Clarity Financial LLC Q1 2021 Filing

Filed May 19, 2021

Portfolio Value

$418.3B

Holdings

82

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (82 positions)

#StockSharesValue% PortfolioType
1
MBBISHARES TR
584,057$64.3B15.38%
2
SPYSPDR S&P 500 ETF TR
114,780$42.9B10.26%
3
XLKSELECT SECTOR SPDR TR
162,390$21.1B5.05%
4
IEFISHARES TR
147,563$17.7B4.23%
5
XLVSELECT SECTOR SPDR TR
147,089$16.7B3.99%
6
PFFISHARES TR
382,524$14.7B3.52%
7
NINEQNINE ENERGY SERVICE INC
4,738,514$12.9B3.08%
8
IAUUSDISHARES GOLD TRUST
655,428$11.9B2.84%
9
XLFISELECT SECTOR SPDR TR
166,786$11.3B2.69%
10
XLUSELECT SECTOR SPDR TR
174,021$10.9B2.61%
11
GDXVANECK VECTORS ETF TR
299,518$10.8B2.58%
12
XLCSELECT SECTOR SPDR TR
155,493$10.5B2.51%
13
CLXCLOROX CO DEL
43,192$8.7B2.08%
14
XLYSELECT SECTOR SPDR TR
52,539$8.4B2.02%
15
XLRESELECT SECTOR SPDR TR
161,104$5.9B1.41%
16
CVXCHEVRON CORP NEW
69,609$5.9B1.41%
17
JNJJOHNSON & JOHNSON
36,756$5.8B1.38%
18
AAPLAPPLE INC
42,167$5.6B1.34%
19
MSFTMICROSOFT CORP
21,984$4.9B1.17%
20
BACVERIZON COMMUNICATIONS INC
81,689$4.8B1.15%
21
NFLXNETFLIX INC
8,719$4.7B1.13%
22
CRMSALESFORCE COM INC
20,768$4.6B1.10%
23
GSYINVESCO ACTIVELY MANAGED ETF
90,450$4.6B1.09%
24
AMZNAMAZON COM INC
1,345$4.4B1.05%
25
RTXRAYTHEON TECHNOLOGIES CORP
60,268$4.3B1.03%
26
XLBSELECT SECTOR SPDR TR
59,538$4.3B1.03%
27
ABTABBOTT LABS
39,191$4.3B1.03%
28
ADBEADOBE SYSTEMS INCORPORATED
8,529$4.3B1.02%
29
IYTISHARES TR
19,296$4.3B1.02%
30
XLESELECT SECTOR SPDR TR
108,327$4.1B0.98%
31
UNPUNION PAC CORP
19,407$4.0B0.97%
32
PSAPUBLIC STORAGE
17,483$4.0B0.97%
33
SPIBSPDR SER TR
104,869$3.9B0.93%
34
KHCKRAFT HEINZ CO
109,346$3.8B0.91%
35
UNHUNITEDHEALTH GROUP INC
10,764$3.8B0.90%
36
XOMEXXON MOBIL CORP
87,854$3.6B0.87%
37
UPSUNITED PARCEL SERVICE INC
19,890$3.3B0.80%
38
ABBVABBVIE INC
28,797$3.1B0.74%
39
CVSCVS HEALTH CORP
43,006$2.9B0.70%
40
LQDISHARES TR
21,151$2.9B0.70%
41
CMCSACOMCAST CORP NEW
55,679$2.9B0.70%
42
COSTCOSTCO WHSL CORP NEW
7,503$2.8B0.68%
43
GOOGALPHABET INC
1,609$2.8B0.67%
44
VVISA INC
12,784$2.8B0.67%
45
AMDADVANCED MICRO DEVICES INC
28,092$2.6B0.62%
46
XLISELECT SECTOR SPDR TR
26,385$2.3B0.56%
47
BILSPDR SER TR
24,001$2.2B0.53%
48
FANGDIAMONDBACK ENERGY INC
41,931$2.0B0.49%
49
DDOMINION ENERGY INC
26,223$2.0B0.47%
50
KMIKINDER MORGAN INC DEL
143,909$2.0B0.47%
51
WECWEC ENERGY GROUP INC
21,042$1.9B0.46%
52
WMTWALMART INC
12,979$1.9B0.45%
53
IEIISHARES TR
14,042$1.9B0.45%
54
SHVISHARES TR
10,807$1.2B0.29%
55
FSTAFIDELITY COVINGTON TRUST
26,051$1.1B0.25%
56
AGGISHARES TR
8,693$1.0B0.25%
57
UUPINVESCO DB US DLR INDEX TR
40,642$985.0M0.24%
58
SJNKSPDR SER TR
26,579$716.0M0.17%
59
AQLTISHARES TR
24,644$671.0M0.16%
60
PFEPFIZER INC
17,008$626.0M0.15%
61
UNGUSDUNITED STS NAT GAS FD LP
67,800$624.0M0.15%
62
TFLOISHARES TR
11,666$587.0M0.14%
63
BHKBLACKROCK CORE BD TR
30,989$505.0M0.12%
64
BKTBLACKROCK INCOME TR INC
78,628$477.0M0.11%
65
HEFAISHARES TR
14,678$447.0M0.11%
66
TRVCCITIGROUP INC
7,231$446.0M0.11%
67
BRK/BBERKSHIRE HATHAWAY INC DEL
1,780$413.0M0.10%
68
DUKDUKE ENERGY CORP NEW
3,756$344.0M0.08%
69
PGPROCTER AND GAMBLE CO
2,110$294.0M0.07%
70
PPGPPG INDS INC
1,893$273.0M0.07%
71
MPTMEDICAL PPTYS TRUST INC
11,770$256.0M0.06%
72
INTCINTEL CORP
5,072$253.0M0.06%
73
WPCWP CAREY INC
3,525$249.0M0.06%
74
DISDISNEY WALT CO
1,347$244.0M0.06%
75
NTAPNETAPP INC
3,390$225.0M0.05%
76
TAT&T INC
7,745$223.0M0.05%
77
NBBNUVEEN TAXABLE MUNICPAL INM
9,107$216.0M0.05%
78
PEPPEPSICO INC
1,458$216.0M0.05%
79
HDHOME DEPOT INC
768$204.0M0.05%
80
NLYEURANNALY CAPITAL MANAGEMENT IN
23,157$196.0M0.05%
81
FSKFS KKR CAP CORP
10,147$168.0M0.04%
82
AMERICAN FIN TR INC
14,165$105.0M0.03%