| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 15 | Q2 2024 | 23.5% |
| SELECT SECTOR SPDR TR | 15 | Q2 2024 | 4.5% |
| EXXON MOBIL CORP | 15 | Q2 2024 | 4.7% |
| ABBVIE INC | 15 | Q2 2024 | 4.5% |
| APPLE INC | 15 | Q2 2024 | 4.4% |
| MICROSOFT CORP | 15 | Q2 2024 | 3.7% |
| COSTCO WHSL CORP NEW | 15 | Q2 2024 | 3.5% |
| DUKE ENERGY CORP NEW | 15 | Q2 2024 | 3.8% |
| ALPHABET INC | 15 | Q2 2024 | 3.8% |
| PROCTER AND GAMBLE CO | 15 | Q2 2024 | 2.8% |
View Clarity Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-31 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-27 |
View Clarity Financial 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.