Clarity Financial LLC Q2 2024 Filing

Filed July 30, 2024

Portfolio Value

$676.9B

Holdings

122

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (122 positions)

#StockSharesValue% PortfolioType
1
SHYISHARES TR
563,383$46.0B6.80%
2
IEFISHARES TR
410,043$38.4B5.67%
3
IEIISHARES TR
269,689$31.1B4.60%
4
AAPLAPPLE INC
141,249$29.7B4.39%
5
ABBVABBVIE INC
154,625$26.5B3.92%
6
XLKSELECT SECTOR SPDR TR
116,704$26.4B3.90%
7
XOMEXXON MOBIL CORP
221,981$25.6B3.78%
8
GOOGALPHABET INC
139,232$25.5B3.77%
9
MSFTMICROSOFT CORP
53,678$24.0B3.54%
10
COSTCOSTCO WHSL CORP NEW
28,065$23.9B3.52%
11
TLTISHARES TR
238,394$21.9B3.23%Call
12
AMZNAMAZON COM INC
103,357$20.0B2.95%Call
13
XLVSELECT SECTOR SPDR TR
128,520$18.7B2.77%
14
SWKSTANLEY BLACK & DECKER INC
224,475$17.9B2.65%
15
DUKDUKE ENERGY CORP NEW
168,818$16.9B2.50%
16
PGPROCTER AND GAMBLE CO
101,708$16.8B2.48%
17
LLYELI LILLY & CO
18,184$16.5B2.43%
18
NVDANVIDIA CORPORATION
125,086$15.5B2.28%
19
XLCSELECT SECTOR SPDR TR
178,041$15.3B2.25%
20
AMDADVANCED MICRO DEVICES INC
89,882$14.6B2.15%
21
WMTWALMART INC
186,067$12.6B1.86%
22
BILSPDR SER TR
135,483$12.4B1.84%
23
XLFISELECT SECTOR SPDR TR
160,206$12.3B1.81%
24
FANGDIAMONDBACK ENERGY INC
58,060$11.6B1.72%
25
BRK/BBERKSHIRE HATHAWAY INC DEL
28,344$11.5B1.70%
26
XLESELECT SECTOR SPDR TR
117,965$10.8B1.59%
27
PANWPALO ALTO NETWORKS INC
29,763$10.1B1.49%
28
RTXRTX CORPORATION
93,697$9.4B1.39%
29
XLYSELECT SECTOR SPDR TR
46,226$8.4B1.25%
30
XLUSELECT SECTOR SPDR TR
120,113$8.2B1.21%
31
SPYSPDR S&P 500 ETF TR
12,498$6.8B1.00%Put
32
PSAPUBLIC STORAGE OPER CO
22,019$6.3B0.94%
33
GEVGE VERNOVA INC
34,439$5.9B0.87%
34
OKEONEOK INC NEW
68,669$5.6B0.83%
35
VVISA INC
20,278$5.3B0.79%
36
SMHVANECK ETF TRUST
18,989$5.0B0.73%
37
XLFSELECT SECTOR SPDR TR
109,091$4.5B0.66%
38
XLRESELECT SECTOR SPDR TR
108,231$4.2B0.61%
39
NINEQNINE ENERGY SERVICE INC
2,468,004$4.1B0.61%
40
XLISELECT SECTOR SPDR TR
33,612$4.1B0.61%
41
MGKVANGUARD WORLD FD
9,545$3.0B0.44%
42
SHVISHARES TR
22,984$2.5B0.38%
43
BACVERIZON COMMUNICATIONS INC
56,851$2.3B0.35%
44
XLBSELECT SECTOR SPDR TR
23,818$2.1B0.31%
45
FLOTISHARES TR
32,954$1.7B0.25%
46
AGGISHARES TR
15,791$1.5B0.23%
47
JPMJPMORGAN CHASE & CO.
6,497$1.3B0.19%
48
UNHUNITEDHEALTH GROUP INC
2,351$1.2B0.18%
49
VYMVANGUARD WHITEHALL FDS
9,651$1.1B0.17%
50
TFLOISHARES TR
22,323$1.1B0.17%
51
GOOGLALPHABET INC
5,545$1.0B0.15%
52
VTIVANGUARD INDEX FDS
3,382$904.8M0.13%
53
FTSLFIRST TR EXCHANGE-TRADED FD
19,611$896.4M0.13%
54
CVXCHEVRON CORP NEW
5,725$895.4M0.13%
55
MOALTRIA GROUP INC
19,092$869.7M0.13%
56
JNJJOHNSON & JOHNSON
5,810$849.1M0.13%
57
CMCSACOMCAST CORP NEW
20,241$792.6M0.12%
58
VUGVANGUARD INDEX FDS
1,849$691.5M0.10%
59
AEPAMERICAN ELEC PWR CO INC
6,974$611.9M0.09%
60
VOOVANGUARD INDEX FDS
1,193$596.6M0.09%
61
CBRECBRE GROUP INC
6,633$591.1M0.09%
62
EFAISHARES TR
7,534$590.2M0.09%
63
METAMETA PLATFORMS INC
1,106$557.7M0.08%
64
AVGOBROADCOM INC
344$552.3M0.08%
65
PRUPRUDENTIAL FINL INC
4,692$549.9M0.08%
66
DVNDEVON ENERGY CORP NEW
11,590$549.4M0.08%
67
PEPPEPSICO INC
3,330$549.2M0.08%
68
QUALISHARES TR
3,126$533.8M0.08%
69
HDHOME DEPOT INC
1,539$529.8M0.08%
70
BHKBLACKROCK CORE BD TR
46,721$497.6M0.07%
71
CVSCVS HEALTH CORP
8,317$491.2M0.07%
72
IAU*ISHARES GOLD TR
10,641$467.5M0.07%
73
GWWGRAINGER W W INC
515$464.7M0.07%
74
CSCOCISCO SYS INC
9,772$464.3M0.07%
75
IVVISHARES TR
789$431.8M0.06%
76
NTAPNETAPP INC
3,339$430.1M0.06%
77
TIPISHARES TR
3,827$408.6M0.06%
78
PCTPURECYCLE TECHNOLOGIES INC
68,190$403.7M0.06%
79
IWDISHARES TR
2,209$385.4M0.06%
80
MMM3M CO
3,568$364.6M0.05%
81
EDVVANGUARD WORLD FD
4,884$358.6M0.05%
82
AQLTISHARES TR
15,749$355.5M0.05%
83
MAMASTERCARD INCORPORATED
797$351.8M0.05%
84
PWRQUANTA SVCS INC
1,370$348.1M0.05%
85
SNOWSNOWFLAKE INC
2,500$337.7M0.05%
86
ANETEURARISTA NETWORKS INC
953$334.0M0.05%
87
ADPAUTOMATIC DATA PROCESSING IN
1,397$333.5M0.05%
88
VIGVANGUARD SPECIALIZED FUNDS
1,807$329.9M0.05%
89
NKENIKE INC
4,217$317.8M0.05%
90
BACBANK AMERICA CORP
7,902$314.3M0.05%
91
REMISHARES TR
14,036$311.0M0.05%
92
KHCKRAFT HEINZ CO
9,521$306.8M0.05%
93
USMVISHARES TR
3,551$298.2M0.04%
94
PHYS/USPROTT PHYSICAL GOLD TR
16,195$292.5M0.04%
95
ABTABBOTT LABS
2,811$292.1M0.04%
96
PSLV/USPROTT PHYSICAL SILVER TR
29,212$290.1M0.04%
97
EPDENTERPRISE PRODS PARTNERS L
9,932$287.8M0.04%
98
NDQINVESCO QQQ TR
596$285.7M0.04%
99
COPCONOCOPHILLIPS
2,460$281.4M0.04%
100
ROMPROSHARES TR
3,852$269.0M0.04%
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