Clear Investment Research

Clear Investment Research as of Dec. 31, 2024

Portfolio Holdings for Clear Investment Research

Clear Investment Research holds 229 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.5 $9.0M 15k 588.71
Vanguard World Extended Dur (EDV) 8.6 $6.7M 98k 67.72
Graphic Packaging Holding Company (GPK) 7.6 $5.9M 218k 27.16
Apple (AAPL) 4.8 $3.7M 15k 250.43
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.7 $3.6M 81k 44.87
Scwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.6 $2.8M 120k 23.18
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $2.7M 44k 62.31
Ishares Tr Cores Msci Eafe (IEFA) 3.5 $2.7M 38k 70.28
Ishares Min Vol Emrg Mkt (EEMV) 3.0 $2.3M 4.0k 580.22
Eli Lilly & Co. (LLY) 2.7 $2.1M 2.7k 772.22
Scwab Strategic Tr Sht Tm Us Tres (SCHO) 2.4 $1.9M 78k 24.06
Microsoft Corporation (MSFT) 2.2 $1.7M 4.1k 421.57
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 2.0 $1.6M 55k 28.67
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $1.6M 14k 115.22
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $1.4M 7.6k 190.89
Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $1.2M 12k 101.53
Scwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $1.1M 41k 27.71
Scwab Strategic Tr Us Tips Etf (SCHP) 1.4 $1.1M 42k 25.83
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $962k 11k 87.33
NVIDIA Corporation (NVDA) 1.2 $937k 7.0k 134.29
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.2 $918k 17k 54.69
Fidelity Covington Trust Blue Chip Grwth (FBCG) 1.2 $918k 20k 46.26
Scwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $789k 28k 27.87
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $769k 16k 47.82
Bank of America Corporation (BAC) 1.0 $766k 17k 43.95
Ishares Core Msci Emkt (IEMG) 0.9 $736k 14k 52.22
Amazon (AMZN) 0.9 $703k 3.2k 219.39
Ishares Tr Tips Bd Etf (TIP) 0.8 $652k 6.1k 106.57
Scwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $602k 23k 25.86
Scwab Strategic Tr Us Lcap Gr Etf (SCHV) 0.7 $542k 21k 26.10
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $517k 5.1k 100.61
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $511k 6.5k 78.66
Scwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $505k 27k 18.50
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $477k 5.4k 89.09
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $446k 1.5k 287.91
Alphabet Cap Stk Cl A (GOOGL) 0.6 $437k 2.3k 189.31
Bershire Hathaway Inc Del Cl B New (BRK.B) 0.5 $422k 931.00 453.28
Dollar Tree (DLTR) 0.5 $390k 5.2k 74.94
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $384k 2.3k 164.20
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $356k 3.7k 96.90
Ryder System (R) 0.4 $335k 2.1k 156.86
Ishares Tr Core Div Grwth (DGRO) 0.4 $332k 5.4k 61.35
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $325k 4.8k 67.04
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $322k 11k 29.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $315k 1.8k 178.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $307k 600.00 511.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $289k 493.00 586.08
Johnson & Johnson (JNJ) 0.3 $272k 1.9k 144.64
Lowe's Companies (LOW) 0.3 $247k 1.0k 246.80
Wal-Mart Stores (WMT) 0.3 $231k 2.6k 90.37
Ishares Tr U.s Real Es Etf (IYR) 0.3 $214k 2.3k 93.10
Ishares Tr Core Msci Total (IXUS) 0.3 $210k 3.2k 66.16
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $206k 2.2k 94.99
Ishares Gold Tr Ishares New (IAU) 0.3 $204k 4.1k 49.51
Procter & Gamble Company (PG) 0.3 $200k 1.2k 167.65
Wells Fargo & Company (WFC) 0.2 $192k 2.7k 70.24
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $174k 4.0k 43.24
Barclays Bk Djubs Cmdt Etn36 (DJP) 0.2 $173k 5.4k 32.09
Scwab Strategic Tr Us Reit Etf (SCHH) 0.2 $171k 8.1k 21.06
Exxon Mobil Corporation (XOM) 0.2 $165k 1.5k 107.59
Southern Company (SO) 0.2 $159k 1.9k 82.34
Ishares Tr U S Equity Factr (LRGF) 0.2 $155k 2.6k 60.35
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $149k 2.0k 74.27
Broadcom (AVGO) 0.2 $148k 638.00 232.11
Lockheed Martin Corporation (LMT) 0.2 $148k 303.00 486.81
Scwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $142k 5.2k 27.32
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $140k 2.3k 60.76
Tesla Motors (TSLA) 0.2 $134k 331.00 403.84
United Sts Oil Units (USO) 0.2 $132k 1.7k 75.55
Ishares Tr Jp Mor Em Mk Etf (EMB) 0.2 $125k 1.4k 89.06
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $121k 2.4k 51.14
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $117k 1.3k 87.94
CVS Caremark Corporation (CVS) 0.1 $110k 2.5k 44.90
Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) 0.1 $110k 1.6k 70.00
Scwab Strategic Tr Emrd Mkteq Etf (SCHE) 0.1 $104k 3.9k 26.63
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $103k 1.9k 55.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $103k 257.00 401.58
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $103k 476.00 215.58
Truist Financial Corp equities (TFC) 0.1 $102k 2.4k 43.38
Ishares Tr Ishares (SLV) 0.1 $99k 3.8k 26.33
John Hancock Exchage Traded Multifactor Mi (JHMM) 0.1 $96k 1.6k 59.76
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $93k 2.0k 47.79
Palantir Technologies Cl A (PLTR) 0.1 $93k 1.2k 75.63
Home Depot (HD) 0.1 $93k 238.00 390.34
Applied Materials (AMAT) 0.1 $90k 555.00 162.63
Vanguard Bd Index Short Trm Bond (BSV) 0.1 $86k 1.1k 77.27
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $83k 1.1k 79.14
Netflix (NFLX) 0.1 $81k 91.00 893.68
Best Buy (BBY) 0.1 $77k 900.00 85.80
Ishares Tr Russell 2000 Etf (IWM) 0.1 $75k 340.00 220.97
Cadence Design Systems (CDNS) 0.1 $75k 250.00 300.46
Meta Platforms Cl A (META) 0.1 $71k 121.00 589.31
Fidelity National Information Services (FIS) 0.1 $71k 878.00 80.78
Invesco Exchange Traded Fd T Treas Colaterl (TBLL) 0.1 $67k 632.00 105.73
Advanced Micro Devices (AMD) 0.1 $65k 539.00 120.79
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $64k 1.9k 34.15
Pfizer (PFE) 0.1 $63k 2.4k 26.53
Ishares Tr Core High Dv Etf (HDV) 0.1 $62k 551.00 112.38
Capital Group Core Equity Etf Shs Creation Uni (CGUS) 0.1 $62k 1.8k 34.99
Synopsys (SNPS) 0.1 $61k 125.00 485.36
Coca-Cola Company (KO) 0.1 $59k 949.00 62.32
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $56k 1.2k 47.15
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $55k 1.5k 37.17
Costco Wholesale Corporation (COST) 0.1 $51k 55.00 918.24
Ge Aerospace Com New (GE) 0.1 $50k 300.00 166.79
Oracle Corporation (ORCL) 0.1 $49k 294.00 166.64
Medtronic SHS (MDT) 0.1 $48k 600.00 79.88
Pepsi (PEP) 0.1 $48k 314.00 152.13
Visa Com Cl A (V) 0.1 $47k 149.00 316.86
Alphabet Cap Stk Cl C (GOOG) 0.1 $47k 245.00 190.44
Scwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $46k 1.3k 34.33
Abbvie (ABBV) 0.1 $45k 253.00 178.15
salesforce (CRM) 0.1 $43k 128.00 335.11
UnitedHealth (UNH) 0.1 $42k 82.00 511.20
Chevron Corporation (CVX) 0.1 $42k 286.00 145.05
Eaton Corp SHS (ETN) 0.1 $41k 122.00 333.79
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $39k 437.00 88.97
Air Products & Chemicals (APD) 0.0 $38k 132.00 290.22
At&t (T) 0.0 $37k 1.6k 22.65
Crowdstrike Hldgs Cl A (CRWD) 0.0 $36k 105.00 342.16
Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $36k 933.00 38.42
Merck & Co (MRK) 0.0 $36k 359.00 99.51
MPLX Com Unit Rep Ltd (MPLX) 0.0 $34k 700.00 47.86
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $33k 1.4k 24.67
JPMorgan Chase & Co. (JPM) 0.0 $33k 138.00 241.29
Mondelez Intl Cl A (MDLZ) 0.0 $32k 542.00 59.78
McDonald's Corporation (MCD) 0.0 $31k 107.00 290.78
Starbucks Corporation (SBUX) 0.0 $30k 331.00 91.31
Marsh & McLennan Companies (MMC) 0.0 $30k 139.00 213.91
Adobe Systems Incorporated (ADBE) 0.0 $29k 66.00 444.68
Sempra Energy (SRE) 0.0 $29k 328.00 87.96
Bristol Myers Squibb (BMY) 0.0 $28k 500.00 56.56
Paychex (PAYX) 0.0 $28k 197.00 140.24
Prologis (PLD) 0.0 $28k 260.00 105.99
Travelers Companies (TRV) 0.0 $27k 111.00 240.99
Texas Instruments Incorporated (TXN) 0.0 $26k 139.00 187.54
Automatic Data Processing (ADP) 0.0 $24k 82.00 294.38
Us Bankcorp Del Com New (USB) 0.0 $22k 452.00 47.87
Ishares Tr Msci Intl Moment (IMTM) 0.0 $21k 562.00 37.40
PNC Financial Services (PNC) 0.0 $21k 107.00 193.16
Palo Alto Networks (PANW) 0.0 $21k 107.00 193.16
Vaneck Etf Trust Morningstar Smid (SMOT) 0.0 $20k 571.00 34.49
Astrazeneca SPONSORED Adr (AZN) 0.0 $18k 280.00 65.52
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $18k 87.00 206.92
Phillips 66 (PSX) 0.0 $16k 139.00 114.04
Qualcomm (QCOM) 0.0 $16k 102.00 154.67
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $16k 795.00 19.59
Ishares Tr Min Vol Eafe Etf (EFAV) 0.0 $15k 217.00 70.71
Raytheon Technologies Corp (RTX) 0.0 $15k 128.00 116.60
Marvell Technology (MRVL) 0.0 $14k 126.00 110.73
Fortune Brands (FBIN) 0.0 $14k 200.00 68.33
Fidelity Convington Trust Enhanced Mid (FMDE) 0.0 $14k 413.00 32.88
Realty Income (O) 0.0 $14k 253.00 53.45
Dollar General (DG) 0.0 $13k 176.00 75.82
Charles Schwab Corporation (SCHW) 0.0 $13k 180.00 74.01
Honeywell International (HON) 0.0 $13k 58.00 226.71
Ecolab (ECL) 0.0 $10k 43.00 235.37
Blackrock (BLK) 0.0 $9.4k 9.00 1042.78
Abbott Laboratories (ABT) 0.0 $9.1k 80.00 114.26
Rubrik Cl A (RBRK) 0.0 $8.8k 134.00 65.36
Rbc Cad (RY) 0.0 $8.1k 67.00 120.51
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $7.9k 325.00 24.26
Hp (HPQ) 0.0 $7.6k 233.00 32.65
Walgreen Boots Alliance 0.0 $7.5k 800.00 9.33
Pure Storage Cl A (PSTG) 0.0 $6.3k 103.00 61.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $5.9k 125.00 47.01
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $5.7k 137.00 41.73
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $4.9k 94.00 52.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $4.8k 38.00 127.58
Ishares Us Etf Tr Blackrock Sh Dur (NEAR) 0.0 $4.8k 95.00 50.94
American Tower Reit (AMT) 0.0 $4.6k 30.00 154.37
Hewlett Packard Enterprise (HPE) 0.0 $4.6k 216.00 21.38
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $4.3k 36.00 118.08
Warner Bros Discovery Com Ser A (WBD) 0.0 $4.2k 398.00 10.57
Lululemon Athletica (LULU) 0.0 $4.2k 11.00 382.45
Nextera Energy (NEE) 0.0 $3.8k 52.00 73.00
Nutanix Cl A (NTNX) 0.0 $3.7k 61.00 61.18
Draftkings Com Cl A (DKNG) 0.0 $3.7k 100.00 37.20
Metropcs Communications (TMUS) 0.0 $3.4k 15.00 224.47
ConAgra Foods (CAG) 0.0 $3.3k 118.00 27.96
Viatris (VTRS) 0.0 $3.1k 248.00 12.45
Illinois Tool Works (ITW) 0.0 $2.9k 11.00 262.27
Waste Management (WM) 0.0 $2.8k 14.00 201.79
Novo-nordisk A S Adr (NVO) 0.0 $2.5k 29.00 86.03
Hims & Hers Health Com Cl A (HIMS) 0.0 $2.4k 100.00 24.18
Wabtec Corporation (WAB) 0.0 $2.3k 12.00 189.58
Lamb Weston Hldgs (LW) 0.0 $2.2k 33.00 66.85
Servicenow (NOW) 0.0 $2.1k 2.00 1060.00
Uber Technologies (UBER) 0.0 $2.1k 34.00 60.32
Cnh Indl N V SHS (CNH) 0.0 $1.9k 167.00 11.33
Cloudflare Cl A Com (NET) 0.0 $1.8k 17.00 107.71
Viad Corp Com New (PRSU) 0.0 $1.8k 42.00 43.26
Ionis Pharmaceuticals (IONS) 0.0 $1.8k 51.00 34.96
Alnylam Pharmaceuticals (ALNY) 0.0 $1.6k 7.00 235.29
Moderna (MRNA) 0.0 $1.6k 39.00 41.59
L3harris Technologies (LHX) 0.0 $1.5k 7.00 218.71
Old Dominion Freight Line In 0.0 $1.4k 8.00 178.00
TJX Companies (TJX) 0.0 $1.3k 11.00 120.82
Vistra Energy (VST) 0.0 $1.2k 9.00 137.89
Kenvue (KVUE) 0.0 $1.1k 50.00 21.70
Comcast Corp Cl A (CMCSA) 0.0 $1.1k 28.00 37.54
Lam Research Corp Com New (LRCX) 0.0 $878.000400 12.00 73.17
Microstragey Cl A New (MSTR) 0.0 $869.000100 3.00 289.67
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $796.998400 32.00 24.91
Coinbase Global Com Cl A (COIN) 0.0 $744.999900 3.00 248.33
Hubspot (HUBS) 0.0 $697.000000 1.00 697.00
Delta Air Lines Inc Del Com New (DAL) 0.0 $615.000000 10.00 61.50
Ishares Tr Sp Smcp600gr Etf (IJT) 0.0 $548.000000 4.00 137.00
Toronto Dominion Bk Ont Com New (TD) 0.0 $532.000000 10.00 53.20
Wayfair Cl A (W) 0.0 $487.999600 11.00 44.36
Vanguard Scottsdale Fds Shrt Tmr Corp Bd (VCSH) 0.0 $468.000000 6.00 78.00
Constellation Energy (CEG) 0.0 $447.000000 2.00 223.50
Albemarle Corporation (ALB) 0.0 $439.000000 5.00 87.80
Airbnb Com Cl A (ABNB) 0.0 $393.999900 3.00 131.33
Ishares Msci Frntr100etf (FM) 0.0 $298.000000 10.00 29.80
Dxc Technology (DXC) 0.0 $291.999400 14.00 20.86
Fidelity National Financial Fnf Group Com (FNF) 0.0 $219.999900 3.00 73.33
Kearny Finl Corp Md (KRNY) 0.0 $212.001000 30.00 7.07
ON Semiconductor (ON) 0.0 $189.000000 3.00 63.00
Celcius Hldgs Com New (CELH) 0.0 $183.999900 7.00 26.29
Disney Walt Com Disney (DIS) 0.0 $112.000000 1.00 112.00
Snap Cl A (SNAP) 0.0 $108.000000 10.00 10.80
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY) 0.0 $79.000000 4.00 19.75
Cannae Holdings (CNNE) 0.0 $20.000000 1.00 20.00
Mullen Automotive Com New (MULN) 0.0 $1.000000 1.00 1.00
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