Clarity Financial LLC Top Holdings and 13F Report (2024) → Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (From Paradigm Press) (Ad) About Clarity Financial LLCInvestment ActivityClarity Financial LLC has $661.36 million in total holdings as of March 31, 2024.Clarity Financial LLC owns shares of 116 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 17.72% of the portfolio was purchased this quarter.About 10.76% of the portfolio was sold this quarter.This quarter, Clarity Financial LLC has purchased 111 new stocks and bought additional shares in 48 stocks.Clarity Financial LLC sold shares of 36 stocks and completely divested from 12 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $44,584,738iShares 7-10 Year Treasury Bond ETF $37,797,359Exxon Mobil $31,025,768iShares 3-7 Year Treasury Bond ETF $30,184,401AbbVie $28,277,960 Largest New Holdings this Quarter ProShares Short S&P500 $3,543,540 HoldingPalo Alto Networks $3,062,637 HoldingMaterials Select Sector SPDR Fund $2,225,824 HoldingiShares Core S&P 500 ETF $1,209,296 HoldingVanguard FTSE Developed Markets Index Fund ETF Shares $364,886 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 389,414 shares (about $36.86M)UnitedHealth Group 36,403 shares (about $18.01M)Eli Lilly and Company 11,716 shares (about $9.11M)Comcast 179,297 shares (about $7.77M)Health Care Select Sector SPDR Fund 43,105 shares (about $6.37M) Largest Sales this Quarter iShares 1-3 Year Treasury Bond ETF 375,363 shares (about $30.70M)NVIDIA 7,797 shares (about $7.05M)Cisco Systems 127,825 shares (about $6.38M)Advanced Micro Devices 33,774 shares (about $6.10M)Diamondback Energy 17,940 shares (about $3.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarity Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHYiShares 1-3 Year Treasury Bond ETF$44,584,738$30,697,186 ▼-40.8%545,1796.7%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$37,797,359$36,861,929 ▲3,940.6%399,2965.7%ETFXOMExxon Mobil$31,025,768$212,254 ▲0.7%266,9114.7%Oils/EnergyIEIiShares 3-7 Year Treasury Bond ETF$30,184,401$1,260,709 ▲4.4%260,6374.6%ETFABBVAbbVie$28,277,960$2,052,450 ▼-6.8%155,2884.3%MedicalTLTiShares 20+ Year Treasury Bond ETF$25,332,938$5,199,851 ▲25.8%267,7333.8%ETFXLKTechnology Select Sector SPDR Fund$24,433,403$3,068,442 ▼-11.2%117,3163.7%ETFAAPLApple$23,784,306$3,193,991 ▲15.5%138,7003.6%Computer and TechnologyDUKDuke Energy$23,000,706$1,254,424 ▲5.8%237,8323.5%UtilitiesMSFTMicrosoft$22,202,277$1,738,839 ▼-7.3%52,7723.4%Computer and TechnologyCMCSAComcast$22,136,193$7,772,522 ▲54.1%510,6393.3%Consumer DiscretionaryGOOGAlphabet$21,040,962$940,662 ▼-4.3%138,1913.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$19,086,421$6,367,902 ▲50.1%129,1982.9%ETFCOSTCostco Wholesale$18,961,693$67,401 ▲0.4%25,8822.9%Retail/WholesaleUNHUnitedHealth Group$18,867,498$18,008,693 ▲2,096.9%38,1392.9%MedicalAMZNAmazon.com$18,455,709$1,260,312 ▲7.3%102,3162.8%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$16,281,750$1,447,013 ▼-8.2%199,3852.5%ETFPGProcter & Gamble$16,210,068$1,647,486 ▼-9.2%99,9082.5%Consumer StaplesSWKStanley Black & Decker$13,703,874$261,670 ▲1.9%139,9352.1%Industrial ProductsXLPConsumer Staples Select Sector SPDR Fund$12,323,259$12,599 ▲0.1%161,3841.9%ETFAMDAdvanced Micro Devices$11,689,803$6,095,873 ▼-34.3%64,7671.8%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$11,652,947$46,176 ▲0.4%126,9381.8%ETFVVisa$10,955,223$64,467 ▲0.6%39,2551.7%Business ServicesNVDANVIDIA$10,477,757$7,045,108 ▼-40.2%11,5961.6%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$9,958,636$111,990 ▼-1.1%54,1551.5%FinanceXLEEnergy Select Sector SPDR Fund$9,814,593$55,136 ▲0.6%103,9571.5%ETFLLYEli Lilly and Company$9,600,459$9,114,251 ▲1,874.6%12,3411.5%MedicalRTXRTX$9,080,094$92,263 ▲1.0%93,1011.4%AerospaceBRK.BBerkshire Hathaway$9,057,580$122,792 ▲1.4%21,5391.4%FinanceWMTWalmart$7,944,175$5,405,004 ▲212.9%132,0291.2%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$7,872,897$91,254 ▼-1.1%119,9221.2%ETFSPYSPDR S&P 500 ETF Trust$7,580,126$2,187,943 ▲40.6%14,4921.1%FinanceFANGDiamondback Energy$5,585,756$3,555,130 ▼-38.9%28,1870.8%Oils/EnergyNINENine Energy Service$5,535,5980.0%2,471,2490.8%Oils/EnergyXLFFinancial Select Sector SPDR Fund$4,680,634$5,265 ▼-0.1%111,1260.7%ETFSMHVanEck Semiconductor ETF$4,360,156$1,180,318 ▼-21.3%19,3790.7%ManufacturingXLIIndustrial Select Sector SPDR Fund$4,277,161$29,222 ▼-0.7%33,9570.6%ETFSHProShares Short S&P500$3,543,540$3,543,540 ▲New Holding298,7810.5%ETFPANWPalo Alto Networks$3,062,637$3,062,637 ▲New Holding10,7790.5%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$2,715,648$2,255,063 ▲489.6%9,4750.4%ETFVZVerizon Communications$2,426,965$30,211 ▲1.3%57,8400.4%Computer and TechnologySHViShares Short Treasury Bond ETF$2,390,8460.0%21,6290.4%ETFXLBMaterials Select Sector SPDR Fund$2,225,824$2,225,824 ▲New Holding23,9620.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,721,301$412,231 ▲31.5%17,5750.3%FinanceFLOTiShares Floating Rate Bond ETF$1,682,610$295,634 ▲21.3%32,9540.3%ETFJPMJPMorgan Chase & Co.$1,304,101$42,462 ▲3.4%6,5110.2%FinanceTFLOiShares Treasury Floating Rate Bond ETF$1,227,470$242,858 ▼-16.5%24,2150.2%ETFIVViShares Core S&P 500 ETF$1,209,296$1,209,296 ▲New Holding2,3000.2%ETFVYMVanguard High Dividend Yield Index Fund ETF Shares$1,179,497$72,108 ▼-5.8%9,7490.2%ETFJNJJohnson & Johnson$1,172,899$59,800 ▲5.4%7,4140.2%MedicalVOOVanguard S&P 500 ETF$1,094,524$573,459 ▲110.1%2,2770.2%ETFFTSLFirst Trust Senior Loan ETF$906,2250.0%19,6110.1%ManufacturingMOAltria Group$879,741$40,960 ▼-4.4%20,1680.1%Consumer StaplesCVXChevron$848,966$58,364 ▲7.4%5,3820.1%Oils/EnergyCVSCVS Health$789,638$30,708 ▼-3.7%9,9000.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$767,821$117,746 ▲18.1%2,9540.1%ETFGOOGLAlphabet$748,031$34,262 ▲4.8%4,9560.1%Computer and TechnologyPSAPublic Storage$725,639$38,283 ▼-5.0%2,5020.1%FinanceHDHome Depot$647,633$19,567 ▲3.1%1,6880.1%Retail/WholesaleVUGVanguard Growth ETF$647,5210.0%1,8810.1%ETFCBRECBRE Group$640,216$3,890 ▼-0.6%6,5840.1%FinanceEFAiShares MSCI EAFE ETF$609,611$30,509 ▼-4.8%7,6330.1%FinanceBHKBlackRock Core Bond Trust$600,8690.0%55,6360.1%Financial ServicesDVNDevon Energy$594,683$143,414 ▲31.8%11,8510.1%Oils/EnergyAEPAmerican Electric Power$575,837$3,014 ▼-0.5%6,6880.1%UtilitiesIAUiShares Gold Trust$563,438$6,007 ▲1.1%13,4120.1%FinancePEPPepsiCo$561,823$137,043 ▲32.3%3,2100.1%Consumer StaplesPRUPrudential Financial$555,067$15,966 ▲3.0%4,7280.1%FinanceAVGOBroadcom$531,489$58,318 ▲12.3%4010.1%Computer and TechnologyMETAMeta Platforms$529,782$32,049 ▼-5.7%1,0910.1%Computer and TechnologyGWWW.W. Grainger$523,9100.0%5150.1%Industrial ProductsCSCOCisco Systems$463,372$6,379,850 ▼-93.2%9,2840.1%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$445,700$132,499 ▲42.3%19,5740.1%ETFQUALiShares MSCI USA Quality Factor ETF$444,595$65,744 ▲17.4%2,7050.1%ETFWMWaste Management$439,150$213 ▼0.0%2,0600.1%Business ServicesPCTPureCycle Technologies$424,1420.0%68,1900.1%Business ServicesKOCoca-Cola$409,851$9,544 ▲2.4%6,6990.1%Consumer StaplesIWDiShares Russell 1000 Value ETF$395,6540.0%2,2090.1%ETFTIPiShares TIPS Bond ETF$376,472$4,726 ▲1.3%3,5050.1%ETFMAMastercard$374,895$26,021 ▲7.5%7780.1%Business ServicesABTAbbott Laboratories$374,803$69,324 ▲22.7%3,2980.1%MedicalANETArista Networks$365,375$10,149 ▼-2.7%1,2600.1%Computer and TechnologyVEAVanguard FTSE Developed Markets Index Fund ETF Shares$364,886$364,886 ▲New Holding7,2730.1%ETFIJHiShares Core S&P Mid-Cap ETF$364,319$364,319 ▲New Holding5,9980.1%ETFNKENIKE$362,669$362,669 ▲New Holding3,8590.1%Consumer DiscretionaryNTAPNetApp$361,3070.0%3,4420.1%Computer and TechnologyPWRQuanta Services$355,926$355,926 ▲New Holding1,3700.1%ConstructionSPROTT PHYSICAL GOLD TR$352,834$352,834 ▲New Holding20,3950.1%UNITKHCKraft Heinz$344,535$221 ▼-0.1%9,3370.1%Consumer StaplesEDVVanguard Extended Duration Treasury ETF$336,919$13,559 ▲4.2%4,3980.1%ETFTSLATesla$327,245$33,920 ▼-9.4%1,8620.0%Auto/Tires/TrucksUSMViShares MSCI USA Min Vol Factor ETF$299,825$3,009 ▲1.0%3,5870.0%ETFJPSTJPMorgan Ultra-Short Income ETF$298,513$298,513 ▲New Holding5,9170.0%ETFQQQInvesco QQQ$297,487$153,184 ▼-34.0%6700.0%FinanceCOPConocoPhillips$297,326$35,002 ▼-10.5%2,3360.0%Oils/EnergyEPDEnterprise Products Partners$292,342$2,305 ▲0.8%10,0190.0%Oils/EnergyPSXPhillips 66$277,611$277,611 ▲New Holding1,7000.0%Oils/EnergySPROTT PHYSICAL SILVER TR$275,535$275,535 ▲New Holding33,2370.0%TR UNITREMiShares Mortgage Real Estate ETF$271,652$31,699 ▼-10.4%11,6890.0%ETFCAHCardinal Health$261,063$4,588 ▼-1.7%2,3330.0%MedicalShowing largest 100 holdings. 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