CLEAR INVESTMENT RESEARCH, LLC - Q3 2023 holdings

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$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 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
IEMG  ISHARES INCcore msci emkt$1,830,1690.0%37,1300.0%3.17%
+3.4%
DLTR  DOLLAR TREE INC$553,540
-25.8%
5,2000.0%0.96%
-23.3%
SCHV  SCWAB STRATEGIC TRus lcap gr etf$458,440
-3.9%
7,1120.0%0.80%
-0.6%
R  RYDER SYS INC$228,445
+26.1%
2,1360.0%0.40%
+30.3%
LOW  LOWES COS INC$207,840
-7.9%
1,0000.0%0.36%
-4.8%
SCHH  SCWAB STRATEGIC TRus reit etf$155,898
-9.1%
8,7830.0%0.27%
-6.2%
IMCV  ISHARES TRmrgstr md cp val$119,325
-4.9%
1,9690.0%0.21%
-1.4%
WFC  WELLS FARGO CO NEW$111,711
-4.3%
2,7340.0%0.19%
-1.0%
IWM  ISHARES TRrussell 2000 etf$83,099
-5.6%
4700.0%0.14%
-2.7%
PFE  PFIZER INC$79,309
-9.6%
2,3910.0%0.14%
-6.1%
TFC  TRUIST FINL CORP$76,589
-5.7%
2,6770.0%0.13%
-2.2%
AMAT  APPLIED MATLS INC$76,840
-4.2%
5550.0%0.13%
-1.5%
FPXI  FIRST TR EXCHANGE TRADED FDintl equity opp$70,117
-2.1%
1,8250.0%0.12%
+1.7%
BBY  BEST BUY INC$62,523
-15.2%
9000.0%0.11%
-12.9%
CDNS  CADENCE DESIGN SYSTEM INC$58,575
-0.1%
2500.0%0.10%
+4.1%
SCHC  SCWAB STRATEGIC TRintl sceqt etf$57,760
-4.5%
1,7910.0%0.10%
-1.0%
SNPS  SYNOPSYS INC$57,371
+5.4%
1250.0%0.10%
+8.8%
FIS  FIDELITY NATL INFORMATION SV$48,492
+1.1%
8770.0%0.08%
+5.0%
HD  HOME DEPOT INC$48,346
-2.7%
1600.0%0.08%
+1.2%
 CAPITAL GROUP INTL FOCUS EQT$47,741
-7.6%
2,1960.0%0.08%
-4.6%
MDT  MEDTRONIC PLC$47,016
-11.1%
6000.0%0.08%
-7.9%
AMD  ADVANCED MICRO DEVICES INC$41,642
-9.7%
4050.0%0.07%
-6.5%
TLT  ISHARES TR20 yr tr bd etf$40,797
-13.8%
4600.0%0.07%
-10.1%
GOOG  ALPHABET INCcap stk cl c$32,303
+9.0%
2450.0%0.06%
+12.0%
RSP  INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$31,156
-5.3%
2190.0%0.05%
-1.8%
ORCL  ORACLE CORP$31,140
-11.1%
2940.0%0.05%
-8.5%
BMY  BRISTOL-MYERS SQUIBB CO$29,020
-9.2%
5000.0%0.05%
-7.4%
PAYC  PAYCOM SOFTWARE INC$25,453
-19.2%
980.0%0.04%
-17.0%
MPLX  MPLX LP$24,899
+4.8%
7000.0%0.04%
+7.5%
PAYX  PAYCHEX INC$22,724
+3.1%
1970.0%0.04%
+5.4%
AZN  ASTRAZENECA PLCsponsored adr$18,962
-5.4%
2800.0%0.03%
-2.9%
DG  DOLLAR GEN CORP NEW$18,621
-37.7%
1760.0%0.03%
-36.0%
WBA  WALGREENS BOOT ALLIANCE INC$17,792
-21.9%
8000.0%0.03%
-18.4%
IVZ  INVESCO LTD$14,520
-13.6%
1,0000.0%0.02%
-10.7%
EFAV  ISHARES TRmin vol eafe etf$14,153
-3.4%
2170.0%0.02%0.0%
FBHS  FORTUNE BRANDS HOME & SEC IN$12,432
-13.6%
2000.0%0.02%
-8.3%
MTUM  ISHARES TRusa momentum fct$12,154
-3.2%
870.0%0.02%0.0%
IDXX  IDEXX LABS INC$10,932
-12.9%
250.0%0.02%
-9.5%
TAN  INVESCO EXCHNG TRADED FD TRsolar etf$10,203
-27.5%
1970.0%0.02%
-25.0%
SCHW  SCHWAB CHARLES CORP$9,882
-3.1%
1800.0%0.02%0.0%
WLKP  WESTLAKE CHEM PARTNERS LP$8,700
+0.3%
4000.0%0.02%0.0%
F  FORD MTR CO DEL$7,603
-17.8%
6120.0%0.01%
-18.8%
BLK  BLACKROCK INC$5,856
-6.2%
90.0%0.01%0.0%
RY  ROYAL BK CDA SUSTAINABL$5,858
-8.5%
670.0%0.01%
-9.1%
AVGO  BROADCOM INC$5,002
-4.1%
60.0%0.01%0.0%
GNRC  GENERAC HLDGS INC$5,448
-26.9%
500.0%0.01%
-30.8%
NEE  NEXTERA ENERGY INC$5,422
-22.5%
940.0%0.01%
-25.0%
VYM  VANGUARD WHITEHALL FDShigh div yld$4,029
-2.6%
390.0%0.01%0.0%
ACWX  ISHARES TRmsci acwi ex us$4,249
-4.5%
900.0%0.01%0.0%
LEVI  LEVI STRAUSS & CO NEW$4,074
-5.9%
3000.0%0.01%0.0%
AMT  AMERICAN TOWER CORP NEW$3,965
-14.8%
240.0%0.01%
-12.5%
INTC  INTEL CORP$3,555
+6.3%
1000.0%0.01%0.0%
ACWI  ISHARES TRmsci acwi etf$3,253
-3.7%
350.0%0.01%0.0%
CMCSA  COMCAST CORP NEWcl a$2,749
+6.7%
620.0%0.01%
+25.0%
ECL  ECOLAB INC$2,715
-9.1%
160.0%0.01%0.0%
 DRAFTKINGS INC$2,944
+10.8%
1000.0%0.01%
+25.0%
LW  LAMB WESTON HLDGS INC$2,988
-19.4%
320.0%0.01%
-16.7%
ARKK  ARK ETF TRinnovation etf$2,737
-10.1%
690.0%0.01%0.0%
VTRS  VIATRIS INC$2,455
-0.8%
2480.0%0.00%0.0%
ITW  ILLINOIS TOOL WKS INC$2,547
-7.4%
110.0%0.00%
-20.0%
CNHI  CNH INDL N V$2,021
-16.0%
1670.0%0.00%0.0%
 OLD DOMINION FREIGHT LINE IN$1,640
+10.7%
40.0%0.00%
+50.0%
ON  ON SEMICONDUCTOR CORP$1,673
-1.7%
180.0%0.00%0.0%
UBER  UBER TECHNOLOGIES INC$1,886
+6.6%
410.0%0.00%0.0%
VVI  VIAD CORP$1,120
-2.5%
420.0%0.00%0.0%
ABNB  AIRBNB INC$960
+7.0%
70.0%0.00%0.0%
LHX  L3HARRIS TECHNOLOGIES INC$1,234
-10.5%
70.0%0.00%0.0%
WAB  WABTEC$1,275
-3.1%
120.0%0.00%0.0%
IBM  INTERNATIONAL BUSINESS MACHS$1,403
+4.9%
100.0%0.00%0.0%
PANW  PALO ALTO NETWORKS INC$938
-8.2%
40.0%0.00%0.0%
LRCX  LAMB RESEARCH CORP$629
-2.2%
10.0%0.00%0.0%
GRWG  GROWGENERATION CORP$292
-14.1%
1000.0%0.00%0.0%
DXC  DXC TECHNOLOGY CO$305
-22.0%
140.0%0.00%0.0%
TD  TORONTO DOMINION BK ONT$603
-2.7%
100.0%0.00%0.0%
VCSH  VANGUARD SCOTTSDALE FDSshrt tmr corp bd$451
-0.7%
60.0%0.00%0.0%
CCL  CARNIVAL CORP$137
-27.1%
100.0%0.00%–
CNNE  CANNAE HLDGS INC$19
-5.0%
10.0%0.00%–
 COLLABORATIVE INVESTMENT SERrareview inflatn$16
-5.9%
10.0%0.00%–
SNAP  SNAP INCcl a$9
-25.0%
10.0%0.00%–
PCY  INVESCO EXCHNG TRADED FD TRemrng mkt svrg$73
-6.4%
40.0%0.00%–
FM  ISHARESmsci frntr100etf$269
+0.4%
100.0%0.00%–
KRNY  KEARNY FINL CORP MD$208
-1.9%
300.0%0.00%–
COIN  COINBASE GLOBAL INC$75
+4.2%
10.0%0.00%–
Original filings

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

  • View 13F-HR filed 2023-11-07
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.

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Issues

The following issues were detected while analyzing the report:

  • The reported number of holdings is incorrect (206 != 205)

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