Clarion Wealth Managment Partners, LLC Top Holdings and 13F Report (2025) About Clarion Wealth Managment Partners, LLCInvestment ActivityClarion Wealth Managment Partners, LLC has $91.29 million in total holdings as of June 30, 2025.Clarion Wealth Managment Partners, LLC owns shares of 81 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard International Dividend Appreciation ETF $13,063,143Apple $7,433,829AMERICAN HEALTHCARE REIT INC $5,509,813iShares Russell 1000 Growth ETF $4,541,667Vanguard FTSE Developed Markets ETF $3,284,184 Sector AllocationMap of 500 Largest Holdings ofClarion Wealth Managment Partners, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVIGIVanguard International Dividend Appreciation ETF$13,063,143144,95314.3%ETFAAPLApple$7,433,82936,2338.1%Computer and TechnologyAMERICAN HEALTHCARE REIT INC$5,509,813149,9686.0%COM SHSIWFiShares Russell 1000 Growth ETF$4,541,66710,6975.0%ETFVEAVanguard FTSE Developed Markets ETF$3,284,18457,6073.6%ETFIWDiShares Russell 1000 Value ETF$2,237,02911,5172.5%ETFVONGVanguard Russell 1000 Growth ETF$2,084,75719,0912.3%ETFMSFTMicrosoft$1,918,9523,8582.1%Computer and TechnologyHDHome Depot$1,887,8525,1492.1%Retail/WholesaleVSLUApplied Finance Valuation Large Cap ETF$1,870,86747,7872.0%ETFIWPiShares Russell Mid-Cap Growth ETF$1,775,02712,7991.9%ETFAMZNAmazon.com$1,737,5697,9201.9%Retail/WholesaleVONVVanguard Russell 1000 Value ETF$1,598,83118,7631.8%ETFVVisa$1,549,2904,3641.7%Business ServicesCOSTCostco Wholesale$1,381,0441,3951.5%Retail/WholesaleTPRTapestry$1,317,43515,0031.4%Retail/WholesaleWPCW.P. Carey$1,315,21021,0841.4%FinanceIWSiShares Russell Mid-Cap Value ETF$1,296,8089,8141.4%ETFVGLTVanguard Long-Term Treasury ETF$1,234,10521,9901.4%ETFJNJJohnson & Johnson$1,196,3217,8321.3%MedicalXOMExxon Mobil$1,181,83510,9631.3%EnergyVTVVanguard Value ETF$1,178,5786,6681.3%ETFIAUiShares Gold Trust$1,116,43117,9031.2%FinanceIWOiShares Russell 2000 Growth ETF$1,112,9593,8931.2%ETFSPYSPDR S&P 500 ETF Trust$1,089,3771,7631.2%FinancePGProcter & Gamble$1,086,0806,8171.2%Consumer StaplesVGITVanguard Intermediate-Term Treasury ETF$1,047,19617,5091.1%ETFVWOVanguard FTSE Emerging Markets ETF$1,000,60820,2311.1%ETFCSLCarlisle Companies$1,000,3392,6791.1%Multi-Sector ConglomeratesIWNiShares Russell 2000 Value ETF$965,3046,1191.1%ETFNVDANVIDIA$940,9275,9561.0%Computer and TechnologyAVDEAvantis International Equity ETF$929,71712,5621.0%ETFBRK.BBerkshire Hathaway$847,6691,7450.9%FinanceDDominion Energy$805,85314,2580.9%UtilitiesGEGE Aerospace$803,8403,1230.9%AerospaceORCLOracle$767,8813,5120.8%Computer and TechnologyVUGVanguard Growth ETF$730,9421,6670.8%ETFDUKDuke Energy$719,8046,1000.8%UtilitiesPPGPPG Industries$622,1335,4690.7%Basic MaterialsABBVAbbVie$618,0053,3290.7%MedicalJPMJPMorgan Chase & Co.$583,2922,0120.6%FinanceMUBiShares National Muni Bond ETF$581,9295,5700.6%ETFVTIVanguard Total Stock Market ETF$566,2281,8630.6%ETFGOOGLAlphabet$544,7693,0910.6%Computer and TechnologyCATCaterpillar$496,1421,2780.5%IndustrialsVSSVanguard FTSE All-World ex-US Small-Cap ETF$495,5683,6880.5%ETFVOOVanguard S&P 500 ETF$491,9148660.5%ETFMOAltria Group$491,7658,3880.5%Consumer StaplesRTXRTX$482,7743,3060.5%AerospaceTAT&T$482,67916,6790.5%Computer and TechnologyNFLXNetflix$464,6783470.5%Consumer DiscretionaryMCDMcDonald's$447,2961,5310.5%Retail/WholesaleTSLATesla$441,8651,3910.5%Auto/Tires/TrucksCVXChevron$413,9592,8910.5%EnergyJJacobs Solutions$403,9463,0730.4%Business ServicesGE VERNOVA INC$399,0177540.4%COMVIGVanguard Dividend Appreciation ETF$355,0881,7350.4%ETFLINDE PLC$346,8277390.4%SHSPFEPfizer$334,20413,7870.4%MedicalPWRQuanta Services$328,9308700.4%ConstructionMGKVanguard Mega Cap Growth ETF$326,9908930.4%ETFLDOSLeidos$310,1061,9660.3%Computer and TechnologyLOWLowe's Companies$308,0131,3880.3%Retail/WholesaleWMTWalmart$305,1043,1200.3%Retail/WholesaleLMTLockheed Martin$301,6406510.3%AerospaceIBMInternational Business Machines$294,7721,0000.3%Computer and TechnologyEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$286,4556,0480.3%ETFPALANTIR TECHNOLOGIES INC$285,5902,0950.3%CL AKOCocaCola$283,6724,0090.3%Consumer StaplesCHHChoice Hotels International$262,5652,0690.3%Consumer DiscretionaryDISWalt Disney$258,6852,0860.3%Consumer DiscretionaryCHRWC.H. Robinson Worldwide$238,7242,4880.3%TransportationAVUVAvantis U.S. Small Cap Value ETF$233,4242,5620.3%ETFSHWSherwin-Williams$223,1846500.2%Basic MaterialsMMM3M$221,0971,4520.2%Multi-Sector ConglomeratesCVSCVS Health$210,0683,0450.2%MedicalBABoeing$209,3209990.2%AerospaceGDGeneral Dynamics$205,2537040.2%AerospaceABTAbbott Laboratories$202,1111,4860.2%MedicalDUHPDimensional US High Profitability ETF$201,4215,6640.2%ETFJGHNuveen Global High Income Fund$169,10813,0790.2%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access