Clarity Financial LLC Q2 2022 Filing

Filed July 27, 2022

Portfolio Value

$461.1B

Holdings

84

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (84 positions)

#StockSharesValue% PortfolioType
1
TLTISHARES TR
565,622$65.0B14.09%
2
TFLOISHARES TR
1,068,325$53.8B11.68%
3
IAU*ISHARES GOLD TR
707,002$24.3B5.26%
4
XLVSELECT SECTOR SPDR TR
140,340$18.0B3.90%
5
JPSTJ P MORGAN EXCHANGE TRADED F
336,638$16.9B3.66%
6
ABBVABBVIE INC
97,070$14.9B3.22%
7
RSPINVESCO EXCHANGE TRADED FD T
105,793$14.2B3.08%
8
XOMEXXON MOBIL CORP
157,833$13.5B2.93%
9
XLKSELECT SECTOR SPDR TR
103,788$13.2B2.86%
10
NDQINVESCO QQQ TR
46,630$13.1B2.83%
11
COSTCOSTCO WHSL CORP NEW
25,927$12.4B2.69%
12
XLFISELECT SECTOR SPDR TR
136,721$9.9B2.14%
13
CVSCVS HEALTH CORP
96,626$9.0B1.94%
14
ALBALBEMARLE CORP
41,980$8.8B1.90%
15
PSAPUBLIC STORAGE
27,634$8.6B1.87%
16
DUKDUKE ENERGY CORP NEW
80,526$8.6B1.87%
17
MSFTMICROSOFT CORP
33,293$8.6B1.85%
18
XLUSELECT SECTOR SPDR TR
115,139$8.1B1.75%
19
PGPROCTER AND GAMBLE CO
54,893$7.9B1.71%
20
ABTABBOTT LABS
69,941$7.6B1.65%
21
RTXRAYTHEON TECHNOLOGIES CORP
74,973$7.2B1.56%
22
NEENEXTERA ENERGY INC
92,598$7.2B1.56%
23
NINEQNINE ENERGY SERVICE INC
2,642,680$7.0B1.52%
24
XLCSELECT SECTOR SPDR TR
126,451$6.9B1.49%
25
UNHUNITEDHEALTH GROUP INC
12,251$6.3B1.36%
26
BACVERIZON COMMUNICATIONS INC
123,733$6.3B1.36%
27
GOOGALPHABET INC
2,782$6.1B1.32%
28
AAPLAPPLE INC
38,866$5.3B1.15%
29
XLISELECT SECTOR SPDR TR
52,887$4.6B1.00%
30
DVNDEVON ENERGY CORP NEW
82,882$4.6B0.99%
31
XLESELECT SECTOR SPDR TR
61,644$4.4B0.96%
32
VYMVANGUARD WHITEHALL FDS
39,229$4.0B0.87%
33
XLYSELECT SECTOR SPDR TR
26,570$3.7B0.79%
34
MRO*MARATHON OIL CORP
154,688$3.5B0.75%
35
LITGLOBAL X FDS
46,715$3.4B0.74%
36
BILSPDR SER TR
36,687$3.4B0.73%
37
XLRESELECT SECTOR SPDR TR
79,147$3.2B0.70%
38
XLBSELECT SECTOR SPDR TR
40,515$3.0B0.65%
39
SPYSPDR S&P 500 ETF TR
7,605$2.9B0.62%
40
HEFAISHARES TR
76,618$2.4B0.53%
41
XLFSELECT SECTOR SPDR TR
70,036$2.2B0.48%
42
XOPSPDR SER TR
18,052$2.2B0.47%
43
BHKBLACKROCK CORE BD TR
167,198$1.9B0.41%
44
SPYVSPDR SER TR
49,891$1.8B0.40%
45
HDVISHARES TR
15,553$1.6B0.34%
46
AGGISHARES TR
12,715$1.3B0.28%
47
GCOWPACER FDS TR
39,489$1.2B0.26%
48
SPDSIMPLIFY EXCHANGE TRADED FUN
44,870$1.2B0.26%
49
GLTRABRDN PRECIOUS METALS BASKET
11,900$1.0B0.22%
50
FSTAFIDELITY COVINGTON TRUST
20,548$889.0M0.19%
51
LGLVSPDR SER TR
6,660$872.0M0.19%
52
GSYINVESCO ACTIVELY MANAGED ETF
17,526$868.0M0.19%
53
TAT&T INC
40,217$843.0M0.18%
54
SHVISHARES TR
7,344$809.0M0.18%
55
JNJJOHNSON & JOHNSON
3,807$676.0M0.15%
56
NBBNUVEEN TAXABLE MUNICPAL INM
36,630$652.0M0.14%
57
AEPAMERICAN ELEC PWR CO INC
6,596$633.0M0.14%
58
USMVISHARES TR
8,670$609.0M0.13%
59
MOATVANECK ETF TRUST
9,270$591.0M0.13%
60
TIPISHARES TR
5,112$582.0M0.13%
61
BRK/BBERKSHIRE HATHAWAY INC DEL
1,885$515.0M0.11%
62
IEFISHARES TR
4,953$507.0M0.11%
63
GDXVANECK ETF TRUST
17,807$488.0M0.11%
64
QCOMQUALCOMM INC
3,397$434.0M0.09%
65
INTCINTEL CORP
10,576$396.0M0.09%
66
STIPISHARES TR
3,554$360.0M0.08%
67
PEPPEPSICO INC
2,143$357.0M0.08%
68
PRUPRUDENTIAL FINL INC
3,710$355.0M0.08%
69
VUGVANGUARD INDEX FDS
1,473$328.0M0.07%
70
WMWASTE MGMT INC DEL
2,088$319.0M0.07%
71
WPCWP CAREY INC
3,762$312.0M0.07%
72
KHCKRAFT HEINZ CO
8,000$305.0M0.07%
73
MPTMEDICAL PPTYS TRUST INC
20,000$305.0M0.07%
74
CVXCHEVRON CORP NEW
2,039$295.0M0.06%
75
IWDISHARES TR
1,916$278.0M0.06%
76
PHYS/USPROTT PHYSICAL GOLD TR
17,990$255.0M0.06%
77
TRVCCITIGROUP INC
5,091$234.0M0.05%
78
SHYISHARES TR
2,828$234.0M0.05%
79
VTIVANGUARD INDEX FDS
1,181$223.0M0.05%
80
AQLTISHARES TR
9,105$218.0M0.05%
81
NTAPNETAPP INC
3,300$215.0M0.05%
82
GMGENERAL MTRS CO
6,742$214.0M0.05%
83
MGKVANGUARD WORLD FD
1,150$209.0M0.05%
84
DMLDENISON MINES CORP
10,000$10.0M0.00%