Clarity Financial LLC Q3 2022 Filing

Filed November 10, 2022

Portfolio Value

$427.4M

Holdings

83

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (83 positions)

#StockSharesValue% PortfolioType
1
BILSPDR SER TR
947,871$86.8M20.31%
2
TLTISHARES TR
524,491$53.7M12.57%
3
TFLOISHARES TR
764,744$38.6M9.04%
4
XOMEXXON MOBIL CORP
171,998$15.0M3.51%
5
XLVSELECT SECTOR SPDR TR
106,716$12.9M3.02%
6
FXEINVESCO CURRENCYSHARES EURO
127,004$11.5M2.69%
7
XLKSELECT SECTOR SPDR TR
96,097$11.4M2.67%
8
NINEQNINE ENERGY SERVICE INC
4,218,534$11.1M2.61%
9
ABBVABBVIE INC
76,376$10.3M2.40%
10
IAU*ISHARES GOLD TR
293,231$9.2M2.16%
11
COSTCOSTCO WHSL CORP NEW
18,794$8.9M2.08%
12
MSFTMICROSOFT CORP
34,027$7.9M1.85%
13
XLESELECT SECTOR SPDR TR
103,892$7.5M1.75%
14
DVNDEVON ENERGY CORP NEW
123,700$7.4M1.74%
15
XLFISELECT SECTOR SPDR TR
106,418$7.1M1.66%
16
CVSCVS HEALTH CORP
72,049$6.9M1.61%
17
ALBALBEMARLE CORP
25,122$6.6M1.55%
18
AAPLAPPLE INC
45,925$6.3M1.48%
19
PSAPUBLIC STORAGE
20,293$5.9M1.39%
20
GOOGALPHABET INC
61,722$5.9M1.39%
21
XLUSELECT SECTOR SPDR TR
87,289$5.7M1.34%
22
DUKDUKE ENERGY CORP NEW
61,173$5.7M1.33%
23
PGPROCTER AND GAMBLE CO
42,688$5.4M1.26%
24
NEENEXTERA ENERGY INC
65,480$5.1M1.20%
25
ABTABBOTT LABS
51,220$5.0M1.16%
26
UNHUNITEDHEALTH GROUP INC
9,643$4.9M1.14%
27
PFFISHARES TR
152,130$4.8M1.13%
28
RTXRAYTHEON TECHNOLOGIES CORP
55,983$4.6M1.07%
29
XLCSELECT SECTOR SPDR TR
95,671$4.6M1.07%
30
XLYSELECT SECTOR SPDR TR
25,041$3.6M0.83%
31
BACVERIZON COMMUNICATIONS INC
89,514$3.4M0.80%
32
XLISELECT SECTOR SPDR TR
39,953$3.3M0.77%
33
VYMVANGUARD WHITEHALL FDS
29,412$2.8M0.65%
34
SPYSPDR S&P 500 ETF TR
7,590$2.7M0.63%Put
35
AMZNAMAZON COM INC
22,591$2.6M0.60%
36
LITGLOBAL X FDS
36,085$2.4M0.56%
37
XLRESELECT SECTOR SPDR TR
59,803$2.2M0.50%
38
XLBSELECT SECTOR SPDR TR
30,574$2.1M0.49%
39
CWBSPDR SER TR
32,447$2.1M0.48%
40
SHYISHARES TR
24,043$2.0M0.46%
41
XLFSELECT SECTOR SPDR TR
53,873$1.6M0.38%
42
BHKBLACKROCK CORE BD TR
123,435$1.2M0.29%
43
AGGISHARES TR
12,672$1.2M0.29%
44
NVDANVIDIA CORPORATION
9,550$1.2M0.27%
45
AMDADVANCED MICRO DEVICES INC
15,103$957K0.22%
46
SPDSIMPLIFY EXCHANGE TRADED FUN
35,559$941K0.22%
47
EXCHANGE LISTED FDS TR
44,988$886K0.21%
48
JNJJOHNSON & JOHNSON
4,123$674K0.16%
49
FSTAFIDELITY COVINGTON TRUST
16,562$665K0.16%
50
SHVISHARES TR
5,940$653K0.15%
51
IWBISHARES TR
3,152$622K0.15%
52
BRK/BBERKSHIRE HATHAWAY INC DEL
2,306$616K0.14%
53
GSYINVESCO ACTIVELY MANAGED ETF
12,327$609K0.14%
54
AEPAMERICAN ELEC PWR CO INC
6,944$600K0.14%
55
REMISHARES TR
26,165$548K0.13%
56
IEFISHARES TR
4,935$474K0.11%
57
PEPPEPSICO INC
2,860$467K0.11%
58
TSLATESLA INC
1,720$456K0.11%
59
QCOMQUALCOMM INC
4,002$452K0.11%
60
TIPISHARES TR
4,254$446K0.10%
61
PRUPRUDENTIAL FINL INC
4,760$408K0.10%
62
INTCINTEL CORP
14,747$380K0.09%
63
CVXCHEVRON CORP NEW
2,635$379K0.09%
64
WMWASTE MGMT INC DEL
2,246$360K0.08%
65
EFAISHARES TR
5,855$328K0.08%
66
HDHOME DEPOT INC
1,156$319K0.07%
67
VUGVANGUARD INDEX FDS
1,473$315K0.07%
68
KHCKRAFT HEINZ CO
9,000$300K0.07%
69
TAT&T INC
19,486$299K0.07%
70
IWDISHARES TR
2,061$280K0.07%
71
STIPISHARES TR
2,866$275K0.06%
72
GQ9SPDR GOLD TR
1,779$275K0.06%
73
FFORD MTR CO DEL
23,248$260K0.06%
74
MCDMCDONALDS CORP
1,085$250K0.06%
75
VTIVANGUARD INDEX FDS
1,361$244K0.06%
76
TRVCCITIGROUP INC
5,800$242K0.06%
77
GOOGLALPHABET INC
2,317$222K0.05%
78
SHELSHELL PLC
4,340$216K0.05%
79
DHRDANAHER CORPORATION
818$211K0.05%
80
NTAPNETAPP INC
3,403$210K0.05%
81
CAHCARDINAL HEALTH INC
3,091$206K0.05%
82
NBBNUVEEN TAXABLE MUNICPAL INM
11,648$183K0.04%
83
AMBPARDAGH METAL PACKAGING S A
12,500$61K0.01%