Clear Investment Research
Latest statistics and disclosures from Clear Investment Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, EDV, GPK, FBND, AAPL, and represent 38.61% of Clear Investment Research's stock portfolio.
- Added to shares of these 10 stocks: EDV (+$7.6M), TLT, FBND, SPYV, SPYG, FBCG, AVGO, LLY, IVW, SPDW.
- Started 19 new stock positions in COST, TJX, NTNX, ALNY, NOW, LULU, Mullen Automotive, W, HUBS, NET. PSTG, SPYG, SPDW, EDV, IONS, SPYV, CRWD, MRNA, NVO.
- Reduced shares in these 10 stocks: VNQ, IJH, ANGL, IJR, IEMG, IVV, STIP, SCHX, GPK, IEFA.
- Sold out of its positions in BLK, IBM, LRCX, MULN.
- Clear Investment Research was a net seller of stock by $-4.5M.
- Clear Investment Research has $77M in assets under management (AUM), dropping by 0.23%.
- Central Index Key (CIK): 0001635523
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Portfolio Holdings for Clear Investment Research
Clear Investment Research holds 227 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.6 | $8.9M | -5% | 15k | 576.85 |
|
| Vanguard World Extended Dur (EDV) | 9.9 | $7.6M | NEW | 95k | 79.68 |
|
| Graphic Packaging Holding Company (GPK) | 8.0 | $6.2M | -2% | 208k | 29.59 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 4.6 | $3.6M | +6% | 76k | 46.74 |
|
| Apple (AAPL) | 4.5 | $3.5M | 15k | 233.00 |
|
|
| Ishares Tr Cores Msci Eafe (IEFA) | 3.7 | $2.8M | -4% | 36k | 78.05 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.6 | $2.8M | -50% | 44k | 62.32 |
|
| Scwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.5 | $2.7M | -6% | 40k | 67.85 |
|
| Eli Lilly & Co. (LLY) | 3.1 | $2.4M | +2% | 2.7k | 886.12 |
|
| Scwab Strategic Tr Sht Tm Us Tres (SCHO) | 2.4 | $1.9M | -6% | 38k | 48.98 |
|
| Microsoft Corporation (MSFT) | 2.3 | $1.7M | 4.1k | 430.38 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $1.6M | -48% | 14k | 116.96 |
|
| Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 2.0 | $1.5M | -60% | 53k | 29.41 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.9 | $1.5M | 7.5k | 197.19 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.7 | $1.3M | +4% | 13k | 95.76 |
|
| Scwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.5 | $1.1M | 14k | 83.09 |
|
|
| Scwab Strategic Tr Us Tips Etf (SCHP) | 1.4 | $1.1M | +3% | 20k | 53.63 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $1.0M | 8.3k | 121.45 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $977k | +2065% | 10k | 98.10 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 1.2 | $903k | +12% | 21k | 42.77 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.2 | $903k | +2% | 17k | 54.68 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $837k | 16k | 52.81 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $780k | -63% | 14k | 57.41 |
|
| Scwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.0 | $746k | 7.2k | 104.18 |
|
|
| Bank of America Corporation (BAC) | 0.9 | $699k | 18k | 39.68 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.9 | $661k | 6.0k | 110.48 |
|
|
| Amazon (AMZN) | 0.8 | $608k | 3.3k | 186.33 |
|
|
| Scwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $600k | -5% | 12k | 51.50 |
|
| Scwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $559k | -9% | 14k | 41.12 |
|
| Scwab Strategic Tr Us Lcap Gr Etf (SCHV) | 0.7 | $557k | 6.9k | 80.37 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $521k | -8% | 6.5k | 80.31 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $494k | -89% | 5.1k | 97.42 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $492k | -34% | 4.9k | 101.33 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $445k | +2% | 1.6k | 284.07 |
|
| Bershire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $423k | +2% | 918.00 | 460.26 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $390k | 2.3k | 166.84 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $384k | +2% | 2.3k | 165.86 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $370k | 3.7k | 101.27 |
|
|
| Dollar Tree (DLTR) | 0.5 | $366k | 5.2k | 70.32 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $339k | +2% | 5.4k | 62.69 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $335k | +6% | 11k | 31.78 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.4 | $326k | 4.8k | 67.27 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $315k | 1.8k | 179.35 |
|
|
| Ryder System (R) | 0.4 | $311k | 2.1k | 145.80 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $303k | 1.9k | 162.14 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $293k | +8% | 600.00 | 488.07 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $283k | +6% | 493.00 | 573.76 |
|
| Lowe's Companies (LOW) | 0.4 | $271k | 1.0k | 270.85 |
|
|
| Ishares Min Vol Emrg Mkt (EEMV) | 0.3 | $247k | 3.9k | 62.71 |
|
|
| Ishares Tr U.s Real Es Etf (IYR) | 0.3 | $223k | -2% | 2.2k | 101.89 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $223k | 3.1k | 72.65 |
|
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.3 | $210k | -7% | 2.2k | 95.96 |
|
| Wal-Mart Stores (WMT) | 0.3 | $207k | +7% | 2.6k | 80.77 |
|
| Procter & Gamble Company (PG) | 0.3 | $206k | 1.2k | 173.32 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $201k | -9% | 4.0k | 49.70 |
|
| Scwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $188k | -7% | 8.1k | 23.17 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $184k | +8% | 4.0k | 45.65 |
|
| Southern Company (SO) | 0.2 | $181k | 2.0k | 90.22 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $177k | +7% | 1.5k | 117.23 |
|
| Barclays Bk Djubs Cmdt Etn36 (DJP) | 0.2 | $174k | +4% | 5.4k | 32.24 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $160k | +4% | 274.00 | 584.89 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.2 | $160k | -28% | 2.7k | 58.77 |
|
| Wells Fargo & Company (WFC) | 0.2 | $154k | 2.7k | 56.49 |
|
|
| CVS Caremark Corporation (CVS) | 0.2 | $154k | 2.4k | 62.89 |
|
|
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.2 | $150k | -3% | 2.0k | 76.65 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $146k | -17% | 2.2k | 67.72 |
|
| Scwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $146k | 1.7k | 84.53 |
|
|
| Ishares Tr Jp Mor Em Mk Etf (EMB) | 0.2 | $127k | 1.4k | 93.64 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $124k | NEW | 2.3k | 52.87 |
|
| United Sts Oil Units (USO) | 0.2 | $122k | +9% | 1.7k | 69.92 |
|
| Scwab Strategic Tr Emrd Mkteq Etf (SCHE) | 0.1 | $114k | -8% | 3.9k | 29.18 |
|
| Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) | 0.1 | $112k | 1.6k | 71.73 |
|
|
| Applied Materials (AMAT) | 0.1 | $112k | 555.00 | 202.05 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $110k | NEW | 1.3k | 82.94 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $110k | +15% | 476.00 | 230.65 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $107k | -14% | 1.9k | 55.65 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $106k | 2.5k | 42.77 |
|
|
| Broadcom (AVGO) | 0.1 | $103k | +949% | 598.00 | 172.67 |
|
| John Hancock Exchage Traded Multifactor Mi (JHMM) | 0.1 | $100k | -3% | 1.7k | 60.21 |
|
| Ishares Tr Ishares (SLV) | 0.1 | $98k | -4% | 3.5k | 28.41 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $97k | 257.00 | 375.38 |
|
|
| Home Depot (HD) | 0.1 | $96k | 237.00 | 406.86 |
|
|
| Tesla Motors (TSLA) | 0.1 | $96k | -9% | 365.00 | 261.63 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $95k | -13% | 1.9k | 48.70 |
|
| Best Buy (BBY) | 0.1 | $93k | 900.00 | 103.30 |
|
|
| Vanguard Bd Index Short Trm Bond (BSV) | 0.1 | $87k | 1.1k | 78.69 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $78k | +10% | 478.00 | 164.08 |
|
| Fidelity National Information Services (FIS) | 0.1 | $74k | 877.00 | 83.84 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $69k | -29% | 313.00 | 221.47 |
|
| Pfizer (PFE) | 0.1 | $69k | 2.4k | 28.94 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $68k | 118.00 | 575.93 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $68k | 250.00 | 271.03 |
|
|
| Invesco Exchange Traded Fd T Treas Colaterl (TBLL) | 0.1 | $66k | 625.00 | 105.74 |
|
|
| Netflix (NFLX) | 0.1 | $65k | +2% | 91.00 | 711.15 |
|
| Coca-Cola Company (KO) | 0.1 | $64k | -3% | 886.00 | 71.93 |
|
| Synopsys (SNPS) | 0.1 | $63k | 125.00 | 506.39 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $63k | -8% | 537.00 | 117.54 |
|
| Capital Group Core Equity Etf Shs Creation Uni (CGUS) | 0.1 | $60k | 1.8k | 34.29 |
|
|
| First Tr Exchange Traded Intl Equity Opp (FPXI) | 0.1 | $57k | 1.2k | 48.36 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $57k | 300.00 | 188.58 |
|
|
| Medtronic SHS (MDT) | 0.1 | $54k | 600.00 | 90.03 |
|
|
| Pepsi (PEP) | 0.1 | $53k | 311.00 | 170.13 |
|
|
| Scwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $52k | 1.3k | 38.53 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $52k | 1.5k | 34.80 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $50k | 294.00 | 170.40 |
|
|
| Abbvie (ABBV) | 0.1 | $50k | 253.00 | 197.98 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $46k | NEW | 1.2k | 37.56 |
|
| UnitedHealth (UNH) | 0.1 | $45k | +4% | 76.00 | 589.67 |
|
| Visa Com Cl A (V) | 0.1 | $42k | 152.00 | 275.54 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $42k | +162% | 575.00 | 72.56 |
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| Chevron Corporation (CVX) | 0.1 | $41k | 279.00 | 147.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $41k | 245.00 | 167.19 |
|
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| Merck & Co (MRK) | 0.1 | $41k | 359.00 | 113.59 |
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| Eaton Corp SHS (ETN) | 0.1 | $41k | 122.00 | 333.35 |
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| Costco Wholesale Corporation (COST) | 0.1 | $40k | NEW | 45.00 | 887.49 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $40k | 435.00 | 91.48 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $40k | 538.00 | 73.79 |
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| Air Products & Chemicals (APD) | 0.1 | $39k | 132.00 | 297.80 |
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| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.1 | $39k | 933.00 | 41.82 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $39k | 75.00 | 517.79 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $37k | -7% | 1.4k | 26.97 |
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| At&t (T) | 0.0 | $36k | 1.6k | 22.00 |
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| salesforce (CRM) | 0.0 | $35k | +17% | 129.00 | 274.05 |
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| McDonald's Corporation (MCD) | 0.0 | $33k | 107.00 | 305.44 |
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| Starbucks Corporation (SBUX) | 0.0 | $32k | 331.00 | 97.76 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $31k | 139.00 | 224.67 |
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| Prologis (PLD) | 0.0 | $31k | 247.00 | 126.36 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $31k | 700.00 | 44.46 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $29k | NEW | 105.00 | 280.47 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $29k | +6% | 138.00 | 211.12 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $29k | 139.00 | 206.60 |
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| Sempra Energy (SRE) | 0.0 | $28k | 328.00 | 83.86 |
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| Paychex (PAYX) | 0.0 | $26k | 197.00 | 134.21 |
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| Travelers Companies (TRV) | 0.0 | $26k | 111.00 | 234.22 |
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| Bristol Myers Squibb (BMY) | 0.0 | $26k | 500.00 | 51.74 |
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| Automatic Data Processing (ADP) | 0.0 | $23k | 82.00 | 278.29 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $23k | -43% | 125.00 | 179.76 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $22k | 545.00 | 40.41 |
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| Astrazeneca SPONSORED Adr (AZN) | 0.0 | $22k | 280.00 | 77.91 |
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| Us Bankcorp Del Com New (USB) | 0.0 | $21k | 452.00 | 45.77 |
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| PNC Financial Services (PNC) | 0.0 | $20k | 107.00 | 185.14 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.0 | $20k | 564.00 | 35.07 |
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| Phillips 66 (PSX) | 0.0 | $18k | 139.00 | 131.58 |
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| Fortune Brands (FBIN) | 0.0 | $18k | 200.00 | 89.53 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $18k | 87.00 | 202.76 |
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| Invesco SHS (IVZ) | 0.0 | $18k | 1.0k | 17.56 |
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| Qualcomm (QCOM) | 0.0 | $18k | +25% | 102.00 | 171.21 |
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| Ishares Tr Min Vol Eafe Etf (EFAV) | 0.0 | $17k | 217.00 | 76.70 |
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| Realty Income (O) | 0.0 | $16k | 253.00 | 63.45 |
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| Dollar General (DG) | 0.0 | $15k | 176.00 | 84.57 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $14k | 117.00 | 121.86 |
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| Fidelity Convington Trust Enhanced Mid (FMDE) | 0.0 | $13k | 412.00 | 32.17 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $13k | 780.00 | 16.06 |
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| Honeywell International (HON) | 0.0 | $12k | -4% | 58.00 | 206.98 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $12k | 180.00 | 64.81 |
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| Paycom Software (PAYC) | 0.0 | $12k | 68.00 | 168.49 |
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| Ecolab (ECL) | 0.0 | $10k | +5% | 40.00 | 256.15 |
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| Marvell Technology (MRVL) | 0.0 | $9.6k | +79% | 133.00 | 72.27 |
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| Abbott Laboratories (ABT) | 0.0 | $9.2k | 80.00 | 115.17 |
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| Rbc Cad (RY) | 0.0 | $8.4k | 67.00 | 124.73 |
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| Hp (HPQ) | 0.0 | $8.3k | 231.00 | 35.92 |
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| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.0 | $8.2k | +4% | 337.00 | 24.27 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $7.2k | 800.00 | 8.96 |
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| American Tower Reit (AMT) | 0.0 | $5.7k | 24.00 | 238.46 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $5.7k | 137.00 | 41.76 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $5.3k | 93.00 | 57.24 |
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| Ford Motor Company (F) | 0.0 | $5.3k | -16% | 501.00 | 10.58 |
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| Pure Storage Cl A (PSTG) | 0.0 | $5.2k | NEW | 103.00 | 50.24 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $5.0k | 39.00 | 128.21 |
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| Ishares Us Etf Tr Blackrock Sh Dur (NEAR) | 0.0 | $4.9k | -95% | 95.00 | 51.60 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $4.4k | 7.00 | 631.86 |
|
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| Hewlett Packard Enterprise (HPE) | 0.0 | $4.4k | 214.00 | 20.55 |
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| Nextera Energy (NEE) | 0.0 | $4.4k | 51.00 | 85.51 |
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| Rubrik Cl A (RBRK) | 0.0 | $4.3k | 134.00 | 32.15 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $4.3k | 35.00 | 122.46 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $4.3k | 3.00 | 1427.00 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $3.9k | 100.00 | 39.20 |
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| ConAgra Foods (CAG) | 0.0 | $3.8k | 117.00 | 32.62 |
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| Nutanix Cl A (NTNX) | 0.0 | $3.6k | NEW | 61.00 | 59.25 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $3.5k | NEW | 29.00 | 119.07 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.3k | 398.00 | 8.25 |
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| Metropcs Communications (TMUS) | 0.0 | $3.1k | +15% | 15.00 | 209.07 |
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| Lululemon Athletica (LULU) | 0.0 | $3.0k | NEW | 11.00 | 271.36 |
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| Illinois Tool Works (ITW) | 0.0 | $3.0k | 11.00 | 269.45 |
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| Viatris (VTRS) | 0.0 | $2.9k | 248.00 | 11.61 |
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| Moderna (MRNA) | 0.0 | $2.6k | NEW | 39.00 | 66.82 |
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| Uber Technologies (UBER) | 0.0 | $2.6k | +142% | 34.00 | 75.15 |
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| Waste Management (WM) | 0.0 | $2.5k | 12.00 | 207.58 |
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| Wabtec Corporation (WAB) | 0.0 | $2.2k | 12.00 | 181.75 |
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| Lamb Weston Hldgs (LW) | 0.0 | $2.1k | 32.00 | 66.47 |
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| Ionis Pharmaceuticals (IONS) | 0.0 | $2.0k | NEW | 51.00 | 40.06 |
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| Alnylam Pharmaceuticals (ALNY) | 0.0 | $1.9k | NEW | 7.00 | 275.00 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $1.9k | 167.00 | 11.10 |
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| Servicenow (NOW) | 0.0 | $1.8k | NEW | 2.00 | 894.50 |
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| L3harris Technologies (LHX) | 0.0 | $1.7k | 7.00 | 246.14 |
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| Palo Alto Networks (PANW) | 0.0 | $1.7k | 5.00 | 341.80 |
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| Old Dominion Freight Line In | 0.0 | $1.6k | 8.00 | 200.12 |
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| Viad Corp Com New (VVI) | 0.0 | $1.5k | 42.00 | 36.45 |
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| Cloudflare Cl A Com (NET) | 0.0 | $1.4k | NEW | 17.00 | 80.88 |
|
| TJX Companies (TJX) | 0.0 | $1.3k | NEW | 11.00 | 117.55 |
|
| Kenvue (KVUE) | 0.0 | $1.2k | +2% | 50.00 | 23.30 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $960.999800 | 23.00 | 41.78 |
|
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $633.000000 | 10.00 | 63.30 |
|
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| Wayfair Cl A (W) | 0.0 | $617.999800 | NEW | 11.00 | 56.18 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $591.001600 | 32.00 | 18.47 |
|
|
| Ishares Tr Sp Smcp600gr Etf (IJT) | 0.0 | $564.000000 | 4.00 | 141.00 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $534.999900 | +50% | 3.00 | 178.33 |
|
| Hubspot (HUBS) | 0.0 | $532.000000 | NEW | 1.00 | 532.00 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $515.000000 | 10.00 | 51.50 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $481.000000 | -44% | 5.00 | 96.20 |
|
| Vanguard Scottsdale Fds Shrt Tmr Corp Bd (VCSH) | 0.0 | $477.000000 | 6.00 | 79.50 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $380.000100 | -62% | 3.00 | 126.67 |
|
| Dxc Technology (DXC) | 0.0 | $304.000200 | 14.00 | 21.71 |
|
|
| Ishares Msci Frntr100etf (FM) | 0.0 | $298.000000 | 10.00 | 29.80 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $240.999900 | 3.00 | 80.33 |
|
|
| Celcius Hldgs Com New (CELH) | 0.0 | $220.000200 | +16% | 7.00 | 31.43 |
|
| ON Semiconductor (ON) | 0.0 | $218.000100 | 3.00 | 72.67 |
|
|
| Kearny Finl Corp Md (KRNY) | 0.0 | $206.001000 | 30.00 | 6.87 |
|
|
| Snap Cl A (SNAP) | 0.0 | $107.000000 | 10.00 | 10.70 |
|
|
| Disney Walt Com Disney (DIS) | 0.0 | $97.000000 | 1.00 | 97.00 |
|
|
| Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) | 0.0 | $86.000000 | 4.00 | 21.50 |
|
|
| Cannae Holdings (CNNE) | 0.0 | $19.000000 | 1.00 | 19.00 |
|
|
| Mullen Automotive Com New | 0.0 | $3.000000 | NEW | 1.00 | 3.00 |
|
| 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 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
- 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