Clear Investment Research
Latest statistics and disclosures from Clear Investment Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, EDV, FBND, AAPL, GPK, and represent 34.22% of Clear Investment Research's stock portfolio.
- Added to shares of these 10 stocks: VNQ, FBND, IAU, MUNI, FBCG, EVIM, VEA, ANGL, SPMD, CLOI.
- Started 24 new stock positions in VWO, IYW, IJJ, DVY, CLOI, VOO, VIG, FTGC, VTI, TDG. IYLD, VTV, EFA, IJK, VOE, AIRR, VBR, RKT, SPLG, TFLR, PH, FTA, TSPA, EVIM.
- Reduced shares in these 10 stocks: GPK, IVV, IEFA, IJH, IVW, SCHO, IVE, IJR, TIP, IEMG.
- Sold out of its positions in DKNG, Walgreen Boots Alliance.
- Clear Investment Research was a net seller of stock by $-8.5M.
- Clear Investment Research has $75M in assets under management (AUM), dropping by -5.85%.
- Central Index Key (CIK): 0001635523
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Portfolio Holdings for Clear Investment Research
Clear Investment Research holds 256 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 10.9 | $8.1M | -21% | 12k | 669.32 |
|
| Vanguard World Extended Dur (EDV) | 7.9 | $5.9M | 86k | 68.45 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.5 | $4.1M | +9% | 89k | 46.24 |
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| Apple (AAPL) | 5.0 | $3.8M | 15k | 254.63 |
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| Graphic Packaging Holding Company (GPK) | 4.9 | $3.7M | -39% | 187k | 19.57 |
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| Scwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.0 | $3.0M | -5% | 113k | 26.34 |
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| Microsoft Corporation (MSFT) | 2.9 | $2.2M | 4.2k | 517.95 |
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| Eli Lilly & Co. (LLY) | 2.8 | $2.1M | 2.7k | 763.23 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.6 | $2.0M | -32% | 30k | 65.26 |
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| Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 2.4 | $1.8M | +6% | 59k | 29.73 |
|
| Ishares Tr Cores Msci Eafe (IEFA) | 2.3 | $1.7M | -45% | 19k | 87.31 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 1.8 | $1.3M | +12% | 25k | 53.66 |
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| NVIDIA Corporation (NVDA) | 1.6 | $1.2M | -7% | 6.5k | 186.60 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $1.2M | +11% | 20k | 59.92 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $1.2M | -28% | 10k | 118.83 |
|
| Scwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.6 | $1.2M | -37% | 49k | 24.40 |
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| Scwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.6 | $1.2M | 40k | 29.64 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.5 | $1.2M | +9% | 20k | 57.19 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $969k | -2% | 11k | 89.38 |
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| Scwab Strategic Tr Us Tips Etf (SCHP) | 1.3 | $955k | -13% | 36k | 26.95 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.2 | $907k | -42% | 4.4k | 206.54 |
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| Bank of America Corporation (BAC) | 1.2 | $888k | 17k | 51.59 |
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| Scwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.1 | $855k | -4% | 27k | 31.91 |
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| Amazon (AMZN) | 0.9 | $702k | -7% | 3.2k | 219.57 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $689k | -52% | 5.7k | 120.73 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $659k | 2.7k | 243.16 |
|
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.9 | $649k | +40% | 12k | 52.28 |
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| Scwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $636k | 23k | 27.90 |
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| Scwab Strategic Tr Us Lcap Gr Etf (SCHV) | 0.8 | $594k | 20k | 29.11 |
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| Scwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $587k | -5% | 25k | 23.28 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.7 | $543k | 5.3k | 103.38 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $529k | 6.5k | 81.19 |
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| Ishares Core Msci Emkt (IEMG) | 0.7 | $518k | -40% | 7.9k | 65.92 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.7 | $506k | 1.6k | 320.15 |
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| Dollar Tree (DLTR) | 0.7 | $491k | 5.2k | 94.37 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $485k | +9901% | 5.3k | 91.43 |
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| Bershire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $464k | 922.00 | 502.74 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $430k | +82% | 5.9k | 72.77 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $426k | 2.4k | 176.87 |
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| Ryder System (R) | 0.5 | $396k | 2.1k | 188.64 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $372k | +5% | 1.9k | 194.52 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $369k | 3.7k | 100.25 |
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|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.5 | $367k | 10k | 36.35 |
|
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| Palantir Technologies Om (PLTR) | 0.5 | $365k | -3% | 2.0k | 182.42 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $358k | 5.3k | 68.08 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.5 | $352k | 4.8k | 73.29 |
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| Johnson & Johnson (JNJ) | 0.5 | $348k | 1.9k | 185.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $342k | -5% | 569.00 | 600.37 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.4 | $325k | +18% | 3.1k | 103.41 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $310k | -5% | 465.00 | 666.18 |
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| Ishares Tr Ips Bd Etf (TIP) | 0.4 | $284k | -59% | 2.5k | 111.25 |
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| Coca-Cola Company (KO) | 0.4 | $271k | 4.1k | 66.33 |
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| Ishares Sci Emerg Mrkt (EEMV) | 0.3 | $257k | 4.0k | 63.84 |
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| Ishares Tr Core Msci Total (IXUS) | 0.3 | $253k | 3.1k | 82.59 |
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| Lowe's Companies (LOW) | 0.3 | $251k | 1.0k | 251.31 |
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| Wal-Mart Stores (WMT) | 0.3 | $240k | -9% | 2.3k | 103.09 |
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| Ishares Tr .s Real Es Etf (IYR) | 0.3 | $230k | +2% | 2.4k | 97.10 |
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| Broadcom (AVGO) | 0.3 | $227k | 686.00 | 330.22 |
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| Wells Fargo & Company (WFC) | 0.3 | $226k | 2.7k | 83.82 |
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| Tesla Motors (TSLA) | 0.3 | $194k | -3% | 436.00 | 444.72 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.3 | $190k | -5% | 2.0k | 96.15 |
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| Barclays Bk Djubs Cmdt Etn36 (DJP) | 0.3 | $190k | 5.4k | 35.44 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $184k | +7% | 1.6k | 112.76 |
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| CVS Caremark Corporation (CVS) | 0.2 | $184k | 2.4k | 75.40 |
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| Southern Company (SO) | 0.2 | $182k | 1.9k | 94.79 |
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| Procter & Gamble Company (PG) | 0.2 | $180k | 1.2k | 153.73 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $179k | 4.1k | 44.00 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.2 | $178k | 2.6k | 69.08 |
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| Scwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $172k | 8.0k | 21.57 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $169k | +10% | 337.00 | 500.58 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.2 | $167k | +3% | 2.1k | 80.38 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $166k | 2.2k | 76.75 |
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| United Sts Oil Units (USO) | 0.2 | $147k | +14% | 2.0k | 73.75 |
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| Scwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $146k | +5% | 5.3k | 27.30 |
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| Meta Platforms Cl A (META) | 0.2 | $142k | +5% | 192.00 | 738.15 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $139k | 1.3k | 104.52 |
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| Morgan Stanley Etf Trust Aton Vance Inte (EVIM) | 0.2 | $135k | NEW | 2.6k | 52.49 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $132k | 2.4k | 55.35 |
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| Scwab Strategic Tr Emrd Mkteq Etf (SCHE) | 0.2 | $129k | 3.9k | 33.37 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $129k | 476.00 | 271.12 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $120k | 257.00 | 468.41 |
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| Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) | 0.2 | $117k | 1.6k | 73.48 |
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| Applied Materials (AMAT) | 0.2 | $114k | 555.00 | 204.74 |
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| Truist Financial Corp equities (TFC) | 0.1 | $108k | 2.4k | 45.72 |
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| Ishares Tr Ishares (SLV) | 0.1 | $106k | -18% | 2.5k | 42.37 |
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| Netflix (NFLX) | 0.1 | $106k | -7% | 88.00 | 1202.20 |
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| John Hancock Exchage Traded Multifactor Mi (JHMM) | 0.1 | $104k | 1.7k | 62.75 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $97k | 1.7k | 58.24 |
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| Home Depot (HD) | 0.1 | $96k | 236.00 | 406.62 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $95k | 1.9k | 48.86 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $92k | 2.2k | 42.81 |
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| Ge Aerospace Com New (GE) | 0.1 | $90k | 300.00 | 300.82 |
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| Vaneck Etf Trust Lo Etf (CLOI) | 0.1 | $89k | NEW | 1.7k | 53.13 |
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| Cadence Design Systems (CDNS) | 0.1 | $88k | 250.00 | 351.26 |
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| Vanguard Bd Index Short Trm Bond (BSV) | 0.1 | $87k | 1.1k | 78.91 |
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| Oracle Corporation (ORCL) | 0.1 | $83k | 294.00 | 281.24 |
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| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.1 | $82k | +34% | 2.5k | 32.37 |
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| Advanced Micro Devices (AMD) | 0.1 | $80k | -8% | 497.00 | 161.79 |
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| Ishares Tr Jp Mor Em Mk Etf (EMB) | 0.1 | $73k | -46% | 762.00 | 95.29 |
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| Capital Group Core Equity Etf Shs Creation Uni (CGUS) | 0.1 | $72k | 1.8k | 39.54 |
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| First Tr Exchange Traded Intl Equity Opp (FPXI) | 0.1 | $71k | 1.2k | 59.92 |
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| Invesco Exchange Traded Fd T Treas Colaterl (TBLL) | 0.1 | $68k | 646.00 | 105.64 |
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| Best Buy (BBY) | 0.1 | $68k | 900.00 | 75.62 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $66k | 1.5k | 43.92 |
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| Abbvie (ABBV) | 0.1 | $65k | +9% | 278.00 | 232.07 |
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| Costco Wholesale Corporation (COST) | 0.1 | $63k | -10% | 68.00 | 930.79 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $62k | +2% | 509.00 | 122.50 |
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| Synopsys (SNPS) | 0.1 | $62k | 125.00 | 493.39 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $61k | +19% | 1.2k | 50.09 |
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| Pfizer Om (PFE) | 0.1 | $61k | 2.4k | 25.48 |
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| Vanguard Index Fds Alue Etf (VTV) | 0.1 | $60k | NEW | 320.00 | 186.49 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $60k | 245.00 | 243.55 |
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| Pepsico Om (PEP) | 0.1 | $59k | +33% | 418.00 | 140.49 |
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| Medtronic SHS (MDT) | 0.1 | $57k | 600.00 | 95.24 |
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| Scwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $57k | -7% | 1.3k | 45.51 |
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| Fidelity National Information Services (FIS) | 0.1 | $57k | 862.00 | 65.98 |
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| Merck & Co (MRK) | 0.1 | $57k | +88% | 676.00 | 83.94 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $54k | +56% | 860.00 | 62.52 |
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| Vanguard Index Fds Otal Stk Mkt (VTI) | 0.1 | $51k | NEW | 156.00 | 328.17 |
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| Chevron Corporation (CVX) | 0.1 | $51k | +18% | 327.00 | 155.54 |
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| Visa Com Cl A (V) | 0.1 | $50k | 144.00 | 343.43 |
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| Fidelity Convington Trust Enhanced Mid (FMDE) | 0.1 | $47k | +209% | 1.3k | 36.16 |
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| At&t (T) | 0.1 | $47k | 1.6k | 28.24 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $46k | 484.00 | 95.32 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $46k | -10% | 94.00 | 490.38 |
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| Eaton Corp SHS (ETN) | 0.1 | $46k | 122.00 | 376.41 |
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| First Tr Exchange Traded A Om Shs (FTA) | 0.1 | $44k | NEW | 531.00 | 83.41 |
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| Air Products & Chemicals (APD) | 0.1 | $43k | +20% | 159.00 | 273.16 |
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| McDonald's Corporation (MCD) | 0.1 | $43k | +30% | 140.00 | 304.60 |
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| Marvell Technology (MRVL) | 0.1 | $40k | -2% | 478.00 | 84.21 |
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| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.1 | $40k | 933.00 | 42.60 |
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| Prologis (PLD) | 0.1 | $39k | +34% | 343.00 | 114.70 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $39k | -10% | 122.00 | 317.89 |
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| Vanguard Specialized Fund Iv App Etf (VIG) | 0.1 | $38k | NEW | 176.00 | 215.79 |
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| Starbucks Corporation (SBUX) | 0.0 | $37k | +35% | 431.00 | 84.70 |
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| T Rowe Price Etf S Equity Resear (TSPA) | 0.0 | $36k | NEW | 862.00 | 41.91 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $35k | +24% | 173.00 | 202.68 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $35k | 700.00 | 49.95 |
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| Travelers Companies (TRV) | 0.0 | $35k | +12% | 125.00 | 279.33 |
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| Sempra Energy (SRE) | 0.0 | $35k | +16% | 382.00 | 90.20 |
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| T Rowe Price Etf Loating Rate (TFLR) | 0.0 | $34k | NEW | 665.00 | 51.47 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $33k | +4% | 135.00 | 241.98 |
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| UnitedHealth (UNH) | 0.0 | $30k | 88.00 | 345.45 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $30k | -5% | 997.00 | 29.62 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $29k | 605.00 | 47.89 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $28k | +10% | 154.00 | 183.75 |
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| salesforce (CRM) | 0.0 | $28k | -8% | 118.00 | 238.48 |
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| Vanguard Index Fds &p 500 Etf Shs (VOO) | 0.0 | $28k | NEW | 45.00 | 612.38 |
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| Phillips 66 Om (PSX) | 0.0 | $27k | +41% | 197.00 | 136.11 |
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| Us Bankcorp Del Com New (USB) | 0.0 | $26k | +20% | 544.00 | 48.36 |
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| Automatic Data Processing (ADP) | 0.0 | $25k | +4% | 86.00 | 295.08 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.0 | $25k | +6% | 693.00 | 36.09 |
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| PNC Financial Services (PNC) | 0.0 | $24k | +10% | 118.00 | 201.22 |
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| Qualcomm (QCOM) | 0.0 | $23k | +32% | 135.00 | 167.50 |
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| Bristol Myers Squibb (BMY) | 0.0 | $23k | 500.00 | 45.10 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $22k | 87.00 | 256.45 |
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| Astrazeneca SPONSORED Adr (AZN) | 0.0 | $22k | 280.00 | 76.72 |
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| Ishares Tr &p Mc 400gr Etf (IJK) | 0.0 | $20k | NEW | 203.00 | 95.89 |
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| Realty Income (O) | 0.0 | $19k | +24% | 315.00 | 60.86 |
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| Vanguard Intl Equity Index F Tse Emr Mkt Etf (VWO) | 0.0 | $19k | NEW | 346.00 | 54.30 |
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| Ishares Tr Min Vol Eafe Etf (EFAV) | 0.0 | $18k | 217.00 | 84.83 |
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| Dollar General (DG) | 0.0 | $18k | 176.00 | 103.35 |
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| Ishares Tr .s. Tech Etf (IYW) | 0.0 | $18k | NEW | 92.00 | 195.86 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $18k | 105.00 | 168.34 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $17k | 180.00 | 95.47 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $14k | +750% | 102.00 | 134.25 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $14k | 100.00 | 136.85 |
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| Abbott Laboratories (ABT) | 0.0 | $13k | +21% | 97.00 | 135.06 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $13k | -9% | 748.00 | 17.17 |
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| Honeywell International (HON) | 0.0 | $12k | 57.00 | 212.77 |
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| Ecolab (ECL) | 0.0 | $12k | 42.00 | 276.69 |
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| Rubrik Cl A (RBRK) | 0.0 | $11k | 134.00 | 82.25 |
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| Blackrock (BLK) | 0.0 | $11k | 9.00 | 1192.33 |
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| Fortune Brands (FBIN) | 0.0 | $11k | 200.00 | 53.40 |
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| Ishares Tr Elect Divid Etf (DVY) | 0.0 | $10k | NEW | 73.00 | 142.10 |
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| Spdr Series Tr Ortfolio S&p500 (SPLG) | 0.0 | $10k | NEW | 132.00 | 78.58 |
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| Rbc Cad (RY) | 0.0 | $9.9k | 67.00 | 147.31 |
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| Pure Storage Cl A (PSTG) | 0.0 | $9.8k | 117.00 | 83.81 |
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| Vanguard Index Fds Cap Vl Idxvip (VOE) | 0.0 | $8.9k | NEW | 51.00 | 174.59 |
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| Rocket Cos Om Cl A (RKT) | 0.0 | $8.6k | NEW | 446.00 | 19.38 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $7.8k | 398.00 | 19.53 |
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| Ishares Tr &p Mc 400vl Etf (IJJ) | 0.0 | $7.3k | NEW | 64.00 | 114.09 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $7.2k | 200.00 | 36.00 |
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| First Tr Exchange Traded Ba Indl Etf (AIRR) | 0.0 | $7.1k | NEW | 73.00 | 96.68 |
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| Palo Alto Networks (PANW) | 0.0 | $6.7k | +3% | 33.00 | 203.61 |
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| Vanguard Index Fds M Cp Val Etf (VBR) | 0.0 | $6.7k | NEW | 32.00 | 208.72 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $6.6k | 33.00 | 201.36 |
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| Hp (HPQ) | 0.0 | $6.5k | 240.00 | 27.27 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $6.2k | 95.00 | 65.52 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $5.7k | 137.00 | 41.58 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $5.7k | 100.00 | 56.72 |
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| Vistra Energy (VST) | 0.0 | $5.5k | 28.00 | 196.57 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $5.4k | 220.00 | 24.65 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $5.4k | 38.00 | 140.95 |
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| Ishares Tr Sci Eafe Etf (EFA) | 0.0 | $5.3k | NEW | 57.00 | 93.37 |
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| Parker-hannifin Corp Om (PH) | 0.0 | $5.3k | NEW | 7.00 | 758.14 |
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| American Tower Reit (AMT) | 0.0 | $4.8k | +4% | 25.00 | 192.52 |
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| Ionis Pharmaceuticals (IONS) | 0.0 | $4.6k | 71.00 | 65.42 |
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| First Tr Exchange Trad Fd Vi ST TR GLB FD (FTGC) | 0.0 | $4.6k | NEW | 179.00 | 25.90 |
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| Ishares Us Etf Tr Blackrock Sh Dur (NEAR) | 0.0 | $4.6k | 89.00 | 51.28 |
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| International Paper Company (IP) | 0.0 | $4.4k | 95.00 | 46.40 |
|
|
| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.0 | $4.4k | +10% | 183.00 | 24.02 |
|
| Nutanix Cl A (NTNX) | 0.0 | $4.2k | 56.00 | 74.39 |
|
|
| Nextera Energy (NEE) | 0.0 | $4.1k | 54.00 | 75.76 |
|
|
| Transdigm Group Om (TDG) | 0.0 | $4.0k | NEW | 125.00 | 31.63 |
|
| Ishares Tr Rngstr Inc Etf (IYLD) | 0.0 | $3.9k | NEW | 184.00 | 21.28 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $3.6k | 8.00 | 456.00 |
|
|
| Uber Technologies (UBER) | 0.0 | $3.4k | 35.00 | 97.97 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $3.0k | 11.00 | 274.73 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $3.0k | 21.00 | 142.95 |
|
|
| Waste Management (WM) | 0.0 | $2.9k | 13.00 | 220.92 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $2.8k | 13.00 | 214.62 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $2.7k | 11.00 | 246.36 |
|
|
| Moderna (MRNA) | 0.0 | $2.5k | 97.00 | 25.84 |
|
|
| Viatris (VTRS) | 0.0 | $2.5k | 248.00 | 9.90 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $2.4k | 12.00 | 200.50 |
|
|
| ConAgra Foods (CAG) | 0.0 | $2.3k | 124.00 | 18.40 |
|
|
| L3harris Technologies (LHX) | 0.0 | $2.3k | 7.00 | 322.29 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $2.1k | 12.00 | 177.92 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.1k | -90% | 6.00 | 352.83 |
|
| Wayfair Cl A (W) | 0.0 | $2.1k | 23.00 | 89.35 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $2.0k | 33.00 | 59.27 |
|
|
| Coeur Mng Com New (CDE) | 0.0 | $1.9k | 100.00 | 18.76 |
|
|
| Servicenow (NOW) | 0.0 | $1.8k | 2.00 | 920.50 |
|
|
| Cnh Indl N V SHS (CNH) | 0.0 | $1.8k | 167.00 | 10.85 |
|
|
| TJX Companies (TJX) | 0.0 | $1.7k | 12.00 | 144.50 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.6k | 29.00 | 55.48 |
|
|
| Pursuit Attractions And Hosp Om (PRSU) | 0.0 | $1.5k | -99% | 42.00 | 36.81 |
|
| Old Dominion Freight Line In | 0.0 | $1.1k | 8.00 | 142.75 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $1.0k | 3.00 | 337.33 |
|
|
| Ishares Tr Sp Smcp600gr Etf (IJT) | 0.0 | $1.0k | +16% | 7.00 | 143.29 |
|
| Microstragey Cl A New (MSTR) | 0.0 | $966.999900 | 3.00 | 322.33 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $924.998400 | 32.00 | 28.91 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $911.000200 | 29.00 | 31.41 |
|
|
| Kenvue (KVUE) | 0.0 | $847.002000 | 52.00 | 16.29 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $845.001600 | 138.00 | 6.12 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $800.000000 | 10.00 | 80.00 |
|
|
| Constellation Energy (CEG) | 0.0 | $661.000000 | 2.00 | 330.50 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $582.000000 | 10.00 | 58.20 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $502.000200 | 6.00 | 83.67 |
|
|
| Vanguard Scottsdale Fds Shrt Tmr Corp Bd (VCSH) | 0.0 | $480.000000 | 6.00 | 80.00 |
|
|
| Hubspot (HUBS) | 0.0 | $468.000000 | 1.00 | 468.00 |
|
|
| Celcius Hldgs Com New (CELH) | 0.0 | $402.000200 | 7.00 | 57.43 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $363.999900 | 3.00 | 121.33 |
|
|
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $354.000000 | 8.00 | 44.25 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $243.000000 | +33% | 4.00 | 60.75 |
|
| Dxc Technology (DXC) | 0.0 | $199.000200 | 14.00 | 14.21 |
|
|
| Kearny Finl Corp Md (KRNY) | 0.0 | $197.001000 | 30.00 | 6.57 |
|
|
| Disney Walt Com Disney (DIS) | 0.0 | $117.000000 | 1.00 | 117.00 |
|
|
| Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) | 0.0 | $86.000000 | 4.00 | 21.50 |
|
|
| Snap Cl A (SNAP) | 0.0 | $77.000000 | 10.00 | 7.70 |
|
|
| Cannae Holdings (CNNE) | 0.0 | $19.000000 | 1.00 | 19.00 |
|
|
| 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 2025 Q3 filed Nov. 7, 2025
- Clear Investment Research 2025 Q2 filed Aug. 4, 2025
- Clear Investment Research 2025 Q1 filed May 9, 2025
- Clear Investment Research 2024 Q4 filed Feb. 11, 2025
- Clear Investment Research 2024 Q3 filed Nov. 12, 2024
- Clear Investment Research 2024 Q2 filed Aug. 8, 2024
- Clear Investment Research 2024 Q1 filed May 2, 2024
- 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