CF

Clarity Financial LLC

13F
Clarity Financial LLC
Last update 2025-01-23 121 Stocks (6 new)
Value $837.00 Mil Turnover 8 %
Countries:
Top Holdings: IEF(7.73%)IEI(7.67%)SHY(6.70%)ABBV(4.38%)AAPL(4.24%)
Summary Stock Picks Current Portfolio
Clarity Financial LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEF 		iShares 7-10 Year Treasury Bond ETF
699,525
64,671.1
+4.79%
7.730
+0.35%
0.200
+3.09%
+3.73%
34,367.2
 
IEI 		iShares 3-7 Year Treasury Bond ETF
555,266
64,161.0
+2.85%
7.670
+0.21%
0.420
+2.80%
+3.32%
16,657.7
 
SHY 		iShares 1-3 Year Treasury Bond ETF
683,431
56,027.6
-3.92%
6.700
-0.27%
0.240
+1.59%
+1.98%
24,207.1
 
ABBV 		AbbVie Inc
206,372
36,672.3
+23.76%
4.380
+0.84%
0.010
+8.92%
+13.78%
351,089.1
Drug Manufacturers
AAPL 		Apple Inc
141,577
35,453.7
-3.11%
4.240
-0.12%
0.000
-12.89%
-17.91%
3,084,782.7
Hardware
COST 		Costco Wholesale Corp
34,825
31,909.3
-2.93%
3.810
-0.11%
0.010
+3.15%
+10.31%
447,365.9
Retail - Defensive
XLK 		Technology Select Sector SPDR ETF
117,535
27,329.3
-1.12%
3.270
-0.03%
0.040
-5.99%
-6.68%
67,128.7
 
GOOG 		Alphabet Inc
142,773
27,189.7
+6.06%
3.250
+0.19%
0.000
-19.26%
-12.83%
2,001,931.7
Interactive Media
NVDA 		NVIDIA Corp
198,397
26,642.8
+35.62%
3.180
+0.84%
0.000
-4.70%
-14.79%
2,791,848.0
Semiconductors
AMZN 		Amazon.com Inc
120,059
26,339.6
-1.03%
3.150
-0.03%
0.000
-20.07%
-13.41%
2,016,136.9
Retail - Cyclical

Clarity Financial LLC's Historical Top Holdings Breakdowns

Clarity Financial 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
SWK 		Stanley Black & Decker Inc2024-12-31Reduce
-1.69%
●
79.07 ($92.47) 109.25
$61.39
-33.61%
Reduce -97.97%
2,744
-132,307
LLY 		Eli Lilly and Co2024-12-31Add
+1.40%
●
727.2 ($827.11) 932.06
$823.62
-0.42%
Add 87.97%
32,492
15,206
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-12-31Reduce
-0.91%
●
91.29 ($91.59) 91.8
$91.46
-0.14%
Reduce -54.89%
69,848
-84,976
ABBV 		AbbVie Inc2024-12-31Add
+0.84%
●
164.99 ($183.65) 203.87
$198.47
8.07%
Add 23.76%
206,372
39,626
NVDA 		NVIDIA Corp2024-12-31Add
+0.84%
●
118.85 ($138.16) 148.88
$114.50
-17.13%
Add 35.62%
198,397
52,111
NLY 		Annaly Capital Management Inc2024-12-31Add
+0.82%
●
18.3 ($19.53) 20.28
$19.32
-1.08%
Add 112.24%
707,130
373,959
FANG 		Diamondback Energy Inc2024-12-31Add
+0.79%
●
153.06 ($176.2) 199.5
$136.81
-22.36%
Add 83.04%
89,140
40,441
GEV 		GE Vernova Inc2024-12-31Add
+0.63%
●
252.29 ($313.49) 349.44
$396.32
26.42%
Add 59.36%
43,088
16,050
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-12-31Add
+0.42%
●
100.16 ($100.45) 100.7
$100.40
-0.05%
Add 196.1%
53,248
35,265
DUK 		Duke Energy Corp2024-12-31Reduce
-0.40%
●
105.76 ($113.24) 120.76
$121.58
7.36%
Reduce -16.51%
151,548
-29,958

Clarity Financial LLC Total Holding History ($B)

To

Clarity Financial LLC's Asset Allocation

To

Clarity Financial LLC Past Portfolios

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

Top Ranked Articles

  • 1

Clarity Financial LLC's Hypothetical Growth since 2024-12-31

Clarity Financial LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Clarity Financial LLC's Holdings Heat Map

Size field:

Clarity Financial LLC's Holdings Bubble Chart

Clarity Financial LLC News

  • 1

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