Clarity Financial LLC Q4 2023 Filing

Filed January 12, 2024

Portfolio Value

$576.8B

Holdings

111

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (111 positions)

#StockSharesValue% PortfolioType
1
SHYISHARES TR
920,542$75.5B13.09%
2
IEIISHARES TR
249,751$29.3B5.07%
3
XOMEXXON MOBIL CORP
265,085$26.5B4.59%
4
ABBVABBVIE INC
166,559$25.8B4.47%
5
XLKSELECT SECTOR SPDR TR
132,049$25.4B4.41%
6
AAPLAPPLE INC
120,074$23.1B4.01%
7
DUKDUKE ENERGY CORP NEW
224,861$21.8B3.78%
8
MSFTMICROSOFT CORP
56,905$21.4B3.71%
9
TLTISHARES TR
212,778$21.0B3.65%Call
10
GOOGALPHABET INC
144,369$20.3B3.53%
11
COSTCOSTCO WHSL CORP NEW
25,790$17.0B2.95%
12
PGPROCTER AND GAMBLE CO
110,062$16.1B2.80%
13
XLCSELECT SECTOR SPDR TR
217,105$15.8B2.73%
14
CMCSACOMCAST CORP NEW
331,342$14.5B2.52%
15
AMDADVANCED MICRO DEVICES INC
98,541$14.5B2.52%
16
AMZNAMAZON COM INC
95,329$14.5B2.51%
17
SWKSTANLEY BLACK & DECKER INC
137,263$13.5B2.33%
18
XLVSELECT SECTOR SPDR TR
86,093$11.7B2.04%
19
XLFISELECT SECTOR SPDR TR
161,219$11.6B2.01%
20
BILSPDR SER TR
126,435$11.6B2.00%
21
VVISA INC
39,024$10.2B1.76%
22
XLYSELECT SECTOR SPDR TR
54,764$9.8B1.70%
23
NVDANVIDIA CORPORATION
19,393$9.6B1.66%
24
XLESELECT SECTOR SPDR TR
103,373$8.7B1.50%
25
RTXRTX CORPORATION
92,155$7.8B1.34%
26
XLUSELECT SECTOR SPDR TR
121,312$7.7B1.33%
27
BRK/BBERKSHIRE HATHAWAY INC DEL
21,247$7.6B1.31%
28
FANGDIAMONDBACK ENERGY INC
46,127$7.2B1.24%
29
CSCOCISCO SYS INC
137,109$6.9B1.20%
30
WMTWALMART INC
42,200$6.7B1.15%
31
NINEQNINE ENERGY SERVICE INC
2,471,249$6.6B1.15%
32
SPYSPDR S&P 500 ETF TR
10,309$4.9B0.85%
33
SMHVANECK ETF TRUST
24,625$4.3B0.75%
34
XLFSELECT SECTOR SPDR TR
111,251$4.2B0.73%
35
XLISELECT SECTOR SPDR TR
34,189$3.9B0.68%
36
SHVISHARES TR
21,629$2.4B0.41%
37
BACVERIZON COMMUNICATIONS INC
57,120$2.2B0.37%
38
TFLOISHARES TR
29,006$1.5B0.25%
39
FLOTISHARES TR
27,164$1.4B0.24%
40
AGGISHARES TR
13,366$1.3B0.23%
41
VYMVANGUARD WHITEHALL FDS
10,345$1.2B0.20%
42
JNJJOHNSON & JOHNSON
7,036$1.1B0.19%
43
JPMJPMORGAN CHASE & CO
6,299$1.1B0.19%
44
IEFISHARES TR
9,882$952.5M0.17%
45
UNHUNITEDHEALTH GROUP INC
1,736$913.9M0.16%
46
VGLTVANGUARD SCOTTSDALE FDS
14,845$913.4M0.16%
47
FTSLFIRST TR EXCHANGE-TRADED FD
19,611$903.5M0.16%
48
MOALTRIA GROUP INC
21,107$851.5M0.15%
49
CVSCVS HEALTH CORP
10,285$812.1M0.14%
50
PSAPUBLIC STORAGE
2,634$803.2M0.14%
51
CVXCHEVRON CORP NEW
5,012$747.6M0.13%
52
GOOGLALPHABET INC
4,729$660.6M0.11%
53
JNKSPDR SER TR
6,825$646.5M0.11%
54
CBRECBRE GROUP INC
6,624$616.6M0.11%
55
BHKBLACKROCK CORE BD TR
55,636$607.0M0.11%
56
EFAISHARES TR
8,015$604.0M0.10%
57
VTIVANGUARD INDEX FDS
2,501$593.3M0.10%
58
VUGVANGUARD INDEX FDS
1,881$584.8M0.10%
59
HDHOME DEPOT INC
1,637$567.4M0.10%
60
AEPAMERICAN ELEC PWR CO INC
6,723$546.0M0.09%
61
IAU*ISHARES GOLD TR
13,269$517.9M0.09%
62
TSLATESLA INC
2,055$510.6M0.09%
63
PRUPRUDENTIAL FINL INC
4,592$476.2M0.08%
64
VOOVANGUARD INDEX FDS
1,084$473.5M0.08%
65
SCVLSHOE CARNIVAL INC
14,209$429.3M0.07%
66
GWWGRAINGER W W INC
515$426.8M0.07%
67
MGKVANGUARD WORLD FD
1,607$417.0M0.07%
68
NDQINVESCO QQQ TR
1,015$415.7M0.07%
69
PEPPEPSICO INC
2,427$412.2M0.07%
70
METAMETA PLATFORMS INC
1,157$409.5M0.07%
71
DVNDEVON ENERGY CORP NEW
8,993$407.4M0.07%
72
AVGOBROADCOM INC
357$398.5M0.07%
73
KOCOCA COLA CO
6,543$385.6M0.07%
74
TIPISHARES TR
3,461$372.0M0.06%
75
WMWASTE MGMT INC DEL
2,061$369.2M0.06%
76
IWDISHARES TR
2,209$365.0M0.06%
77
LLYELI LILLY & CO
625$364.4M0.06%
78
KHCKRAFT HEINZ CO
9,343$345.5M0.06%
79
EDVVANGUARD WORLD FD
4,221$342.1M0.06%
80
ILTBISHARES TR
6,478$340.6M0.06%
81
QUALISHARES TR
2,305$339.2M0.06%
82
HYMBSPDR SER TR
13,150$332.7M0.06%
83
AQLTISHARES TR
13,755$316.9M0.05%
84
MAMASTERCARD INCORPORATED
724$308.8M0.05%
85
REMISHARES TR
13,053$307.9M0.05%
86
ANETEURARISTA NETWORKS INC
1,295$305.0M0.05%
87
NTAPNETAPP INC
3,442$303.4M0.05%
88
COPCONOCOPHILLIPS
2,611$303.1M0.05%
89
ABTABBOTT LABS
2,688$295.9M0.05%
90
TAT&T INC
17,135$287.5M0.05%
91
USMVISHARES TR
3,551$277.1M0.05%
92
VBRVANGUARD INDEX FDS
1,536$276.5M0.05%
93
PCTPURECYCLE TECHNOLOGIES INC
68,190$276.2M0.05%
94
VVVANGUARD INDEX FDS
1,232$268.8M0.05%
95
EPDENTERPRISE PRODS PARTNERS L
9,940$261.9M0.05%
96
AFLAFLAC INC
3,126$257.9M0.04%
97
RSPINVESCO EXCHANGE TRADED FD T
1,553$245.1M0.04%
98
NEENEXTERA ENERGY INC
3,995$242.7M0.04%
99
CAHCARDINAL HEALTH INC
2,374$239.3M0.04%
100
DMLPDORCHESTER MINERALS LP
7,480$238.1M0.04%
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