CR

Clear Rock Advisors, LLC

13F
Clear Rock Advisors, LLC
Last update 2024-09-03 70 Stocks (5 new)
Value $234.00 Mil Turnover 7 %
Countries:
Top Holdings: JMBS(9.89%)VB(9.10%)GOVT(9.04%)USFR(6.28%)CORP(6.24%)
Summary Stock Picks Current Portfolio
Clear Rock Advisors, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JMBS 		Janus Henderson Mortgage-Backed Securities ETF
518,185
23,137.0
+1.89%
9.890
+0.18%
0.530
+1.40%
+1.49%
5,103.9
 
VB 		Vanguard Small Cap ETF
97,644
21,290.3
-0.63%
9.100
-0.06%
0.040
-14.71%
-10.61%
65,671.3
 
GOVT 		iShares U.S. Treasury Bond ETF
937,059
21,149.4
+1.78%
9.040
+0.16%
0.080
+1.96%
-0.26%
27,110.2
 
USFR 		WisdomTree Floating Rate Treasury Fund
292,008
14,690.9
-18.09%
6.280
-1.41%
0.090
-0.38%
-0.06%
18,688.1
 
CORP 		PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
153,518
14,595.0
-2.08%
6.240
-0.13%
-
+0.83%
+1.07%
1,310.1
 
SCHX 		Schwab U.S. Large-Cap ETF
119,257
7,662.3
-5.19%
3.270
-0.18%
-
-9.82%
-6.13%
49,687.9
 
MUNI 		PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
116,517
6,065.9
+6.08%
2.590
+0.15%
-
-1.54%
-1.41%
1,778.4
 
AVGO 		Broadcom Inc
33,760
5,420.3
-7.48%
2.320
-0.16%
0.000
-21.17%
-16.80%
904,231.8
Semiconductors
MSFT 		Microsoft Corp
9,711
4,340.3
+0.90%
1.850
+0.02%
0.000
-11.58%
-6.85%
2,913,005.9
Software
LRCX 		Lam Research Corp
40,560
4,319.0
-1.98%
1.850
-0.03%
0.000
-10.10%
-0.82%
91,628.8
Semiconductors

Clear Rock Advisors, LLC's Historical Top Holdings Breakdowns

Clear Rock Advisors, 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
NVDA 		NVIDIA Corp2024-06-30New Buy
+1.80%
●
76.2 ($101.1) 135.58
$111.01
9.80%
New holding
34,063
34,063
USFR 		WisdomTree Floating Rate Treasury Fund2024-06-30Reduce
-1.41%
●
50.28 ($50.4) 50.52
$50.29
-0.22%
Reduce -18.09%
292,008
-64,480
AMZN 		Amazon.com Inc2024-06-30Add
+1.35%
●
173.67 ($183.7) 197.85
$188.99
2.88%
Add 519.51%
19,533
16,380
CRM 		Salesforce Inc2024-06-30New Buy
+1.31%
●
218.01 ($267.58) 304.74
$267.85
0.10%
New holding
11,964
11,964
CSCO 		Cisco Systems Inc2024-06-30Sold Out
-1.01%
●
45.52 ($47.48) 50.04
$56.71
19.44%
Sold Out
0
-46,594
TXN 		Texas Instruments Inc2024-06-30Reduce
-0.86%
●
159.68 ($184.76) 202.54
$162.86
-11.85%
Reduce -90.48%
1,191
-11,314
XOM 		Exxon Mobil Corp2024-06-30Add
+0.42%
●
108.36 ($116.47) 122.2
$108.57
-6.78%
Add 112.57%
16,051
8,500
PXD Unlock Delisted Pioneer Natural Resources Co2024-06-30Sold Out
-0.33%
●
263.96 ($270.84) 275.52
$269.62
-0.45%
Sold Out
0
-2,913
HYMB 		SPDR Nuveen Bloomberg High Yield Municipal Bond ETF2024-06-30Sold Out
-0.22%
●
25.12 ($25.42) 25.81
$24.66
-2.99%
Sold Out
0
-19,680
AAPL 		Apple Inc2024-06-30Add
+0.20%
●
165 ($186.49) 216.67
$209.28
12.22%
Add 17.46%
15,189
2,258

Clear Rock Advisors, LLC Total Holding History ($B)

To

Clear Rock Advisors, LLC's Asset Allocation

To

Clear Rock Advisors, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Clear Rock Advisors, LLC's Hypothetical Growth since 2024-06-30

Clear Rock Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Clear Rock Advisors, LLC's Holdings Heat Map

Size field:

Clear Rock Advisors, LLC's Holdings Bubble Chart

Clear Rock Advisors, LLC News

  • 1

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