$1.45 Billion is the total value of Clarius Group, LLC's 484 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 9.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PCAR | Buy | PACCAR INC | $286,448,341 | +189.6% | 2,312,118 | +128.3% | 19.78% | +141.2% |
| MSFT | Buy | MICROSOFT CORP | $130,092,774 | +12.1% | 309,215 | +0.2% | 8.98% | -6.7% |
| VOO | Buy | VANGUARD INDEX FDS | $72,641,102 | +34.9% | 151,115 | +22.6% | 5.02% | +12.4% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $60,787,236 | -1.7% | 1,065,882 | -4.6% | 4.20% | -18.1% |
| AMZN | Buy | AMAZON COM INC | $60,674,035 | +26.8% | 336,368 | +6.8% | 4.19% | +5.6% |
| IDEV | Buy | ISHARES TRcore msci intl | $59,254,783 | +24.0% | 882,687 | +17.6% | 4.09% | +3.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $54,469,428 | +29.3% | 209,578 | +18.0% | 3.76% | +7.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $50,352,882 | -3.1% | 975,831 | -5.0% | 3.48% | -19.3% |
| OMFL | Sell | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $37,785,155 | -31.2% | 684,142 | -35.9% | 2.61% | -42.7% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $25,803,207 | +25.1% | 514,316 | +19.4% | 1.78% | +4.1% |
| AAPL | Sell | APPLE INC | $24,854,580 | -11.2% | 144,941 | -0.3% | 1.72% | -26.1% |
| NVDA | Buy | NVIDIA CORPORATION | $22,653,869 | +84.0% | 25,072 | +0.9% | 1.56% | +53.2% |
| Buy | DIMENSIONAL ETF TRUSTus high profitab | $19,227,964 | +1747.6% | 608,287 | +1572.2% | 1.33% | +1444.2% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $19,215,845 | -15.6% | 36,737 | -23.3% | 1.33% | -29.7% |
| EA SERIES TRUSTeuclidean fundam | $17,758,430 | +10.1% | 515,962 | 0.0% | 1.23% | -8.4% | ||
| Buy | DIMENSIONAL ETF TRUSTintl high profit | $14,828,210 | +3762.0% | 550,416 | +3578.5% | 1.02% | +3100.0% | |
| CINF | Sell | CINCINNATI FINL CORP | $11,854,510 | +19.8% | 95,470 | -0.2% | 0.82% | -0.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $11,763,086 | +16.9% | 34,175 | +5.6% | 0.81% | -2.6% |
| IWB | ISHARES TRrus 1000 etf | $11,348,382 | +9.8% | 39,400 | 0.0% | 0.78% | -8.5% | |
| FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $10,290,690 | -29.1% | 290,124 | -30.3% | 0.71% | -40.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $9,843,655 | +6.7% | 65,220 | -1.3% | 0.68% | -11.1% |
| RODM | Sell | LATTICE STRATEGIES TRhartford mlt etf | $9,376,008 | -46.3% | 334,857 | -47.5% | 0.65% | -55.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $9,335,822 | +4.3% | 61,315 | -3.5% | 0.64% | -13.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $9,183,797 | +5.4% | 21,839 | -10.6% | 0.63% | -12.2% |
| FB | Sell | META PLATFORMS INCcl a | $9,006,696 | +30.2% | 18,548 | -5.1% | 0.62% | +8.4% |
| MUB | Sell | ISHARES TRnational mun etf | $8,325,227 | -18.1% | 77,372 | -17.5% | 0.58% | -31.8% |
| DNLI | Buy | DENALI THERAPEUTICS INC | $8,048,313 | -0.9% | 392,218 | +3.7% | 0.56% | -17.4% |
| OKTA | Buy | OKTA INCcl a | $6,466,562 | +71.8% | 61,810 | +48.7% | 0.45% | +43.3% |
| SMAR | Buy | SMARTSHEET INC | $6,444,785 | -11.6% | 167,397 | +9.8% | 0.44% | -26.3% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $6,413,838 | +4.3% | 80,263 | -1.4% | 0.44% | -13.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $6,185,036 | +48.6% | 8,442 | +33.9% | 0.43% | +23.8% |
| SBUX | Buy | STARBUCKS CORP | $6,154,660 | +18.7% | 67,345 | +24.6% | 0.42% | -1.2% |
| TSLA | Buy | TESLA INC | $6,117,698 | -25.5% | 34,801 | +5.3% | 0.42% | -38.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,046,416 | -0.7% | 144,755 | -2.3% | 0.42% | -17.2% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $5,926,112 | +9.9% | 24,717 | +0.0% | 0.41% | -8.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $5,440,002 | +6.1% | 27,159 | -9.9% | 0.38% | -11.5% |
| LLY | Sell | ELI LILLY & CO | $4,996,059 | +15.7% | 6,422 | -13.3% | 0.34% | -3.6% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $4,873,066 | +11.8% | 44,248 | +3.3% | 0.34% | -6.6% |
| V | Sell | VISA INC | $4,806,595 | -7.4% | 17,223 | -13.7% | 0.33% | -23.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $4,683,750 | +0.8% | 9,726 | -10.7% | 0.32% | -16.1% |
| NFLX | Sell | NETFLIX INC | $4,437,153 | +18.4% | 7,306 | -5.1% | 0.31% | -1.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $4,425,300 | +8.9% | 27,172 | +0.0% | 0.31% | -9.2% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $4,379,809 | -32.4% | 41,820 | -31.9% | 0.30% | -43.8% |
| AVGO | Sell | BROADCOM INC | $4,135,280 | +5.1% | 3,120 | -11.5% | 0.29% | -12.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $3,766,227 | -16.0% | 7,613 | -10.6% | 0.26% | -30.1% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $3,724,255 | +7.0% | 21,249 | +0.4% | 0.26% | -11.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,621,258 | -4.1% | 22,319 | -13.3% | 0.25% | -20.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,411,592 | -19.5% | 21,566 | -20.2% | 0.24% | -32.8% |
| MRK | Sell | MERCK & CO INC | $3,400,747 | +6.6% | 25,773 | -11.9% | 0.24% | -11.3% |
| HD | Sell | HOME DEPOT INC | $3,169,687 | -1.0% | 8,263 | -10.6% | 0.22% | -17.4% |
| ABBV | Sell | ABBVIE INC | $3,124,472 | +6.5% | 17,158 | -9.3% | 0.22% | -11.1% |
| RAMP | Buy | LIVERAMP HLDGS INC | $3,089,682 | -7.5% | 89,556 | +1.5% | 0.21% | -23.1% |
| CRM | Sell | SALESFORCE INC | $3,090,408 | +0.9% | 10,261 | -11.9% | 0.21% | -16.1% |
| XOM | Sell | EXXON MOBIL CORP | $2,780,693 | +4.9% | 23,922 | -9.7% | 0.19% | -12.7% |
| SNOW | Buy | SNOWFLAKE INCcl a | $2,707,285 | -15.6% | 16,753 | +4.0% | 0.19% | -29.7% |
| ORCL | Sell | ORACLE CORP | $2,659,917 | +8.9% | 21,176 | -8.6% | 0.18% | -8.9% |
| AGG | Sell | ISHARES TRcore us aggbd et | $2,601,948 | -19.3% | 26,567 | -18.2% | 0.18% | -32.6% |
| AMGN | Sell | AMGEN INC | $2,456,525 | -13.1% | 8,640 | -12.0% | 0.17% | -27.4% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $2,426,470 | +20.9% | 40,240 | +16.3% | 0.17% | +1.2% |
| BAC | Sell | BANK AMERICA CORP | $2,411,484 | +2.3% | 63,594 | -9.2% | 0.17% | -14.4% |
| UNP | Sell | UNION PAC CORP | $2,375,684 | -9.9% | 9,660 | -10.0% | 0.16% | -25.1% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $2,353,942 | +3.9% | 59,927 | -0.8% | 0.16% | -13.3% |
| WMT | Buy | WALMART INC | $2,311,602 | +2.9% | 38,418 | +169.7% | 0.16% | -14.0% |
| CVX | Sell | CHEVRON CORP NEW | $2,297,305 | -3.9% | 14,564 | -9.1% | 0.16% | -19.7% |
| NVO | Sell | NOVO-NORDISK A Sadr | $2,217,083 | +15.8% | 17,267 | -6.7% | 0.15% | -3.8% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,134,201 | +10.4% | 6,332 | -0.7% | 0.15% | -8.1% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $2,078,751 | +51.4% | 11,606 | +39.7% | 0.14% | +26.3% |
| HON | Sell | HONEYWELL INTL INC | $2,060,710 | -8.8% | 10,040 | -6.8% | 0.14% | -24.1% |
| IXUS | ISHARES TRcore msci total | $2,021,177 | +4.5% | 29,785 | 0.0% | 0.14% | -12.5% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $2,018,019 | +8.4% | 4,545 | 0.0% | 0.14% | -9.7% | |
| BEAM | BEAM THERAPEUTICS INC | $2,002,720 | +21.4% | 60,615 | 0.0% | 0.14% | +0.7% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,983,585 | +5.7% | 10,990 | -13.7% | 0.14% | -12.2% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,969,091 | -11.7% | 5,681 | -10.6% | 0.14% | -26.5% |
| AMAT | Sell | APPLIED MATLS INC | $1,924,745 | +15.7% | 9,333 | -9.1% | 0.13% | -3.6% |
| FNDB | Buy | SCHWAB STRATEGIC TRschwab fdt us bm | $1,904,727 | +12.5% | 28,746 | +3.7% | 0.13% | -5.7% |
| NAUT | Buy | NAUTILUS BIOTECHNOLOGY INC | $1,822,421 | +2.0% | 619,871 | +3.7% | 0.13% | -14.9% |
| ADBE | Sell | ADOBE INC | $1,785,275 | -29.4% | 3,538 | -16.5% | 0.12% | -41.4% |
| PEP | Sell | PEPSICO INC | $1,760,542 | -16.9% | 10,060 | -19.4% | 0.12% | -30.7% |
| CAT | Sell | CATERPILLAR INC | $1,743,551 | +13.0% | 4,758 | -8.9% | 0.12% | -6.2% |
| INTU | Sell | INTUIT | $1,741,350 | -8.2% | 2,679 | -11.8% | 0.12% | -23.6% |
| TWST | TWIST BIOSCIENCE CORP | $1,702,977 | -6.9% | 49,635 | 0.0% | 0.12% | -22.4% | |
| PANW | Sell | PALO ALTO NETWORKS INC | $1,682,050 | -20.6% | 5,920 | -17.6% | 0.12% | -34.1% |
| KO | Sell | COCA COLA CO | $1,643,773 | -9.7% | 26,868 | -13.1% | 0.11% | -24.5% |
| EMR | Sell | EMERSON ELEC CO | $1,633,384 | +18.8% | 12,213 | -13.6% | 0.11% | -0.9% |
| NOW | Sell | SERVICENOW INC | $1,627,724 | -3.3% | 2,135 | -10.4% | 0.11% | -20.0% |
| MCD | Sell | MCDONALDS CORP | $1,624,734 | -15.4% | 5,762 | -11.1% | 0.11% | -29.6% |
| ASML | Sell | ASML HOLDING N V | $1,585,748 | +15.2% | 1,634 | -10.1% | 0.11% | -3.5% |
| LOW | Sell | LOWES COS INC | $1,562,514 | +6.5% | 6,134 | -7.0% | 0.11% | -11.5% |
| BX | Sell | BLACKSTONE INC | $1,496,764 | -10.4% | 11,394 | -10.7% | 0.10% | -25.9% |
| QTRX | QUANTERIX CORP | $1,462,134 | -13.8% | 62,060 | 0.0% | 0.10% | -28.4% | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,468,718 | -7.1% | 2,527 | -15.2% | 0.10% | -22.9% |
| ABT | Sell | ABBOTT LABS | $1,441,209 | -12.2% | 12,680 | -14.9% | 0.10% | -26.5% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $1,441,683 | -16.6% | 12,300 | -25.9% | 0.10% | -30.1% |
| QCOM | Sell | QUALCOMM INC | $1,448,362 | +2.2% | 8,555 | -12.7% | 0.10% | -14.5% |
| CSCO | Sell | CISCO SYS INC | $1,431,668 | -19.3% | 28,685 | -18.3% | 0.10% | -32.7% |
| DIS | Sell | DISNEY WALT CO | $1,407,140 | -19.7% | 11,500 | -40.8% | 0.10% | -33.1% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $1,385,406 | -3.0% | 8,853 | -11.6% | 0.10% | -18.6% |
| TXN | Sell | TEXAS INSTRS INC | $1,293,509 | -8.9% | 7,425 | -10.9% | 0.09% | -24.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,269,735 | -6.0% | 2,415 | -14.6% | 0.09% | -21.4% |
| WFC | Sell | WELLS FARGO CO NEW | $1,261,152 | +2.9% | 21,759 | -12.6% | 0.09% | -14.7% |
| MS | Sell | MORGAN STANLEY | $1,251,951 | -12.7% | 13,296 | -13.6% | 0.09% | -27.7% |
| DHR | Sell | DANAHER CORPORATION | $1,205,898 | -7.1% | 4,829 | -13.9% | 0.08% | -23.1% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,199,844 | -68.9% | 4,802 | -71.0% | 0.08% | -74.1% |
| BKNG | Sell | BOOKING HOLDINGS INC | $1,171,805 | -12.4% | 323 | -14.3% | 0.08% | -27.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,159,507 | -3.8% | 2,776 | -11.1% | 0.08% | -20.0% |
| IGV | Buy | ISHARES TRexpanded tech | $1,151,145 | -9.9% | 13,500 | +328.6% | 0.08% | -25.5% |
| SPGI | Sell | S&P GLOBAL INC | $1,149,566 | -14.5% | 2,702 | -11.5% | 0.08% | -28.8% |
| XLK | SELECT SECTOR SPDR TRtechnology | $1,126,949 | +8.2% | 5,411 | 0.0% | 0.08% | -9.3% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $1,113,866 | +19.6% | 3,990 | -7.5% | 0.08% | 0.0% |
| NEE | Buy | NEXTERA ENERGY INC | $1,063,910 | +23.9% | 16,647 | +17.8% | 0.07% | +2.8% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $1,060,694 | -6.7% | 15,656 | -7.3% | 0.07% | -22.3% |
| TM | Sell | TOYOTA MOTOR CORPads | $1,045,479 | +15.8% | 4,154 | -15.6% | 0.07% | -4.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,040,887 | -17.9% | 24,011 | -17.0% | 0.07% | -31.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,036,913 | -4.1% | 5,430 | -17.8% | 0.07% | -20.0% |
| Sell | LINDE PLC | $1,049,363 | -7.3% | 2,260 | -18.0% | 0.07% | -23.4% | |
| Sell | GENERAL ELECTRIC CO | $1,033,696 | +18.0% | 5,889 | -14.2% | 0.07% | -2.7% | |
| MU | Sell | MICRON TECHNOLOGY INC | $1,016,094 | +19.4% | 8,619 | -13.6% | 0.07% | -1.4% |
| Sell | SHELL PLCspon ads | $1,001,175 | -2.0% | 14,934 | -3.8% | 0.07% | -18.8% | |
| CI | Sell | THE CIGNA GROUP | $995,141 | +10.3% | 2,740 | -9.0% | 0.07% | -8.0% |
| ANTM | Sell | ELEVANCE HEALTH INC | $1,005,449 | -3.8% | 1,939 | -12.5% | 0.07% | -20.7% |
| ESGU | Sell | ISHARES TResg awr msci usa | $1,005,305 | -2.0% | 8,745 | -10.6% | 0.07% | -18.8% |
| COP | Sell | CONOCOPHILLIPS | $989,093 | -7.3% | 7,771 | -15.5% | 0.07% | -22.7% |
| LRCX | Sell | LAM RESEARCH CORP | $971,570 | +3.7% | 1,000 | -16.4% | 0.07% | -14.1% |
| AXP | Sell | AMERICAN EXPRESS CO | $965,406 | +5.8% | 4,240 | -13.0% | 0.07% | -11.8% |
| MPC | Sell | MARATHON PETE CORP | $935,363 | +18.9% | 4,642 | -12.5% | 0.06% | 0.0% |
| UBS | Sell | UBS GROUP AG | $923,357 | -3.6% | 30,049 | -3.1% | 0.06% | -19.0% |
| PGR | Sell | PROGRESSIVE CORP | $924,692 | +13.0% | 4,471 | -13.0% | 0.06% | -5.9% |
| INTC | Sell | INTEL CORP | $914,186 | -31.2% | 20,697 | -21.7% | 0.06% | -42.7% |
| USXF | Buy | ISHARES TResg msci usa etf | $918,476 | +13.4% | 20,343 | +0.0% | 0.06% | -6.0% |
| NVS | Sell | NOVARTIS AGsponsored adr | $902,975 | -10.3% | 9,335 | -6.4% | 0.06% | -25.3% |
| Sell | TPG INC | $890,916 | -5.0% | 19,931 | -8.3% | 0.06% | -20.5% | |
| KLAC | Sell | KLA CORP | $893,471 | +6.4% | 1,279 | -11.4% | 0.06% | -11.4% |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $891,555 | +9.9% | 3,741 | 0.0% | 0.06% | -7.5% | |
| ALK | Buy | ALASKA AIR GROUP INC | $895,568 | +24.5% | 20,832 | +13.1% | 0.06% | +3.3% |
| PHM | Sell | PULTE GROUP INC | $881,491 | +13.0% | 7,308 | -3.3% | 0.06% | -6.2% |
| HAS | HASBRO INC | $886,234 | +10.7% | 15,680 | 0.0% | 0.06% | -7.6% | |
| PFE | Sell | PFIZER INC | $885,919 | -15.1% | 31,925 | -11.9% | 0.06% | -29.1% |
| LYEL | LYELL IMMUNOPHARMA INC | $890,145 | +14.9% | 399,168 | 0.0% | 0.06% | -4.7% | |
| VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $885,029 | +187.6% | 17,861 | +187.0% | 0.06% | +134.6% |
| URI | Sell | UNITED RENTALS INC | $864,611 | +19.1% | 1,199 | -5.3% | 0.06% | 0.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $870,843 | -7.8% | 3,487 | -14.0% | 0.06% | -23.1% |
| VLO | Sell | VALERO ENERGY CORP | $863,862 | +18.4% | 5,061 | -9.9% | 0.06% | -1.6% |
| ZTS | Sell | ZOETIS INCcl a | $850,619 | -21.9% | 5,027 | -8.9% | 0.06% | -34.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $860,159 | +0.8% | 1,891 | +0.5% | 0.06% | -16.9% |
| SAP | Sell | SAP SEspon adr | $855,792 | +13.6% | 4,388 | -9.9% | 0.06% | -4.8% |
| TJX | Sell | TJX COS INC NEW | $843,206 | -5.4% | 8,314 | -12.5% | 0.06% | -21.6% |
| IGM | Buy | ISHARES TRexpnd tec sc etf | $842,323 | +15.4% | 9,774 | +500.0% | 0.06% | -4.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $836,892 | -0.8% | 2,097 | -16.2% | 0.06% | -17.1% |
| RBLX | ROBLOX CORPcl a | $845,611 | -16.5% | 22,148 | 0.0% | 0.06% | -31.0% | |
| RTX | Sell | RTX CORPORATION | $840,221 | +10.1% | 8,615 | -5.0% | 0.06% | -7.9% |
| NKE | Sell | NIKE INCcl b | $833,949 | -25.0% | 8,874 | -13.4% | 0.06% | -37.0% |
| AXON | Buy | AXON ENTERPRISE INC | $818,807 | +21.3% | 2,617 | +0.2% | 0.06% | +1.8% |
| ETN | Sell | EATON CORP PLC | $829,853 | +13.7% | 2,654 | -12.4% | 0.06% | -6.6% |
| SYK | Sell | STRYKER CORPORATION | $794,114 | +3.8% | 2,219 | -13.2% | 0.06% | -12.7% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $800,644 | -5.3% | 3,887 | -12.8% | 0.06% | -21.4% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $792,260 | -17.8% | 11,318 | -14.9% | 0.06% | -31.2% |
| AZO | Sell | AUTOZONE INC | $800,519 | +15.5% | 254 | -5.2% | 0.06% | -3.5% |
| PM | Sell | PHILIP MORRIS INTL INC | $789,123 | -25.9% | 8,613 | -23.9% | 0.05% | -38.6% |
| EOG | Sell | EOG RES INC | $775,861 | +1.9% | 6,069 | -3.6% | 0.05% | -14.3% |
| CSX | Sell | CSX CORP | $778,544 | -4.1% | 21,002 | -10.3% | 0.05% | -19.4% |
| SCHW | Sell | SCHWAB CHARLES CORP | $748,647 | -11.3% | 10,349 | -15.6% | 0.05% | -25.7% |
| CVS | Sell | CVS HEALTH CORP | $755,965 | -14.1% | 9,478 | -15.0% | 0.05% | -28.8% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $748,375 | -2.5% | 15,523 | -2.1% | 0.05% | -18.8% |
| BLK | Sell | BLACKROCK INC | $748,663 | -8.9% | 898 | -11.3% | 0.05% | -23.5% |
| ESML | Buy | ISHARES TResg aware msci | $751,111 | +6.0% | 18,652 | +0.0% | 0.05% | -11.9% |
| SONY | Sell | SONY GROUP CORPsponsored adr | $755,712 | -14.9% | 8,814 | -6.0% | 0.05% | -29.7% |
| BA | Sell | BOEING CO | $736,682 | -33.8% | 3,817 | -10.5% | 0.05% | -44.6% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $736,144 | +6.6% | 3,836 | 0.0% | 0.05% | -10.5% | |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $720,302 | -1.0% | 2,314 | -13.3% | 0.05% | -16.7% |
| CB | Sell | CHUBB LIMITED | $702,242 | -2.7% | 2,710 | -15.1% | 0.05% | -20.0% |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $689,057 | -4.6% | 10,011 | -6.6% | 0.05% | -20.0% |
| MCK | Sell | MCKESSON CORP | $690,926 | +4.8% | 1,287 | -9.6% | 0.05% | -12.7% |
| DE | Sell | DEERE & CO | $690,503 | -12.1% | 1,681 | -14.5% | 0.05% | -26.2% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $689,717 | -13.4% | 1,650 | -15.7% | 0.05% | -27.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $682,395 | -0.9% | 16,263 | -11.0% | 0.05% | -17.5% |
| TGT | Sell | TARGET CORP | $687,398 | +15.2% | 3,879 | -7.4% | 0.05% | -4.1% |
| HSBC | Sell | HSBC HLDGS PLCspon adr new | $677,543 | -9.1% | 17,214 | -6.3% | 0.05% | -24.2% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $659,018 | -11.6% | 2,456 | -13.7% | 0.05% | -25.8% |
| C | Sell | CITIGROUP INC | $661,554 | +21.0% | 10,461 | -1.5% | 0.05% | +2.2% |
| TMUS | Sell | T-MOBILE US INC | $658,919 | -12.0% | 4,037 | -13.5% | 0.05% | -25.8% |
| FISV | Sell | FISERV INC | $661,655 | +0.8% | 4,140 | -16.2% | 0.05% | -14.8% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $645,719 | +4.6% | 572 | -12.0% | 0.04% | -11.8% |
| MCO | Sell | MOODYS CORP | $655,181 | -17.2% | 1,667 | -17.7% | 0.04% | -31.8% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $651,606 | -5.1% | 677 | -13.4% | 0.04% | -21.1% |
| RDFN | Buy | REDFIN CORP | $631,730 | +0.1% | 94,997 | +55.3% | 0.04% | -15.4% |
| BHP | Sell | BHP GROUP LTDsponsored ads | $642,724 | -22.2% | 11,141 | -7.8% | 0.04% | -35.3% |
| SHW | Sell | SHERWIN WILLIAMS CO | $626,236 | -1.1% | 1,803 | -11.2% | 0.04% | -17.3% |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $615,463 | +5.6% | 8,095 | 0.0% | 0.04% | -10.4% | |
| PSA | Sell | PUBLIC STORAGE | $615,507 | -10.0% | 2,122 | -5.4% | 0.04% | -24.6% |
| PH | Sell | PARKER-HANNIFIN CORP | $626,375 | +8.0% | 1,127 | -10.5% | 0.04% | -10.4% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $612,438 | -1.5% | 1,182 | -11.0% | 0.04% | -19.2% |
| QQQJ | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $595,575 | +7.1% | 20,601 | 0.0% | 0.04% | -10.9% | |
| T | Sell | AT&T INC | $588,984 | -14.3% | 33,465 | -18.3% | 0.04% | -28.1% |
| FDX | Sell | FEDEX CORP | $579,480 | +0.6% | 2,000 | -12.2% | 0.04% | -16.7% |
| XBI | Sell | SPDR SER TRs&p biotech | $574,085 | -14.3% | 6,050 | -19.3% | 0.04% | -28.6% |
| BP | Sell | BP PLCsponsored adr | $576,466 | +2.9% | 15,299 | -3.3% | 0.04% | -13.0% |
| GWW | Sell | GRAINGER W W INC | $578,844 | +8.3% | 569 | -11.8% | 0.04% | -9.1% |
| IMO | Buy | IMPERIAL OIL LTD | $582,697 | +43.4% | 8,429 | +18.7% | 0.04% | +17.6% |
| VIR | Buy | VIR BIOTECHNOLOGY INC | $579,365 | +15.2% | 57,193 | +14.4% | 0.04% | -4.8% |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $586,241 | +2.8% | 3,188 | 0.0% | 0.04% | -14.9% | |
| PLD | Sell | PROLOGIS INC. | $570,754 | -19.5% | 4,383 | -17.6% | 0.04% | -33.9% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $570,771 | -6.7% | 3,532 | -10.6% | 0.04% | -23.5% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $571,275 | +3.7% | 8,341 | -12.4% | 0.04% | -15.2% |
| PSX | Sell | PHILLIPS 66 | $564,340 | +8.0% | 3,455 | -12.0% | 0.04% | -9.3% |
| APH | Sell | AMPHENOL CORP NEWcl a | $558,871 | -3.5% | 4,845 | -17.0% | 0.04% | -18.8% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $546,473 | +6.2% | 188 | -16.4% | 0.04% | -11.6% |
| BBVA | Sell | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $554,455 | +23.3% | 46,829 | -5.1% | 0.04% | +2.7% |
| RELX | Sell | RELX PLCsponsored adr | $548,095 | -0.1% | 12,661 | -8.5% | 0.04% | -15.6% |
| ROST | Sell | ROSS STORES INC | $544,333 | -4.1% | 3,709 | -9.6% | 0.04% | -19.1% |
| JHX | Sell | JAMES HARDIE INDS PLCsponsored adr | $553,938 | -1.8% | 13,691 | -6.1% | 0.04% | -19.1% |
| FERG | Sell | FERGUSON PLC NEW | $550,307 | +3.1% | 2,519 | -8.9% | 0.04% | -13.6% |
| GILD | Sell | GILEAD SCIENCES INC | $550,987 | -30.9% | 7,522 | -23.6% | 0.04% | -42.4% |
| EQIX | Sell | EQUINIX INC | $536,465 | -16.1% | 650 | -18.1% | 0.04% | -30.2% |
| AMP | Sell | AMERIPRISE FINL INC | $529,636 | +6.4% | 1,208 | -7.9% | 0.04% | -9.8% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $533,084 | -8.6% | 4,385 | -4.4% | 0.04% | -22.9% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $529,420 | -6.8% | 3,562 | -1.4% | 0.04% | -21.3% |
| ALL | Sell | ALLSTATE CORP | $537,196 | +18.6% | 3,105 | -4.0% | 0.04% | -2.6% |
| ADSK | Sell | AUTODESK INC | $523,184 | -5.2% | 2,009 | -11.3% | 0.04% | -21.7% |
| TECK | Buy | TECK RESOURCES LTDcl b | $519,237 | +19.4% | 11,342 | +10.3% | 0.04% | 0.0% |
| Sell | THOMSON REUTERS CORP. | $519,693 | -2.0% | 3,335 | -8.0% | 0.04% | -18.2% | |
| MO | Buy | ALTRIA GROUP INC | $515,850 | +9.6% | 11,826 | +1.4% | 0.04% | -7.7% |
| WM | Sell | WASTE MGMT INC DEL | $514,544 | -7.5% | 2,414 | -22.3% | 0.04% | -21.7% |
| Sell | CANADIAN PACIFIC KANSAS CITY | $507,066 | +1.5% | 5,751 | -9.0% | 0.04% | -14.6% | |
| NSC | Sell | NORFOLK SOUTHN CORP | $503,878 | -6.3% | 1,977 | -13.1% | 0.04% | -22.2% |
| ADI | Sell | ANALOG DEVICES INC | $504,365 | -17.7% | 2,550 | -17.4% | 0.04% | -31.4% |
| SO | Sell | SOUTHERN CO | $506,556 | -20.6% | 7,061 | -22.3% | 0.04% | -34.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $485,265 | -7.3% | 3,531 | -13.3% | 0.03% | -20.9% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $496,779 | -5.1% | 2,005 | -12.1% | 0.03% | -20.9% |
| LEN | Buy | LENNAR CORPcl a | $497,194 | +16.8% | 2,891 | +1.2% | 0.03% | -2.9% |
| EMXF | ISHARES TRegsadvncdmsci em | $475,474 | +0.3% | 13,356 | 0.0% | 0.03% | -15.4% | |
| TDG | Sell | TRANSDIGM GROUP INC | $480,324 | +6.9% | 390 | -12.2% | 0.03% | -10.8% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $479,712 | +30.8% | 3,526 | 0.0% | 0.03% | +10.0% | |
| CCI | Sell | CROWN CASTLE INC | $480,257 | -51.6% | 4,538 | -47.3% | 0.03% | -59.8% |
| Sell | CONSTELLATION ENERGY CORP | $473,216 | +43.1% | 2,560 | -9.5% | 0.03% | +22.2% | |
| HCA | Sell | HCA HEALTHCARE INC | $465,608 | +4.3% | 1,396 | -15.4% | 0.03% | -13.5% |
| SANA | SANA BIOTECHNOLOGY INC | $468,250 | +145.1% | 46,825 | 0.0% | 0.03% | +100.0% | |
| EL | Buy | LAUDER ESTEE COS INCcl a | $469,541 | +31.2% | 3,046 | +24.5% | 0.03% | +6.7% |
| AON | Sell | AON PLC | $468,209 | -0.6% | 1,403 | -13.3% | 0.03% | -17.9% |
| RY | Sell | ROYAL BK CDA | $465,662 | -3.9% | 4,616 | -3.6% | 0.03% | -20.0% |
| UNM | Sell | UNUM GROUP | $447,578 | +8.8% | 8,341 | -8.3% | 0.03% | -8.8% |
| SHOP | Sell | SHOPIFY INCcl a | $450,518 | -16.4% | 5,838 | -15.6% | 0.03% | -31.1% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $445,501 | +9.8% | 4,662 | -12.4% | 0.03% | -8.8% |
| SNPS | Sell | SYNOPSYS INC | $442,341 | -12.9% | 774 | -21.5% | 0.03% | -26.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $443,276 | -32.8% | 8,174 | -36.5% | 0.03% | -43.6% |
| MAS | Sell | MASCO CORP | $445,672 | +16.8% | 5,650 | -0.8% | 0.03% | -3.1% |
| MET | Sell | METLIFE INC | $447,032 | +6.9% | 6,032 | -4.6% | 0.03% | -11.4% |
| IDXX | Sell | IDEXX LABS INC | $451,381 | -11.1% | 836 | -8.6% | 0.03% | -26.2% |
| HUM | Sell | HUMANA INC | $445,882 | -32.7% | 1,286 | -11.2% | 0.03% | -43.6% |
| SLB | Sell | SCHLUMBERGER LTD | $441,440 | -11.5% | 8,054 | -16.0% | 0.03% | -26.8% |
| Sell | ATLASSIAN CORPORATIONcl a | $440,168 | -21.4% | 2,256 | -4.2% | 0.03% | -34.8% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $438,647 | +13.7% | 1,906 | -5.9% | 0.03% | -6.2% |
| WSO | WATSCO INC | $431,970 | +0.8% | 1,000 | 0.0% | 0.03% | -16.7% | |
| BDX | Sell | BECTON DICKINSON & CO | $430,810 | -11.6% | 1,741 | -12.9% | 0.03% | -25.0% |
| CL | Sell | COLGATE PALMOLIVE CO | $427,287 | -2.5% | 4,745 | -13.7% | 0.03% | -16.7% |
| GM | Buy | GENERAL MTRS CO | $435,541 | +58.2% | 9,604 | +25.3% | 0.03% | +30.4% |
| MUFG | Sell | MITSUBISHI UFJ FINL GROUP INsponsored ads | $435,767 | +7.9% | 42,597 | -9.2% | 0.03% | -9.1% |
| TFC | Buy | TRUIST FINL CORP | $438,681 | +7.8% | 11,254 | +2.1% | 0.03% | -11.8% |
| DUK | Sell | DUKE ENERGY CORP NEW | $412,942 | -17.6% | 4,270 | -17.3% | 0.03% | -31.0% |
| WDAY | Sell | WORKDAY INCcl a | $420,853 | -3.1% | 1,543 | -2.0% | 0.03% | -19.4% |
| AFL | Sell | AFLAC INC | $420,027 | -10.4% | 4,892 | -13.9% | 0.03% | -25.6% |
| Buy | RIVIAN AUTOMOTIVE INC | $420,447 | -45.0% | 38,397 | +17.9% | 0.03% | -54.0% | |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $425,142 | -7.2% | 1,685 | -17.1% | 0.03% | -23.7% |
| UL | Sell | UNILEVER PLCspon adr new | $423,052 | -17.3% | 8,429 | -20.1% | 0.03% | -31.0% |
| COF | Sell | CAPITAL ONE FINL CORP | $419,274 | +1.3% | 2,816 | -10.8% | 0.03% | -14.7% |
| IBBQ | Buy | INVESCO EXCH TRADED FD TR IInasdaq biotech | $422,037 | +1.5% | 19,028 | +0.2% | 0.03% | -14.7% |
| PAYX | Sell | PAYCHEX INC | $404,012 | -8.8% | 3,290 | -11.6% | 0.03% | -24.3% |
| BK | Sell | BANK NEW YORK MELLON CORP | $404,147 | +3.4% | 7,014 | -6.6% | 0.03% | -12.5% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $402,675 | -8.4% | 6,411 | +5.3% | 0.03% | -22.2% |
| GIS | Sell | GENERAL MLS INC | $400,648 | -20.0% | 5,726 | -25.5% | 0.03% | -33.3% |
| RIO | Sell | RIO TINTO PLCsponsored adr | $400,351 | -20.7% | 6,281 | -7.4% | 0.03% | -33.3% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $398,288 | -7.5% | 1,122 | -18.5% | 0.03% | -22.2% |
| CNQ | Sell | CANADIAN NAT RES LTD | $407,396 | +11.0% | 5,338 | -4.7% | 0.03% | -6.7% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $403,206 | -7.6% | 4,683 | -12.8% | 0.03% | -22.2% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $400,287 | -12.4% | 1,374 | -6.7% | 0.03% | -26.3% |
| PRU | Sell | PRUDENTIAL FINL INC | $401,743 | +4.5% | 3,422 | -7.7% | 0.03% | -12.5% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $398,447 | -4.5% | 8,474 | -13.5% | 0.03% | -20.0% |
| ABC | Sell | CENCORA INC | $403,606 | +2.7% | 1,661 | -13.2% | 0.03% | -15.2% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $388,459 | +2.9% | 1,294 | -16.4% | 0.03% | -12.9% |
| RSG | Sell | REPUBLIC SVCS INC | $388,623 | +1.5% | 2,030 | -12.5% | 0.03% | -15.6% |
| CTAS | Sell | CINTAS CORP | $394,355 | -2.8% | 574 | -14.7% | 0.03% | -20.6% |
| NUE | Sell | NUCOR CORP | $384,916 | +9.4% | 1,945 | -3.8% | 0.03% | -6.9% |
| DD | Sell | DUPONT DE NEMOURS INC | $389,100 | -11.5% | 5,075 | -11.2% | 0.03% | -25.0% |
| GD | Sell | GENERAL DYNAMICS CORP | $391,531 | -0.9% | 1,386 | -8.9% | 0.03% | -18.2% |
| WMB | Sell | WILLIAMS COS INC | $371,228 | -1.4% | 9,526 | -11.8% | 0.03% | -16.1% |
| CVE | Buy | CENOVUS ENERGY INC | $370,954 | +24.7% | 18,557 | +3.8% | 0.03% | +4.0% |
| ANET | Sell | ARISTA NETWORKS INC | $374,074 | +4.0% | 1,290 | -15.5% | 0.03% | -13.3% |
| XLC | SELECT SECTOR SPDR TR | $381,516 | +12.4% | 4,672 | 0.0% | 0.03% | -7.1% | |
| ROP | Sell | ROPER TECHNOLOGIES INC | $358,938 | -17.5% | 640 | -19.8% | 0.02% | -30.6% |
| AIG | Sell | AMERICAN INTL GROUP INC | $358,331 | -6.6% | 4,584 | -19.1% | 0.02% | -21.9% |
| CMI | Sell | CUMMINS INC | $367,429 | +13.7% | 1,247 | -7.6% | 0.02% | -7.4% |
| BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $360,693 | -5.8% | 11,826 | -9.5% | 0.02% | -21.9% |
| CME | Sell | CME GROUP INC | $367,715 | -18.2% | 1,708 | -20.0% | 0.02% | -32.4% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $361,172 | -16.2% | 4,026 | -15.8% | 0.02% | -30.6% |
| EBAY | Sell | EBAY INC. | $364,763 | +16.2% | 6,911 | -3.9% | 0.02% | -3.8% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $366,615 | +18.3% | 1,850 | -7.5% | 0.02% | -3.8% |
| MDT | Sell | MEDTRONIC PLC | $358,012 | -17.6% | 4,108 | -22.1% | 0.02% | -30.6% |
| HLT | Sell | HILTON WORLDWIDE HLDGS INC | $360,494 | +2.7% | 1,690 | -12.3% | 0.02% | -13.8% |
| SNY | Sell | SANOFIsponsored adr | $348,705 | -18.9% | 7,175 | -17.0% | 0.02% | -33.3% |
| DHI | Sell | D R HORTON INC | $352,466 | -13.8% | 2,142 | -20.3% | 0.02% | -29.4% |
| SYY | Sell | SYSCO CORP | $342,661 | -0.6% | 4,221 | -10.5% | 0.02% | -17.2% |
| RE | Sell | EVEREST GROUP LTD | $345,825 | +10.9% | 870 | -1.4% | 0.02% | -7.7% |
| FSBW | FS BANCORP INC | $347,100 | -6.1% | 10,000 | 0.0% | 0.02% | -22.6% | |
| DG | Buy | DOLLAR GEN CORP NEW | $341,771 | +27.3% | 2,190 | +10.9% | 0.02% | +9.1% |
| ICSH | Buy | ISHARES TRblackrock ultra | $344,566 | +23.3% | 6,815 | +22.8% | 0.02% | +4.3% |
| D | Buy | DOMINION ENERGY INC | $349,446 | +55.0% | 7,104 | +48.1% | 0.02% | +26.3% |
| CBRE | Sell | CBRE GROUP INCcl a | $345,785 | +0.5% | 3,556 | -3.8% | 0.02% | -17.2% |
| ING | Sell | ING GROEP N.V.sponsored adr | $343,173 | -0.7% | 20,811 | -9.5% | 0.02% | -17.2% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $340,810 | +6.8% | 256 | -2.7% | 0.02% | -7.7% |
| DXCM | Sell | DEXCOM INC | $335,099 | -3.3% | 2,416 | -13.5% | 0.02% | -20.7% |
| SU | Sell | SUNCOR ENERGY INC NEW | $327,023 | -9.2% | 8,860 | -21.1% | 0.02% | -23.3% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $326,099 | -7.8% | 5,501 | -10.4% | 0.02% | -20.7% |
| FAST | Sell | FASTENAL CO | $330,931 | -0.6% | 4,290 | -16.6% | 0.02% | -17.9% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $337,500 | -15.1% | 4,605 | -12.5% | 0.02% | -30.3% |
| APD | Sell | AIR PRODS & CHEMS INC | $331,668 | -24.2% | 1,369 | -14.3% | 0.02% | -36.1% |
| OKE | Sell | ONEOK INC NEW | $321,001 | +5.5% | 4,004 | -7.6% | 0.02% | -12.0% |
| MDB | Sell | MONGODB INCcl a | $321,700 | -17.7% | 897 | -6.2% | 0.02% | -31.2% |
| HES | Sell | HESS CORP | $319,018 | -4.5% | 2,090 | -9.8% | 0.02% | -21.4% |
| OXY | Sell | OCCIDENTAL PETE CORP | $313,122 | -74.0% | 4,818 | -76.1% | 0.02% | -78.0% |
| HPQ | Sell | HP INC | $314,107 | -13.9% | 10,394 | -14.2% | 0.02% | -26.7% |
| DOV | Sell | DOVER CORP | $325,498 | +4.4% | 1,837 | -9.4% | 0.02% | -15.4% |
| Sell | GSK PLCsponsored adr | $321,997 | +9.4% | 7,511 | -5.4% | 0.02% | -8.3% | |
| A | Sell | AGILENT TECHNOLOGIES INC | $321,286 | -10.3% | 2,208 | -14.3% | 0.02% | -26.7% |
| CTVA | Buy | CORTEVA INC | $318,108 | +40.5% | 5,516 | +16.7% | 0.02% | +15.8% |
| Sell | REMITLY GLOBAL INC | $314,584 | -12.5% | 15,168 | -18.0% | 0.02% | -26.7% | |
| CAH | Sell | CARDINAL HEALTH INC | $318,579 | +0.0% | 2,847 | -9.9% | 0.02% | -15.4% |
| MSCI | Sell | MSCI INC | $306,566 | -7.8% | 547 | -7.0% | 0.02% | -25.0% |
| Buy | JACOBS SOLUTIONS INC | $299,620 | +45.5% | 1,949 | +22.8% | 0.02% | +23.5% | |
| ES | New | EVERSOURCE ENERGY | $299,029 | – | 5,003 | +100.0% | 0.02% | – |
| ESLT | Sell | ELBIT SYS LTDord | $299,578 | -13.3% | 1,425 | -12.0% | 0.02% | -27.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $310,365 | -22.2% | 4,633 | -28.7% | 0.02% | -36.4% |
| TS | Sell | TENARIS S Asponsored ads | $306,817 | +1.0% | 7,813 | -10.6% | 0.02% | -16.0% |
| EXR | Sell | EXTRA SPACE STORAGE INC | $306,201 | -19.1% | 2,083 | -11.8% | 0.02% | -32.3% |
| DFS | Sell | DISCOVER FINL SVCS | $297,050 | +4.7% | 2,266 | -10.2% | 0.02% | -12.5% |
| ECL | Sell | ECOLAB INC | $300,401 | -4.7% | 1,301 | -18.1% | 0.02% | -19.2% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $311,112 | -11.6% | 5,352 | -12.6% | 0.02% | -27.6% |
| NICE | Sell | NICE LTDsponsored adr | $287,724 | +21.8% | 1,104 | -6.8% | 0.02% | 0.0% |
| BCS | Sell | BARCLAYS PLCadr | $292,071 | -0.4% | 30,907 | -17.0% | 0.02% | -16.7% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $288,788 | -11.4% | 8,042 | -14.2% | 0.02% | -25.9% |
| XYL | Sell | XYLEM INC | $282,777 | +5.0% | 2,188 | -7.1% | 0.02% | -9.1% |
| KR | Sell | KROGER CO | $294,851 | +23.0% | 5,161 | -1.6% | 0.02% | 0.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $289,629 | +2.3% | 4,434 | -9.7% | 0.02% | -13.0% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $283,673 | -9.7% | 1,814 | -8.1% | 0.02% | -23.1% |
| EA | Sell | ELECTRONIC ARTS INC | $292,007 | -16.4% | 2,201 | -13.8% | 0.02% | -31.0% |
| VMC | Sell | VULCAN MATLS CO | $292,570 | +6.2% | 1,072 | -11.7% | 0.02% | -13.0% |
| RXRX | RECURSION PHARMACEUTICALS INcl a | $285,152 | +1.1% | 28,601 | 0.0% | 0.02% | -13.0% | |
| ABNB | Sell | AIRBNB INC | $294,124 | +18.6% | 1,783 | -2.1% | 0.02% | -4.8% |
| DOW | Sell | DOW INC | $292,952 | -8.6% | 5,057 | -13.5% | 0.02% | -25.9% |
| VNQ | VANGUARD INDEX FDSreal estate etf | $296,679 | -2.1% | 3,431 | 0.0% | 0.02% | -20.0% | |
| FRESHWORKS INC | $276,537 | -22.5% | 15,186 | 0.0% | 0.02% | -36.7% | ||
| MLM | Sell | MARTIN MARIETTA MATLS INC | $268,292 | +0.9% | 437 | -18.0% | 0.02% | -13.6% |
| BKR | Sell | BAKER HUGHES COMPANYcl a | $272,690 | -11.0% | 8,140 | -9.2% | 0.02% | -24.0% |
| NEM | Sell | NEWMONT CORP | $269,266 | -31.0% | 7,513 | -20.3% | 0.02% | -40.6% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $278,254 | -0.3% | 2,803 | -10.1% | 0.02% | -17.4% |
| F | Buy | FORD MTR CO DEL | $272,824 | +9.0% | 20,544 | +0.0% | 0.02% | -9.5% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $271,437 | +11.8% | 12,901 | +3.0% | 0.02% | -5.0% |
| AME | Sell | AMETEK INC | $279,654 | -6.9% | 1,529 | -16.1% | 0.02% | -24.0% |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $275,886 | – | 6,550 | +100.0% | 0.02% | – |
| TD | Sell | TORONTO DOMINION BK ONT | $270,080 | -30.8% | 4,473 | -25.9% | 0.02% | -40.6% |
| DVN | New | DEVON ENERGY CORP NEW | $273,632 | – | 5,453 | +100.0% | 0.02% | – |
| ACM | AECOM | $275,016 | +6.1% | 2,804 | 0.0% | 0.02% | -9.5% | |
| WELL | Sell | WELLTOWER INC | $278,171 | -11.5% | 2,977 | -14.6% | 0.02% | -26.9% |
| RACE | Sell | FERRARI N V | $274,206 | +16.6% | 629 | -9.5% | 0.02% | -5.0% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $272,065 | -3.0% | 2,660 | -9.8% | 0.02% | -17.4% |
| PNR | Sell | PENTAIR PLC | $256,491 | +14.8% | 3,002 | -2.3% | 0.02% | -5.3% |
| ANSS | Sell | ANSYS INC | $256,551 | -19.8% | 739 | -16.2% | 0.02% | -33.3% |
| GLW | Sell | CORNING INC | $258,176 | -1.5% | 7,833 | -9.0% | 0.02% | -18.2% |
| TXT | Sell | TEXTRON INC | $267,261 | +13.9% | 2,786 | -4.5% | 0.02% | -5.3% |
| WSM | New | WILLIAMS SONOMA INC | $257,517 | – | 811 | +100.0% | 0.02% | – |
| YUM | Sell | YUM BRANDS INC | $259,691 | -2.9% | 1,873 | -8.5% | 0.02% | -18.2% |
| EFG | ISHARES TReafe grwth etf | $259,994 | +7.2% | 2,505 | 0.0% | 0.02% | -10.0% | |
| TEL | Sell | TE CONNECTIVITY LTD | $254,606 | -11.7% | 1,753 | -14.6% | 0.02% | -25.0% |
| PPG | Sell | PPG INDS INC | $261,110 | -14.7% | 1,802 | -12.0% | 0.02% | -28.0% |
| APA | Buy | APA CORPORATION | $266,514 | +5.1% | 7,752 | +9.7% | 0.02% | -14.3% |
| CPRT | Sell | COPART INC | $254,848 | -7.1% | 4,400 | -21.4% | 0.02% | -21.7% |
| PWR | Sell | QUANTA SVCS INC | $255,903 | +3.4% | 985 | -14.1% | 0.02% | -14.3% |
| HWM | Sell | HOWMET AEROSPACE INC | $259,623 | +23.9% | 3,794 | -2.0% | 0.02% | +5.9% |
| DEO | Sell | DIAGEO PLCspon adr new | $264,757 | -3.1% | 1,780 | -5.1% | 0.02% | -21.7% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $255,507 | -13.2% | 1,199 | -14.2% | 0.02% | -25.0% |
| IHG | Sell | INTERCONTINENTAL HOTELS GROUsponsored ads | $264,573 | +7.6% | 2,504 | -7.1% | 0.02% | -10.0% |
| KMB | Sell | KIMBERLY-CLARK CORP | $262,451 | -8.7% | 2,029 | -14.3% | 0.02% | -25.0% |
| CNC | Sell | CENTENE CORP DEL | $255,845 | -13.9% | 3,260 | -18.6% | 0.02% | -28.0% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $264,042 | -7.3% | 1,056 | -16.6% | 0.02% | -25.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $264,748 | -5.2% | 3,569 | -23.2% | 0.02% | -21.7% |
| FITB | Sell | FIFTH THIRD BANCORP | $261,884 | -3.0% | 7,038 | -10.1% | 0.02% | -18.2% |
| WAB | Sell | WABTEC | $262,807 | +7.4% | 1,804 | -6.5% | 0.02% | -10.0% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $259,709 | -8.2% | 14,648 | -12.1% | 0.02% | -21.7% |
| NTNX | New | NUTANIX INCcl a | $254,595 | – | 4,125 | +100.0% | 0.02% | – |
| MRNA | Sell | MODERNA INC | $244,342 | -10.4% | 2,293 | -16.4% | 0.02% | -26.1% |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $241,837 | +11.7% | 4,003 | 0.0% | 0.02% | -5.6% | |
| COG | Sell | COTERRA ENERGY INC | $252,593 | +8.7% | 9,060 | -0.5% | 0.02% | -10.5% |
| MRO | Buy | MARATHON OIL CORP | $253,360 | +17.5% | 8,940 | +0.2% | 0.02% | -5.6% |
| CAE | Sell | CAE INC | $250,157 | -15.8% | 12,120 | -11.9% | 0.02% | -32.0% |
| EQNR | Sell | EQUINOR ASAsponsored adr | $249,163 | -21.3% | 9,218 | -7.9% | 0.02% | -34.6% |
| EFX | Sell | EQUIFAX INC | $246,118 | -1.0% | 920 | -8.5% | 0.02% | -19.0% |
| PXD | Sell | PIONEER NAT RES CO | $250,688 | -0.3% | 955 | -14.6% | 0.02% | -19.0% |
| CDW | Sell | CDW CORP | $248,618 | -7.2% | 972 | -17.6% | 0.02% | -22.7% |
| ENB | Sell | ENBRIDGE INC | $244,939 | -15.3% | 6,770 | -15.7% | 0.02% | -29.2% |
| IQV | Sell | IQVIA HLDGS INC | $243,533 | -9.8% | 963 | -17.5% | 0.02% | -22.7% |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $242,036 | +8.3% | 2,349 | -15.5% | 0.02% | -10.5% |
| USB | Sell | US BANCORP DEL | $241,827 | -13.9% | 5,410 | -16.6% | 0.02% | -26.1% |
| FTNT | Sell | FORTINET INC | $252,337 | +1.1% | 3,694 | -13.4% | 0.02% | -19.0% |
| ALB | New | ALBEMARLE CORP | $250,438 | – | 1,901 | +100.0% | 0.02% | – |
| VRSK | Sell | VERISK ANALYTICS INC | $242,566 | -21.4% | 1,029 | -20.4% | 0.02% | -34.6% |
| RMD | Sell | RESMED INC | $241,597 | -1.4% | 1,220 | -14.4% | 0.02% | -15.0% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $249,110 | -14.1% | 1,216 | -13.8% | 0.02% | -29.2% |
| VRSN | Sell | VERISIGN INC | $252,617 | -14.5% | 1,333 | -7.0% | 0.02% | -29.2% |
| WLK | WESTLAKE CORPORATION | $225,533 | +9.2% | 1,476 | 0.0% | 0.02% | -5.9% | |
| DAL | New | DELTA AIR LINES INC DEL | $233,175 | – | 4,871 | +100.0% | 0.02% | – |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $225,528 | -2.3% | 2,613 | -10.9% | 0.02% | -15.8% |
| PDN | Sell | INVESCO EXCH TRADED FD TR IIftse rafi sml | $230,292 | -41.9% | 7,004 | -42.6% | 0.02% | -51.5% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $229,929 | +17.6% | 47,506 | +0.6% | 0.02% | 0.0% |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $236,758 | -4.3% | 5,015 | -9.4% | 0.02% | -23.8% |
| CQQQ | INVESCO EXCH TRADED FD TR IIchina technlgy | $228,794 | -10.8% | 7,139 | 0.0% | 0.02% | -23.8% | |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP Isponsored adr | $238,719 | +34.9% | 20,282 | +10.9% | 0.02% | +6.7% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $226,518 | +10.4% | 3,392 | +1.1% | 0.02% | -5.9% |
| SRRK | Sell | SCHOLAR ROCK HLDG CORP | $231,537 | -17.7% | 13,037 | -12.9% | 0.02% | -30.4% |
| HAL | Sell | HALLIBURTON CO | $235,810 | -11.1% | 5,982 | -18.5% | 0.02% | -27.3% |
| Sell | GE HEALTHCARE TECHNOLOGIES I | $232,275 | -12.3% | 2,555 | -25.4% | 0.02% | -27.3% | |
| ESGE | ISHARES INCesg awr msci em | $237,213 | +0.5% | 7,360 | 0.0% | 0.02% | -20.0% | |
| SRE | Sell | SEMPRA | $226,265 | -28.8% | 3,150 | -26.0% | 0.02% | -38.5% |
| AES | Buy | AES CORP | $210,911 | -6.4% | 11,763 | +0.5% | 0.02% | -21.1% |
| GOLD | Sell | BARRICK GOLD CORP | $222,244 | -21.3% | 13,356 | -14.4% | 0.02% | -34.8% |
| IWO | New | ISHARES TRrus 2000 grw etf | $216,640 | – | 800 | +100.0% | 0.02% | – |
| New | INVESTMENT MANAGERS SER TR Iaxs change finan | $210,056 | – | 5,726 | +100.0% | 0.02% | – | |
| GRMN | Sell | GARMIN LTD | $224,049 | -0.7% | 1,505 | -14.3% | 0.02% | -21.1% |
| SYF | Sell | SYNCHRONY FINANCIAL | $221,378 | +4.4% | 5,134 | -7.6% | 0.02% | -16.7% |
| AEE | Sell | AMEREN CORP | $222,176 | -18.1% | 3,004 | -19.9% | 0.02% | -31.8% |
| MMM | Sell | 3M CO | $211,079 | -20.3% | 1,990 | -17.9% | 0.02% | -31.8% |
| WRB | New | BERKLEY W R CORP | $220,216 | – | 2,490 | +100.0% | 0.02% | – |
| SLF | Sell | SUN LIFE FINANCIAL INC. | $221,704 | -5.3% | 4,062 | -10.0% | 0.02% | -21.1% |
| FTV | Sell | FORTIVE CORP | $215,996 | +5.2% | 2,511 | -9.9% | 0.02% | -11.8% |
| HOLX | New | HOLOGIC INC | $220,861 | – | 2,833 | +100.0% | 0.02% | – |
| COIN | New | COINBASE GLOBAL INC | $218,724 | – | 825 | +100.0% | 0.02% | – |
| HSIC | Buy | HENRY SCHEIN INC | $218,932 | +8.3% | 2,899 | +8.6% | 0.02% | -11.8% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $213,883 | -31.2% | 987 | -19.5% | 0.02% | -42.3% |
| CE | Sell | CELANESE CORP DEL | $220,153 | -1.5% | 1,281 | -10.9% | 0.02% | -21.1% |
| NVR | New | NVR INC | $210,599 | – | 26 | +100.0% | 0.02% | – |
| WRK | New | WESTROCK CO | $217,432 | – | 4,397 | +100.0% | 0.02% | – |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $215,015 | -7.3% | 1,985 | -3.8% | 0.02% | -21.1% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $214,057 | -80.1% | 2,297 | -81.8% | 0.02% | -83.1% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $212,999 | -5.3% | 975 | -1.5% | 0.02% | -21.1% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $215,234 | -4.6% | 792 | -15.1% | 0.02% | -21.1% |
| EXC | Sell | EXELON CORP | $206,898 | +2.9% | 5,507 | -1.7% | 0.01% | -17.6% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $200,331 | -0.1% | 1,505 | +3.4% | 0.01% | -17.6% |
| STT | Sell | STATE STR CORP | $209,924 | -9.1% | 2,715 | -9.0% | 0.01% | -26.3% |
| TROW | New | PRICE T ROWE GROUP INC | $202,143 | – | 1,658 | +100.0% | 0.01% | – |
| PCG | Sell | PG&E CORP | $206,450 | -19.9% | 12,318 | -13.8% | 0.01% | -33.3% |
| CHD | Sell | CHURCH & DWIGHT CO INC | $205,073 | -2.0% | 1,966 | -11.1% | 0.01% | -17.6% |
| AVY | New | AVERY DENNISON CORP | $200,032 | – | 896 | +100.0% | 0.01% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $204,622 | – | 624 | +100.0% | 0.01% | – |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $200,553 | -23.9% | 1,844 | -17.2% | 0.01% | -36.4% |
| MAA | Sell | MID-AMER APT CMNTYS INC | $203,028 | -4.1% | 1,543 | -2.0% | 0.01% | -22.2% |
| IR | New | INGERSOLL RAND INC | $200,629 | – | 2,113 | +100.0% | 0.01% | – |
| AEM | New | AGNICO EAGLE MINES LTD | $200,364 | – | 3,359 | +100.0% | 0.01% | – |
| MTDR | New | MATADOR RES CO | $205,985 | – | 3,085 | +100.0% | 0.01% | – |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $200,825 | -59.5% | 691 | -45.8% | 0.01% | -65.9% |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $203,448 | -3.3% | 6,235 | -3.2% | 0.01% | -17.6% |
| New | CRH PLCord | $201,145 | – | 2,332 | +100.0% | 0.01% | – | |
| JNPR | New | JUNIPER NETWORKS INC | $206,239 | – | 5,565 | +100.0% | 0.01% | – |
| IRM | Sell | IRON MTN INC DEL | $204,696 | +2.1% | 2,552 | -10.9% | 0.01% | -17.6% |
| RHI | Sell | ROBERT HALF INC. | $203,829 | -14.0% | 2,571 | -4.6% | 0.01% | -30.0% |
| SAGE | SAGE THERAPEUTICS INC | $187,400 | -13.5% | 10,000 | 0.0% | 0.01% | -27.8% | |
| ABSCI CORPORATION | $170,400 | +35.2% | 30,000 | 0.0% | 0.01% | +20.0% | ||
| MFG | Buy | MIZUHO FINANCIAL GROUP INCsponsored adr | $164,935 | +18.5% | 41,441 | +2.4% | 0.01% | -8.3% |
| EXG | New | EATON VANCE TAX-MANAGED GLOB | $140,907 | – | 17,268 | +100.0% | 0.01% | – |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $143,043 | +11.6% | 10,254 | +1.7% | 0.01% | -9.1% |
| ATHA | ATHIRA PHARMA INC | $146,730 | +12.8% | 53,551 | 0.0% | 0.01% | -9.1% | |
| Buy | NATWEST GROUP PLCspons adr | $133,674 | +21.4% | 19,658 | +0.5% | 0.01% | 0.0% | |
| ORAN | New | ORANGEsponsored adr | $134,096 | – | 11,393 | +100.0% | 0.01% | – |
| PRIME MEDICINE INC | $112,560 | -21.0% | 16,080 | 0.0% | 0.01% | -33.3% | ||
| ACCD | Sell | ACCOLADE INC | $110,931 | -59.1% | 10,585 | -53.1% | 0.01% | -63.6% |
| LYG | Sell | LLOYDS BANKING GROUP PLCsponsored adr | $113,483 | +6.0% | 43,816 | -2.2% | 0.01% | -11.1% |
| Sell | AEGON LTDamer reg 1 cert | $103,134 | -7.7% | 17,047 | -12.1% | 0.01% | -22.2% | |
| SYROS PHARMACEUTICALS INC | $99,617 | -31.3% | 18,620 | 0.0% | 0.01% | -41.7% | ||
| Sell | WARNER BROS DISCOVERY INC | $96,824 | -53.5% | 11,091 | -39.4% | 0.01% | -58.8% | |
| UEC | URANIUM ENERGY CORP | $76,660 | +5.5% | 11,357 | 0.0% | 0.01% | -16.7% | |
| Sell | STAGWELL INC | $62,200 | -79.2% | 10,000 | -77.8% | 0.00% | -84.0% | |
| New | OLAPLEX HLDGS INC | $40,249 | – | 20,963 | +100.0% | 0.00% | – | |
| NGM | Buy | NGM BIOPHARMACEUTICALS INC | $42,790 | +87.2% | 26,912 | +1.2% | 0.00% | +50.0% |
| TEF | Sell | TELEFONICA S Asponsored adr | $50,437 | +9.0% | 11,437 | -3.6% | 0.00% | -25.0% |
| New | ARDAGH METAL PACKAGING S A | $39,428 | – | 11,495 | +100.0% | 0.00% | – | |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $41,636 | -34.5% | 10,731 | -7.7% | 0.00% | -40.0% |
| GINKGO BIOWORKS HOLDINGS INC | $20,603 | -31.4% | 17,761 | 0.0% | 0.00% | -50.0% | ||
| VAXXINITY INC | $14,350 | -15.6% | 20,000 | 0.0% | 0.00% | 0.0% | ||
| DBX | Exit | DROPBOX INCcl a | $0 | – | -6,995 | -100.0% | -0.02% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -1,524 | -100.0% | -0.02% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -1,568 | -100.0% | -0.02% | – |
| FLYW | Exit | FLYWIRE CORPORATION | $0 | – | -8,691 | -100.0% | -0.02% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -1,408 | -100.0% | -0.02% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -3,230 | -100.0% | -0.02% | – |
| CBAY | Exit | CYMABAY THERAPEUTICS INC | $0 | – | -8,938 | -100.0% | -0.02% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -2,617 | -100.0% | -0.02% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -3,691 | -100.0% | -0.02% | – |
| VTR | Exit | VENTAS INC | $0 | – | -4,477 | -100.0% | -0.02% | – |
| IT | Exit | GARTNER INC | $0 | – | -509 | -100.0% | -0.02% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -1,562 | -100.0% | -0.02% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -1,123 | -100.0% | -0.02% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -5,542 | -100.0% | -0.03% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,488 | -100.0% | -0.03% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -4,700 | -100.0% | -0.05% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -7,912 | -100.0% | -0.06% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -16,202 | -100.0% | -0.08% | – |
| KRTX | Exit | KARUNA THERAPEUTICS INC | $0 | – | -69,248 | -100.0% | -1.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PACCAR INC | 35 | Q2 2024 | 39.5% |
| AMAZON INC | 35 | Q2 2024 | 16.5% |
| MICROSOFT CORP | 35 | Q2 2024 | 10.8% |
| VANGUARD INDEX FDS | 35 | Q2 2024 | 9.8% |
| VANGUARD INDEX FDS | 35 | Q2 2024 | 5.5% |
| APPLE INC | 35 | Q2 2024 | 3.0% |
| STARBUCKS CORP | 35 | Q2 2024 | 5.4% |
| ISHARES TR RUS 1000 ETF | 35 | Q2 2024 | 2.9% |
| VANGUARD INDEX FDS | 35 | Q2 2024 | 2.6% |
| SPDR S&P 500 ETF TR | 35 | Q2 2024 | 2.2% |
View Clarius Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-08-28 |
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-24 |
View Clarius Group, 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.