CLEAR INVESTMENT RESEARCH, LLC - Q1 2023 holdings

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$57.1 Million is the total value of CLEAR INVESTMENT RESEARCH, LLC's 190 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 17.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
DLTR  DOLLAR TREE INC$746,460
+101459.2%
5,2000.0%1.31%
-8.2%
SCHG  SCWAB STRATEGIC TRus lcap gr etf$429,470
+117241.5%
6,5900.0%0.75%
+6.1%
SCHV  SCWAB STRATEGIC TRus lcap gr etf$428,303
+99274.2%
6,5310.0%0.75%
-10.2%
LOW  LOWES COS INC$199,970
+100387.4%
1,0000.0%0.35%
-9.1%
R  RYDER SYS INC$190,617
+106389.9%
2,1360.0%0.33%
-3.7%
SCZ  ISHARES TReafe sml cp etf$136,934
+106050.4%
2,2920.0%0.24%
-4.0%
NEAR  ISHARES US ETF TRsht mat bd etf$108,874
+222091.8%
9950.0%0.19%
+101.1%
WFC  WELLS FARGO CO NEW$102,197
+90339.8%
2,7340.0%0.18%
-18.3%
PFE  PFIZER INC$97,920
+79509.8%
2,4000.0%0.17%
-28.2%
TFC  TRUIST FINL CORP$91,286
+79279.1%
2,6770.0%0.16%
-28.3%
BBY  BEST BUY INC$70,443
+97737.5%
9000.0%0.12%
-11.5%
AMAT  APPLIED MATLS INC$68,171
+126142.6%
5550.0%0.12%
+13.3%
CDNS  CADENCE DESIGN SYSTEM INC$52,523
+131207.5%
2500.0%0.09%
+19.5%
TLT  ISHARES TR20 yr tr bd etf$48,930
+106269.6%
4600.0%0.09%
-3.4%
MDT  MEDTRONIC PLC$48,372
+102819.1%
6000.0%0.08%
-6.6%
SNPS  SYNOPSYS INC$48,281
+120602.5%
1250.0%0.08%
+10.4%
SRLN  SSGA ACTIVE ETF TRblackstone senr$47,928
+83984.2%
1,4050.0%0.08%
-23.6%
AMD  ADVANCED MICRO DEVICES INC$39,204
+150684.6%
4000.0%0.07%
+38.0%
DG  DOLLAR GEN CORP NEW$37,883
+85997.7%
1800.0%0.07%
-22.4%
GM  GENERAL MTRS CO$35,506
+107493.9%
9680.0%0.06%
-3.1%
BMY  BRISTOL-MYERS SQUIBB CO$34,655
+96163.9%
5000.0%0.06%
-12.9%
T  AT&T$31,724
+105646.7%
1,6480.0%0.06%
-3.4%
PAYC  PAYCOM SOFTWARE INC$29,793
+99210.0%
980.0%0.05%
-10.3%
 GENERAL ELECTRIC CO$28,680
+114620.0%
3000.0%0.05%
+4.2%
ORCL  ORACLE CORP$27,876
+111404.0%
3000.0%0.05%
+2.1%
WBA  WALGREENS BOOT ALLIANCE INC$27,664
+92113.3%
8000.0%0.05%
-17.2%
GOOG  ALPHABET INCcap stk cl c$25,480
+115718.2%
2450.0%0.04%
+4.7%
MPLX  MPLX LP$24,115
+104747.8%
7000.0%0.04%
-6.7%
PAYX  PAYCHEX INC$22,578
+98065.2%
1970.0%0.04%
-11.1%
AZN  ASTRAZENECA PLCsponsored adr$19,435
+102189.5%
2800.0%0.03%
-8.1%
IVZ  INVESCO LTD$16,400
+91011.1%
1,0000.0%0.03%
-17.1%
TAN  INVESCO EXCHNG TRADED FD TRsolar etf$15,293
+109135.7%
1970.0%0.03%0.0%
EFAV  ISHARES TRmin vol eafe etf$14,680
+104757.1%
2170.0%0.03%
-3.7%
IDXX  IDEXX LABS INC$12,502
+124920.0%
250.0%0.02%
+15.8%
MTUM  ISHARES TRusa momentum fct$12,096
+92946.2%
870.0%0.02%
-16.0%
FBHS  FORTUNE BRANDS HOME & SEC IN$11,746
+106681.8%
2000.0%0.02%0.0%
WLKP  WESTLAKE CHEM PARTNERS LP$8,804
+97722.2%
4000.0%0.02%
-11.8%
LQD  ISHARES TRiboxx inv cp etf$7,453
+106371.4%
680.0%0.01%
-7.1%
 WARNER BROS DISCOVERY INC$6,010
+150150.0%
3980.0%0.01%
+37.5%
RY  ROYAL BK CDA SUSTAINABL$6,499
+108216.7%
680.0%0.01%
-8.3%
LEVI  LEVI STRAUSS & CO NEW$5,469
+109280.0%
3000.0%0.01%0.0%
GNRC  GENERAC HLDGS INC$5,401
+107920.0%
500.0%0.01%
-10.0%
DIS  DISNEY WALT CO$5,107
+127575.0%
510.0%0.01%
+12.5%
LW  LAMB WESTON HLDGS INC$3,360
+111900.0%
320.0%0.01%0.0%
VTRS  VIATRIS INC$2,857
+95133.3%
2970.0%0.01%
-16.7%
ARKK  ARK ETF TRinnovation etf$2,783
+139050.0%
690.0%0.01%
+25.0%
CNHI  CNH INDL N V$2,550
+84900.0%
1670.0%0.00%
-33.3%
GS  GOLDMAN SACHS GROUP INC$1,636
+81700.0%
50.0%0.00%
-25.0%
WAB  WABTEC$1,213
+121200.0%
120.0%0.00%0.0%
VVI  VIAD CORP$891
+89000.0%
420.0%0.00%0.0%
SCHW  SCHWAB CHARLES CORP$1,362
+68000.0%
260.0%0.00%
-50.0%
GRWG  GROWGENERATION CORP$342–1000.0%0.00%–
DAL  DELTA AIR LINES INC DEL$349–100.0%0.00%–
TD  TORONTO DOMINION BK ONT$599
+59800.0%
100.0%0.00%
-50.0%
VCSH  VANGUARD SCOTTSDALE FDSshrt tmr corp bd$457–60.0%0.00%–
MGI  MONEYGRAM INTL INC$188–180.0%0.00%–
COIN  COINBASE GLOBAL INC$68–10.0%0.00%–
FM  ISHARESmsci frntr100etf$261–100.0%0.00%–
PCY  INVESCO EXCHNG TRADED FD TRemrng mkt svrg$77–40.0%0.00%–
KRNY  KEARNY FINL CORP MD$244–300.0%0.00%–
SPHQ  INVESCO EXCHANGE TRADED FD Ts&p500 quality$238
+7.2%
5,0400.0%0.00%
-100.0%
CNNE  CANNAE HLDGS INC$20–10.0%0.00%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR35Q3 202312.9%
ISHARES TR35Q3 202314.6%
ISHARES TR35Q3 202310.4%
ISHARES TR35Q3 20238.2%
ISHARES TR35Q3 202321.7%
ISHARES TR35Q3 202310.2%
ISHARES TR35Q3 20237.7%
ISHARES TR35Q3 20237.3%
ISHARES TR35Q3 20237.3%
ISHARES35Q3 20236.9%

View CLEAR INVESTMENT RESEARCH, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-02
13F-HR2024-02-12
13F-HR2023-11-07
13F-HR2023-08-09
13F-HR2023-05-09
13F-HR2023-02-10
13F-HR2022-11-01
13F-HR2022-08-05
13F-HR2022-05-02
13F-HR2022-01-24

View CLEAR INVESTMENT RESEARCH, LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported number of holdings is incorrect (190 != 189)

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