$57.7 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 206 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GPK | Sell | GRAPHIC PACKAGING HLDG CO | $5,320,515 | -11.9% | 238,802 | -4.9% | 9.22% | -8.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,109,924 | -2.9% | 11,899 | +0.8% | 8.86% | +0.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $4,867,536 | -2.6% | 19,520 | +2.2% | 8.44% | +0.8% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,499,577 | -5.2% | 46,253 | +4.7% | 6.07% | -2.0% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $2,813,107 | +0.5% | 103,958 | +3.1% | 4.88% | +3.9% |
| IEFA | Buy | ISHARES TRcores msci eafe | $2,757,412 | -2.9% | 42,850 | +1.8% | 4.78% | +0.4% |
| AAPL | Buy | APPLE INC | $2,441,532 | -10.9% | 14,260 | +0.9% | 4.23% | -7.9% |
| SCHX | Sell | SCWAB STRATEGIC TRus lrg cap etf | $2,189,260 | -3.4% | 43,266 | -0.0% | 3.80% | -0.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,021,620 | -0.9% | 21,431 | +4.6% | 3.50% | +2.4% |
| IEMG | ISHARES INCcore msci emkt | $1,830,169 | 0.0% | 37,130 | 0.0% | 3.17% | +3.4% | |
| LLY | Buy | LILLY ELI & CO | $1,466,924 | +15.0% | 2,731 | +0.4% | 2.54% | +18.9% |
| SCHO | Sell | SCWAB STRATEGIC TRsht tm us tres | $1,315,527 | -5.4% | 27,469 | -5.1% | 2.28% | -2.2% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $1,288,750 | +1.5% | 29,585 | +5.9% | 2.23% | +5.0% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $1,147,426 | -5.2% | 7,458 | -0.7% | 1.99% | -2.0% |
| MSFT | Buy | MICROSOFT CORP | $1,140,025 | -4.4% | 3,610 | +3.1% | 1.98% | -1.1% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $969,123 | -4.4% | 14,164 | -1.6% | 1.68% | -1.2% |
| SCHM | Buy | SCWAB STRATEGIC TRus mid-cap etf | $927,893 | -4.6% | 13,710 | +0.1% | 1.61% | -1.3% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $801,351 | +18.2% | 10,870 | +20.4% | 1.39% | +22.2% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $709,237 | -4.8% | 7,317 | -4.1% | 1.23% | -1.5% |
| SCHP | Buy | SCWAB STRATEGIC TRus tips etf | $576,405 | +15.2% | 11,416 | +19.6% | 1.00% | +19.1% |
| DLTR | DOLLAR TREE INC | $553,540 | -25.8% | 5,200 | 0.0% | 0.96% | -23.3% | |
| SCHA | Sell | SCWAB STRATEGIC TRus sml cap etf | $547,365 | -5.6% | 13,215 | -0.2% | 0.95% | -2.5% |
| SCHF | Buy | SCWAB STRATEGIC TRintl eqty etf | $545,635 | -4.7% | 16,067 | +0.0% | 0.95% | -1.5% |
| SCHG | Buy | SCWAB STRATEGIC TRus lcap gr etf | $539,873 | -2.5% | 7,424 | +0.5% | 0.94% | +0.9% |
| TIP | Sell | ISHARES TRtips bd etf | $539,324 | -5.2% | 5,199 | -1.6% | 0.94% | -2.0% |
| BAC | Buy | BANK AMER CORP | $488,967 | -4.5% | 17,858 | +0.1% | 0.85% | -1.2% |
| SCHV | SCWAB STRATEGIC TRus lcap gr etf | $458,440 | -3.9% | 7,112 | 0.0% | 0.80% | -0.6% | |
| NVDA | Buy | NVIDIA CORP | $435,064 | +4.8% | 1,000 | +1.9% | 0.75% | +8.3% |
| AMZN | Sell | AMAZON COM INC | $387,716 | -13.1% | 3,050 | -10.8% | 0.67% | -10.2% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $356,913 | -7.0% | 1,592 | +0.7% | 0.62% | -3.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $340,519 | -4.2% | 3,621 | -0.2% | 0.59% | -1.0% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $322,202 | -3.9% | 2,377 | -0.2% | 0.56% | -0.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $293,943 | -4.3% | 1,887 | +1.7% | 0.51% | -1.0% |
| IJT | Sell | ISHARES TRsp smcp600gr etf | $291,529 | -4.7% | 2,658 | -0.2% | 0.50% | -1.6% |
| IJS | Buy | ISHARES TRcore smc600vl etf | $289,787 | -5.1% | 3,248 | +1.2% | 0.50% | -2.0% |
| BRKB | Buy | BERSHIRE HATHAWAY INC DELcl b new | $282,692 | +6.0% | 807 | +3.2% | 0.49% | +9.6% |
| SPHQ | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $252,578 | -0.8% | 5,047 | +0.0% | 0.44% | +2.6% |
| QUAL | Sell | ISHARES TRusa quality fctr | $247,858 | -2.7% | 1,880 | -0.4% | 0.43% | +0.7% |
| LDUR | Buy | PIMCO ETF TRenhncd lw dur ac | $244,849 | +11.0% | 2,612 | +11.0% | 0.42% | +14.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $231,884 | +16.1% | 1,772 | +6.2% | 0.40% | +20.0% |
| DGRO | Buy | ISHARES TRcore div grwth | $229,013 | +60.6% | 4,623 | +67.1% | 0.40% | +66.1% |
| R | RYDER SYS INC | $228,445 | +26.1% | 2,136 | 0.0% | 0.40% | +30.3% | |
| EEMV | Buy | ISHARESmin vol emrg mkt | $209,222 | +1.7% | 3,921 | +4.8% | 0.36% | +5.2% |
| LOW | LOWES COS INC | $207,840 | -7.9% | 1,000 | 0.0% | 0.36% | -4.8% | |
| IXUS | Buy | ISHARES TRcore msci total | $199,065 | -3.3% | 3,318 | +0.9% | 0.34% | 0.0% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $189,668 | -4.4% | 7,264 | +0.0% | 0.33% | -1.2% |
| IYR | Buy | ISHARES TRu.s real es etf | $181,458 | -8.1% | 2,322 | +1.8% | 0.32% | -4.8% |
| PG | Sell | PROCTOR AND GAMBLE CO | $176,017 | -4.2% | 1,206 | -0.3% | 0.30% | -1.0% |
| LRGF | Buy | ISHARES TRmultifactor usa | $171,461 | -2.6% | 3,958 | +0.2% | 0.30% | +0.7% |
| CVS | Sell | CVS HEALTH GROUP | $171,216 | +0.8% | 2,452 | -0.2% | 0.30% | +4.2% |
| DJP | Sell | BARCLAYS BK PLCdjubs cmdt etn36 | $167,996 | +3.6% | 5,227 | -1.4% | 0.29% | +7.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $156,564 | +20.4% | 437 | +24.1% | 0.27% | +24.3% |
| SCHH | SCWAB STRATEGIC TRus reit etf | $155,898 | -9.1% | 8,783 | 0.0% | 0.27% | -6.2% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $144,061 | +30.0% | 337 | +34.8% | 0.25% | +34.4% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $143,497 | -1.5% | 2,541 | +2.8% | 0.25% | +2.0% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $142,407 | -0.8% | 1,894 | -0.3% | 0.25% | +2.5% |
| SO | Sell | SOUTHERN CO | $135,696 | -8.4% | 2,096 | -0.5% | 0.24% | -5.2% |
| SCHE | Buy | SCWAB STRATEGIC TRemrd mkteq etf | $131,311 | -1.9% | 5,485 | +1.0% | 0.23% | +1.8% |
| SCHD | Buy | SCWAB STRATEGIC TRus dividend eq | $123,830 | +0.9% | 1,750 | +3.6% | 0.22% | +4.4% |
| IMCV | ISHARES TRmrgstr md cp val | $119,325 | -4.9% | 1,969 | 0.0% | 0.21% | -1.4% | |
| XOM | Buy | EXXON MOBIL CORP | $114,333 | +22.2% | 972 | +11.5% | 0.20% | +26.1% |
| WFC | WELLS FARGO CO NEW | $111,711 | -4.3% | 2,734 | 0.0% | 0.19% | -1.0% | |
| EMB | Sell | ISHARES TRjp mor em mk etf | $109,418 | -16.0% | 1,325 | -11.9% | 0.19% | -12.8% |
| ISTB | Buy | ISHARES TRcore st usdb etf | $103,414 | +38.3% | 2,229 | +39.1% | 0.18% | +43.2% |
| DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $98,594 | -20.6% | 2,157 | -19.4% | 0.17% | -17.8% |
| WMT | Buy | WALMART INC | $98,279 | +9.4% | 614 | +7.5% | 0.17% | +12.6% |
| SPLV | Buy | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $90,537 | -5.4% | 1,540 | +1.1% | 0.16% | -1.9% |
| NEAR | Sell | ISHARES US ETF TRsht mat bd etf | $90,225 | -26.7% | 1,808 | -26.9% | 0.16% | -24.3% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $84,273 | +31.9% | 2,403 | +39.5% | 0.15% | +36.4% |
| USO | Buy | UNITED STS OIL FD LPunits | $83,609 | +49.7% | 1,034 | +17.6% | 0.14% | +54.3% |
| IWM | ISHARES TRrussell 2000 etf | $83,099 | -5.6% | 470 | 0.0% | 0.14% | -2.7% | |
| PFE | PFIZER INC | $79,309 | -9.6% | 2,391 | 0.0% | 0.14% | -6.1% | |
| TFC | TRUIST FINL CORP | $76,589 | -5.7% | 2,677 | 0.0% | 0.13% | -2.2% | |
| AMAT | APPLIED MATLS INC | $76,840 | -4.2% | 555 | 0.0% | 0.13% | -1.5% | |
| IGOV | Buy | ISHARES TRintl trea bd etf | $75,455 | +0.2% | 2,030 | +6.7% | 0.13% | +4.0% |
| IAU | Sell | ISHARES GOLD TRishares new | $72,429 | -5.8% | 2,070 | -2.0% | 0.13% | -2.3% |
| FPXI | FIRST TR EXCHANGE TRADED FDintl equity opp | $70,117 | -2.1% | 1,825 | 0.0% | 0.12% | +1.7% | |
| IWF | New | ISHARES TRrus 1000 grw etf | $68,359 | – | 257 | +100.0% | 0.12% | – |
| JHMM | Buy | JOHN HANCOCK EXCHAGE TRADEDmultifactor mi | $68,253 | +27.3% | 1,442 | +33.6% | 0.12% | +31.1% |
| HDV | Sell | ISHARES TRcore high dv etf | $65,668 | -3.3% | 664 | -1.5% | 0.11% | 0.0% |
| CLTL | Buy | INVESCO EXCHANGE TRADED FD Ttreas colaterl | $62,666 | +1.3% | 593 | +1.2% | 0.11% | +4.8% |
| BBY | BEST BUY INC | $62,523 | -15.2% | 900 | 0.0% | 0.11% | -12.9% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $58,575 | -0.1% | 250 | 0.0% | 0.10% | +4.1% | |
| SCHC | SCWAB STRATEGIC TRintl sceqt etf | $57,760 | -4.5% | 1,791 | 0.0% | 0.10% | -1.0% | |
| SNPS | SYNOPSYS INC | $57,371 | +5.4% | 125 | 0.0% | 0.10% | +8.8% | |
| SOXX | Buy | ISHARES TRishares semicdtr | $57,312 | +11.9% | 121 | +19.8% | 0.10% | +15.1% |
| TSLA | Buy | TESLA INC | $56,049 | -2.2% | 224 | +2.3% | 0.10% | +1.0% |
| KO | Buy | COCA COLA CO | $51,956 | +26.5% | 928 | +36.1% | 0.09% | +30.4% |
| FIS | FIDELITY NATL INFORMATION SV | $48,492 | +1.1% | 877 | 0.0% | 0.08% | +5.0% | |
| HD | HOME DEPOT INC | $48,346 | -2.7% | 160 | 0.0% | 0.08% | +1.2% | |
| CAPITAL GROUP INTL FOCUS EQT | $47,741 | -7.6% | 2,196 | 0.0% | 0.08% | -4.6% | ||
| MDT | MEDTRONIC PLC | $47,016 | -11.1% | 600 | 0.0% | 0.08% | -7.9% | |
| GM | Buy | GENERAL MTRS CO | $43,356 | +4.6% | 1,315 | +22.3% | 0.08% | +7.1% |
| AMD | ADVANCED MICRO DEVICES INC | $41,642 | -9.7% | 405 | 0.0% | 0.07% | -6.5% | |
| TLT | ISHARES TR20 yr tr bd etf | $40,797 | -13.8% | 460 | 0.0% | 0.07% | -10.1% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $38,674 | -8.0% | 76 | -12.6% | 0.07% | -4.3% |
| V | Sell | VISA INC | $36,357 | -4.3% | 158 | -1.2% | 0.06% | -1.6% |
| SLV | Sell | ISHARES TRishares | $35,595 | -7.4% | 1,750 | -4.9% | 0.06% | -3.1% |
| Buy | GENERAL ELECTRIC CO | $33,497 | +1.6% | 303 | +1.0% | 0.06% | +5.5% | |
| ADBE | Buy | ADOBE INC | $32,634 | +5.9% | 64 | +1.6% | 0.06% | +9.6% |
| GOOG | ALPHABET INCcap stk cl c | $32,303 | +9.0% | 245 | 0.0% | 0.06% | +12.0% | |
| NFLX | Buy | NETFLIX INC | $31,432 | -2.6% | 83 | +13.7% | 0.05% | 0.0% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $31,156 | -5.3% | 219 | 0.0% | 0.05% | -1.8% | |
| ORCL | ORACLE CORP | $31,140 | -11.1% | 294 | 0.0% | 0.05% | -8.5% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $29,020 | -9.2% | 500 | 0.0% | 0.05% | -7.4% | |
| USMV | Buy | ISHARES TRmsci usa min vol | $25,736 | -2.3% | 355 | +0.3% | 0.04% | +2.3% |
| PAYC | PAYCOM SOFTWARE INC | $25,453 | -19.2% | 98 | 0.0% | 0.04% | -17.0% | |
| MPLX | MPLX LP | $24,899 | +4.8% | 700 | 0.0% | 0.04% | +7.5% | |
| T | Buy | AT&T | $24,978 | -5.0% | 1,663 | +0.9% | 0.04% | -2.3% |
| PAYX | PAYCHEX INC | $22,724 | +3.1% | 197 | 0.0% | 0.04% | +5.4% | |
| JPM | Buy | JPMORGAN CHASE & CO | $20,535 | +1.7% | 141 | +2.2% | 0.04% | +5.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $19,815 | -0.4% | 48 | +11.6% | 0.03% | +3.0% |
| AZN | ASTRAZENECA PLCsponsored adr | $18,962 | -5.4% | 280 | 0.0% | 0.03% | -2.9% | |
| DG | DOLLAR GEN CORP NEW | $18,621 | -37.7% | 176 | 0.0% | 0.03% | -36.0% | |
| WBA | WALGREENS BOOT ALLIANCE INC | $17,792 | -21.9% | 800 | 0.0% | 0.03% | -18.4% | |
| PEP | Sell | PEPSICO INC | $17,961 | -9.4% | 106 | -0.9% | 0.03% | -6.1% |
| ALB | Buy | ALBEMARLE CORP | $16,031 | -16.6% | 94 | +9.3% | 0.03% | -12.5% |
| Sell | VANECK ETF TRUSTmorningstar smid | $15,776 | -66.4% | 555 | -64.6% | 0.03% | -65.8% | |
| SRLN | Sell | SSGA ACTIVE ETF TRblackstone senr | $15,514 | -58.6% | 370 | -58.7% | 0.03% | -57.1% |
| IVZ | INVESCO LTD | $14,520 | -13.6% | 1,000 | 0.0% | 0.02% | -10.7% | |
| EFAV | ISHARES TRmin vol eafe etf | $14,153 | -3.4% | 217 | 0.0% | 0.02% | 0.0% | |
| IMTM | Buy | ISHARES TRmsci intl moment | $13,655 | -1.8% | 433 | +3.6% | 0.02% | +4.3% |
| CVX | Sell | CHEVRON CORP NEW | $13,119 | -6.5% | 77 | -13.5% | 0.02% | -4.2% |
| EPRT | Buy | ESSENTIAL PPTYS RLTY TR INC | $12,878 | -7.1% | 595 | +1.2% | 0.02% | -4.3% |
| IWR | Buy | ISHARES TRrus md cap gr etf | $12,888 | -4.1% | 186 | +1.1% | 0.02% | -4.3% |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $12,432 | -13.6% | 200 | 0.0% | 0.02% | -8.3% | |
| MTUM | ISHARES TRusa momentum fct | $12,154 | -3.2% | 87 | 0.0% | 0.02% | 0.0% | |
| IDXX | IDEXX LABS INC | $10,932 | -12.9% | 25 | 0.0% | 0.02% | -9.5% | |
| HON | Buy | HONEYWELL INTL INC | $11,178 | -2.7% | 60 | +9.1% | 0.02% | 0.0% |
| HYS | Sell | PIMCO EFT TR0-5 high yield | $10,204 | -62.2% | 113 | -61.8% | 0.02% | -60.0% |
| TAN | INVESCO EXCHNG TRADED FD TRsolar etf | $10,203 | -27.5% | 197 | 0.0% | 0.02% | -25.0% | |
| SCHW | SCHWAB CHARLES CORP | $9,882 | -3.1% | 180 | 0.0% | 0.02% | 0.0% | |
| PLD | Buy | PROLOGIS INC | $9,434 | -2.2% | 84 | +7.7% | 0.02% | 0.0% |
| WLKP | WESTLAKE CHEM PARTNERS LP | $8,700 | +0.3% | 400 | 0.0% | 0.02% | 0.0% | |
| RTX | Buy | RTX CORPORATION | $8,879 | -16.8% | 123 | +12.8% | 0.02% | -16.7% |
| F | FORD MTR CO DEL | $7,603 | -17.8% | 612 | 0.0% | 0.01% | -18.8% | |
| BLK | BLACKROCK INC | $5,856 | -6.2% | 9 | 0.0% | 0.01% | 0.0% | |
| SBUX | Sell | STARBUCKS CORP | $5,505 | -14.7% | 60 | -7.7% | 0.01% | -9.1% |
| HPQ | Buy | HP INC | $5,734 | -15.6% | 223 | +0.9% | 0.01% | -9.1% |
| RY | ROYAL BK CDA SUSTAINABL | $5,858 | -8.5% | 67 | 0.0% | 0.01% | -9.1% | |
| FB | Buy | META PLATFORMS INCcl a | $5,570 | +17.3% | 18 | +12.5% | 0.01% | +25.0% |
| AVGO | BROADCOM INC | $5,002 | -4.1% | 6 | 0.0% | 0.01% | 0.0% | |
| GNRC | GENERAC HLDGS INC | $5,448 | -26.9% | 50 | 0.0% | 0.01% | -30.8% | |
| NEE | NEXTERA ENERGY INC | $5,422 | -22.5% | 94 | 0.0% | 0.01% | -25.0% | |
| DIS | Buy | DISNEY WALT CO | $4,458 | -2.1% | 55 | +7.8% | 0.01% | 0.0% |
| Buy | WARNER BROS DISCOVERY INC | $4,355 | -12.7% | 401 | +0.8% | 0.01% | 0.0% | |
| APD | Buy | AIR PRODS & CHEMS INC | $4,550 | +1.3% | 16 | +6.7% | 0.01% | 0.0% |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $4,029 | -2.6% | 39 | 0.0% | 0.01% | 0.0% | |
| ACWX | ISHARES TRmsci acwi ex us | $4,249 | -4.5% | 90 | 0.0% | 0.01% | 0.0% | |
| LEVI | LEVI STRAUSS & CO NEW | $4,074 | -5.9% | 300 | 0.0% | 0.01% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $3,965 | -14.8% | 24 | 0.0% | 0.01% | -12.5% | |
| INTC | INTEL CORP | $3,555 | +6.3% | 100 | 0.0% | 0.01% | 0.0% | |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $3,629 | +4.1% | 208 | +0.5% | 0.01% | 0.0% |
| ACWI | ISHARES TRmsci acwi etf | $3,253 | -3.7% | 35 | 0.0% | 0.01% | 0.0% | |
| TMUS | Sell | T-MOBILE US INC | $3,221 | -3.4% | 23 | -4.2% | 0.01% | 0.0% |
| TQQQ | Buy | PROSHARES TRultrapro qqq | $3,512 | -2.0% | 98 | +12.6% | 0.01% | 0.0% |
| CMCSA | COMCAST CORP NEWcl a | $2,749 | +6.7% | 62 | 0.0% | 0.01% | +25.0% | |
| ECL | ECOLAB INC | $2,715 | -9.1% | 16 | 0.0% | 0.01% | 0.0% | |
| CAG | Buy | CONAGRA BANDS INC | $3,068 | -17.7% | 111 | +0.9% | 0.01% | -16.7% |
| DRAFTKINGS INC | $2,944 | +10.8% | 100 | 0.0% | 0.01% | +25.0% | ||
| LW | LAMB WESTON HLDGS INC | $2,988 | -19.4% | 32 | 0.0% | 0.01% | -16.7% | |
| ARKK | ARK ETF TRinnovation etf | $2,737 | -10.1% | 69 | 0.0% | 0.01% | 0.0% | |
| VTRS | VIATRIS INC | $2,455 | -0.8% | 248 | 0.0% | 0.00% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $2,547 | -7.4% | 11 | 0.0% | 0.00% | -20.0% | |
| CNHI | CNH INDL N V | $2,021 | -16.0% | 167 | 0.0% | 0.00% | 0.0% | |
| OLD DOMINION FREIGHT LINE IN | $1,640 | +10.7% | 4 | 0.0% | 0.00% | +50.0% | ||
| ON | ON SEMICONDUCTOR CORP | $1,673 | -1.7% | 18 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC | $1,886 | +6.6% | 41 | 0.0% | 0.00% | 0.0% | |
| VVI | VIAD CORP | $1,120 | -2.5% | 42 | 0.0% | 0.00% | 0.0% | |
| New | KENVUE INC | $972 | – | 48 | +100.0% | 0.00% | – | |
| OXY | Sell | OCCIDENTAL PETE CORP | $1,040 | +4.0% | 16 | -5.9% | 0.00% | 0.0% |
| GIS | Sell | GENERAL MLS INC | $1,157 | -24.6% | 18 | -10.0% | 0.00% | -33.3% |
| ABNB | AIRBNB INC | $960 | +7.0% | 7 | 0.0% | 0.00% | 0.0% | |
| WM | Sell | WASTE MGMT INC DEL | $915 | -24.6% | 6 | -14.3% | 0.00% | 0.0% |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,234 | -10.5% | 7 | 0.0% | 0.00% | 0.0% | |
| KR | Sell | KROGER CO | $943 | -12.8% | 21 | -8.7% | 0.00% | 0.0% |
| WAB | WABTEC | $1,275 | -3.1% | 12 | 0.0% | 0.00% | 0.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,403 | +4.9% | 10 | 0.0% | 0.00% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC | $938 | -8.2% | 4 | 0.0% | 0.00% | 0.0% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $704 | +48.2% | 19 | +90.0% | 0.00% | 0.0% |
| LRCX | LAMB RESEARCH CORP | $629 | -2.2% | 1 | 0.0% | 0.00% | 0.0% | |
| MRVL | Buy | MARVELL TECHNOLOGY | $411 | -89.1% | 74 | +17.5% | 0.00% | -83.3% |
| New | RIVIAN AUTOMOTIVE INC | $291 | – | 12 | +100.0% | 0.00% | – | |
| GRWG | GROWGENERATION CORP | $292 | -14.1% | 100 | 0.0% | 0.00% | 0.0% | |
| TTWO | New | TAKE- TWO INTERACTIVE SOFTWAR | $421 | – | 3 | +100.0% | 0.00% | – |
| DXC | DXC TECHNOLOGY CO | $305 | -22.0% | 14 | 0.0% | 0.00% | 0.0% | |
| TD | TORONTO DOMINION BK ONT | $603 | -2.7% | 10 | 0.0% | 0.00% | 0.0% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt tmr corp bd | $451 | -0.7% | 6 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $137 | -27.1% | 10 | 0.0% | 0.00% | – | |
| Exit | MULLEN AUTOMOTIVE INC | $0 | – | -390 | -100.0% | 0.00% | – | |
| CNNE | CANNAE HLDGS INC | $19 | -5.0% | 1 | 0.0% | 0.00% | – | |
| COLLABORATIVE INVESTMENT SERrareview inflatn | $16 | -5.9% | 1 | 0.0% | 0.00% | – | ||
| ME | New | 23ANDME HOLDING CO | $73 | – | 75 | +100.0% | 0.00% | – |
| CTVA | Buy | CORTEVA INC | $0 | – | 0 | +100.0% | 0.00% | – |
| SNAP | SNAP INCcl a | $9 | -25.0% | 1 | 0.0% | 0.00% | – | |
| DD | Buy | DUPONT DE NEMOURS INC | $0 | – | 0 | +100.0% | 0.00% | – |
| FSLY | New | FASTLY INCcl a | $96 | – | 5 | +100.0% | 0.00% | – |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL | $153 | +15.9% | 3 | -25.0% | 0.00% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $68 | – | 1 | +100.0% | 0.00% | – | |
| PTON | New | PELOTON INTERACTIVE INC | $51 | – | 10 | +100.0% | 0.00% | – |
| PCY | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $73 | -6.4% | 4 | 0.0% | 0.00% | – | |
| FM | ISHARESmsci frntr100etf | $269 | +0.4% | 10 | 0.0% | 0.00% | – | |
| IXC | Buy | ISHARES TRglobal energ etf | $0 | – | 0 | +100.0% | 0.00% | – |
| New | MULLEN AUTOMOTIVE INC | $20 | – | 44 | +100.0% | 0.00% | – | |
| KRNY | KEARNY FINL CORP MD | $208 | -1.9% | 30 | 0.0% | 0.00% | – | |
| COIN | COINBASE GLOBAL INC | $75 | +4.2% | 1 | 0.0% | 0.00% | – | |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -2 | -100.0% | -0.00% | – |
| LAC | Exit | LITHIUM AMERS CORP NEW | $0 | – | -736 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 35 | Q3 2023 | 12.9% |
| ISHARES TR | 35 | Q3 2023 | 14.6% |
| ISHARES TR | 35 | Q3 2023 | 10.4% |
| ISHARES TR | 35 | Q3 2023 | 8.2% |
| ISHARES TR | 35 | Q3 2023 | 21.7% |
| ISHARES TR | 35 | Q3 2023 | 10.2% |
| ISHARES TR | 35 | Q3 2023 | 7.7% |
| ISHARES TR | 35 | Q3 2023 | 7.3% |
| ISHARES TR | 35 | Q3 2023 | 7.3% |
| ISHARES | 35 | Q3 2023 | 6.9% |
View CLEAR INVESTMENT RESEARCH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-24 |
| 13F-HR | 2021-11-01 |
View CLEAR INVESTMENT RESEARCH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.