Clarity Financial LLC Q1 2024 Filing

Filed April 15, 2024

Portfolio Value

$661.4B

Holdings

116

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (116 positions)

#StockSharesValue% PortfolioType
1
SHYISHARES TR
545,179$44.6B6.74%
2
IEFISHARES TR
399,296$37.8B5.72%
3
XOMEXXON MOBIL CORP
266,911$31.0B4.69%
4
IEIISHARES TR
260,637$30.2B4.56%
5
ABBVABBVIE INC
155,288$28.3B4.28%Put
6
TLTISHARES TR
267,733$25.3B3.83%Call
7
XLKSELECT SECTOR SPDR TR
117,316$24.4B3.69%
8
AAPLAPPLE INC
138,700$23.8B3.60%
9
DUKDUKE ENERGY CORP NEW
237,832$23.0B3.48%
10
MSFTMICROSOFT CORP
52,772$22.2B3.36%
11
CMCSACOMCAST CORP NEW
510,639$22.1B3.35%
12
GOOGALPHABET INC
138,191$21.0B3.18%
13
XLVSELECT SECTOR SPDR TR
129,198$19.1B2.89%
14
COSTCOSTCO WHSL CORP NEW
25,882$19.0B2.87%
15
UNHUNITEDHEALTH GROUP INC
38,139$18.9B2.85%
16
AMZNAMAZON COM INC
102,316$18.5B2.79%Call
17
XLCSELECT SECTOR SPDR TR
199,385$16.3B2.46%
18
PGPROCTER AND GAMBLE CO
99,908$16.2B2.45%
19
SWKSTANLEY BLACK & DECKER INC
139,935$13.7B2.07%
20
XLFISELECT SECTOR SPDR TR
161,384$12.3B1.86%
21
AMDADVANCED MICRO DEVICES INC
64,767$11.7B1.77%
22
BILSPDR SER TR
126,938$11.7B1.76%
23
VVISA INC
39,255$11.0B1.66%
24
NVDANVIDIA CORPORATION
11,596$10.5B1.58%
25
XLYSELECT SECTOR SPDR TR
54,155$10.0B1.51%
26
XLESELECT SECTOR SPDR TR
103,957$9.8B1.48%
27
LLYELI LILLY & CO
12,341$9.6B1.45%
28
RTXRTX CORPORATION
93,101$9.1B1.37%
29
BRK/BBERKSHIRE HATHAWAY INC DEL
21,539$9.1B1.37%
30
WMTWALMART INC
132,029$7.9B1.20%
31
XLUSELECT SECTOR SPDR TR
119,922$7.9B1.19%
32
SPYSPDR S&P 500 ETF TR
14,492$7.6B1.15%Put
33
FANGDIAMONDBACK ENERGY INC
28,187$5.6B0.84%
34
NINEQNINE ENERGY SERVICE INC
2,471,249$5.5B0.84%
35
XLFSELECT SECTOR SPDR TR
111,126$4.7B0.71%
36
SMHVANECK ETF TRUST
19,379$4.4B0.66%
37
XLISELECT SECTOR SPDR TR
33,957$4.3B0.65%
38
SH1USDPROSHARES TR
298,781$3.5B0.54%
39
PANWPALO ALTO NETWORKS INC
10,779$3.1B0.46%
40
MGKVANGUARD WORLD FD
9,475$2.7B0.41%
41
BACVERIZON COMMUNICATIONS INC
57,840$2.4B0.37%
42
SHVISHARES TR
21,629$2.4B0.36%
43
XLBSELECT SECTOR SPDR TR
23,962$2.2B0.34%
44
AGGISHARES TR
17,575$1.7B0.26%
45
FLOTISHARES TR
32,954$1.7B0.25%
46
JPMJPMORGAN CHASE & CO
6,511$1.3B0.20%
47
TFLOISHARES TR
24,215$1.2B0.19%
48
IVVISHARES TR
2,300$1.2B0.18%
49
VYMVANGUARD WHITEHALL FDS
9,749$1.2B0.18%
50
JNJJOHNSON & JOHNSON
7,414$1.2B0.18%
51
VOOVANGUARD INDEX FDS
2,277$1.1B0.17%
52
FTSLFIRST TR EXCHANGE-TRADED FD
19,611$906.2M0.14%
53
MOALTRIA GROUP INC
20,168$879.7M0.13%
54
CVXCHEVRON CORP NEW
5,382$849.0M0.13%
55
CVSCVS HEALTH CORP
9,900$789.6M0.12%
56
VTIVANGUARD INDEX FDS
2,954$767.8M0.12%
57
GOOGLALPHABET INC
4,956$748.0M0.11%
58
PSAPUBLIC STORAGE
2,502$725.6M0.11%
59
HDHOME DEPOT INC
1,688$647.6M0.10%
60
VUGVANGUARD INDEX FDS
1,881$647.5M0.10%
61
CBRECBRE GROUP INC
6,584$640.2M0.10%
62
EFAISHARES TR
7,633$609.6M0.09%
63
BHKBLACKROCK CORE BD TR
55,636$600.9M0.09%
64
DVNDEVON ENERGY CORP NEW
11,851$594.7M0.09%
65
AEPAMERICAN ELEC PWR CO INC
6,688$575.8M0.09%
66
IAU*ISHARES GOLD TR
13,412$563.4M0.09%
67
PEPPEPSICO INC
3,210$561.8M0.08%
68
PRUPRUDENTIAL FINL INC
4,728$555.1M0.08%
69
AVGOBROADCOM INC
401$531.5M0.08%
70
METAMETA PLATFORMS INC
1,091$529.8M0.08%
71
GWWGRAINGER W W INC
515$523.9M0.08%
72
CSCOCISCO SYS INC
9,284$463.4M0.07%
73
AQLTISHARES TR
19,574$445.7M0.07%
74
QUALISHARES TR
2,705$444.6M0.07%
75
WMWASTE MGMT INC DEL
2,060$439.1M0.07%
76
PCTPURECYCLE TECHNOLOGIES INC
68,190$424.1M0.06%
77
KOCOCA COLA CO
6,699$409.9M0.06%
78
IWDISHARES TR
2,209$395.7M0.06%
79
TIPISHARES TR
3,505$376.5M0.06%
80
MAMASTERCARD INCORPORATED
778$374.9M0.06%
81
ABTABBOTT LABS
3,298$374.8M0.06%
82
ANETEURARISTA NETWORKS INC
1,260$365.4M0.06%
83
VEAVANGUARD TAX-MANAGED FDS
7,273$364.9M0.06%
84
IJHISHARES TR
5,998$364.3M0.06%
85
NKENIKE INC
3,859$362.7M0.05%
86
NTAPNETAPP INC
3,442$361.3M0.05%
87
PWRQUANTA SVCS INC
1,370$355.9M0.05%
88
PHYS/USPROTT PHYSICAL GOLD TR
20,395$352.8M0.05%
89
KHCKRAFT HEINZ CO
9,337$344.5M0.05%
90
EDVVANGUARD WORLD FD
4,398$336.9M0.05%
91
TSLATESLA INC
1,862$327.2M0.05%
92
USMVISHARES TR
3,587$299.8M0.05%
93
JPSTJ P MORGAN EXCHANGE TRADED F
5,917$298.5M0.05%
94
NDQINVESCO QQQ TR
670$297.5M0.04%
95
COPCONOCOPHILLIPS
2,336$297.3M0.04%
96
EPDENTERPRISE PRODS PARTNERS L
10,019$292.3M0.04%
97
PSXPHILLIPS 66
1,700$277.6M0.04%
98
PSLV/USPROTT PHYSICAL SILVER TR
33,237$275.5M0.04%
99
REMISHARES TR
11,689$271.7M0.04%
100
CAHCARDINAL HEALTH INC
2,333$261.1M0.04%
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