The Analysis of Clarity Financial LLC's Holdings


Currently, Clarity Financial LLC holds 118 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in IEI (+735.9K shares, valued at $88.0M), META (+24.5K shares, valued at $18.0M), KMI (+362.9K shares, valued at $10.3M); decreased their positions in IEF (-711.0K shares, valued at $68.6M), GOOG (-38.0K shares, valued at $9.3M), PLTR (-49.9K shares, valued at $9.1M); initiated new positions in IJR (+11.4K shares, valued at $1.4M), IJH (+14.3K shares, valued at $934.7K), IJK (+4.8K shares, valued at $458.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IEI ISHARES TR1.3M shares126.79%2025-09-302025-10-10history
ABBV ABBVIE INC205.9K shares1.67%2025-09-302025-10-10history
SHY ISHARES TR530.9K shares-16.66%2025-09-302025-10-10history
BRK.B BERKSHIRE HATHAWAY INC DEL75.4K shares11.01%2025-09-302025-10-10history
MSFT MICROSOFT CORP71.5K shares2.89%2025-09-302025-10-10history
GOOG ALPHABET INC147.0K shares-20.53%2025-09-302025-10-10history
COST COSTCO WHSL CORP NEW34.3K shares2.08%2025-09-302025-10-10history
NVDA NVIDIA CORPORATION169.9K shares9.69%2025-09-302025-10-10history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC172.1K shares-22.48%2025-09-302025-10-10history
XLK SELECT SECTOR SPDR TR103.2K shares-10.94%2025-09-302025-10-10history
LLY ELI LILLY & CO37.7K shares2.64%2025-09-302025-10-10history
MGK VANGUARD WORLD FD70.9K shares-3.66%2025-09-302025-10-10history
PG PROCTER AND GAMBLE CO175.5K shares27.76%2025-09-302025-10-10history
PANW PALO ALTO NETWORKS INC128.3K shares17.24%2025-09-302025-10-10history
AMZN AMAZON COM INC110.9K shares-1.64%2025-09-302025-10-10history
DUK DUKE ENERGY CORP NEW172.1K shares2.20%2025-09-302025-10-10history
Sponsored
GEV GE VERNOVA INC32.8K shares-29.21%2025-09-302025-10-10history
XLV SELECT SECTOR SPDR TR142.7K shares-0.71%2025-09-302025-10-10history
XLC SELECT SECTOR SPDR TR158.9K shares-11.74%2025-09-302025-10-10history
KMI KINDER MORGAN INC DEL655.1K shares124.20%2025-09-302025-10-10history
META META PLATFORMS INC25.0K shares4306.16%2025-09-302025-10-10history
WMT WALMART INC176.3K shares2.03%2025-09-302025-10-10history
BLK BLACKROCK INC15.3K shares92.08%2025-09-302025-10-10history
NLY ANNALY CAPITAL MANAGEMENT IN857.3K shares12.59%2025-09-302025-10-10history
Sponsored
XLF SELECT SECTOR SPDR TR311.0K shares-2.10%2025-09-302025-10-10history
V VISA INC48.8K shares3.43%2025-09-302025-10-10history
NOW SERVICENOW INC17.4K shares117.24%2025-09-302025-10-10history
XLP SELECT SECTOR SPDR TR202.7K shares4.64%2025-09-302025-10-10history
XOM EXXON MOBIL CORP134.0K shares-5.58%2025-09-302025-10-10history
JPM JPMORGAN CHASE & CO.46.8K shares-12.47%2025-09-302025-10-10history
XLU SELECT SECTOR SPDR TR156.9K shares-8.42%2025-09-302025-10-10history
TLT ISHARES TR135.0K shares-5.96%2025-09-302025-10-10history
Sponsored
XLY SELECT SECTOR SPDR TR48.9K shares-3.41%2025-09-302025-10-10history
RTX RTX CORPORATION62.3K shares0.79%2025-09-302025-10-10history
REM ISHARES TR256.8K shares77.07%2025-09-302025-10-10history
AMLP ALPS ETF TR119.7K shares107.30%2025-09-302025-10-10history
AAPL APPLE INC18.1K shares10.72%2025-09-302025-10-10history
XLI SELECT SECTOR SPDR TR27.1K shares-14.56%2025-09-302025-10-10history
BIL SPDR SERIES TRUST43.9K shares-29.88%2025-09-302025-10-10history
SPYM SPDR SERIES TRUST48.2K shares5.12%2025-09-302025-10-10history
Sponsored
XLB SELECT SECTOR SPDR TR29.0K shares-3.72%2025-09-302025-10-10history
VZ VERIZON COMMUNICATIONS INC59.1K shares4.31%2025-09-302025-10-10history
SPY SPDR S&P 500 ETF TR2.7K shares-0.59%2025-09-302025-10-10history
AGG ISHARES TR17.9K shares9.97%2025-09-302025-10-10history
VYM VANGUARD WHITEHALL FDS12.6K shares-3.87%2025-09-302025-10-10history
IEF ISHARES TR16.7K shares-97.71%2025-09-302025-10-10history
AVGO BROADCOM INC4.3K shares76.06%2025-09-302025-10-10history
IJR ISHARES TR11.4K sharesnew addition2025-09-302025-10-10history
Sponsored
IVV ISHARES TR2.0K shares173.84%2025-09-302025-10-10history
CBRE CBRE GROUP INC8.1K shares-38.62%2025-09-302025-10-10history
MO ALTRIA GROUP INC17.4K shares5.41%2025-09-302025-10-10history
ANET ARISTA NETWORKS INC7.2K shares82.31%2025-09-302025-10-10history
VTI VANGUARD INDEX FDS3.0K shares1.98%2025-09-302025-10-10history
NINE NINE ENERGY SERVICE INC1.5M shares-22.45%2025-09-302025-10-10history
IJH ISHARES TR14.3K sharesnew addition2025-09-302025-10-10history
VUG VANGUARD INDEX FDS1.9K shares-6.12%2025-09-302025-10-10history
Sponsored
SGOV ISHARES TR9.0K shares-81.79%2025-09-302025-10-10history
BA BOEING CO3.8K shares0.13%2025-09-302025-10-10history
GOOGL ALPHABET INC3.4K shares-4.93%2025-09-302025-10-10history
SMH VANECK ETF TRUST2.3K shares-23.86%2025-09-302025-10-10history
CVX CHEVRON CORP NEW4.7K shares-1.07%2025-09-302025-10-10history
IAU ISHARES GOLD TR10.0K shares17.59%2025-09-302025-10-10history
EFA ISHARES TR7.6K shares-6.55%2025-09-302025-10-10history
PHYS SPROTT ASSET MANAGEMENT LP23.8K shares49.85%2025-09-302025-10-10history
Sponsored
AMD ADVANCED MICRO DEVICES INC4.2K shares-0.09%2025-09-302025-10-10history
AEP AMERICAN ELEC PWR CO INC5.0K shares5.24%2025-09-302025-10-10history
PWR QUANTA SVCS INC1.4K shares-0.95%2025-09-302025-10-10history
TIP ISHARES TR4.7K shares11.40%2025-09-302025-10-10history
VIG VANGUARD SPECIALIZED FUNDS2.4K shares10.15%2025-09-302025-10-10history
TFLO ISHARES TR9.7K shares-16.78%2025-09-302025-10-10history
PSLV SPROTT ASSET MANAGEMENT LP30.8K shares4.83%2025-09-302025-10-10history
MMM 3M CO3.0K shares3.38%2025-09-302025-10-10history
Sponsored
IJK ISHARES TR4.8K sharesnew addition2025-09-302025-10-10history
IWD ISHARES TR2.2K shares0.00%2025-09-302025-10-10history
BALL BALL CORP8.6K shares0.12%2025-09-302025-10-10history
PM PHILIP MORRIS INTL INC2.6K shares0.00%2025-09-302025-10-10history
IJJ ISHARES TR3.1K sharesnew addition2025-09-302025-10-10history
BHK BLACKROCK CORE BD TR40.0K shares0.00%2025-09-302025-10-10history
JNJ JOHNSON & JOHNSON2.1K shares-1.43%2025-09-302025-10-10history
ETN EATON CORP PLC1.0K shares0.00%2025-09-302025-10-10history
Sponsored
HD HOME DEPOT INC879 shares43.63%2025-09-302025-10-10history
SLB SCHLUMBERGER LTD10.3K shares-15.56%2025-09-302025-10-10history
EDV VANGUARD WORLD FD5.2K shares4.48%2025-09-302025-10-10history
QUAL ISHARES TR1.8K shares0.00%2025-09-302025-10-10history
NKE NIKE INC5.0K shares0.00%2025-09-302025-10-10history
SCHX SCHWAB STRATEGIC TR12.9K shares0.00%2025-09-302025-10-10history
PRU PRUDENTIAL FINL INC3.2K shares-15.61%2025-09-302025-10-10history
VEA VANGUARD TAX-MANAGED FDS5.5K shares47.83%2025-09-302025-10-10history
Sponsored
AFL AFLAC INC3.0K shares8.71%2025-09-302025-10-10history
SHV ISHARES TR3.0K shares-0.20%2025-09-302025-10-10history
XLE SELECT SECTOR SPDR TR3.5K shares-5.41%2025-09-302025-10-10history
EPD ENTERPRISE PRODS PARTNERS L10.0K shares9.97%2025-09-302025-10-10history
VOO VANGUARD INDEX FDS511 shares-1.16%2025-09-302025-10-10history
PSA PUBLIC STORAGE OPER CO1.1K shares-95.88%2025-09-302025-10-10history
ADP AUTOMATIC DATA PROCESSING IN1.0K shares-2.95%2025-09-302025-10-10history
CMCSA COMCAST CORP NEW9.5K shares-0.61%2025-09-302025-10-10history
Sponsored
CAH CARDINAL HEALTH INC1.9K shares12.57%2025-09-302025-10-10history
ROM PROSHARES TR3.1K shares-20.74%2025-09-302025-10-10history
NFLX NETFLIX INC232 sharesnew addition2025-09-302025-10-10history
DMLP DORCHESTER MINERALS LP10.5K shares0.00%2025-09-302025-10-10history
USMV ISHARES TR2.8K shares0.00%2025-09-302025-10-10history
NTAP NETAPP INC2.2K shares0.00%2025-09-302025-10-10history
UNH UNITEDHEALTH GROUP INC749 shares0.40%2025-09-302025-10-10history
VRTX VERTEX PHARMACEUTICALS INC645 sharesnew addition2025-09-302025-10-10history
Sponsored
IGM ISHARES TR1.9K sharesnew addition2025-09-302025-10-10history
AEHR AEHR TEST SYS7.6K shares-30.88%2025-09-302025-10-10history
GLD SPDR GOLD TR635 sharesnew addition2025-09-302025-10-10history
GBTC GRAYSCALE BITCOIN TRUST ETF2.5K shares0.00%2025-09-302025-10-10history
DOV DOVER CORP1.3K shares0.00%2025-09-302025-10-10history
RSP INVESCO EXCHANGE TRADED FD T1.2K shares-14.11%2025-09-302025-10-10history
VO VANGUARD INDEX FDS733 sharesnew addition2025-09-302025-10-10history
EFV ISHARES TR3.1K sharesnew addition2025-09-302025-10-10history
Sponsored
SO SOUTHERN CO2.2K sharesnew addition2025-09-302025-10-10history
GDX VANECK ETF TRUST2.7K sharesnew addition2025-09-302025-10-10history
KO COCA COLA CO3.0K sharesnew addition2025-09-302025-10-10history
AMBP ARDAGH METAL PACKAGING S A47.6K shares0.00%2025-09-302025-10-10history
SEMR SEMRUSH HLDGS INC24.0K sharesnew addition2025-09-302025-10-10history
NUV NUVEEN MUN VALUE FD INC12.3K shares0.00%2025-09-302025-10-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR4.8K sharesnew addition2025-09-302025-10-10history