CA

Claraphi Advisory Network, LLC

13F
Claraphi Advisory Network, LLC
Last update 2023-02-20 157 Stocks (42 new)
Value $251.00 Mil Turnover 52 %
Countries:
Top Holdings: SHY(8.98%)IVV(2.96%)AAPL(2.69%)XLE(2.44%)VOO(2.44%)
Portfolio Report
Summary Stock Picks Current Portfolio
Claraphi Advisory Network, LLC... Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHY 		iShares 1-3 Year Treasury Bond ETF
22,540,278
22540.280
+12,086.63%
8.980
+8.91%
6.820
+1.96%
+1.43%
23481.912
 
SHY 		iShares 1-3 Year Treasury Bond ETF
277,692
22540.280
+50.14%
8.980
+3.00%
0.080
+1.96%
+1.43%
23481.912
 
IVV 		iShares Core S&P 500 ETF
7,421,428
7421.430
+11,557.73%
2.960
+2.93%
0.990
+4.57%
+19.97%
527235.205
 
IVV 		iShares Core S&P 500 ETF
19,316
7421.430
-69.66%
2.960
-8.61%
0.000
+4.57%
+19.97%
527235.205
 
AAPL 		Apple Inc
6,755,482
6755.480
+18,771.12%
2.690
+2.68%
0.040
+8.96%
+18.98%
3469584.063
Hardware
AAPL 		Apple Inc
51,994
6755.480
+45.24%
2.690
+0.84%
0.000
+8.96%
+18.98%
3469584.063
Hardware
XLE 		The Energy Select Sector SPDR Fund
6,139,312
6139.310
+119,225.79%
2.440
+2.44%
1.330
-1.67%
+5.87%
35625.974
 
XLE 		The Energy Select Sector SPDR Fund
70,188
6139.310
+1,264.20%
2.440
+2.26%
0.020
-1.67%
+5.87%
35625.974
 
VOO 		Vanguard S&P 500 ETF
6,121,956
6121.960
+54,191.91%
2.440
+2.44%
0.820
0%
0%
495977.464
 
VOO 		Vanguard S&P 500 ETF
17,424
6121.960
+54.52%
2.440
+0.86%
0.000
0%
0%
495977.464
 

Claraphi Advisory Network, LLC's Historical Top Holdings Breakdowns

Claraphi Advisory Network, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHY 		iShares 1-3 Year Treasury Bond ETF2022-12-31Add
+8.91%
●
80.1 ($80.68) 81.28
$83.21
3.14%
Add 12086.63%
22,540,278
22,355,319
IVV 		iShares Core S&P 500 ETF2022-12-31Reduce
-8.61%
●
356.44 ($384.6) 407.56
$572.99
48.98%
Reduce -69.66%
19,316
-44,345
SHY 		iShares 1-3 Year Treasury Bond ETF2022-12-31Add
+3.00%
●
80.1 ($80.68) 81.28
$83.21
3.14%
Add 50.14%
277,692
92,733
IVV 		iShares Core S&P 500 ETF2022-12-31Add
+2.93%
●
356.44 ($384.6) 407.56
$572.99
48.98%
Add 11557.73%
7,421,428
7,357,767
AAPL 		Apple Inc2022-12-31Add
+2.68%
●
126.04 ($142.91) 155.74
$228.20
59.68%
Add 18771.12%
6,755,482
6,719,684
VOO 		Vanguard S&P 500 ETF2022-12-31Add
+2.44%
●
326.08 ($351.8) 372.75
$523.88
48.91%
Add 54191.91%
6,121,956
6,110,680
XLE 		The Energy Select Sector SPDR Fund2022-12-31Add
+2.44%
●
75.31 ($86.29) 93.12
$88.76
2.86%
Add 119225.79%
6,139,312
6,134,167
XLE 		The Energy Select Sector SPDR Fund2022-12-31Add
+2.26%
●
75.31 ($86.29) 93.12
$88.76
2.86%
Add 1264.2%
70,188
65,043
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2022-12-31Add
+2.20%
●
90.35 ($90.7) 91.14
$91.73
1.14%
Add 25329.93%
5,550,846
5,529,018
XOM 		Exxon Mobil Corp2022-12-31Add
+1.94%
●
91.92 ($107.14) 114.18
$115.27
7.59%
Add 18529.92%
4,906,562
4,880,225

Claraphi Advisory Network, LLC Total Holding History ($B)

To

Claraphi Advisory Network, LLC's Asset Allocation

To

Claraphi Advisory Network, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Claraphi Advisory Network, LLC's Hypothetical Growth since 2022-12-31

Claraphi Advisory Network, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Claraphi Advisory Network, LLC's Holdings Heat Map

Size field:

Claraphi Advisory Network, LLC's Holdings Bubble Chart

Claraphi Advisory Network, LLC News

  • 1

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