The Analysis of CLEAR INVESTMENT RESEARCH, LLC's Holdings
Currently, CLEAR INVESTMENT RESEARCH, LLC holds 256 types of securities in its portfolio with a total value $74.6M. In the most recent quarter, they have increased their positions in VNQ (+5.2K shares, valued at $479.8K), FBND (+7.9K shares, valued at $364.4K), IAU (+2.7K shares, valued at $194.4K); decreased their positions in GPK (-120.3K shares, valued at $2.4M), IVV (-3.3K shares, valued at $2.2M), IEFA (-15.9K shares, valued at $1.4M); initiated new positions in EVIM (+2.6K shares, valued at $135.4K), CLOI (+1.7K shares, valued at $88.8K), VTV (+320 shares, valued at $59.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR12.2K shares-21.39%2025-09-302025-11-07
EDV VANGUARD WORLD FD86.0K shares0.22%2025-09-302025-11-07 FBND FIDELITY MERRIMACK STR TR88.9K shares9.73%2025-09-302025-11-07 AAPL APPLE INC14.8K shares1.19%2025-09-302025-11-07 GPK GRAPHIC PACKAGING HLDG CO186.9K shares-39.16%2025-09-302025-11-07 SCHX SCWAB STRATEGIC TR113.0K shares-5.42%2025-09-302025-11-07 MSFT MICROSOFT CORP4.2K shares-0.38%2025-09-302025-11-07 LLY LILLY ELI & CO2.7K shares0.96%2025-09-302025-11-07 IJH ISHARES TR29.9K shares-32.42%2025-09-302025-11-07 ANGL VANECK VECTORS ETF TR59.3K shares6.59%2025-09-302025-11-07 IEFA ISHARES TR19.3K shares-45.21%2025-09-302025-11-07 FBCG FIDELITY COVINGTON TRUST25.0K shares12.16%2025-09-302025-11-07 NVDA NVIDIA CORP6.5K shares-7.70%2025-09-302025-11-07 VEA VANGUARD TAX-MANAGED FDS20.3K shares11.05%2025-09-302025-11-07 IJR ISHARES TR10.1K shares-28.59%2025-09-302025-11-07 SCHO SCWAB STRATEGIC TR48.7K shares-37.80%2025-09-302025-11-07 SCHM SCWAB STRATEGIC TR39.9K shares-0.17%2025-09-302025-11-07 SPMD SPDR SER TR20.1K shares9.30%2025-09-302025-11-07 TLT ISHARES TR10.8K shares-2.09%2025-09-302025-11-07 SCHP SCWAB STRATEGIC TR35.5K shares-13.35%2025-09-302025-11-07 IVE ISHARES TR4.4K shares-42.82%2025-09-302025-11-07 BAC BANK AMER CORP17.2K shares0.01%2025-09-302025-11-07 SCHG SCWAB STRATEGIC TR26.8K shares-4.26%2025-09-302025-11-07 AMZN AMAZON COM INC3.2K shares-7.55%2025-09-302025-11-07 IVW ISHARES TR5.7K shares-52.14%2025-09-302025-11-07 GOOGL ALPHABET INC2.7K shares-1.20%2025-09-302025-11-07 MUNI PIMCO ETF TR12.4K shares40.64%2025-09-302025-11-07 SCHA SCWAB STRATEGIC TR22.8K shares-0.02%2025-09-302025-11-07 SCHV SCWAB STRATEGIC TR20.4K shares0.00%2025-09-302025-11-07 SCHF SCWAB STRATEGIC TR25.2K shares-5.66%2025-09-302025-11-07 STIP ISHARES TR5.3K shares0.69%2025-09-302025-11-07 HYG ISHARES TR6.5K shares0.31%2025-09-302025-11-07 IEMG ISHARES INC7.9K shares-40.85%2025-09-302025-11-07 IWO ISHARES TR1.6K shares-0.13%2025-09-302025-11-07 DLTR DOLLAR TREE INC5.2K shares0.00%2025-09-302025-11-07 VNQ VANGUARD INDEX FDS5.3K shares9901.89%2025-09-302025-11-07 BRK.B BERSHIRE HATHAWAY INC DEL922 shares0.77%2025-09-302025-11-07 IAU ISHARES GOLD TR5.9K shares82.34%2025-09-302025-11-07 IWN ISHARES TR2.4K shares-0.17%2025-09-302025-11-07 R RYDER SYS INC2.1K shares0.00%2025-09-302025-11-07 QUAL ISHARES TR1.9K shares5.00%2025-09-302025-11-07 AGG ISHARES TR3.7K shares0.03%2025-09-302025-11-07 DFAI DIMENSIONAL ETF TRUST10.1K shares-1.40%2025-09-302025-11-07 PLTR PALANTIR TECHNOLOGIES INC2.0K shares-3.48%2025-09-302025-11-07 DGRO ISHARES TR5.3K shares-1.46%2025-09-302025-11-07 SPHQ INVESCO EXCHANGE TRADED FD T4.8K shares0.21%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON1.9K shares0.05%2025-09-302025-11-07 QQQ INVESCO QQQ TR569 shares-5.17%2025-09-302025-11-07 TQQQ PROSHARES TR3.1K shares18.59%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR465 shares-5.68%2025-09-302025-11-07 TIP ISHARES TR2.5K shares-59.57%2025-09-302025-11-07 KO COCA COLA CO4.1K shares0.82%2025-09-302025-11-07 EEMV ISHARES INC4.0K shares0.05%2025-09-302025-11-07 IXUS ISHARES TR3.1K shares0.29%2025-09-302025-11-07 LOW LOWES COS INC1.0K shares0.00%2025-09-302025-11-07 WMT WALMART INC2.3K shares-9.15%2025-09-302025-11-07 IYR ISHARES TR2.4K shares2.55%2025-09-302025-11-07 AVGO BROADCOM INC686 shares0.44%2025-09-302025-11-07 WFC WELLS FARGO CO NEW2.7K shares0.00%2025-09-302025-11-07 TSLA TESLA INC436 shares-3.75%2025-09-302025-11-07 LDUR PIMCO ETF TR2.0K shares-5.99%2025-09-302025-11-07 DJP BARCLAYS BK PLC5.4K shares1.65%2025-09-302025-11-07 XOM EXXON MOBIL CORP1.6K shares7.29%2025-09-302025-11-07 CVS CVS HEALTH GROUP2.4K shares0.00%2025-09-302025-11-07 SO SOUTHERN CO1.9K shares0.05%2025-09-302025-11-07 PG PROCTOR AND GAMBLE CO1.2K shares0.00%2025-09-302025-11-07 SPYD SPDR SER TR4.1K shares0.99%2025-09-302025-11-07 LRGF ISHARES TR2.6K shares0.00%2025-09-302025-11-07 SCHH SCWAB STRATEGIC TR8.0K shares0.00%2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP337 shares10.13%2025-09-302025-11-07 IMCV ISHARES TR2.1K shares3.08%2025-09-302025-11-07 SCZ ISHARES TR2.2K shares0.09%2025-09-302025-11-07 USO UNITED STS OIL FD LP2.0K shares14.09%2025-09-302025-11-07 SCHD SCWAB STRATEGIC TR5.3K shares5.20%2025-09-302025-11-07 META META PLATFORMS INC192 shares5.49%2025-09-302025-11-07 SPYG SPDR SER TR1.3K shares0.15%2025-09-302025-11-07 EVIM MORGAN STANLEY ETF TRUST2.6K sharesnew addition2025-09-302025-11-07 SPYV SPDR SER TR2.4K shares0.46%2025-09-302025-11-07 SCHE SCWAB STRATEGIC TR3.9K shares0.03%2025-09-302025-11-07 SOXX ISHARES TR476 shares0.00%2025-09-302025-11-07 IWF ISHARES TR257 shares0.00%2025-09-302025-11-07 SPLV INVESCO EXCHNG TRADED FD TR1.6K shares1.02%2025-09-302025-11-07 AMAT APPLIED MATLS INC555 shares0.00%2025-09-302025-11-07 TFC TRUIST FINL CORP2.4K shares0.00%2025-09-302025-11-07 SLV ISHARES TR2.5K shares-18.00%2025-09-302025-11-07 NFLX NETFLIX INC88 shares-7.37%2025-09-302025-11-07 JHMM JOHN HANCOCK EXCHAGE TRADED1.7K shares-0.48%2025-09-302025-11-07 DFAT DIMENSIONAL ETF TRUST1.7K shares0.36%2025-09-302025-11-07 HD HOME DEPOT INC236 shares-1.67%2025-09-302025-11-07 ISTB ISHARES TR1.9K shares0.10%2025-09-302025-11-07 SPDW SPDR INDEX SHS FDS2.2K shares0.00%2025-09-302025-11-07 GE GE AEROSPACE300 shares0.00%2025-09-302025-11-07 CLOI VANECK ETF TRUST1.7K sharesnew addition2025-09-302025-11-07 CDNS CADENCE DESIGN SYSTEM INC250 shares0.00%2025-09-302025-11-07 BSV VANGUARD BD INDEX FD INC1.1K shares0.00%2025-09-302025-11-07 ORCL ORACLE CORP294 shares0.00%2025-09-302025-11-07 HODL VANECK BITCOIN ETF2.5K shares34.45%2025-09-302025-11-07 AMD ADVANCED MICRO DEVICES INC497 shares-8.97%2025-09-302025-11-07 EMB ISHARES TR762 shares-46.68%2025-09-302025-11-07 CGUS CAPITAL GROUP CORE EQUITY ETF1.8K shares0.28%2025-09-302025-11-07 FPXI FIRST TR EXCHANGE TRADED FD1.2K shares0.00%2025-09-302025-11-07 TBLL INVESCO EXCHANGE TRADED FD T646 shares0.00%2025-09-302025-11-07 BBY BEST BUY INC900 shares0.00%2025-09-302025-11-07 CGGR CAPITAL GROUP GROWTH ETF1.5K shares0.00%2025-09-302025-11-07 ABBV ABBVIE INC278 shares9.88%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW68 shares-10.53%2025-09-302025-11-07 HDV ISHARES TR509 shares2.41%2025-09-302025-11-07 SNPS SYNOPSYS INC125 shares0.00%2025-09-302025-11-07 VTEB VANGUARD MUN BD FDS1.2K shares19.26%2025-09-302025-11-07 PFE PFIZER INC2.4K shares0.00%2025-09-302025-11-07 VTV VANGUARD INDEX FDS320 sharesnew addition2025-09-302025-11-07 GOOG ALPHABET INC245 shares0.00%2025-09-302025-11-07 PEP PEPSICO INC418 shares33.55%2025-09-302025-11-07 MDT MEDTRONIC PLC600 shares0.00%2025-09-302025-11-07 SCHC SCWAB STRATEGIC TR1.3K shares-7.05%2025-09-302025-11-07 FIS FIDELITY NATL INFORMATION SV862 shares0.00%2025-09-302025-11-07 MRK MERCK & CO INC676 shares88.30%2025-09-302025-11-07 MDLZ MONDELEZ INTL INC860 shares56.36%2025-09-302025-11-07 VTI VANGUARD INDEX FDS156 sharesnew addition2025-09-302025-11-07 CVX CHEVRON CORP NEW327 shares18.91%2025-09-302025-11-07 V VISA INC144 shares0.00%2025-09-302025-11-07 FMDE FIDELITY CONVINGTON TRUST1.3K shares209.62%2025-09-302025-11-07 T AT&T1.6K shares0.00%2025-09-302025-11-07 USMV ISHARES TR484 shares1.68%2025-09-302025-11-07 CRWD CROWDSTRIKE HLDGS INC94 shares-10.48%2025-09-302025-11-07 ETN EATON CORP PLC122 shares0.00%2025-09-302025-11-07 FTA FIRST TR EXCHANGE TRADED ALP531 sharesnew addition2025-09-302025-11-07 APD AIR PRODS & CHEMS INC159 shares20.45%2025-09-302025-11-07 MCD MCDONALDS CORP140 shares30.84%2025-09-302025-11-07 MRVL MARVELL TECHNOLOGY478 shares-2.45%2025-09-302025-11-07 IGOV ISHARES TR933 shares0.00%2025-09-302025-11-07 PLD PROLOGIS INC343 shares34.51%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO122 shares-10.29%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUND176 sharesnew addition2025-09-302025-11-07 SBUX STARBUCKS CORP431 shares35.96%2025-09-302025-11-07 TSPA T ROWE PRICE ETF INC862 sharesnew addition2025-09-302025-11-07 MMC MARSH & MCLENNAN COS INC173 shares24.46%2025-09-302025-11-07 MPLX MPLX LP700 shares0.00%2025-09-302025-11-07 TRV TRAVELERS COMPANIES INC125 shares12.61%2025-09-302025-11-07 SRE SEMPRA382 shares16.46%2025-09-302025-11-07 TFLR T ROWE PRICE ETF INC665 sharesnew addition2025-09-302025-11-07 IWM ISHARES TR135 shares4.65%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC88 shares1.15%2025-09-302025-11-07 CGXU CAPITAL GROUP INTL FOCUS EQT997 shares-5.41%2025-09-302025-11-07 IMTM ISHARES TR605 shares1.17%2025-09-302025-11-07 TXN TEXAS INSTRS INC154 shares10.79%2025-09-302025-11-07 CRM SALESFORCE INC118 shares-8.53%2025-09-302025-11-07 VOO VANGUARD INDEX FDS45 sharesnew addition2025-09-302025-11-07 PSX PHILLIPS 66197 shares41.73%2025-09-302025-11-07 USB US BANKCORP DEL544 shares20.35%2025-09-302025-11-07 ADP AUTOMATIC DATA PROCESSING INC86 shares4.88%2025-09-302025-11-07 SMOT VANECK ETF TRUST693 shares6.29%2025-09-302025-11-07 PNC PNC FINL SVCS GROUP INC118 shares10.28%2025-09-302025-11-07 QCOM QUALCOMM INC135 shares32.35%2025-09-302025-11-07 BMY BRISTOL-MYERS SQUIBB CO500 shares0.00%2025-09-302025-11-07 MTUM ISHARES TR87 shares0.00%2025-09-302025-11-07 AZN ASTRAZENECA PLC280 shares0.00%2025-09-302025-11-07 IJK ISHARES TR203 sharesnew addition2025-09-302025-11-07 O REALTY INCOME CORP315 shares24.51%2025-09-302025-11-07 VWO VANGUARD INTL EQUITY INDEX F346 sharesnew addition2025-09-302025-11-07 EFAV ISHARES TR217 shares0.00%2025-09-302025-11-07 DG DOLLAR GEN CORP NEW176 shares0.00%2025-09-302025-11-07 IYW ISHARES TR92 sharesnew addition2025-09-302025-11-07 RTX RTX CORPORATION105 shares0.00%2025-09-302025-11-07 SCHW SCHWAB CHARLES CORP180 shares0.00%2025-09-302025-11-07 LRCX LAM RESEARCH CORP102 shares750.00%2025-09-302025-11-07 CRWV COREWEAVE INC100 shares0.00%2025-09-302025-11-07 ABT ABBOTT LABS97 shares21.25%2025-09-302025-11-07 ET ENERGY TRANSFER L P748 shares-9.00%2025-09-302025-11-07 HON HONEYWELL INTL INC57 shares0.00%2025-09-302025-11-07 ECL ECOLAB INC42 shares0.00%2025-09-302025-11-07 RBRK RUBRIK INC134 shares0.00%2025-09-302025-11-07 BLK BLACKROCK INC9 shares0.00%2025-09-302025-11-07 FBIN FORTUNE BRANDS HOME & SEC IN200 shares0.00%2025-09-302025-11-07 DVY ISHARES TR73 sharesnew addition2025-09-302025-11-07 SPYM SPDR SERIES TR132 sharesnew addition2025-09-302025-11-07 RY ROYAL BK CDA67 shares0.00%2025-09-302025-11-07 PSTG PURE STORAGE INC117 shares0.00%2025-09-302025-11-07 VOE VANGUARD INDEX FDS51 sharesnew addition2025-09-302025-11-07 RKT ROCKET COS INC446 sharesnew addition2025-09-302025-11-07 WBD WARNER BROS DISCOVERY INC398 shares0.00%2025-09-302025-11-07 IJJ ISHARES TR64 sharesnew addition2025-09-302025-11-07 SMR NUSCALE PWR CORP200 shares0.00%2025-09-302025-11-07 AIRR FIRST TR EXCHANGE TRADED FD73 sharesnew addition2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC33 shares3.13%2025-09-302025-11-07 VBR VANGUARD INDEX FDS32 sharesnew addition2025-09-302025-11-07 RSP INVESCO EXCHANGE TRADED FD T33 shares0.00%2025-09-302025-11-07 HPQ HP INC240 shares1.27%2025-09-302025-11-07 ACWX ISHARES TR95 shares0.00%2025-09-302025-11-07 SRLN SSGA ACTIVE ETF TR137 shares0.00%2025-09-302025-11-07 HIMS HIMS & HERS HEALTH INC100 shares0.00%2025-09-302025-11-07 VST VISTRA CORP28 shares0.00%2025-09-302025-11-07 HPE HEWLETT PACKARD ENTERPRISE C220 shares0.46%2025-09-302025-11-07 VYM VANGUARD WHITEHALL FDS38 shares0.00%2025-09-302025-11-07 EFA ISHARES TR57 sharesnew addition2025-09-302025-11-07 PH PARKER-HANNIFIN CORP7 sharesnew addition2025-09-302025-11-07 AMT AMERICAN TOWER CORP NEW25 shares4.17%2025-09-302025-11-07 IONS IONIS PHARMACEUTICALS INC71 shares0.00%2025-09-302025-11-07 FTGC FIRST TR EXCHANGE TRAD FD VI179 sharesnew addition2025-09-302025-11-07 NEAR ISHARES US ETF TR89 shares1.14%2025-09-302025-11-07 IP INTERNATIONAL PAPER CO95 shares0.00%2025-09-302025-11-07 FLBL FRANKLIN TEMPLETON ETF TR183 shares10.24%2025-09-302025-11-07 NTNX NUTANIX INC56 shares0.00%2025-09-302025-11-07 NEE NEXTERA ENERGY INC54 shares1.89%2025-09-302025-11-07 TDG TRANSDIGM GROUP INC125 sharesnew addition2025-09-302025-11-07 IYLD ISHARES TR184 sharesnew addition2025-09-302025-11-07 ALNY ALNYLAM PHARMACEUTICALS INC8 shares0.00%2025-09-302025-11-07 UBER UBER TECHNOLOGIES INC35 shares0.00%2025-09-302025-11-07 ITW ILLINOIS TOOL WKS INC11 shares0.00%2025-09-302025-11-07 ACWI ISHARES TR21 shares0.00%2025-09-302025-11-07 WM WASTE MGMT INC DEL13 shares0.00%2025-09-302025-11-07 NET CLOUDFLARE INC13 shares0.00%2025-09-302025-11-07 TMUS T-MOBILE US INC11 shares0.00%2025-09-302025-11-07 MRNA MODERNA INC97 shares0.00%2025-09-302025-11-07 VTRS VIATRIS INC248 shares0.00%2025-09-302025-11-07 WAB WABTEC12 shares0.00%2025-09-302025-11-07 CAG CONAGRA BANDS INC124 shares1.64%2025-09-302025-11-07 LHX L3HARRIS TECHNOLOGIES INC7 shares0.00%2025-09-302025-11-07 LULU LULULEMON ATHLETICA INC12 shares0.00%2025-09-302025-11-07 ADBE ADOBE INC6 shares-90.91%2025-09-302025-11-07 W WAYFAIR INC23 shares0.00%2025-09-302025-11-07 LW LAMB WESTON HLDGS INC33 shares0.00%2025-09-302025-11-07 CDE COEUR MNG INC100 shares0.00%2025-09-302025-11-07 NOW SERVICENOW INC2 shares0.00%2025-09-302025-11-07 CNH CNH INDL N V167 shares0.00%2025-09-302025-11-07 TJX TJX COS INC NEW12 shares0.00%2025-09-302025-11-07 NVO NOVO-NORDISK A S29 shares0.00%2025-09-302025-11-07 PRSU PURSUIT ATTRACTIONS AND HOSP42 shares-99.21%2025-09-302025-11-07 COIN COINBASE GLOBAL INC3 shares0.00%2025-09-302025-11-07 IJT ISHARES TR7 shares16.67%2025-09-302025-11-07 MSTR MICROSTRAGEY INC3 shares0.00%2025-09-302025-11-07 CCL CARNIVAL CORP32 shares0.00%2025-09-302025-11-07 CMCSA COMCAST CORP NEW29 shares0.00%2025-09-302025-11-07 KVUE KENVUE INC52 shares1.96%2025-09-302025-11-07 LUMN LUMEN TECHNOLOGIES INC138 shares0.00%2025-09-302025-11-07 TD TORONTO DOMINION BK ONT10 shares0.00%2025-09-302025-11-07 CEG CONSTELLATION ENERGY CORP2 shares0.00%2025-09-302025-11-07 DAL DELTA AIR LINES INC DEL10 shares0.00%2025-09-302025-11-07 ALB ALBEMARLE CORP6 shares0.00%2025-09-302025-11-07 VCSH VANGUARD SCOTTSDALE FDS6 shares0.00%2025-09-302025-11-07 HUBS HUBSPOT INC1 shares0.00%2025-09-302025-11-07 CELH CELCIUS HLDGS INC7 shares0.00%2025-09-302025-11-07 ABNB AIRBNB INC3 shares0.00%2025-09-302025-11-07 SLVM SYLVAMO CORP8 shares0.00%2025-09-302025-11-07 FNF FIDELITY NATIONAL FINANCIAL4 shares33.33%2025-09-302025-11-07 DXC DXC TECHNOLOGY CO14 shares0.00%2025-09-302025-11-07 KRNY KEARNY FINL CORP MD30 shares0.00%2025-09-302025-11-07 DIS DISNEY WALT CO1 shares0.00%2025-09-302025-11-07 PCY INVESCO EXCHNG TRADED FD TR4 shares0.00%2025-09-302025-11-07 SNAP SNAP INC10 shares0.00%2025-09-302025-11-07 CNNE CANNAE HLDGS INC1 shares0.00%2025-09-302025-11-07 CTVA CORTEVA INCN/A sharesnew addition2025-09-302025-11-07 DD DUPONT DE NEMOURS INCN/A sharesnew addition2025-09-302025-11-07 EPRT ESSENTIAL PPTYS RLTY TR INCN/A sharesnew addition2025-09-302025-11-07 IXC ISHARES TRN/A sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available