Clear Investment Research
Latest statistics and disclosures from Clear Investment Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, GPK, IJH, VNQ, ANGL, and represent 36.70% of Clear Investment Research's stock portfolio.
- Added to shares of these 10 stocks: IVV, VEA, SPMD, VV, SPTI, ANGL, IEMG, IGIB, SPMB, FBND.
- Started 77 new stock positions in JCI, KOMP, ADP, SPMD, TXN, UNP, DXCM, VEA, ZTS, SCHK.
- Reduced shares in these 10 stocks: HYG, GPK, VNQ, IJH, IJR, LLY, BSV, IVE, GM, SCHA.
- Sold out of its positions in Collaborative Investmnt Ser, FSLY, GEHC, GRWG, INTC, Mullen Automotive, PTON, RIVN, ME, WLKP.
- Clear Investment Research was a net buyer of stock by $7.4M.
- Clear Investment Research has $71M in assets under management (AUM), dropping by 23.14%.
- Central Index Key (CIK): 0001635523
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Portfolio Holdings for Clear Investment Research
Clear Investment Research holds 272 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.0 | $7.8M | +36% | 16k | 477.64 |
|
| Graphic Packaging Holding Company (GPK) | 7.9 | $5.6M | -5% | 226k | 24.65 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.5 | $5.3M | 19k | 277.16 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 5.6 | $4.0M | -2% | 45k | 88.36 |
|
| Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 4.8 | $3.4M | +14% | 119k | 28.78 |
|
| Ishares Tr Cores Msci Eafe (IEFA) | 4.2 | $3.0M | 43k | 70.35 |
|
|
| Apple (AAPL) | 4.0 | $2.8M | +2% | 15k | 192.53 |
|
| Scwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.4 | $2.4M | 43k | 56.40 |
|
|
| Ishares Core Msci Emkt (IEMG) | 3.3 | $2.3M | +22% | 46k | 50.58 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $2.2M | -3% | 21k | 108.25 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.4 | $1.7M | +22% | 36k | 46.04 |
|
| Eli Lilly & Co. (LLY) | 2.2 | $1.5M | -3% | 2.6k | 582.94 |
|
| Microsoft Corporation (MSFT) | 2.1 | $1.5M | +9% | 4.0k | 376.12 |
|
| Scwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.9 | $1.3M | 28k | 48.45 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.7 | $1.2M | -4% | 7.1k | 173.91 |
|
| Scwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.5 | $1.1M | +6% | 15k | 75.32 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.5 | $1.1M | 14k | 75.10 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $783k | NEW | 16k | 47.90 |
|
| Dollar Tree (DLTR) | 1.0 | $739k | 5.2k | 142.05 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.0 | $733k | 7.4k | 98.60 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.0 | $714k | NEW | 15k | 48.72 |
|
| Scwab Strategic Tr Us Tips Etf (SCHP) | 0.9 | $670k | +12% | 13k | 52.20 |
|
| Scwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $601k | -2% | 7.2k | 82.96 |
|
| Bank of America Corporation (BAC) | 0.8 | $593k | 18k | 33.67 |
|
|
| Scwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $581k | -6% | 12k | 47.24 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.8 | $570k | 5.3k | 107.50 |
|
|
| Scwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $555k | -6% | 15k | 36.96 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $522k | +5% | 1.1k | 495.31 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $520k | -38% | 6.7k | 77.40 |
|
| Amazon (AMZN) | 0.7 | $502k | +8% | 3.3k | 151.94 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.7 | $500k | NEW | 2.3k | 218.20 |
|
| Scwab Strategic Tr Us Lcap Gr Etf (SCHV) | 0.7 | $486k | -2% | 6.9k | 70.10 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.7 | $484k | NEW | 17k | 28.56 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $419k | NEW | 8.1k | 52.01 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $394k | -2% | 1.6k | 252.32 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $360k | 3.6k | 99.25 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $358k | -3% | 2.3k | 155.42 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.5 | $330k | NEW | 15k | 22.07 |
|
| Ishares Tr Core Smc600vl Etf (IJS) | 0.4 | $304k | -9% | 3.0k | 103.07 |
|
| Ishares Tr Sp Smcp600gr Etf (IJT) | 0.4 | $304k | -8% | 2.4k | 125.14 |
|
| Johnson & Johnson (JNJ) | 0.4 | $297k | 1.9k | 156.79 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $294k | +18% | 2.1k | 139.69 |
|
| Bershire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $293k | 821.00 | 356.66 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $273k | 1.9k | 147.17 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.4 | $260k | -4% | 4.8k | 54.09 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $254k | +22% | 8.9k | 28.64 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $249k | 4.6k | 53.83 |
|
|
| Ryder System (R) | 0.3 | $246k | 2.1k | 115.06 |
|
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.3 | $223k | -9% | 2.4k | 94.76 |
|
| Lowe's Companies (LOW) | 0.3 | $223k | 1.0k | 222.55 |
|
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| Ishares Min Vol Emrg Mkt (EEMV) | 0.3 | $219k | 3.9k | 55.60 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $218k | 3.4k | 64.93 |
|
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| Scwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $211k | +16% | 10k | 20.71 |
|
| Procter & Gamble Company (PG) | 0.3 | $210k | +18% | 1.4k | 146.54 |
|
| Ishares Tr U.s Real Es Etf (IYR) | 0.3 | $206k | -2% | 2.3k | 91.44 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $194k | 2.5k | 78.98 |
|
|
| Ishares Tr U S Equity Factr (LRGF) | 0.3 | $184k | -3% | 3.8k | 48.29 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $177k | 432.00 | 409.52 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $160k | 337.00 | 475.31 |
|
|
| Barclays Bk Djubs Cmdt Etn36 (DJP) | 0.2 | $160k | 5.3k | 30.39 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $159k | 2.6k | 61.92 |
|
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| Southern Company (SO) | 0.2 | $141k | -4% | 2.0k | 70.14 |
|
| Wells Fargo & Company (WFC) | 0.2 | $135k | 2.7k | 49.22 |
|
|
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.2 | $132k | 2.0k | 67.75 |
|
|
| Scwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $127k | -4% | 1.7k | 76.13 |
|
| Ishares Tr Jp Mor Em Mk Etf (EMB) | 0.2 | $122k | +3% | 1.4k | 89.08 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $120k | NEW | 3.5k | 34.01 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $112k | 2.1k | 52.35 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $106k | 2.2k | 47.57 |
|
|
| Scwab Strategic Tr Emrd Mkteq Etf (SCHE) | 0.1 | $106k | -22% | 4.3k | 24.79 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $103k | NEW | 2.2k | 46.63 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $101k | +3% | 1.0k | 100.06 |
|
| Ishares Us Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $99k | +7% | 2.0k | 50.54 |
|
| Applied Materials (AMAT) | 0.1 | $99k | +9% | 608.00 | 162.07 |
|
| Wal-Mart Stores (WMT) | 0.1 | $97k | 617.00 | 157.78 |
|
|
| Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) | 0.1 | $97k | 1.5k | 62.66 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $94k | 470.00 | 200.94 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $94k | 2.4k | 39.19 |
|
|
| Truist Financial Corp equities (TFC) | 0.1 | $92k | -7% | 2.5k | 36.92 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $88k | NEW | 518.00 | 170.66 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $87k | NEW | 367.00 | 237.57 |
|
| Scwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $87k | NEW | 1.9k | 46.06 |
|
| Vanguard Bd Index Short Trm Bond (BSV) | 0.1 | $85k | -41% | 1.1k | 77.02 |
|
| Home Depot (HD) | 0.1 | $81k | +46% | 235.00 | 346.55 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $81k | 2.1k | 39.03 |
|
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.1 | $80k | -5% | 1.9k | 41.33 |
|
| Broadcom (AVGO) | 0.1 | $79k | +1083% | 71.00 | 1116.73 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $78k | 257.00 | 303.17 |
|
|
| John Hancock Exchage Traded Multifactor Mi (JHMM) | 0.1 | $73k | -4% | 1.4k | 52.66 |
|
| Synopsys (SNPS) | 0.1 | $72k | +12% | 140.00 | 514.91 |
|
| Best Buy (BBY) | 0.1 | $71k | 900.00 | 78.28 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $70k | +3% | 686.00 | 102.08 |
|
| Tesla Motors (TSLA) | 0.1 | $70k | +25% | 281.00 | 248.48 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $70k | 121.00 | 576.10 |
|
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| United Sts Oil Units (USO) | 0.1 | $69k | 1.0k | 66.65 |
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| Pfizer (PFE) | 0.1 | $69k | 2.4k | 28.79 |
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| Cadence Design Systems (CDNS) | 0.1 | $68k | 250.00 | 272.37 |
|
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $66k | NEW | 1.0k | 65.06 |
|
| Invesco Exchange Traded Fd T Treas Colaterl (TBLL) | 0.1 | $64k | 601.00 | 105.78 |
|
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| Advanced Micro Devices (AMD) | 0.1 | $60k | 407.00 | 147.41 |
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| Coca-Cola Company (KO) | 0.1 | $56k | +2% | 953.00 | 58.93 |
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| UnitedHealth (UNH) | 0.1 | $54k | +32% | 101.00 | 531.23 |
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| Fidelity National Information Services (FIS) | 0.1 | $53k | 877.00 | 60.11 |
|
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| Pepsi (PEP) | 0.1 | $53k | +191% | 309.00 | 169.84 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $52k | 2.2k | 23.87 |
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|
| First Tr Exchange Traded Intl Equity Opp (FPXI) | 0.1 | $50k | -35% | 1.2k | 42.25 |
|
| Abbvie (ABBV) | 0.1 | $48k | NEW | 310.00 | 154.97 |
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| Scwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $47k | -24% | 1.3k | 34.89 |
|
| Medtronic SHS (MDT) | 0.1 | $47k | 600.00 | 78.36 |
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| Visa Com Cl A (V) | 0.1 | $47k | +13% | 180.00 | 260.55 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $46k | 460.00 | 98.88 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $43k | +97% | 95.00 | 456.65 |
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| Netflix (NFLX) | 0.1 | $43k | +4% | 87.00 | 488.23 |
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| Chevron Corporation (CVX) | 0.1 | $42k | +264% | 281.00 | 149.40 |
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| Ishares Tr Ishares (SLV) | 0.1 | $40k | +4% | 1.8k | 21.78 |
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| Merck & Co (MRK) | 0.1 | $39k | NEW | 357.00 | 109.02 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $39k | 65.00 | 596.60 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $38k | NEW | 1.3k | 29.02 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $38k | NEW | 529.00 | 72.43 |
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| General Electric Com New (GE) | 0.1 | $38k | 300.00 | 127.63 |
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| McDonald's Corporation (MCD) | 0.1 | $38k | NEW | 128.00 | 296.51 |
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| Starbucks Corporation (SBUX) | 0.1 | $38k | +556% | 394.00 | 96.12 |
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| Oracle Corporation (ORCL) | 0.1 | $37k | +20% | 354.00 | 105.43 |
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| Paychex (PAYX) | 0.1 | $37k | +55% | 307.00 | 119.12 |
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| Air Products & Chemicals (APD) | 0.0 | $35k | +700% | 128.00 | 274.05 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $35k | 220.00 | 157.81 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $35k | 245.00 | 140.93 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $33k | NEW | 174.00 | 189.47 |
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| Meta Platforms Cl A (META) | 0.0 | $33k | +411% | 92.00 | 356.09 |
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| Prologis (PLD) | 0.0 | $32k | +188% | 242.00 | 133.57 |
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| Ishares Tr Exponential Tech (XT) | 0.0 | $32k | NEW | 535.00 | 59.87 |
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| Spdr Ser Tr S&p Kensho New (KOMP) | 0.0 | $32k | NEW | 680.00 | 46.70 |
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| Eaton Corp SHS (ETN) | 0.0 | $29k | NEW | 122.00 | 240.82 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $29k | +2% | 365.00 | 78.12 |
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| Nextera Energy (NEE) | 0.0 | $28k | +387% | 458.00 | 60.76 |
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| At&t (T) | 0.0 | $28k | 1.6k | 16.78 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $26k | 700.00 | 36.72 |
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| Bristol Myers Squibb (BMY) | 0.0 | $26k | 500.00 | 51.31 |
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| Sempra Energy (SRE) | 0.0 | $24k | NEW | 326.00 | 74.73 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $24k | NEW | 724.00 | 33.31 |
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| Dollar General (DG) | 0.0 | $24k | 176.00 | 135.95 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $24k | 139.00 | 170.72 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $23k | NEW | 137.00 | 170.46 |
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| Travelers Companies (TRV) | 0.0 | $21k | NEW | 110.00 | 190.49 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $21k | 800.00 | 26.11 |
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| Williams Companies (WMB) | 0.0 | $21k | NEW | 591.00 | 34.83 |
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| Paycom Software (PAYC) | 0.0 | $20k | 98.00 | 207.37 |
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| Us Bankcorp Del Com New (USB) | 0.0 | $19k | NEW | 442.00 | 43.28 |
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| Automatic Data Processing (ADP) | 0.0 | $19k | NEW | 82.00 | 232.98 |
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| Illinois Tool Works (ITW) | 0.0 | $19k | +554% | 72.00 | 262.39 |
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| Astrazeneca SPONSORED Adr (AZN) | 0.0 | $19k | 280.00 | 67.35 |
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| Phillips 66 (PSX) | 0.0 | $18k | NEW | 137.00 | 133.14 |
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| Invesco SHS (IVZ) | 0.0 | $18k | 1.0k | 17.84 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.0 | $18k | 558.00 | 31.54 |
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| Honeywell International (HON) | 0.0 | $17k | +35% | 81.00 | 211.40 |
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| Cisco Systems (CSCO) | 0.0 | $17k | NEW | 330.00 | 50.52 |
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| PNC Financial Services (PNC) | 0.0 | $16k | NEW | 105.00 | 154.85 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $16k | +6% | 462.00 | 34.31 |
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| Costco Wholesale Corporation (COST) | 0.0 | $16k | NEW | 24.00 | 660.08 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $16k | 370.00 | 41.93 |
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| Fortune Brands (FBIN) | 0.0 | $15k | 200.00 | 76.14 |
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| Ishares Tr Min Vol Eafe Etf (EFAV) | 0.0 | $15k | 217.00 | 69.34 |
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| Ishares Tr Rus Md Cap Gr Etf (IWR) | 0.0 | $15k | 187.00 | 78.06 |
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| Realty Income (O) | 0.0 | $14k | NEW | 242.00 | 57.42 |
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| IDEXX Laboratories (IDXX) | 0.0 | $14k | 25.00 | 555.04 |
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| Albemarle Corporation (ALB) | 0.0 | $14k | 95.00 | 145.19 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $14k | 87.00 | 156.89 |
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| Servicenow (NOW) | 0.0 | $13k | NEW | 19.00 | 706.47 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $12k | 180.00 | 68.80 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $12k | NEW | 29.00 | 426.52 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $12k | +15% | 142.00 | 84.61 |
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| Qualcomm (QCOM) | 0.0 | $12k | NEW | 81.00 | 144.63 |
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| Fidelity Convington Trust Enhanced Mid (FMDE) | 0.0 | $11k | NEW | 408.00 | 27.31 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $11k | +123% | 219.00 | 50.78 |
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| Pimco Eft Tr 0-5 High Yield (HYS) | 0.0 | $11k | +3% | 117.00 | 93.08 |
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| salesforce (CRM) | 0.0 | $11k | NEW | 41.00 | 263.15 |
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| Wec Energy Group (WEC) | 0.0 | $11k | NEW | 128.00 | 84.17 |
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| Invesco Exchng Traded Fd Tr Solar Etf (TAN) | 0.0 | $11k | 197.00 | 53.35 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $10k | NEW | 45.00 | 229.69 |
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| Dex (DXCM) | 0.0 | $9.2k | NEW | 74.00 | 124.09 |
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| Abbott Laboratories (ABT) | 0.0 | $8.8k | NEW | 80.00 | 110.08 |
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| Intuit (INTU) | 0.0 | $8.8k | NEW | 14.00 | 625.00 |
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| Hubbell (HUBB) | 0.0 | $8.6k | NEW | 26.00 | 328.92 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $8.4k | NEW | 24.00 | 350.92 |
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| Keurig Dr Pepper (KDP) | 0.0 | $8.3k | NEW | 249.00 | 33.32 |
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| Zoetis Cl A (ZTS) | 0.0 | $8.1k | NEW | 41.00 | 197.37 |
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| Kinder Morgan (KMI) | 0.0 | $7.7k | NEW | 439.00 | 17.64 |
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| Ford Motor Company (F) | 0.0 | $7.6k | 622.00 | 12.20 |
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| Nike CL B (NKE) | 0.0 | $7.5k | NEW | 69.00 | 108.57 |
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| Linde SHS (LIN) | 0.0 | $7.4k | NEW | 18.00 | 410.72 |
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| Fiserv (FI) | 0.0 | $7.3k | NEW | 55.00 | 132.84 |
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| TJX Companies (TJX) | 0.0 | $6.8k | NEW | 73.00 | 93.81 |
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| Hp (HPQ) | 0.0 | $6.8k | 225.00 | 30.14 |
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| Rbc Cad (RY) | 0.0 | $6.8k | 67.00 | 101.13 |
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| Cintas Corporation (CTAS) | 0.0 | $6.6k | NEW | 11.00 | 602.64 |
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| BlackRock (BLK) | 0.0 | $6.6k | -11% | 8.00 | 820.25 |
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| Fastenal Company (FAST) | 0.0 | $6.5k | NEW | 100.00 | 64.77 |
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| Generac Holdings (GNRC) | 0.0 | $6.5k | 50.00 | 129.24 |
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| Verisk Analytics (VRSK) | 0.0 | $6.2k | NEW | 26.00 | 238.85 |
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| Amgen (AMGN) | 0.0 | $6.0k | NEW | 21.00 | 288.00 |
|
| Monster Beverage Corp (MNST) | 0.0 | $5.9k | NEW | 103.00 | 57.61 |
|
| Union Pacific Corporation (UNP) | 0.0 | $5.6k | NEW | 23.00 | 245.61 |
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| Cheniere Energy Com New (LNG) | 0.0 | $5.1k | NEW | 30.00 | 170.70 |
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| Danaher Corporation (DHR) | 0.0 | $5.1k | NEW | 22.00 | 231.32 |
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| Dell Technologies CL C (DELL) | 0.0 | $5.0k | NEW | 66.00 | 76.50 |
|
| American Tower Reit (AMT) | 0.0 | $5.0k | -4% | 23.00 | 218.26 |
|
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.0 | $5.0k | 300.00 | 16.54 |
|
|
| Boeing Company (BA) | 0.0 | $5.0k | NEW | 19.00 | 260.68 |
|
| Cme (CME) | 0.0 | $4.8k | NEW | 23.00 | 210.61 |
|
| Anthem (ELV) | 0.0 | $4.7k | NEW | 10.00 | 471.60 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $4.7k | 91.00 | 51.41 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $4.6k | NEW | 24.00 | 192.50 |
|
| Disney Walt Com Disney (DIS) | 0.0 | $4.6k | -7% | 51.00 | 90.29 |
|
| Everest Re Group (EG) | 0.0 | $4.6k | NEW | 13.00 | 353.62 |
|
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $4.6k | NEW | 713.00 | 6.40 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $4.5k | 398.00 | 11.38 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $4.5k | NEW | 232.00 | 19.38 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $4.4k | 39.00 | 111.64 |
|
|
| Lithium Americas Argentina C Com Shs (LAAC) | 0.0 | $4.3k | NEW | 677.00 | 6.32 |
|
| Exelixis (EXEL) | 0.0 | $4.1k | NEW | 169.00 | 23.99 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $3.7k | +666% | 23.00 | 160.96 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $3.6k | 35.00 | 103.37 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $3.6k | 69.00 | 52.38 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $3.6k | 210.00 | 17.01 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $3.5k | 100.00 | 35.25 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $3.5k | 32.00 | 109.47 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $3.4k | -8% | 21.00 | 160.71 |
|
| ConAgra Foods (CAG) | 0.0 | $3.2k | 113.00 | 28.73 |
|
|
| Ecolab (ECL) | 0.0 | $3.2k | 16.00 | 199.06 |
|
|
| Eversource Energy (ES) | 0.0 | $3.1k | NEW | 50.00 | 61.72 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $2.7k | 62.00 | 43.85 |
|
|
| Viatris (VTRS) | 0.0 | $2.7k | 248.00 | 10.83 |
|
|
| Uber Technologies (UBER) | 0.0 | $2.5k | 41.00 | 61.56 |
|
|
| Corning Incorporated (GLW) | 0.0 | $2.1k | NEW | 68.00 | 30.46 |
|
| Cnh Indl N V SHS (CNHI) | 0.0 | $2.0k | 167.00 | 12.18 |
|
|
| International Business Machines (IBM) | 0.0 | $1.6k | 10.00 | 163.60 |
|
|
| Old Dominion Freight Line In | 0.0 | $1.6k | 4.00 | 406.75 |
|
|
| Viad Corp Com New (VVI) | 0.0 | $1.5k | 42.00 | 36.83 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $1.5k | 12.00 | 126.92 |
|
|
| ON Semiconductor (ON) | 0.0 | $1.5k | 18.00 | 83.56 |
|
|
| L3harris Technologies (LHX) | 0.0 | $1.5k | 7.00 | 214.57 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $1.5k | +25% | 5.00 | 294.80 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $1.3k | NEW | 21.00 | 62.62 |
|
| General Mills (GIS) | 0.0 | $1.2k | +5% | 19.00 | 65.74 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $1.2k | NEW | 20.00 | 57.65 |
|
| United Parcel Service CL B (UPS) | 0.0 | $1.1k | NEW | 7.00 | 157.29 |
|
| Waste Management (WM) | 0.0 | $1.1k | 6.00 | 179.17 |
|
|
| Kenvue (KVUE) | 0.0 | $1.1k | 48.00 | 21.94 |
|
|
| Kroger (KR) | 0.0 | $966.999600 | 21.00 | 46.05 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $959.000000 | 16.00 | 59.94 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $953.000300 | 7.00 | 136.14 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $788.000000 | 1.00 | 788.00 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $646.000000 | 10.00 | 64.60 |
|
|
| Carnival Corp Common Stock (CCL) | 0.0 | $592.998400 | +220% | 32.00 | 18.53 |
|
| General Motors Company (GM) | 0.0 | $467.000300 | -99% | 13.00 | 35.92 |
|
| Vanguard Scottsdale Fds Shrt Tmr Corp Bd (VCSH) | 0.0 | $463.999800 | 6.00 | 77.33 |
|
|
| Marvell Technology (MRVL) | 0.0 | $411.003400 | 74.00 | 5.55 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $405.000000 | -47% | 10.00 | 40.50 |
|
| Intellia Therapeutics (NTLA) | 0.0 | $334.999500 | NEW | 11.00 | 30.45 |
|
| Dxc Technology (DXC) | 0.0 | $335.000400 | 14.00 | 23.93 |
|
|
| Ishares Msci Frntr100etf (FM) | 0.0 | $278.000000 | 10.00 | 27.80 |
|
|
| Kearny Finl Corp Md (KRNY) | 0.0 | $269.001000 | 30.00 | 8.97 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $191.000100 | 3.00 | 63.67 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $174.000000 | 1.00 | 174.00 |
|
|
| Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) | 0.0 | $82.000000 | 4.00 | 20.50 |
|
|
| Cannae Holdings (CNNE) | 0.0 | $20.000000 | 1.00 | 20.00 |
|
|
| Snap Cl A (SNAP) | 0.0 | $17.000000 | 1.00 | 17.00 |
|
|
| Mullen Automotive Com New (MULN) | 0.0 | $14.000000 | NEW | 1.00 | 14.00 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $0 | 0 | 0.00 |
|
|
| Essential Properties Realty reit (EPRT) | 0.0 | $0 | 0 | 0.00 |
|
|
| Corteva (CTVA) | 0.0 | $0 | 0 | 0.00 |
|
|
| Dupont De Nemours (DD) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Clear Investment Research
SEC 13F filings are viewable for Clear Investment Research going back to 2015
- Clear Investment Research 2023 Q4 filed Feb. 12, 2024
- Clear Investment Research 2023 Q3 filed Nov. 7, 2023
- Clear Investment Research 2023 Q2 filed Aug. 9, 2023
- Clear Investment Research 2023 Q1 filed May 9, 2023
- Clear Investment Research 2022 Q4 filed Feb. 10, 2023
- Clear Investment Research 2022 Q3 filed Nov. 1, 2022
- Clear Investment Research 2022 Q2 filed Aug. 5, 2022
- Clear Investment Research 2022 Q1 filed May 2, 2022
- Clear Investment Research 2021 Q4 filed Jan. 24, 2022
- Clear Investment Research 2021 Q3 filed Nov. 1, 2021
- Clear Investment Research 2021 Q2 filed July 29, 2021
- Clear Investment Research 2021 Q1 filed May 5, 2021
- Clear Investment Research 2020 Q4 filed Feb. 10, 2021
- Clear Investment Research 2020 Q3 filed Nov. 4, 2020
- Clear Investment Research 2020 Q2 filed July 27, 2020
- Clear Investment Research 2020 Q1 filed May 5, 2020