Clarity Financial LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$869.4M

Holdings

108

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (108 positions)

StockValue
IEFISHARES TR
$69.1M
IEIISHARES TR
$67.9M
SHYISHARES TR
$54.5M
ABBVABBVIE INC
$38.1M
AAPLAPPLE INC
$35.8M
COSTCOSTCO WHSL CORP NEW
$34.4M
MSFTMICROSOFT CORP
$30.3M
XLKSELECT SECTOR SPDR TR
$29.7M
PGPROCTER AND GAMBLE CO
$27.5M
GOOGALPHABET INC
$25.0M
AMZNAMAZON COM INC
$24.1M
XLVSELECT SECTOR SPDR TR
$23.9M
LLYELI LILLY & CO
$23.8M
NVDANVIDIA CORPORATION
$20.7M
JPMJPMORGAN CHASE & CO.
$20.2M
DUKDUKE ENERGY CORP NEW
$20.1M
XLFISELECT SECTOR SPDR TR
$18.8M
XLCSELECT SECTOR SPDR TR
$18.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$17.7M
XOMEXXON MOBIL CORP
$15.5M
ANETARISTA NETWORKS INC
$15.2M
PLTRPALANTIR TECHNOLOGIES INC
$15.2M
NLYANNALY CAPITAL MANAGEMENT IN
$15.0M
GEVGE VERNOVA INC
$14.3M
XLFSELECT SECTOR SPDR TR
$13.5M
OKEONEOK INC NEW
$13.4M
WMTWALMART INC
$13.3M
RTXRTX CORPORATION
$13.0M
XLUSELECT SECTOR SPDR TR
$12.7M
MGKVANGUARD WORLD FD
$12.6M
TLTISHARES TR
$12.5M
XLYSELECT SECTOR SPDR TR
$10.7M
PANWPALO ALTO NETWORKS INC
$10.7M
VVISA INC
$8.5M
PSAPUBLIC STORAGE OPER CO
$7.7M
REMISHARES TR
$5.5M
XLISELECT SECTOR SPDR TR
$5.4M
XLRESELECT SECTOR SPDR TR
$5.4M
SGOVISHARES TR
$5.4M
BILSPDR SER TR
$3.9M
SPYMSPDR SER TR
$3.2M
XLBSELECT SECTOR SPDR TR
$2.6M
BACVERIZON COMMUNICATIONS INC
$2.4M
NINEQNINE ENERGY SERVICE INC
$2.2M
AGGISHARES TR
$1.8M
CBRECBRE GROUP INC
$1.7M
VYMVANGUARD WHITEHALL FDS
$1.6M
SPYSPDR S&P 500 ETF TR
$1.5M
MOALTRIA GROUP INC
$946K
TFLOISHARES TR
$918K
QUALISHARES TR
$823K
VUGVANGUARD INDEX FDS
$757K
VTIVANGUARD INDEX FDS
$733K
CVXCHEVRON CORP NEW
$707K
SLBSCHLUMBERGER LTD
$678K
BABOEING CO
$655K
EFAISHARES TR
$593K
SMHVANECK ETF TRUST
$489K
UNHUNITEDHEALTH GROUP INC
$484K
GOOGLALPHABET INC
$478K
AEPAMERICAN ELEC PWR CO INC
$476K
PCTPURECYCLE TECHNOLOGIES INC
$472K
VIGVANGUARD SPECIALIZED FUNDS
$471K
TIPISHARES TR
$463K
GWWGRAINGER W W INC
$449K
BALLBALL CORP
$446K
BHKBLACKROCK CORE BD TR
$434K
IAU*ISHARES GOLD TR
$431K
PRUPRUDENTIAL FINL INC
$423K
IWDISHARES TR
$416K
4I1PHILIP MORRIS INTL INC
$412K
IVVISHARES TR
$411K
AVGOBROADCOM INC
$406K
PHYS/USPROTT PHYSICAL GOLD TR
$393K
METAMETA PLATFORMS INC
$390K
CMCSACOMCAST CORP NEW
$376K
MMM3M CO
$374K
PWRQUANTA SVCS INC
$348K
JNJJOHNSON & JOHNSON
$344K
PSLV/USPROTT PHYSICAL SILVER TR
$340K
ETNEATON CORP PLC
$330K
AMDADVANCED MICRO DEVICES INC
$329K
DMLPDORCHESTER MINERALS LP
$316K
ADPAUTOMATIC DATA PROCESSING IN
$312K
EPDENTERPRISE PRODS PARTNERS L
$312K
EDVVANGUARD WORLD FD
$311K
ITWILLINOIS TOOL WKS INC
$299K
KMBKIMBERLY-CLARK CORP
$294K
CAHCARDINAL HEALTH INC
$288K
USMVISHARES TR
$287K
SCHXSCHWAB STRATEGIC TR
$286K
AFLAFLAC INC
$284K
VOOVANGUARD INDEX FDS
$280K
KMIKINDER MORGAN INC DEL
$268K
NKENIKE INC
$249K
DOVDOVER CORP
$236K
HDHOME DEPOT INC
$224K
LMTLOCKHEED MARTIN CORP
$220K
RSPINVESCO EXCHANGE TRADED FD T
$217K
VRTXVERTEX PHARMACEUTICALS INC
$214K
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