Clark Financial Services Group Inc /Bd Top Holdings and 13F Report (2025) About Clark Financial Services Group Inc /BdInvestment ActivityClark Financial Services Group Inc /Bd has $144.34 million in total holdings as of March 31, 2025.Clark Financial Services Group Inc /Bd owns shares of 95 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 17.69% of the portfolio was purchased this quarter.About 2.66% of the portfolio was sold this quarter.This quarter, Clark Financial Services Group Inc /Bd has purchased 81 new stocks and bought additional shares in 48 stocks.Clark Financial Services Group Inc /Bd sold shares of 17 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $22,752,760SPDR S&P 500 ETF Trust $17,327,667Vanguard Value ETF $13,034,548Vanguard Growth ETF $10,320,002iShares S&P 500 Growth ETF $7,253,272 Largest New Holdings this Quarter 921932869 - Vanguard S&P Mid-Cap 400 Growth ETF $3,811,616 Holding81369Y852 - Communication Services Select Sector SPDR Fund $2,227,513 Holding68389X105 - Oracle $468,230 Holding02079K305 - Alphabet $438,974 Holding697435105 - Palo Alto Networks $392,813 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 11,351 shares (about $6.35M)Vanguard S&P Mid-Cap 400 Growth ETF 36,945 shares (about $3.81M)iShares S&P 500 Growth ETF 39,955 shares (about $3.71M)Communication Services Select Sector SPDR Fund 23,095 shares (about $2.23M)Oracle 3,349 shares (about $468.23K) Largest Sales this Quarter Vanguard S&P 500 ETF 4,942 shares (about $2.54M)Vanguard Total Stock Market ETF 1,876 shares (about $515.63K)International Business Machines 1,320 shares (about $328.23K)Bank of America 4,847 shares (about $202.28K)iShares Core S&P 500 ETF 264 shares (about $148.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClark Financial Services Group Inc /Bd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$22,752,760$2,539,733 ▼-10.0%44,27415.8%ETFSPYSPDR S&P 500 ETF Trust$17,327,667$6,349,637 ▲57.8%30,97612.0%FinanceVTVVanguard Value ETF$13,034,548$106,407 ▲0.8%75,4589.0%ETFVUGVanguard Growth ETF$10,320,002$223,235 ▲2.2%27,8307.1%ETFIVWiShares S&P 500 Growth ETF$7,253,272$3,709,023 ▲104.6%78,1355.0%ETFAAPLApple$7,184,250$10,885 ▼-0.2%32,3425.0%Computer and TechnologyIVOGVanguard S&P Mid-Cap 400 Growth ETF$3,811,616$3,811,616 ▲New Holding36,9452.6%ETFSCHDSchwab US Dividend Equity ETF$3,652,632$11,296 ▼-0.3%130,6382.5%ETFMSFTMicrosoft$3,620,320$27,029 ▲0.8%9,6442.5%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$3,594,830$5,872 ▼-0.2%14,6942.5%ETFIWMiShares Russell 2000 ETF$3,537,357$20,348 ▲0.6%17,7322.5%FinanceQQQInvesco QQQ$3,309,694$20,633 ▼-0.6%7,0582.3%FinanceIBMInternational Business Machines$2,370,724$328,231 ▼-12.2%9,5341.6%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$2,227,513$2,227,513 ▲New Holding23,0951.5%ETFXLKTechnology Select Sector SPDR Fund$2,009,050$15,899 ▼-0.8%9,7301.4%ETFVOEVanguard Mid-Cap Value ETF$1,910,747$1,445 ▼-0.1%11,9021.3%ETFVVisa$1,600,588$176,986 ▲12.4%4,5671.1%Business ServicesXLFFinancial Select Sector SPDR Fund$1,450,168$12,104 ▼-0.8%29,1141.0%ETFVBKVanguard Small-Cap Growth ETF$1,379,448$17,876 ▲1.3%5,4791.0%ETFMAMastercard$1,267,888$134,847 ▲11.9%2,3130.9%Business ServicesKNFKnife River$1,178,7740.0%13,0670.8%ConstructionNVDANVIDIA$1,107,261$193,359 ▲21.2%10,2160.8%Computer and TechnologyAEEAmeren$894,172$15,863 ▼-1.7%8,9060.6%UtilitiesMDUMDU Resources Group$883,8680.0%52,2690.6%UtilitiesABBVAbbVie$812,846$62,430 ▲8.3%3,8800.6%MedicalTGTXTG Therapeutics$759,619$215,840 ▲39.7%19,2650.5%MedicalMETAMeta Platforms$659,432$72,630 ▲12.4%1,1440.5%Computer and TechnologyBRK.BBerkshire Hathaway$595,957$5,326 ▲0.9%1,1190.4%FinanceTAT&T$592,573$95,303 ▲19.2%20,9540.4%Computer and TechnologyTMUST-Mobile US$574,102$135,993 ▲31.0%2,1530.4%Computer and TechnologyMOAltria Group$518,437$2,821 ▼-0.5%8,6380.4%Consumer StaplesBMYBristol-Myers Squibb$503,035$137,408 ▲37.6%8,2480.3%MedicalECLEcolab$499,1810.0%1,9690.3%Basic MaterialsAMZNAmazon.com$490,871$7,610 ▲1.6%2,5800.3%Retail/WholesaleISHARES BITCOIN TRUST ETF$489,867$42,363 ▲9.5%10,4650.3%SHS BEN INTEVERUS CONSTR GROUP$484,6550.0%13,0670.3%COMCASSCass Information Systems$475,7500.0%11,0000.3%Computer and TechnologyACNAccenture$475,313$123,900 ▲35.3%1,5230.3%Computer and TechnologyORCLOracle$468,230$468,230 ▲New Holding3,3490.3%Computer and TechnologyLOWLowe's Companies$463,195$47,579 ▲11.4%1,9860.3%Retail/WholesaleEWBCEast West Bancorp$444,581$94,068 ▲26.8%4,9530.3%FinanceCAHCardinal Health$444,008$2,342 ▼-0.5%3,2230.3%MedicalGOOGLAlphabet$438,974$438,974 ▲New Holding2,8390.3%Computer and TechnologyAVGOBroadcom$430,996$670 ▼-0.2%2,5740.3%Computer and TechnologyCVXChevron$398,062$2,844 ▲0.7%2,3790.3%EnergyAMATApplied Materials$397,048$73,721 ▲22.8%2,7360.3%Computer and TechnologyPANWPalo Alto Networks$392,813$392,813 ▲New Holding2,3020.3%Computer and TechnologyPLDPrologis$390,930$390,930 ▲New Holding3,4970.3%FinanceIVViShares Core S&P 500 ETF$386,025$148,341 ▼-27.8%6870.3%ETFNFLXNetflix$373,945$27,976 ▲8.1%4010.3%Consumer DiscretionaryTMHCTaylor Morrison Home$371,5280.0%6,1880.3%ConstructionARCCAres Capital$371,113$144,993 ▲64.1%16,7470.3%FinanceMUMicron Technology$366,763$4,866 ▲1.3%4,2210.3%Computer and TechnologyLLYEli Lilly and Company$362,303$2,476 ▲0.7%4390.3%MedicalLAM RESEARCH CORP$360,678$83,245 ▲30.0%4,9610.2%COM NEWIBKRInteractive Brokers Group$359,330$95,380 ▲36.1%2,1700.2%FinanceLDOSLeidos$356,748$2,429 ▲0.7%2,6440.2%AerospaceHDHome Depot$356,687$45,090 ▲14.5%9730.2%Retail/WholesaleTPRTapestry$356,134$3,168 ▲0.9%5,0580.2%Retail/WholesaleLHXL3Harris Technologies$352,478$352,478 ▲New Holding1,6840.2%AerospaceTFCTruist Financial$348,705$348,705 ▲New Holding8,4740.2%FinanceKRESPDR S&P Regional Banking ETF$347,866$347,866 ▲New Holding6,1190.2%ETFJPMJPMorgan Chase & Co.$347,100$47,098 ▲15.7%1,4150.2%FinanceVEAVanguard FTSE Developed Markets ETF$341,9330.0%6,7270.2%ETFARK 21SHARES BITCOIN ETF$332,663$332,663 ▲New Holding4,0470.2%SHS BEN INTIRIngersoll Rand$329,804$329,804 ▲New Holding4,1210.2%IndustrialsADBEAdobe$326,768$3,452 ▲1.1%8520.2%Computer and TechnologyGDGeneral Dynamics$326,327$2,999 ▼-0.9%1,1970.2%AerospaceCRMSalesforce$318,006$84,802 ▲36.4%1,1850.2%Computer and TechnologyPGProcter & Gamble$315,976$21,645 ▲7.4%1,8540.2%Consumer StaplesHCAHCA Healthcare$314,105$73,948 ▲30.8%9090.2%MedicalVTIVanguard Total Stock Market ETF$312,238$515,632 ▼-62.3%1,1360.2%ETFDELLDell Technologies$311,733$311,733 ▲New Holding3,4200.2%Computer and TechnologyCDNSCadence Design Systems$308,757$108,090 ▲53.9%1,2140.2%Computer and TechnologyMSIMotorola Solutions$306,029$306,029 ▲New Holding6990.2%Computer and TechnologyINTUIntuit$299,627$299,627 ▲New Holding4880.2%Computer and TechnologyPHMPulteGroup$294,728$74,222 ▲33.7%2,8670.2%ConstructionBKBank of New York Mellon$290,693$67,180 ▲30.1%3,4660.2%FinanceGOOGAlphabet$290,189$40,786 ▲16.4%1,8570.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$279,4600.0%5,6320.2%ETFCSLCarlisle Companies$277,508$76,272 ▲37.9%8150.2%Multi-Sector ConglomeratesAMGNAmgen$273,541$10,281 ▲3.9%8780.2%MedicalRFRegions Financial$267,626$348 ▲0.1%12,3160.2%FinanceCMCSAComcast$267,525$54,760 ▲25.7%7,2500.2%Consumer DiscretionaryWMTWalmart$262,683$262,683 ▲New Holding2,9920.2%Retail/WholesaleMDBMongoDB$260,469$260,469 ▲New Holding1,4850.2%Computer and TechnologyARISTA NETWORKS INC$258,319$52,532 ▲25.5%3,3340.2%COM SHSOCOwens Corning$257,790$63,841 ▲32.9%1,8050.2%ConstructionBRBroadridge Financial Solutions$256,038$256,038 ▲New Holding1,0560.2%Business ServicesAAgilent Technologies$253,613$253,613 ▲New Holding2,1680.2%MedicalGLDSPDR Gold Shares$225,325$225,325 ▲New Holding7820.2%FinanceBACBank of America$224,020$202,277 ▼-47.4%5,3680.2%FinanceFITBFifth Third Bancorp$221,794$221,794 ▲New Holding5,6580.2%FinanceDOVDover$220,303$220,303 ▲New Holding1,2540.2%IndustrialsDUKDuke Energy$215,835$215,835 ▲New Holding1,7700.1%UtilitiesUNHUnitedHealth Group$0$424 ▼-100.0%00.0%MedicalCFLTConfluent$0$405 ▼-100.0%00.0%Computer and TechnologyJNPRJuniper Networks$0$392 ▼-100.0%00.0%Computer and TechnologyENVXEnovix$0$374 ▼-100.0%00.0%EnergyBUNGE GLOBAL SA$0$261 ▼-100.0%00.0%Common StockShowing 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. 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