Clear Investment Research, LLC Top Holdings and 13F Report (2024)

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About Clear Investment Research, LLC

Investment Activity

Clear Investment Research, LLC has $74.32 million in total holdings as of March 31, 2024.
Clear Investment Research, LLC owns shares of 221 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 10.09% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Clear Investment Research, LLC has purchased 268 new stocks and bought additional shares in 77 stocks.
Clear Investment Research, LLC sold shares of 57 stocks and completely divested from 60 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $8,383,939
Graphic Packaging: $5,976,861
iShares Core S&P Mid-Cap ETF: $5,165,696
Vanguard Real Estate ETF: $4,194,731
VanEck Fallen Angel High Yield Bond ETF: $3,763,187

Largest New Holdings this Quarter

Capital Group Core Equity ETF: $54,561 Holding
Capital Group Growth ETF: $47,377 Holding
Parker-Hannifin: $3,891 Holding
TransDigm Group: $3,695 Holding
Celsius: $332 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 65,897 shares (about $4.00M)
Fidelity Total Bond ETF: 29,459 shares (about $1.33M)
Fidelity Blue Chip Growth ETF: 13,645 shares (about $524.92K)
Vanguard Real Estate ETF: 3,620 shares (about $313.06K)
VanEck Fallen Angel High Yield Bond ETF: 10,645 shares (about $308.92K)

Largest Sales this Quarter

Graphic Packaging: 21,576 shares (about $629.59K)
iShares Core S&P 500 ETF: 350 shares (about $184.01K)
iShares Core MSCI Emerging Markets ETF: 3,393 shares (about $175.08K)
iShares S&P 500 Growth ETF: 1,137 shares (about $96.02K)
Schwab U.S. Mid-Cap ETF: 1,005 shares (about $81.84K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$8,383,939	$184,008 ▼	-2.1%	15,947	11.3%	ETF
GPK Graphic Packaging	$5,976,861	$629,589 ▼	-9.5%	204,827	8.0%	Industrial Products
IJH iShares Core S&P Mid-Cap ETF	$5,165,696	$4,002,585 ▲	344.1%	85,046	7.0%	ETF
VNQ Vanguard Real Estate ETF	$4,194,731	$313,059 ▲	8.1%	48,505	5.6%	ETF
ANGL VanEck Fallen Angel High Yield Bond ETF	$3,763,187	$308,919 ▲	8.9%	129,675	5.1%	Manufacturing
IEFA iShares Core MSCI EAFE ETF	$3,136,378	$44,904 ▼	-1.4%	42,257	4.2%	ETF
FBND Fidelity Total Bond ETF	$2,980,760	$1,334,806 ▲	81.1%	65,785	4.0%	ETF
SCHX Schwab US Large-Cap ETF	$2,633,578	$6,454 ▼	-0.2%	42,436	3.5%	ETF
AAPL Apple	$2,533,999	$35,154 ▲	1.4%	14,777	3.4%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$2,374,091	$78,691 ▲	3.4%	21,481	3.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,181,321	$175,082 ▼	-7.4%	42,273	2.9%	ETF
LLY Eli Lilly and Company	$2,015,871	$24,897 ▼	-1.2%	2,591	2.7%	Medical
MSFT Microsoft	$1,651,394	$16,409 ▼	-1.0%	3,925	2.2%	Computer and Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$1,593,339	$268,200 ▲	20.2%	33,049	2.1%	ETF
IVE iShares S&P 500 Value ETF	$1,310,482	$19,428 ▼	-1.5%	7,015	1.8%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$1,103,051	$81,837 ▼	-6.9%	13,546	1.5%	ETF
IVW iShares S&P 500 Growth ETF	$1,101,856	$96,016 ▼	-8.0%	13,048	1.5%	ETF
NVDA NVIDIA	$908,249	$44,283 ▼	-4.6%	1,005	1.2%	Computer and Technology
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$854,217	$72,278 ▲	9.2%	16,014	1.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$785,202	$35,372 ▼	-4.3%	15,650	1.1%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$733,157	$6,265 ▼	-0.8%	7,373	1.0%	ETF
SCHP Schwab U.S. TIPS ETF	$697,459	$28,011 ▲	4.2%	13,371	0.9%	ETF
DLTR Dollar Tree	$692,380		0.0%	5,200	0.9%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$669,068	$3,060 ▼	-0.5%	7,216	0.9%	ETF
BAC Bank of America	$668,699	$872 ▲	0.1%	17,634	0.9%	Finance
TIP iShares TIPS Bond ETF	$641,102	$71,544 ▲	12.6%	5,968	0.9%	ETF
SCHA Schwab US Small-Cap ETF	$605,406		0.0%	12,295	0.8%	ETF
SCHF Schwab International Equity ETF	$586,315		0.0%	15,026	0.8%	ETF
AMZN Amazon.com	$578,298	$18,038 ▼	-3.0%	3,206	0.8%	Retail/Wholesale
FBCG Fidelity Blue Chip Growth ETF	$552,776	$524,924 ▲	1,884.7%	14,369	0.7%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$526,313		0.0%	6,927	0.7%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$523,320	$1,011 ▲	0.2%	6,732	0.7%	ETF
IWO iShares Russell 2000 Growth ETF	$423,184	$542 ▲	0.1%	1,562	0.6%	ETF
IWN iShares Russell 2000 Value ETF	$371,789	$6,035 ▲	1.7%	2,341	0.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$357,187	$1,861 ▲	0.5%	3,647	0.5%	Finance
BRK.B Berkshire Hathaway	$351,975	$6,728 ▲	1.9%	837	0.5%	Finance
IJS iShares S&P Small-Cap 600 Value ETF	$325,441	$21,991 ▲	7.2%	3,167	0.4%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$323,951	$6,406 ▲	2.0%	2,478	0.4%	ETF
GOOGL Alphabet	$322,839	$4,981 ▲	1.6%	2,139	0.4%	Computer and Technology
JNJ Johnson & Johnson	$303,096	$3,480 ▲	1.2%	1,916	0.4%	Medical
QUAL iShares MSCI USA Quality Factor ETF	$293,460	$11,673 ▼	-3.8%	1,785	0.4%	ETF
SPHQ Invesco S&P 500 Quality ETF	$292,408	$1,752 ▲	0.6%	4,839	0.4%	ETF
DFAI Dimensional International Core Equity Market ETF	$267,832	$30 ▼	0.0%	8,862	0.4%	ETF
DGRO iShares Core Dividend Growth ETF	$265,032	$3,949 ▼	-1.5%	4,564	0.4%	ETF
R Ryder System	$256,726		0.0%	2,136	0.3%	Transportation
LOW Lowe's Companies	$254,730		0.0%	1,000	0.3%	Retail/Wholesale
LDUR PIMCO Low Duration Exchange-Traded Fund	$223,775	$285 ▲	0.1%	2,359	0.3%	ETF
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$223,286	$113 ▲	0.1%	3,945	0.3%	ETF
IYR iShares U.S. Real Estate ETF	$209,763	$7,193 ▲	3.6%	2,333	0.3%	ETF
LRGF iShares U.S. Equity Factor ETF	$205,447		0.0%	3,818	0.3%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$204,878	$23,073 ▼	-10.1%	3,019	0.3%	Manufacturing
CVS CVS Health	$196,273	$638 ▲	0.3%	2,460	0.3%	Retail/Wholesale
PG Procter & Gamble	$196,050	$36,191 ▼	-15.6%	1,208	0.3%	Consumer Staples
QQQ Invesco QQQ	$191,812		0.0%	432	0.3%	Finance
SCHH Schwab U.S. REIT ETF	$178,295	$28,785 ▼	-13.9%	8,783	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$176,275		0.0%	337	0.2%	Finance
SCZ iShares MSCI EAFE Small-Cap ETF	$169,015	$6,145 ▲	3.8%	2,668	0.2%	ETF
DJP iPath Bloomberg Commodity Index Total Return ETN	$165,110	$1,337 ▲	0.8%	5,309	0.2%	Finance
WFC Wells Fargo & Company	$158,463		0.0%	2,734	0.2%	Finance
SO Southern	$144,943	$1,005 ▲	0.7%	2,020	0.2%	Utilities
IMCV iShares Morningstar Mid-Cap Value ETF	$142,785	$943 ▲	0.7%	1,968	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$134,652	$161 ▲	0.1%	1,670	0.2%	ETF
XOM Exxon Mobil	$121,016	$4,301 ▲	3.7%	1,041	0.2%	Oils/Energy
DFAT Dimensional U.S. Targeted Value ETF	$118,443	$2,068 ▲	1.8%	2,176	0.2%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$115,228	$7,622 ▼	-6.2%	1,285	0.2%	ETF
AMAT Applied Materials	$114,458	$10,930 ▼	-8.7%	555	0.2%	Computer and Technology
WMT Walmart	$110,522	$73,380 ▲	197.6%	1,836	0.1%	Retail/Wholesale
SCHE Schwab Emerging Markets Equity ETF	$107,439		0.0%	4,255	0.1%	ETF
ISTB iShares Core 1-5 Year USD Bond ETF	$106,653	$1,234 ▲	1.2%	2,248	0.1%	Manufacturing
NEAR BlackRock Short Duration Bond ETF	$104,006	$5,501 ▲	5.6%	2,061	0.1%	ETF
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$102,915	$5,089 ▲	5.2%	2,528	0.1%	ETF
IWM iShares Russell 2000 ETF	$102,561	$3,580 ▲	3.6%	487	0.1%	Finance
SPLV Invesco S&P 500 Low Volatility ETF	$101,769	$263 ▲	0.3%	1,545	0.1%	ETF
JHMM John Hancock Multifactor Mid Cap ETF	$96,808	$17,502 ▲	22.1%	1,687	0.1%	ETF
TFC Truist Financial	$96,709		0.0%	2,481	0.1%	Finance
HD Home Depot	$90,318		0.0%	235	0.1%	Retail/Wholesale
LMT Lockheed Martin	$87,026	$43,741 ▲	101.1%	191	0.1%	Aerospace
USO United States Oil Fund	$86,682	$5,275 ▲	6.5%	1,101	0.1%	ETF
IAU iShares Gold Trust	$86,625	$504 ▼	-0.6%	2,062	0.1%	Finance
IWF iShares Russell 1000 Growth ETF	$86,622		0.0%	257	0.1%	ETF
BSV Vanguard Short-Term Bond ETF	$84,874		0.0%	1,107	0.1%	ETF
SOXX iShares Semiconductor ETF	$82,009	$54,673 ▲	200.0%	363	0.1%	ETF
AMD Advanced Micro Devices	$78,874	$5,415 ▲	7.4%	437	0.1%	Computer and Technology
CDNS Cadence Design Systems	$77,820		0.0%	250	0.1%	Computer and Technology
AVGO Broadcom	$75,865	$18,634 ▼	-19.7%	57	0.1%	Computer and Technology
TSLA Tesla	$74,183	$24,786 ▲	50.2%	422	0.1%	Auto/Tires/Trucks
BBY Best Buy	$73,827		0.0%	900	0.1%	Retail/Wholesale
HDV iShares Core High Dividend ETF	$71,724	$3,972 ▼	-5.2%	650	0.1%	ETF
SNPS Synopsys	$71,438	$8,573 ▼	-10.7%	125	0.1%	Computer and Technology
PFE Pfizer	$66,350		0.0%	2,391	0.1%	Medical
FIS Fidelity National Information Services	$65,109		0.0%	877	0.1%	Business Services
TBLL Invesco Short Term Treasury ETF	$64,313	$845 ▲	1.3%	609	0.1%	ETF
KO Coca-Cola	$58,186	$122 ▼	-0.2%	951	0.1%	Consumer Staples
FPXI First Trust International IPO ETF	$54,769		0.0%	1,186	0.1%	Manufacturing
CGUS Capital Group Core Equity ETF	$54,561	$54,561 ▲	New Holding	1,751	0.1%	ETF
NFLX Netflix	$54,199	$1,218 ▲	2.3%	89	0.1%	Consumer Discretionary
PEP PepsiCo	$53,903	$175 ▼	-0.3%	308	0.1%	Consumer Staples
GE General Electric	$52,659		0.0%	300	0.1%	Transportation
MDT Medtronic	$52,290		0.0%	600	0.1%	Medical
CGXU Capital Group International Focus Equity ETF	$50,142	$6,471 ▼	-11.4%	1,945	0.1%	ETF
SCHC Schwab International Small-Cap Equity ETF	$48,258		0.0%	1,348	0.1%	ETF
CGGR Capital Group Growth ETF	$47,377	$47,377 ▲	New Holding	1,481	0.1%	ETF
MRK Merck & Co., Inc.	$47,106		0.0%	357	0.1%	Medical
META Meta Platforms	$46,900	$1,954 ▲	4.3%	96	0.1%	Computer and Technology
ABBV AbbVie	$45,749	$10,754 ▼	-19.0%	251	0.1%	Medical
UNH UnitedHealth Group	$44,597	$5,451 ▼	-10.9%	90	0.1%	Medical
V Visa	$44,430	$5,868 ▼	-11.7%	159	0.1%	Business Services
CVX Chevron	$43,902	$474 ▼	-1.1%	278	0.1%	Oils/Energy
TLT iShares 20+ Year Treasury Bond ETF	$43,525		0.0%	460	0.1%	ETF
SLV iShares Silver Trust	$42,634	$1,047 ▲	2.5%	1,874	0.1%	ETF
ADBE Adobe	$40,368	$7,569 ▲	23.1%	80	0.1%	Computer and Technology
ETN Eaton	$38,261		0.0%	122	0.1%	Industrial Products
GOOG Alphabet	$37,304		0.0%	245	0.1%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$37,287		0.0%	220	0.1%	ETF
MDLZ Mondelez International	$37,245	$210 ▲	0.6%	532	0.1%	Consumer Staples
IGOV iShares International Treasury Bond ETF	$36,975	$39,274 ▼	-51.5%	933	0.0%	ETF
ORCL Oracle	$36,929	$7,537 ▼	-16.9%	294	0.0%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$35,965	$5,437 ▲	17.8%	430	0.0%	ETF
APD Air Products and Chemicals	$32,485	$1,455 ▲	4.7%	134	0.0%	Basic Materials
PLD Prologis	$31,923	$391 ▲	1.2%	245	0.0%	Finance
SBUX Starbucks	$30,365	$5,671 ▼	-15.7%	332	0.0%	Retail/Wholesale
MCD McDonald's	$30,062	$6,239 ▼	-17.2%	106	0.0%	Retail/Wholesale
MPLX Mplx	$29,092		0.0%	700	0.0%	Oils/Energy
T AT&T	$29,005		0.0%	1,648	0.0%	Computer and Technology
MMC Marsh & McLennan Companies	$28,735	$7,235 ▼	-20.1%	139	0.0%	Finance
DG Dollar General	$27,467		0.0%	176	0.0%	Retail/Wholesale
BMY Bristol-Myers Squibb	$27,115		0.0%	500	0.0%	Medical
JPM JPMorgan Chase & Co.	$26,882	$1,003 ▼	-3.6%	134	0.0%	Finance
TRV Travelers Companies	$25,427		0.0%	110	0.0%	Finance
PAYX Paychex	$24,196	$13,510 ▼	-35.8%	197	0.0%	Business Services
TXN Texas Instruments	$24,058	$174 ▲	0.7%	138	0.0%	Computer and Technology
SRE Sempra	$23,417		0.0%	326	0.0%	Utilities
PSX Phillips 66	$22,542	$163 ▲	0.7%	138	0.0%	Oils/Energy
IMTM iShares MSCI Intl Momentum Factor ETF	$20,608	$2,473 ▲	13.6%	525	0.0%	ETF
ADP Automatic Data Processing	$20,479		0.0%	82	0.0%	Business Services
USB U.S. Bancorp	$19,985	$224 ▲	1.1%	447	0.0%	Finance
PAYC Paycom Software	$19,590		0.0%	98	0.0%	Computer and Technology
SMOT VanEck Morningstar SMID Moat ETF	$19,157	$102 ▲	0.5%	561	0.0%	ETF
AZN AstraZeneca	$18,970		0.0%	280	0.0%	Medical
WBA Walgreens Boots Alliance	$17,352		0.0%	800	0.0%	Retail/Wholesale
PNC The PNC Financial Services Group	$17,147	$162 ▲	1.0%	106	0.0%	Finance
FBIN Fortune Brands Innovations	$16,934		0.0%	200	0.0%	Retail/Wholesale
IVZ Invesco	$16,590		0.0%	1,000	0.0%	Finance
MTUM iShares MSCI USA Momentum Factor ETF	$16,299		0.0%	87	0.0%	ETF
IWR iShares Russell Mid-Cap ETF	$15,833	$84 ▲	0.5%	188	0.0%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$15,581		0.0%	370	0.0%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$15,381		0.0%	217	0.0%	ETF
TQQQ ProShares UltraPro QQQ	$13,909	$371 ▲	2.7%	225	0.0%	ETF
QCOM QUALCOMM	$13,780		0.0%	81	0.0%	Computer and Technology
ALB Albemarle	$13,661	$1,061 ▲	8.4%	103	0.0%	Basic Materials
IDXX IDEXX Laboratories	$13,498		0.0%	25	0.0%	Medical
O Realty Income	$13,495	$379 ▲	2.9%	249	0.0%	Finance
SCHW Charles Schwab	$13,021		0.0%	180	0.0%	Finance
FIDELITY CONVINGTON TRUST	$12,517	$31 ▲	0.2%	409	0.0%	ENHANCED MID
HON Honeywell International	$12,273	$4,576 ▼	-27.2%	59	0.0%	Multi-Sector Conglomerates
RTX RTX	$9,863	$4,004 ▼	-28.9%	101	0.0%	Aerospace
ABT Abbott Laboratories	$9,138		0.0%	80	0.0%	Medical
TAN Invesco Solar ETF	$8,938		0.0%	197	0.0%	ETF
F Ford Motor	$8,503	$239 ▲	2.9%	640	0.0%	Auto/Tires/Trucks
BLK BlackRock	$8,422	$1,684 ▲	25.0%	10	0.0%	Finance
HPQ HP	$6,873	$61 ▲	0.9%	227	0.0%	Computer and Technology
RY Royal Bank of Canada	$6,759		0.0%	67	0.0%	Finance
GNRC Generac	$6,307		0.0%	50	0.0%	Computer and Technology
DIS Walt Disney	$6,241		0.0%	51	0.0%	Consumer Discretionary
LEVI Levi Strauss & Co.	$5,997		0.0%	300	0.0%	Retail/Wholesale
MRVL Marvell Technology	$5,117	$142 ▼	-2.7%	72	0.0%	Business Services
ACWX iShares MSCI ACWI ex U.S. ETF	$4,894		0.0%	91	0.0%	Manufacturing
NEE NextEra Energy	$4,777	$24,789 ▼	-83.8%	74	0.0%	Utilities
LITHIUM AMERS CORP NEW	$4,731	$60 ▼	-1.3%	704	0.0%	COM SHS
VYM Vanguard High Dividend Yield ETF	$4,719		0.0%	39	0.0%	ETF
DKNG DraftKings	$4,541		0.0%	100	0.0%	Consumer Discretionary
AMT American Tower	$4,421	$201 ▼	-4.3%	22	0.0%	Finance
ECL Ecolab	$3,944	$232 ▲	6.3%	17	0.0%	Basic Materials
ACWI iShares MSCI ACWI ETF	$3,915		0.0%	35	0.0%	Manufacturing
PH Parker-Hannifin	$3,891	$3,891 ▲	New Holding	7	0.0%	Industrial Products
HPE Hewlett Packard Enterprise	$3,760	$35 ▲	1.0%	212	0.0%	Computer and Technology
TDG TransDigm Group	$3,695	$3,695 ▲	New Holding	3	0.0%	Aerospace
CRM Salesforce	$3,614	$8,734 ▼	-70.7%	12	0.0%	Computer and Technology
LITHIUM AMERICAS ARGENTINA C	$3,584	$65 ▼	-1.8%	665	0.0%	COM SHS
WBD Warner Bros. Discovery	$3,475		0.0%	398	0.0%	Consumer Discretionary
LW Lamb Weston	$3,465		0.0%	32	0.0%	Consumer Staples
ARKK ARK Innovation ETF	$3,456		0.0%	69	0.0%	ETF
CAG Conagra Brands	$3,400	$30 ▲	0.9%	114	0.0%	Consumer Staples
ITW Illinois Tool Works	$3,001	$16,642 ▼	-84.7%	11	0.0%	Industrial Products
VTRS Viatris	$2,961		0.0%	248	0.0%	Medical
UBER Uber Technologies	$2,618	$539 ▼	-17.1%	34	0.0%	Computer and Technology
CNHI CNH Industrial	$2,164		0.0%	167	0.0%	Industrials
TMUS T-Mobile US	$2,139	$1,316 ▼	-38.1%	13	0.0%	Computer and Technology
WM Waste Management	$1,918	$639 ▲	50.0%	9	0.0%	Business Services
IBM International Business Machines	$1,910		0.0%	10	0.0%	Computer and Technology
OLD DOMINION FREIGHT LINE IN	$1,762	$881 ▲	100.0%	8	0.0%	COM
WAB Westinghouse Air Brake Technologies	$1,748		0.0%	12	0.0%	Transportation
VVI Viad	$1,688		0.0%	42	0.0%	Business Services
LHX L3Harris Technologies	$1,528		0.0%	7	0.0%	Aerospace
PANW Palo Alto Networks	$1,421		0.0%	5	0.0%	Computer and Technology
ABNB Airbnb	$1,320	$165 ▲	14.3%	8	0.0%	Computer and Technology
KVUE Kenvue	$1,061	$22 ▲	2.1%	49	0.0%	Consumer Staples
CMCSA Comcast	$997	$1,691 ▼	-62.9%	23	0.0%	Consumer Discretionary
LRCX Lam Research	$980		0.0%	1	0.0%	Computer and Technology
GIS General Mills	$789	$574 ▼	-42.1%	11	0.0%	Consumer Staples
KR Kroger	$642	$584 ▼	-47.6%	11	0.0%	Retail/Wholesale
TD Toronto-Dominion Bank	$604		0.0%	10	0.0%	Finance
OXY Occidental Petroleum	$590	$459 ▼	-43.8%	9	0.0%	Oils/Energy
COIN Coinbase Global	$530	$265 ▲	100.0%	2	0.0%	Finance
CCL Carnival Co. &	$523		0.0%	32	0.0%	Consumer Discretionary
DAL Delta Air Lines	$482		0.0%	10	0.0%	Transportation
VCSH Vanguard Short-Term Corporate Bond ETF	$464		0.0%	6	0.0%	ETF
CELH Celsius	$332	$332 ▲	New Holding	4	0.0%	Consumer Staples
DXC DXC Technology	$310		0.0%	14	0.0%	Computer and Technology
FM iShares Frontier and Select EM ETF	$303		0.0%	10	0.0%	ETF
ON Onsemi	$221	$1,105 ▼	-83.3%	3	0.0%	Computer and Technology
FNF Fidelity National Financial	$201		0.0%	3	0.0%	Finance
KRNY Kearny Financial	$193		0.0%	30	0.0%	Finance
SNAP Snap	$115	$104 ▲	900.0%	10	0.0%	Computer and Technology
PCY Invesco Emerging Markets Sovereign Debt ETF	$82		0.0%	4	0.0%	ETF
CNNE Cannae	$22		0.0%	1	0.0%	Finance
MULLEN AUTOMOTIVE INC	$5		0.0%	1	0.0%	COM NEW
IXC iShares Global Energy ETF	$0		New Holding	0	0.0%	ETF
EPRT Essential Properties Realty Trust	$0		New Holding	0	0.0%	Finance
CTVA Corteva	$0		New Holding	0	0.0%	Consumer Staples
DD DuPont de Nemours	$0		New Holding	0	0.0%	Basic Materials
VV Vanguard Large-Cap ETF	$0	$499,673 ▼	-100.0%	0	0.0%	ETF
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$0	$484,089 ▼	-100.0%	0	0.0%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$0	$418,751 ▼	-100.0%	0	0.0%	Manufacturing
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$0	$330,039 ▼	-100.0%	0	0.0%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$0	$120,123 ▼	-100.0%	0	0.0%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$0	$102,773 ▼	-100.0%	0	0.0%	ETF
VIG Vanguard Dividend Appreciation ETF	$0	$88,400 ▼	-100.0%	0	0.0%	ETF
VTI Vanguard Total Stock Market ETF	$0	$87,189 ▼	-100.0%	0	0.0%	ETF
SCHK Schwab 1000 Index ETF	$0	$86,731 ▼	-100.0%	0	0.0%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$0	$66,361 ▼	-100.0%	0	0.0%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$0	$38,364 ▼	-100.0%	0	0.0%	ETF
XT iShares Exponential Technologies ETF	$0	$32,030 ▼	-100.0%	0	0.0%	Manufacturing
KOMP SPDR S&P Kensho New Economies Composite ETF	$0	$31,756 ▼	-100.0%	0	0.0%	ETF
WMB Williams Companies	$0	$20,585 ▼	-100.0%	0	0.0%	Oils/Energy
CSCO Cisco Systems	$0	$16,672 ▼	-100.0%	0	0.0%	Computer and Technology
COST Costco Wholesale	$0	$15,842 ▼	-100.0%	0	0.0%	Retail/Wholesale
NOW ServiceNow	$0	$13,423 ▼	-100.0%	0	0.0%	Computer and Technology
MA Mastercard	$0	$12,369 ▼	-100.0%	0	0.0%	Business Services
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$0	$10,890 ▼	-100.0%	0	0.0%	ETF
WEC WEC Energy Group	$0	$10,774 ▼	-100.0%	0	0.0%	Utilities
NXPI NXP Semiconductors	$0	$10,336 ▼	-100.0%	0	0.0%	Computer and Technology
DXCM DexCom	$0	$9,183 ▼	-100.0%	0	0.0%	Medical
INTU Intuit	$0	$8,750 ▼	-100.0%	0	0.0%	Computer and Technology
HUBB Hubbell	$0	$8,552 ▼	-100.0%	0	0.0%	Industrial Products
ACN Accenture	$0	$8,422 ▼	-100.0%	0	0.0%	Business Services
KDP Keurig Dr Pepper	$0	$8,297 ▼	-100.0%	0	0.0%	Consumer Staples
ZTS Zoetis	$0	$8,092 ▼	-100.0%	0	0.0%	Medical
KMI Kinder Morgan	$0	$7,744 ▼	-100.0%	0	0.0%	Oils/Energy
NKE NIKE	$0	$7,491 ▼	-100.0%	0	0.0%	Consumer Discretionary
LINDE PLC	$0	$7,393 ▼	-100.0%	0	0.0%	SHS
FI Fiserv	$0	$7,306 ▼	-100.0%	0	0.0%	Business Services
TJX TJX Companies	$0	$6,848 ▼	-100.0%	0	0.0%	Retail/Wholesale
CTAS Cintas	$0	$6,629 ▼	-100.0%	0	0.0%	Industrial Products
FAST Fastenal	$0	$6,477 ▼	-100.0%	0	0.0%	Retail/Wholesale
VRSK Verisk Analytics	$0	$6,210 ▼	-100.0%	0	0.0%	Business Services
AMGN Amgen	$0	$6,048 ▼	-100.0%	0	0.0%	Medical
MNST Monster Beverage	$0	$5,934 ▼	-100.0%	0	0.0%	Consumer Staples
UNP Union Pacific	$0	$5,649 ▼	-100.0%	0	0.0%	Transportation
CHENIERE ENERGY INC	$0	$5,121 ▼	-100.0%	0	0.0%	COM NEW
DHR Danaher	$0	$5,089 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
DELL Dell Technologies	$0	$5,049 ▼	-100.0%	0	0.0%	Computer and Technology
BA Boeing	$0	$4,953 ▼	-100.0%	0	0.0%	Aerospace
CME CME Group	$0	$4,844 ▼	-100.0%	0	0.0%	Finance
ELV Elevance Health	$0	$4,716 ▼	-100.0%	0	0.0%	Medical
VEEV Veeva Systems	$0	$4,620 ▼	-100.0%	0	0.0%	Computer and Technology
EG Everest Group	$0	$4,597 ▼	-100.0%	0	0.0%	Finance
RF Regions Financial	$0	$4,496 ▼	-100.0%	0	0.0%	Finance
EXEL Exelixis	$0	$4,054 ▼	-100.0%	0	0.0%	Medical
TTWO Take-Two Interactive Software	$0	$3,702 ▼	-100.0%	0	0.0%	Consumer Discretionary
ES Eversource Energy	$0	$3,086 ▼	-100.0%	0	0.0%	Utilities
GLW Corning	$0	$2,071 ▼	-100.0%	0	0.0%	Computer and Technology
CRSP CRISPR Therapeutics	$0	$1,315 ▼	-100.0%	0	0.0%	Medical
JCI Johnson Controls International	$0	$1,153 ▼	-100.0%	0	0.0%	Industrial Products
UPS United Parcel Service	$0	$1,101 ▼	-100.0%	0	0.0%	Transportation
GM General Motors	$0	$467 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
NTLA Intellia Therapeutics	$0	$335 ▼	-100.0%	0	0.0%	Medical

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Clear Investment Research, LLC Top Holdings and 13F Report (2024)

About Clear Investment Research, LLC

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Clear Investment Research, LLC Top Holdings and 13F Report (2024)

About Clear Investment Research, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofClear Investment Research, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information