CF

CLARK FINANCIAL SERVICES GROUP INC /BD

13F
CLARK FINANCIAL SERVICES GROUP INC
Last update 2025-05-16 95 Stocks (22 new)
Value $144.00 Mil Turnover 18 %
Countries:
Top Holdings: VOO(15.76%)SPY(12.00%)VTV(9.03%)VUG(7.15%)IVW(5.03%)
Summary Stock Picks Current Portfolio
CLARK FINANCIAL SERVICES GROUP... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
44,274
22,752.8
-10.04%
15.760
-2.04%
0.000
+19.59%
+7.78%
660,834.1
 
SPY
SPDR S&P 500 ETF Trust
30,976
17,327.7
+57.84%
12.000
+4.40%
0.000
+19.57%
+7.72%
643,289.7
 
VTV
Vanguard Value ETF
75,458
13,034.5
+0.82%
9.030
+0.07%
0.010
+10.43%
+6.13%
132,881.1
 
VUG
Vanguard Growth ETF
27,830
10,320.0
+2.21%
7.150
+0.15%
0.010
+27.48%
+9.52%
167,127.0
 
IVW
iShares S&P 500 Growth ETF
78,135
7,253.3
+104.65%
5.030
+2.57%
0.010
+27.10%
+10.87%
61,778.2
 
AAPL
Apple Inc
32,342
7,184.3
-0.15%
4.980
-0.01%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
36,945
3,811.6
New Holding
2.640
+2.64%
0.380
+17.13%
+2.29%
1,089.0
 
SCHD
Schwab US Dividend Equity ETF
130,638
3,652.6
-0.31%
2.530
-0.01%
0.010
+7.34%
+0.77%
70,469.5
 
MSFT
Microsoft Corp
9,644
3,620.3
+0.75%
2.510
+0.02%
0.000
+38.94%
+21.47%
3,790,969.0
Software
VOT
Vanguard Mid-Cap Growth ETF
14,694
3,594.8
-0.16%
2.490
0%
0.030
+23.40%
+14.25%
16,507.9
 

CLARK FINANCIAL SERVICES GROUP INC /BD's Historical Top Holdings Breakdowns

CLARK FINANCIAL SERVICES GROUP INC /BD's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+4.40%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Add 57.84%
30,976
11,351
IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
2025-03-31
New Buy
New Buy
+2.64%
●
101.13 ($111.73) 119.79
$115.27
3.17%
New holding
36,945
36,945
IVW
iShares S&P 500 Growth ETF
2025-03-31
Add
Add
+2.57%
●
92.45 ($100.81) 106.69
$112.31
11.41%
Add 104.65%
78,135
39,955
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-2.04%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Reduce -10.04%
44,274
-4,942
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
2025-03-31
New Buy
New Buy
+1.54%
●
94.84 ($99.87) 105.31
$106.19
6.33%
New holding
23,095
23,095
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.42%
●
271.18 ($290.53) 303.12
$309.09
6.39%
Reduce -62.28%
1,136
-1,876
ORCL
Oracle Corp
2025-03-31
New Buy
New Buy
+0.32%
●
139.81 ($162.81) 186.47
$245.45
50.76%
New holding
3,349
3,349
UNH
UnitedHealth Group Inc
2025-03-31
Sold Out
Sold Out
-0.32%
●
461.52 ($511.2) 548.18
$282.65
-44.71%
Sold Out
0
-839
CFLT
Confluent Inc
2025-03-31
Sold Out
Sold Out
-0.31%
●
23.44 ($28.96) 37.65
$25.38
-12.36%
Sold Out
0
-14,466
GOOGL
Alphabet Inc
2025-03-31
New Buy
New Buy
+0.30%
●
154.33 ($181.36) 206.38
$185.06
2.04%
New holding
2,839
2,839

CLARK FINANCIAL SERVICES GROUP INC /BD Total Holding History ($B)

To

CLARK FINANCIAL SERVICES GROUP INC /BD's Asset Allocation

To

CLARK FINANCIAL SERVICES GROUP INC /BD Past Portfolios

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

Top Ranked Articles

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CLARK FINANCIAL SERVICES GROUP INC /BD's Hypothetical Growth since 2025-03-31

CLARK FINANCIAL SERVICES GROUP INC /BD's Yearly Returns

Year Portfolio % % Excess Gain %

CLARK FINANCIAL SERVICES GROUP INC /BD's Holdings Heat Map

Size field:

CLARK FINANCIAL SERVICES GROUP INC /BD's Holdings Bubble Chart

CLARK FINANCIAL SERVICES GROUP INC /BD News

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