Clarity Financial LLC Q3 2021 Filing

Filed October 20, 2021

Portfolio Value

$614.9M

Holdings

94

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (94 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
24,335$80.7M13.13%Put
2
PFFISHARES TR
1,408,325$54.7M8.89%
3
TLTISHARES TR
342,345$49.4M8.03%
4
SHYISHARES TR
438,256$37.8M6.14%
5
XLKSELECT SECTOR SPDR TR
159,984$23.9M3.89%
6
IEFISHARES TR
171,933$19.8M3.22%
7
XLVSELECT SECTOR SPDR TR
143,918$18.3M2.98%
8
GSYINVESCO ACTIVELY MANAGED ETF
320,050$16.2M2.63%
9
XOMEXXON MOBIL CORP
238,242$14.0M2.28%
10
ABBVABBVIE INC
113,013$12.2M1.98%
11
XLCSELECT SECTOR SPDR TR
143,386$11.5M1.87%
12
XLYSELECT SECTOR SPDR TR
62,948$11.3M1.84%
13
AAPLAPPLE INC
76,602$10.8M1.76%
14
CVSCVS HEALTH CORP
126,767$10.8M1.75%
15
XLFSELECT SECTOR SPDR TR
243,928$9.2M1.49%
16
XLUSELECT SECTOR SPDR TR
142,792$9.1M1.48%
17
XLFISELECT SECTOR SPDR TR
128,236$8.8M1.44%
18
ALBALBEMARLE CORP
39,952$8.7M1.42%
19
NINEQNINE ENERGY SERVICE INC
4,738,514$8.7M1.41%
20
FFORD MTR CO DEL
583,009$8.3M1.34%
21
JNJJOHNSON & JOHNSON
47,342$7.6M1.24%
22
MSFTMICROSOFT CORP
26,459$7.5M1.21%
23
GOOGALPHABET INC
2,685$7.2M1.16%
24
AMZNAMAZON COM INC
2,119$7.0M1.13%
25
XLRESELECT SECTOR SPDR TR
149,029$6.6M1.08%
26
DUKDUKE ENERGY CORP NEW
67,160$6.6M1.07%
27
GSGOLDMAN SACHS GROUP INC
16,865$6.4M1.04%
28
JPMJPMORGAN CHASE & CO
38,191$6.3M1.02%
29
NEENEXTERA ENERGY INC
78,852$6.2M1.01%
30
NFLXNETFLIX INC
10,108$6.2M1.00%
31
XLESELECT SECTOR SPDR TR
114,803$6.0M0.97%
32
LITGLOBAL X FDS
72,345$5.9M0.96%
33
PSAPUBLIC STORAGE
19,599$5.8M0.95%
34
NVDANVIDIA CORPORATION
27,838$5.8M0.94%
35
XLISELECT SECTOR SPDR TR
54,352$5.3M0.86%
36
ABTABBOTT LABS
44,099$5.2M0.85%
37
UPSUNITED PARCEL SERVICE INC
27,251$5.0M0.81%
38
SJNKSPDR SER TR
167,679$4.6M0.75%
39
COSTCOSTCO WHSL CORP NEW
9,960$4.5M0.73%
40
XLBSELECT SECTOR SPDR TR
54,956$4.3M0.71%
41
ICVTISHARES TR
41,960$4.2M0.68%
42
SCHDSCHWAB STRATEGIC TR
56,199$4.2M0.68%
43
BACVERIZON COMMUNICATIONS INC
74,144$4.0M0.65%
44
ADBEADOBE SYSTEMS INCORPORATED
6,708$3.9M0.63%
45
RTXRAYTHEON TECHNOLOGIES CORP
44,643$3.8M0.62%
46
AGGISHARES TR
31,329$3.6M0.58%
47
PGPROCTER AND GAMBLE CO
24,450$3.4M0.56%
48
SBUXSTARBUCKS CORP
28,951$3.2M0.52%
49
IYTISHARES TR
12,534$3.0M0.50%
50
VVISA INC
11,389$2.5M0.41%
51
ITOTISHARES TR
23,692$2.3M0.38%
52
MGVVANGUARD WORLD FD
23,804$2.3M0.38%
53
IWYISHARES TR
15,168$2.3M0.38%
54
PGXINVESCO EXCH TRADED FD TR II
149,307$2.2M0.36%
55
BNDXVANGUARD CHARLOTTE FDS
35,730$2.0M0.33%
56
CWBSPDR SER TR
21,437$1.8M0.30%
57
SPHQINVESCO EXCHANGE TRADED FD T
37,446$1.8M0.30%
58
AOAISHARES TR
25,804$1.8M0.29%
59
BILSPDR SER TR
18,951$1.7M0.28%
60
LVLNSPDR SER TR
37,928$1.6M0.27%
61
SPDSIMPLIFY EXCHANGE TRADED FUN
42,679$1.3M0.21%
62
IWBISHARES TR
4,491$1.1M0.18%
63
HEFAISHARES TR
30,884$1.1M0.17%
64
DBAINVESCO DB MULTI-SECTOR COMM
53,698$1.0M0.17%
65
SHVISHARES TR
8,976$992K0.16%
66
FSTAFIDELITY COVINGTON TRUST
22,306$934K0.15%
67
BHKBLACKROCK CORE BD TR
52,921$876K0.14%
68
STIPISHARES TR
6,180$653K0.11%
69
TAT&T INC
23,407$632K0.10%
70
JPSTJ P MORGAN EXCHANGE-TRADED F
9,250$469K0.08%
71
BRK/BBERKSHIRE HATHAWAY INC DEL
1,687$460K0.07%
72
TIPISHARES TR
3,268$417K0.07%
73
NBBNUVEEN TAXABLE MUNICPAL INM
17,958$411K0.07%
74
TRVCCITIGROUP INC
5,006$351K0.06%
75
MGCVANGUARD WORLD FD
1,995$304K0.05%
76
WPCWP CAREY INC
3,925$287K0.05%
77
NDQINVESCO QQQ TR
798$286K0.05%
78
PPGPPG INDS INC
1,893$271K0.04%
79
CVXCHEVRON CORP NEW
2,629$267K0.04%
80
ONEQFIDELITY COMWLTH TR
4,713$265K0.04%
81
DWASINVESCO EXCH TRADED FD TR II
2,995$263K0.04%
82
RWKINVESCO EXCH TRADED FD TR II
3,016$263K0.04%
83
DGRWWISDOMTREE TR
4,430$261K0.04%
84
VVVANGUARD INDEX FDS
1,291$259K0.04%
85
AQLTISHARES TR
9,114$242K0.04%
86
LQDISHARES TR
1,670$222K0.04%
87
FSKFS KKR CAP CORP
9,861$217K0.04%
88
CRMSALESFORCE COM INC
788$214K0.03%
89
VTIVANGUARD INDEX FDS
935$208K0.03%
90
DISDISNEY WALT CO
1,217$206K0.03%
91
PHYS/USPROTT PHYSICAL GOLD TR
11,500$159K0.03%
92
AMERICAN FIN TR INC
15,036$121K0.02%
93
PROSHARES TR II
11,000$78K0.01%
94
OPTINOSE INC
14,492$43K0.01%