, trimming 8 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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