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CIK: 0001862145
Total reported value
$1.2B
$1.2B
117 檔
21.8%
At the close of Q4 2024, Clarity Financial LLC disclosed equity holdings valued at approximately $1.2B, spread across 117 reported holdings.
In Q4 2024, Clarity Financial LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 13 holdings to manage risk exposure.
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 Q4 2024.
Top New Position Initiated
BA
市值: $663.8K
Top Position Liquidated / Trimmed
JPST
前期市值: $3.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.73% | -0.03% | +4.79% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 7.67% | -6.53% | +2.85% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 6.70% | -0.49% | -3.92% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 4.38% | -0.07% | +23.76% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.24% | +0.63% | -3.11% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.81% | +0.25% | -2.93% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.27% | +0.14% | -1.12% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.25% | +0.43% | +6.06% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.18% | +0.79% | +35.62% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.15% | +0.59% | -3.31% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | +0.66% | +4.35% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.00% | +0.27% | +87.97% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.95% | -0.83% | -1.83% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.34% | -0.02% | +5.59% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 2.20% | +0.12% | +0.71% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.03% | -0.43% | -5.08% | |
| 17 | DUK | Duke Energy CORP | Stock-Utilities | 1.95% | -2.18% | -16.51% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | +0.33% | -1.90% | |
| 19 | FANG | Diamondback Energy Inc | Stock-Energy | 1.75% | — | +83.04% | |
| 20 | GEV | GE Vernova Inc | Stock-Industrials | 1.69% | -0.27% | +59.36% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.67% | -3.10% | +1.30% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.56% | -0.14% | -20.94% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.56% | +0.02% | -0.20% | |
| 24 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.55% | — | +112.24% | |
| 25 | OKE | Oneok Inc | Stock-Energy | 1.43% | +1.38% | NEW | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.39% | +0.01% | -41.30% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.38% | +0.01% | +23.71% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 1.35% | +0.02% | +0.43% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.26% | +1.30% | +0.64% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 1.24% | -0.01% | +5.95% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.22% | -0.20% | -4.91% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.21% | -1.82% | +98.27% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 1.13% | -0.31% | -2.93% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.01% | +0.78% | |
| 35 | PSA | Public Storage | Stock-Real Estate | 0.83% | -0.01% | -0.68% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.83% | -0.18% | +1.56% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.76% | +0.05% | -54.89% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.59% | -19.06% | |
| 39 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.64% | -0.01% | +196.10% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.56% | -0.08% | +1.16% | |
| 41 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.53% | — | +90.97% | |
| 42 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.53% | — | -2.52% | |
| 43 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.52% | +0.03% | +1.73% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.30% | — | -1.56% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | -0.63% | -0.79% | |
| 46 | NINEQ | Nine Energy Service Inc | Stock-Other | 0.26% | — | -20.80% | |
| 47 | XLB | Ss Materials Select Sector | ETF-Other | 0.26% | +0.31% | +2.85% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.20% | — | -0.33% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.19% | -0.05% | -0.27% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.15% | -0.03% | -6.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.2% | +87.97% | Add |
| 2 | NVDA | Nvidia CORP | +1.1% | +35.62% | Add |
| 3 | GEV | GE Vernova Inc | +0.9% | +59.36% | Add |
| 4 | FANG | Diamondback Energy Inc | +0.8% | +83.04% | Add |
| 5 | NLY | Annaly Capital Management In | +0.8% | +112.24% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.6% | +6.06% | Add |
| 7 | ABBV | Abbvie Inc | +0.6% | +23.76% | Add |
| 8 | AMZN | Amazon.com Inc | +0.4% | -3.31% | Trim |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | +196.10% | Add |
| 10 | AAPL | Apple Inc | +0.3% | -3.11% | Trim |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | -1.90% | Trim |
| 12 | REM | Ishares Mortgage Real Estate | +0.2% | +90.97% | Add |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +23.71% | Add |
| 14 | XLK | Ss Technology Select Sector | +0.2% | -1.12% | Trim |
| 15 | MSFT | Microsoft CORP | +0.2% | +4.35% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | +0.78% | Add |
| 17 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +4.79% | Add |
| 18 | XLY | Ss Consumer Disc Select Sect | +0.1% | -4.91% | Trim |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +98.27% | Add |
| 20 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +1.56% | Add |
| 21 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 22 | XLP | Ss Consumer Staples Sel Sect | 0% | -0.20% | Trim |
| 23 | XLRE | Ss Real Estate Select Sector | -0.1% | -2.52% | Trim |
| 24 | TRV | Travelers Cos Inc/the | -0.1% | EXIT | Sold out |
| 25 | DVN | Devon Energy CORP | -0.1% | EXIT | Sold out |
| 26 | NINEQ | Nine Energy Service Inc | -0.1% | -20.80% | Trim |
| 27 | PEP | Pepsico Inc | -0.1% | EXIT | Sold out |
| 28 | CVS | Cvs Health CORP | -0.1% | EXIT | Sold out |
| 29 | BAC | Bank Of America CORP | -0.1% | EXIT | Sold out |
| 30 | ABX | Barrick Gold CORP | -0.1% | +151.88% | Add |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -3.92% | Trim |
| 32 | WMT | Walmart Inc | -0.2% | -20.94% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -19.06% | Trim |
| 34 | PSA | Public Storage | -0.2% | -0.68% | Trim |
| 35 | ETHE | Grayscale Ethereum Staking E | -0.2% | EXIT | Sold out |
| 36 | GBTC | Grayscale Bitcoin Trust ETF | -0.2% | EXIT | Sold out |
| 37 | PSQ | Proshares Short Qqq | -0.2% | EXIT | Sold out |
| 38 | XLV | Ss Health Care Select Sector | -0.2% | +0.71% | Add |
| 39 | ITB | Ishares U.s. Home Constructi | -0.2% | EXIT | Sold out |
| 40 | OKE | Oneok Inc | -0.2% | -22.48% | Trim |
| 41 | SH1USD | Proshares Short S&p500 | -0.2% | EXIT | Sold out |
| 42 | XOM | Exxon Mobil CORP | -0.2% | -1.83% | Trim |
| 43 | HYD | Vaneck High Yield Muni ETF | -0.2% | EXIT | Sold out |
| 44 | JPIE | Jpmorgan Income ETF | -0.3% | EXIT | Sold out |
| 45 | JPST | Jpmorgan Ultra-short Income | -0.4% | EXIT | Sold out |
| 46 | AMD | Advanced Micro Devices | -0.4% | +0.43% | Add |
| 47 | DUK | Duke Energy CORP | -0.5% | -16.51% | Trim |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.9% | -54.89% | Trim |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -1.5% | -41.30% | Trim |
| 50 | SWK | Stanley Black & Decker Inc | -1.7% | -97.97% | Trim |
According to official SEC Form 13F filings, Clarity Financial LLC reported a total U.S. public equity portfolio value of $1.2B across 117 disclosed positions in Q4 2024.
During Q4 2024, Clarity Financial LLC's top holdings by market value included IEF (7.7%)、IEI (7.7%)、SHY (6.7%). The largest single position, IEF, represented 7.7% of total portfolio value.
In Q4 2024, Clarity Financial LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 18 holdings, and fully liquidating 13 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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