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, SCHX, LLY, and represent 35.51% of Clear Investment Research's stock portfolio.
- Added to shares of these 10 stocks: XOM, USO, CLOI, LMT, DTCR, LDUR, SPMD, SPYD, SO, IMCV.
- Started 190 new stock positions in IWM, USB, SNAP, HUBS, CNNE, ADBE, VST, TFLR, RTX, PSTG.
- Reduced shares in these 10 stocks: IVE, IEFA, IVW, IJH, ANGL, IVV, EDV, SLV, IEMG, SCHO.
- Clear Investment Research was a net buyer of stock by $6.4M.
- Clear Investment Research has $64M in assets under management (AUM), dropping by 6.00%.
- Central Index Key (CIK): 0001635523
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Portfolio Holdings for Clear Investment Research
Clear Investment Research holds 241 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.7 | $7.5M | -2% | 12k | 653.22 |
|
| Vanguard World Extended Dur (EDV) | 8.2 | $5.2M | -3% | 81k | 64.95 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 7.1 | $4.5M | +2% | 100k | 45.62 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.5 | $2.9M | 113k | 25.64 |
|
|
| Eli Lilly & Co. (LLY) | 3.9 | $2.5M | 2.7k | 919.63 |
|
|
| Graphic Packaging Holding Company (GPK) | 2.9 | $1.9M | 189k | 9.94 |
|
|
| Apple (AAPL) | 2.5 | $1.6M | 6.3k | 253.80 |
|
|
| Spdr Series Trust State Street Spd (SPMD) | 2.5 | $1.6M | +14% | 27k | 59.22 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 2.5 | $1.6M | -11% | 55k | 28.72 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.4 | $1.5M | +4% | 24k | 64.08 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $1.5M | -21% | 22k | 67.53 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 2.2 | $1.4M | +9% | 28k | 50.12 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.9 | $1.2M | 40k | 30.96 |
|
|
| Microsoft Corporation (MSFT) | 1.9 | $1.2M | +5% | 3.2k | 370.18 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $1.2M | -4% | 9.6k | 124.31 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.9 | $1.2M | -6% | 49k | 24.27 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $1.0M | -2% | 5.8k | 174.41 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.6 | $993k | +2% | 37k | 26.61 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.5 | $955k | 11k | 86.69 |
|
|
| Bank of America Corporation (BAC) | 1.3 | $827k | 17k | 48.75 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.2 | $778k | 27k | 29.13 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $749k | +5% | 2.6k | 287.58 |
|
| Amazon (AMZN) | 1.1 | $690k | +8% | 3.3k | 208.27 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $663k | 23k | 29.08 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 1.0 | $649k | 12k | 52.19 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $634k | -41% | 7.0k | 90.53 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.0 | $623k | 20k | 30.50 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.0 | $622k | 25k | 24.75 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.8 | $519k | 5.0k | 103.42 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $511k | -11% | 5.8k | 88.16 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $490k | -14% | 7.0k | 69.75 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $479k | 5.4k | 88.71 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $460k | 959.00 | 479.20 |
|
|
| Ryder System (R) | 0.7 | $429k | 2.1k | 204.71 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.6 | $404k | -28% | 5.9k | 68.14 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.6 | $372k | 9.6k | 38.96 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.6 | $363k | 4.8k | 75.20 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $348k | -4% | 5.0k | 70.18 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $344k | 4.3k | 79.57 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $329k | 570.00 | 577.18 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $329k | +42% | 3.0k | 110.38 |
|
| Coca-Cola Company (KO) | 0.5 | $322k | +3% | 4.2k | 76.04 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $321k | +8% | 2.2k | 146.28 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $305k | -16% | 1.6k | 191.85 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $302k | 465.00 | 650.34 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $291k | 2.3k | 124.27 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $277k | NEW | 1.6k | 169.65 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.4 | $261k | 6.3k | 41.68 |
|
|
| United Sts Oil Units (USO) | 0.4 | $254k | NEW | 2.0k | 127.25 |
|
| Broadcom (AVGO) | 0.4 | $241k | +14% | 777.00 | 309.68 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.4 | $225k | NEW | 4.3k | 52.70 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $208k | -22% | 2.4k | 86.63 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $204k | NEW | 337.00 | 603.92 |
|
| Global X Fds Data Ctr & Digit (DTCR) | 0.3 | $202k | NEW | 8.4k | 23.96 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.3 | $199k | NEW | 2.1k | 95.82 |
|
| Spdr Series Trust State Street Spd (SPYD) | 0.3 | $185k | NEW | 4.1k | 45.52 |
|
| Southern Company (SO) | 0.3 | $180k | NEW | 1.9k | 96.51 |
|
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.3 | $173k | NEW | 2.0k | 84.78 |
|
| Carillon Ser Tr Rj Eagle Gcm Div (RJDI) | 0.3 | $172k | NEW | 6.4k | 26.73 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $171k | NEW | 8.0k | 21.49 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.3 | $170k | NEW | 2.6k | 66.00 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $167k | NEW | 509.00 | 328.67 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $164k | NEW | 5.3k | 30.68 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $158k | NEW | 2.0k | 78.40 |
|
| Meta Platforms Cl A (META) | 0.2 | $154k | NEW | 270.00 | 571.38 |
|
| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.2 | $139k | NEW | 3.9k | 35.96 |
|
| Wells Fargo & Company (WFC) | 0.2 | $139k | NEW | 1.7k | 79.61 |
|
| Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) | 0.2 | $138k | NEW | 2.6k | 52.54 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $136k | NEW | 2.4k | 56.58 |
|
| Tesla Motors (TSLA) | 0.2 | $136k | NEW | 365.00 | 371.75 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.2 | $132k | NEW | 987.00 | 133.19 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $131k | NEW | 1.3k | 97.90 |
|
| T Rowe Price Etf Floating Rate (TFLR) | 0.2 | $131k | NEW | 2.6k | 50.36 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $128k | NEW | 3.9k | 32.95 |
|
| Procter & Gamble Company (PG) | 0.2 | $112k | NEW | 775.00 | 144.35 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $110k | NEW | 257.00 | 426.40 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $107k | NEW | 2.3k | 45.97 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.2 | $106k | NEW | 1.6k | 67.12 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.2 | $105k | NEW | 2.3k | 45.66 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $103k | NEW | 1.6k | 64.75 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $102k | NEW | 1.6k | 62.46 |
|
| Advanced Micro Devices (AMD) | 0.2 | $102k | NEW | 499.00 | 203.43 |
|
| Netflix (NFLX) | 0.1 | $91k | NEW | 948.00 | 96.15 |
|
| Merck & Co (MRK) | 0.1 | $81k | NEW | 676.00 | 120.31 |
|
| Chevron Corporation (CVX) | 0.1 | $80k | NEW | 385.00 | 207.11 |
|
| Home Depot (HD) | 0.1 | $79k | NEW | 239.00 | 328.67 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $77k | NEW | 1.6k | 48.48 |
|
| First Tr Exchange-traded Intl Equity Opp (FPXI) | 0.1 | $73k | NEW | 1.2k | 61.75 |
|
| Johnson & Johnson (JNJ) | 0.1 | $73k | NEW | 300.00 | 244.05 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $73k | NEW | 735.00 | 99.27 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $71k | NEW | 1.8k | 38.42 |
|
| Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 0.1 | $70k | NEW | 658.00 | 105.59 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $69k | NEW | 943.00 | 73.14 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $68k | NEW | 69.00 | 990.14 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $67k | NEW | 712.00 | 94.58 |
|
| Pepsi (PEP) | 0.1 | $65k | NEW | 418.00 | 155.34 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $62k | NEW | 1.2k | 49.91 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $61k | NEW | 311.00 | 196.22 |
|
| Abbvie (ABBV) | 0.1 | $61k | NEW | 279.00 | 217.21 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $61k | NEW | 1.5k | 40.18 |
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.1 | $61k | NEW | 3.2k | 19.16 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $59k | NEW | 1.3k | 46.74 |
|
| Oracle Corporation (ORCL) | 0.1 | $58k | NEW | 391.00 | 147.11 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $51k | NEW | 157.00 | 321.57 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $51k | NEW | 876.00 | 57.61 |
|
| First Tr Exchange-traded A Com Shs (FTA) | 0.1 | $50k | NEW | 537.00 | 92.33 |
|
| Visa Com Cl A (V) | 0.1 | $49k | NEW | 162.00 | 302.99 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $49k | NEW | 359.00 | 135.59 |
|
| At&t (T) | 0.1 | $48k | NEW | 1.6k | 28.99 |
|
| Air Products & Chemicals (APD) | 0.1 | $47k | NEW | 160.00 | 291.18 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $46k | NEW | 500.00 | 92.75 |
|
| Prologis (PLD) | 0.1 | $46k | NEW | 351.00 | 132.04 |
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| Marvell Technology (MRVL) | 0.1 | $46k | NEW | 467.00 | 99.09 |
|
| Eaton Corp SHS (ETN) | 0.1 | $44k | NEW | 123.00 | 356.81 |
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| McDonald's Corporation (MCD) | 0.1 | $44k | NEW | 140.00 | 311.51 |
|
| Fidelity National Information Services (FIS) | 0.1 | $41k | NEW | 863.00 | 46.91 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $40k | NEW | 700.00 | 57.07 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $39k | NEW | 156.00 | 247.60 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $37k | NEW | 174.00 | 215.06 |
|
| Sempra Energy (SRE) | 0.1 | $37k | NEW | 383.00 | 97.15 |
|
| Starbucks Corporation (SBUX) | 0.1 | $37k | NEW | 413.00 | 89.58 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $37k | NEW | 125.00 | 294.07 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $37k | NEW | 94.00 | 390.41 |
|
| Travelers Companies (TRV) | 0.1 | $37k | NEW | 125.00 | 291.79 |
|
| Phillips 66 (PSX) | 0.1 | $36k | NEW | 197.00 | 182.30 |
|
| T Rowe Price Etf Us Equity Resear (TSPA) | 0.1 | $36k | NEW | 867.00 | 40.92 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $33k | NEW | 686.00 | 48.14 |
|
| Micron Technology (MU) | 0.1 | $32k | NEW | 95.00 | 337.84 |
|
| UnitedHealth (UNH) | 0.0 | $31k | NEW | 115.00 | 271.47 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $31k | NEW | 636.00 | 48.04 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $30k | NEW | 500.00 | 60.65 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $30k | NEW | 174.00 | 173.44 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $30k | NEW | 154.00 | 194.16 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $29k | NEW | 49.00 | 597.55 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $29k | -93% | 256.00 | 113.11 |
|
| Us Bancorp Com New (USB) | 0.0 | $28k | NEW | 544.00 | 52.04 |
|
| Astrazeneca Ord (AZN) | 0.0 | $28k | NEW | 140.00 | 197.22 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $25k | -95% | 119.00 | 211.15 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.0 | $25k | NEW | 703.00 | 35.17 |
|
| PNC Financial Services (PNC) | 0.0 | $25k | NEW | 118.00 | 208.39 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $24k | NEW | 123.00 | 192.92 |
|
| salesforce (CRM) | 0.0 | $22k | NEW | 119.00 | 186.72 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $21k | NEW | 225.00 | 93.96 |
|
| Dollar General (DG) | 0.0 | $21k | NEW | 176.00 | 118.73 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $20k | NEW | 200.00 | 100.62 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.0 | $20k | NEW | 489.00 | 40.71 |
|
| Realty Income (O) | 0.0 | $19k | NEW | 316.00 | 61.28 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $19k | NEW | 106.00 | 181.42 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $19k | NEW | 353.00 | 54.12 |
|
| Automatic Data Processing (ADP) | 0.0 | $18k | NEW | 86.00 | 204.28 |
|
| Qualcomm (QCOM) | 0.0 | $18k | NEW | 136.00 | 128.95 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $17k | NEW | 180.00 | 93.98 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $15k | NEW | 776.00 | 19.31 |
|
| Honeywell International (HON) | 0.0 | $13k | NEW | 59.00 | 225.66 |
|
| Ecolab (ECL) | 0.0 | $12k | NEW | 45.00 | 263.60 |
|
| Pfizer (PFE) | 0.0 | $11k | NEW | 391.00 | 28.08 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $11k | NEW | 398.00 | 27.46 |
|
| Rbc Cad (RY) | 0.0 | $11k | NEW | 67.00 | 161.78 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $10k | NEW | 68.00 | 151.41 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $10k | NEW | 77.00 | 132.51 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $10k | NEW | 133.00 | 76.61 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $10k | NEW | 53.00 | 189.58 |
|
| Abbott Laboratories (ABT) | 0.0 | $10k | NEW | 98.00 | 102.48 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $9.9k | NEW | 54.00 | 183.69 |
|
| United States Antimony (UAMY) | 0.0 | $8.7k | NEW | 1.0k | 8.73 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $7.7k | NEW | 100.00 | 77.47 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $7.1k | NEW | 32.00 | 220.56 |
|
| Everpure Cl A (PSTG) | 0.0 | $6.9k | NEW | 117.00 | 59.04 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $6.7k | NEW | 97.00 | 68.65 |
|
| Halliburton Company (HAL) | 0.0 | $6.6k | NEW | 170.00 | 38.94 |
|
| Rubrik Cl A (RBRK) | 0.0 | $6.6k | NEW | 134.00 | 48.97 |
|
| American Tower Reit (AMT) | 0.0 | $6.4k | NEW | 37.00 | 173.92 |
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $6.4k | NEW | 446.00 | 14.25 |
|
| Blackrock (BLK) | 0.0 | $6.0k | NEW | 6.00 | 999.83 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $5.6k | NEW | 38.00 | 148.11 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $5.5k | NEW | 137.00 | 40.14 |
|
| Palo Alto Networks (PANW) | 0.0 | $5.5k | NEW | 34.00 | 160.32 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $5.4k | NEW | 6.00 | 895.17 |
|
| Ionis Pharmaceuticals (IONS) | 0.0 | $5.3k | NEW | 71.00 | 75.08 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $5.3k | NEW | 224.00 | 23.76 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $5.2k | NEW | 181.00 | 28.71 |
|
| USA Rare Earth Inc A (USAR) | 0.0 | $5.1k | NEW | 338.00 | 15.14 |
|
| Nextera Energy (NEE) | 0.0 | $5.1k | NEW | 55.00 | 92.76 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.0 | $5.1k | NEW | 46.00 | 110.78 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $5.1k | NEW | 52.00 | 97.13 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $5.0k | NEW | 16.00 | 313.81 |
|
| Vistra Energy (VST) | 0.0 | $5.0k | NEW | 33.00 | 151.03 |
|
| Moderna (MRNA) | 0.0 | $4.9k | NEW | 97.00 | 50.80 |
|
| Hp (HPQ) | 0.0 | $4.7k | NEW | 246.00 | 19.23 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $4.6k | NEW | 90.00 | 50.83 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $4.3k | NEW | 20.00 | 216.85 |
|
| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.0 | $4.3k | NEW | 186.00 | 23.00 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $3.9k | NEW | 54.00 | 71.39 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $3.5k | NEW | 3.00 | 1159.00 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $3.3k | NEW | 300.00 | 10.84 |
|
| Illinois Tool Works (ITW) | 0.0 | $3.1k | NEW | 12.00 | 254.58 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $3.0k | NEW | 22.00 | 137.77 |
|
| Waste Management (WM) | 0.0 | $2.8k | NEW | 12.00 | 230.00 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $2.7k | NEW | 13.00 | 206.31 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $2.6k | NEW | 8.00 | 330.88 |
|
| Uber Technologies (UBER) | 0.0 | $2.6k | NEW | 36.00 | 71.92 |
|
| L3harris Technologies (LHX) | 0.0 | $2.6k | NEW | 7.00 | 367.00 |
|
| Metropcs Communications (TMUS) | 0.0 | $2.4k | NEW | 11.00 | 217.91 |
|
| Nutanix Cl A (NTNX) | 0.0 | $2.1k | NEW | 56.00 | 38.02 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $2.1k | NEW | 100.00 | 20.76 |
|
| ConAgra Foods (CAG) | 0.0 | $2.0k | NEW | 129.00 | 15.78 |
|
| TJX Companies (TJX) | 0.0 | $1.9k | NEW | 12.00 | 159.67 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $1.8k | NEW | 167.00 | 11.00 |
|
| Lululemon Athletica (LULU) | 0.0 | $1.8k | NEW | 12.00 | 153.08 |
|
| Wayfair Cl A (W) | 0.0 | $1.7k | NEW | 23.00 | 75.22 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $1.6k | NEW | 8.00 | 198.88 |
|
| Viad (PRSU) | 0.0 | $1.6k | NEW | 43.00 | 36.42 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $1.4k | NEW | 34.00 | 42.47 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.2k | NEW | 6.00 | 205.50 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $1.1k | NEW | 14.00 | 76.21 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.1k | NEW | 29.00 | 36.76 |
|
| Servicenow (NOW) | 0.0 | $1.0k | NEW | 10.00 | 104.60 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $1.0k | NEW | 7.00 | 147.14 |
|
| Equinix (EQIX) | 0.0 | $985.000000 | NEW | 1.00 | 985.00 |
|
| Albemarle Corporation (ALB) | 0.0 | $941.000000 | NEW | 5.00 | 188.20 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $933.000000 | NEW | 10.00 | 93.30 |
|
| Kenvue (KVUE) | 0.0 | $921.002200 | NEW | 53.00 | 17.38 |
|
| Serve Robotics (SERV) | 0.0 | $844.000000 | NEW | 100.00 | 8.44 |
|
| Constellation Energy (CEG) | 0.0 | $842.000100 | NEW | 3.00 | 280.67 |
|
| Carnival Corp Common Stock (CCL) | 0.0 | $828.000000 | NEW | 32.00 | 25.88 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $729.000000 | NEW | 3.00 | 243.00 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $718.000000 | NEW | 25.00 | 28.72 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $524.000100 | NEW | 3.00 | 174.67 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $475.999800 | NEW | 6.00 | 79.33 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $378.999900 | NEW | 3.00 | 126.33 |
|
| Strategy Cl A New (MSTR) | 0.0 | $374.000100 | NEW | 3.00 | 124.67 |
|
| Celsius Hldgs Com New (CELH) | 0.0 | $248.000200 | NEW | 7.00 | 35.43 |
|
| Hubspot (HUBS) | 0.0 | $244.000000 | NEW | 1.00 | 244.00 |
|
| Kearny Finl Corp Md (KRNY) | 0.0 | $227.001000 | NEW | 30.00 | 7.57 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.0 | $190.000000 | NEW | 4.00 | 47.50 |
|
| Dxc Technology (DXC) | 0.0 | $184.000500 | NEW | 15.00 | 12.27 |
|
| Walt Disney Company (DIS) | 0.0 | $99.000000 | NEW | 1.00 | 99.00 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $84.000000 | NEW | 4.00 | 21.00 |
|
| Snap Cl A (SNAP) | 0.0 | $46.000000 | NEW | 10.00 | 4.60 |
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $37.000000 | NEW | 1.00 | 37.00 |
|
| Cannae Holdings (CNNE) | 0.0 | $12.000000 | NEW | 1.00 | 12.00 |
|
Past Filings by Clear Investment Research
SEC 13F filings are viewable for Clear Investment Research going back to 2015
- Clear Investment Research 2026 Q1 filed May 4, 2026
- Clear Investment Research 2025 Q4 filed Feb. 9, 2026
- 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