Fund HoldingsClarity Financial LLC

Total Portfolio Value
$850.75M
Total Bought
$197.60M
Total Sold
$21.41M
Net Transaction
+$176.19M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR269,689539,867+270,17831,14164,5717.59%+33,430
ISHARES TR410,043667,534+257,49138,40165,4987.70%+27,098
JPMORGAN CHASE & CO.(JPM)6,49769,365+62,8681,31414,6261.72%+13,312
ISHARES TR563,383711,284+147,90146,00059,1436.95%+13,143
ONEOK INC NEW(OKE)68,669153,719+85,0505,60014,0081.65%+8,408
COSTCO WHSL CORP NEW(COST)28,06535,877+7,81223,85531,8053.74%+7,950
ANNALY CAPITAL MANAGEMENT IN0333,171+333,17106,6870.79%+6,687
ABBVIE INC(ABBV)0166,746+166,746032,9293.87%+32,929
SELECT SECTOR SPDR TR
ST STR FINL ETF
0201,579+201,57909,1361.07%+9,136
APPLE INC(AAPL)141,249146,122+4,87329,75034,0464.00%+4,297
DUKE ENERGY CORP NEW(DUK)0181,506+181,506020,9282.46%+20,928
AMAZON COM INC(AMZN)96,257121,310+25,05318,60222,6042.66%+4,002
ISHARES TR0164,274+164,274016,1151.89%+16,115
VANGUARD WORLD FD9,54519,911+10,3662,9996,4100.75%+3,411
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
060,007+60,00703,0450.36%+3,045
J P MORGAN EXCHANGE TRADED F
INCOME ETF
060,778+60,77802,8200.33%+2,820
BERKSHIRE HATHAWAY INC DEL28,34430,506+2,16211,53014,0411.65%+2,510
PROCTER AND GAMBLE CO(PG)101,708110,482+8,77416,77419,1352.25%+2,362
NVIDIA CORPORATION(NVDA)125,086146,286+21,20015,45317,7652.09%+2,312
ISHARES TR
MORTGE REL ETF
14,036109,593+95,5573112,6010.31%+2,290
WALMART INC(WMT)186,067183,262-2,80512,59914,7981.74%+2,200
PUBLIC STORAGE OPER CO(PSA)22,01923,407+1,3886,3348,5171.00%+2,183
VANECK ETF TRUST
HIGH YLD MUNIETF
039,576+39,57602,1000.25%+2,100
EXXON MOBIL CORP0233,591+233,591027,3813.22%+27,381
ISHARES TR017,983+17,98301,8110.21%+1,811
SELECT SECTOR SPDR TR
ST STR UTIL ETF
120,113123,512+3,3998,1849,9771.17%+1,793
SPDR SER TR
ST STR BLO 1 ETF
135,483154,824+19,34112,43514,2141.67%+1,780
SELECT SECTOR SPDR TR
ST STR CARE ETF
0133,047+133,047020,4922.41%+20,492
PROSHARES TR0155,443+155,44301,6870.20%+1,687
ISHARES TR012,949+12,94901,6460.19%+1,646
RTX CORPORATION(RTX)93,69790,501-3,1969,40610,9651.29%+1,559
SELECT SECTOR SPDR TR
ST STR STAPL ETF
160,206166,432+6,22612,26913,8141.62%+1,545
GRAYSCALE BITCOIN TR BTC(GBTC)029,737+29,73701,5020.18%+1,502
PROSHARES TR
SHORT QQQ
037,779+37,77901,4900.18%+1,490
SELECT SECTOR SPDR TR
ST STR SVC ETF
0184,429+184,429016,6721.96%+16,672
GRAYSCALE ETHEREUM TR ETH(ETHE)061,030+61,03001,3360.16%+1,336
SELECT SECTOR SPDR TR
ST STR DISCR ETF
047,951+47,95109,6081.13%+9,608
MICROSOFT CORP(MSFT)53,67858,464+4,78623,99125,1572.96%+1,166
GE VERNOVA INC(GEV)34,43927,038-7,4015,9076,8940.81%+988
SELECT SECTOR SPDR TR
ST STR REAL ETF
108,231111,402+3,1714,1574,9760.58%+819
BARRICK GOLD CORP(Call)038,900+38,9000774+774
VISA INC(V)022,015+22,01506,0530.71%+6,053
ADVANCED MICRO DEVICES INC(AMD)89,88293,256+3,37414,58015,3011.80%+722
SPDR S&P 500 ETF TR(SPY)9,79810,419+6215,3325,9780.70%+645
SELECT SECTOR SPDR TR
ST STR INDL ETF
035,010+35,01004,7420.56%+4,742
TRAVELERS COMPANIES INC(TRV)01,945+1,94504550.05%+455
EATON CORP PLC(ETN)01,335+1,33504420.05%+442
SELECT SECTOR SPDR TR
ST STR TECHN ETF
116,704118,863+2,15926,40226,8343.15%+432
FS KKR CAP CORP(FSK)020,087+20,08703960.05%+396
WP CAREY INC(WPC)06,034+6,03403760.04%+376
OCCIDENTAL PETE CORP(OXY)06,988+6,98803600.04%+360
MCDONALDS CORP(MCD)01,095+1,09503330.04%+333
ISHARES TR
MSCI USA QLT FCT
3,1264,706+1,5805348440.10%+310
HOME DEPOT INC(HD)02,057+2,05708330.10%+833
PFIZER INC(PFE)010,455+10,45503030.04%+303
VERIZON COMMUNICATIONS INC(VZ)56,85158,873+2,0222,3452,6440.31%+299
SELECT SECTOR SPDR TR
ST STR MATER ETF
024,914+24,91402,4010.28%+2,401
VANGUARD WORLD FD
ENERGY ETF
02,403+2,40302940.03%+294
SCHWAB STRATEGIC TR04,315+4,31502930.03%+293
ALTRIA GROUP INC(MO)19,09222,194+3,1028701,1330.13%+263
BANK AMERICA CORP7,90214,397+6,4953145710.07%+257
PURECYCLE TECHNOLOGIES INC(PCT)68,19068,19004046480.08%+244
SCHWAB STRATEGIC TR05,780+5,78002380.03%+238
GENERAL MLS INC(GIS)03,189+3,18902360.03%+236
EDWARDS LIFESCIENCES CORP03,550+3,55002340.03%+234
VANGUARD INDEX FDS3,3824,022+6409051,1390.13%+234
MERCK & CO INC(MRK)02,059+2,05902340.03%+234
CATERPILLAR INC(CAT)0597+59702340.03%+234
ISHARES SILVER TR(SLV)08,008+8,00802280.03%+228
ALPS ETF TR
ALERIAN MLP
04,737+4,73702230.03%+223
SILA REALTY TRUST INC08,819+8,81902230.03%+223
INTERNATIONAL BUSINESS MACHS(IBM)0996+99602200.03%+220
REPUBLIC SVCS INC(RSG)01,087+1,08702180.03%+218
ISHARES TR
MSCI INTL QUALTY
05,080+5,08002110.02%+211
DOVER CORP(DOV)01,093+1,09302100.02%+210
PAYPAL HLDGS INC(PYPL)02,678+2,67802090.02%+209
SPDR SER TR
ST BLOO HIGH ETF
02,100+2,10002050.02%+205
VANGUARD WHITEHALL FDS9,65110,390+7391,1451,3320.16%+187
JOHNSON & JOHNSON(JNJ)06,371+6,37101,0320.12%+1,032
ISHARES TR016,868+16,86801,7080.20%+1,708
COCA COLA CO(KO)05,615+5,61504040.05%+404
VANGUARD INDEX FDS01,417+1,41707480.09%+748
PHILIP MORRIS INTL INC(PM)2,2813,110+8292313780.04%+146
LOCKHEED MARTIN CORP(LMT)530660+1302483860.05%+138
CVS HEALTH CORP(CVS)09,738+9,73806120.07%+612
GLOBAL NET LEASE INC(GNL)013,822+13,82201160.01%+116
AFLAC INC(AFL)2,9383,294+3562623680.04%+106
COMCAST CORP NEW(CCZ)021,134+21,13408830.10%+883
DORCHESTER MINERALS LP(DMLP)7,48010,520+3,0402313170.04%+86
TESLA INC(TSLA)1,0791,103+242132880.03%+75
GRAINGER W W INC(GWW)51551504655350.06%+70
PEPSICO INC(PEP)3,3303,637+3075496180.07%+69
AMERICAN ELEC PWR CO INC6,9746,625-3496126800.08%+68
BALL CORP3,5694,145+5762142810.03%+67
CONOCOPHILLIPS(COP)2,4603,299+8392813470.04%+66
NIKE INC(NKE)4,2174,318+1013183820.04%+64
3M CO(MMM)3,5683,118-4503654260.05%+62
QUANTA SVCS INC1,3701,37003484080.05%+60
PRUDENTIAL FINL INC(PFH)4,6924,992+3005506050.07%+55
AUTOMATIC DATA PROCESSING IN1,3971,39703343870.05%+53
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