Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 12 | Q3 2023 | 23.5% |
SELECT SECTOR SPDR TR | 12 | Q3 2023 | 4.5% |
ABBVIE INC | 12 | Q3 2023 | 3.8% |
EXXON MOBIL CORP | 12 | Q3 2023 | 4.0% |
CVS HEALTH CORP | 12 | Q3 2023 | 3.0% |
APPLE INC | 12 | Q3 2023 | 3.9% |
COSTCO WHSL CORP NEW | 12 | Q3 2023 | 3.4% |
MICROSOFT CORP | 12 | Q3 2023 | 3.0% |
PROCTER AND GAMBLE CO | 12 | Q3 2023 | 2.7% |
DUKE ENERGY CORP NEW | 12 | Q3 2023 | 2.8% |
View Clarity Financial LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-18 |
13F-HR | 2022-02-04 |
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.