Claris Financial LLC Diversified Active

CIK: 0002060278 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Jun 18, 2025

Total Value ($000): $152,154 (100.0% shares, 0.0% debt)

Holdings (153)

FVD FIRST TRUST VALUE DIVIDEND INDEX ETF 7.0%
Value ($000) $10,697 Shares 245,128 Est. Cost $43.64 Unrealized
AAPL APPLE INC 6.0%
Value ($000) $9,067 Shares 36,208 Est. Cost $234.51 Unrealized -1.6%
VUG VANGUARD GROWTH ETF 5.9%
Value ($000) $9,040 Shares 22,026 Est. Cost $410.44 Unrealized
MTUM ISHARES MSCI USA MOMNTUMFCT ETF 5.2%
Value ($000) $7,886 Shares 38,109 Est. Cost $206.92 Unrealized
NVDA NVIDIA CORP 3.8%
Value ($000) $5,851 Shares 43,570 Est. Cost $137.79 Unrealized -8.0%
MSFT MICROSOFT CORP 3.8%
Value ($000) $5,748 Shares 13,636 Est. Cost $422.35 Unrealized -4.1%
FTCS FIRST TRUST CAPITAL STRENGTH ETF IV 3.4%
Value ($000) $5,209 Shares 59,319 Est. Cost $87.82 Unrealized
VTV VANGUARD VALUE ETF 2.8%
Value ($000) $4,254 Shares 25,127 Est. Cost $169.29 Unrealized
FTSM FIRST TRST ENHNCD SHRT MRTY ETF IV 2.4%
Value ($000) $3,639 Shares 60,876 Est. Cost $59.77 Unrealized
LMBS FRST TRT LOW DTN OPNTS ETF IV 1.8%
Value ($000) $2,753 Shares 56,573 Est. Cost $48.67 Unrealized
AMZN AMAZON.COM INC 1.7%
Value ($000) $2,521 Shares 11,490 Est. Cost $204.58 Unrealized +6.1%
RDVY FT RISING DIVIDEND ACHIEVERS ETF IV 1.6%
Value ($000) $2,480 Shares 41,935 Est. Cost $59.14 Unrealized
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $2,195 Shares 9,157 Est. Cost $228.03 Unrealized +10.0%
SPY SPDR S&P 500 ETF IV 1.2%
Value ($000) $1,762 Shares 3,006 Est. Cost $586.04 Unrealized
TBIL US TREASURY 3 MONTH BILLETF 1.0%
Value ($000) $1,582 Shares 31,720 Est. Cost $49.86 Unrealized
IBM IBM CORP 1.0%
Value ($000) $1,568 Shares 7,135 Est. Cost $216.31 Unrealized +10.7%
VOO VANGUARD S&P 500 ETF 0.9%
Value ($000) $1,394 Shares 2,588 Est. Cost $538.82 Unrealized
YMAX YIELDMAX UNIVRS FD OPT INCOM ETF 0.9%
Value ($000) $1,394 Shares 82,245 Est. Cost $16.95 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FI ETF 0.9%
Value ($000) $1,365 Shares 31,763 Est. Cost $42.97 Unrealized
TSLA TESLA INC 0.9%
Value ($000) $1,364 Shares 3,377 Est. Cost $321.74 Unrealized +3.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.9%
Value ($000) $1,356 Shares 28,363 Est. Cost $47.82 Unrealized
EES WISDOMTREE US SMALLCAP ETF 0.9%
Value ($000) $1,324 Shares 24,547 Est. Cost $53.94 Unrealized
GOOGL ALPHABET INC CLASS A 0.8%
Value ($000) $1,291 Shares 6,821 Est. Cost $174.14 Unrealized +3.8%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.8%
Value ($000) $1,286 Shares 10,076 Est. Cost $127.59 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.8%
Value ($000) $1,221 Shares 2,694 Est. Cost $461.73 Unrealized +5.3%
QUAL ISHARES MSCI USA QLTY FACT ETF 0.8%
Value ($000) $1,217 Shares 6,835 Est. Cost $178.09 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $1,199 Shares 6,746 Est. Cost $177.41 Unrealized +6.8%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $1,178 Shares 8,145 Est. Cost $149.59 Unrealized +1.9%
KO THE COCA-COLA CO 0.8%
Value ($000) $1,172 Shares 18,823 Est. Cost $63.09 Unrealized +3.0%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,155 Shares 10,735 Est. Cost $112.36 Unrealized -4.6%
YMAG YIELDMAX MAGFT 7 FND OPTINCM ETF 0.7%
Value ($000) $1,139 Shares 59,152 Est. Cost $19.25 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,131 Shares 1,234 Est. Cost $922.64 Unrealized +5.2%
FTEC FIDELITY MSCI INFOR TECHINDX ETF 0.7%
Value ($000) $1,115 Shares 6,032 Est. Cost $184.88 Unrealized
XDTE ROUNDHILL S&P 500 0DTE COVRD ETF 0.7%
Value ($000) $1,089 Shares 21,702 Est. Cost $50.16 Unrealized
RFDI FT RIVERFRONT DYNAMIC DEV INTER ETF 0.7%
Value ($000) $1,080 Shares 17,578 Est. Cost $61.46 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $1,078 Shares 2,770 Est. Cost $397.26 Unrealized -4.2%
VB VANGUARD SMALL CAP ETF 0.7%
Value ($000) $1,075 Shares 4,475 Est. Cost $240.33 Unrealized
V VISA INC CLASS A 0.7%
Value ($000) $1,033 Shares 3,267 Est. Cost $298.33 Unrealized +12.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.7%
Value ($000) $1,032 Shares 5,268 Est. Cost $195.85 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 0.7%
Value ($000) $1,027 Shares 11,686 Est. Cost $87.90 Unrealized
VFH VANGUARD FINANCIALS ETF 0.6%
Value ($000) $926 Shares 7,845 Est. Cost $118.07 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.6%
Value ($000) $906 Shares 32,520 Est. Cost $27.87 Unrealized
D DOMINION ENERGY INC 0.6%
Value ($000) $878 Shares 16,302 Est. Cost $54.04 Unrealized -2.4%
PG PROCTER & GAMBLE CO 0.6%
Value ($000) $856 Shares 5,109 Est. Cost $165.73 Unrealized -1.1%
DVY ISHARES SELECT DIVIDEND ETF 0.6%
Value ($000) $840 Shares 6,397 Est. Cost $131.29 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $811 Shares 11,306 Est. Cost $75.03 Unrealized -8.5%
VCSH VANGUARD SHORT TERM COR BD ETF 0.5%
Value ($000) $787 Shares 10,087 Est. Cost $78.01 Unrealized
USOI UBS AG ETRACS CD OL CR CL ETN IV 0.5%
Value ($000) $762 Shares 11,644 Est. Cost $65.48 Unrealized
SPMO INVSC S P 500 MOMENTUM ETF 0.5%
Value ($000) $735 Shares 7,733 Est. Cost $95.01 Unrealized
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $720 Shares 6,684 Est. Cost $108.79 Unrealized +1.6%
NFLX NETFLIX INC 0.5%
Value ($000) $718 Shares 805 Est. Cost $82.31 Unrealized +15.5%
LLY ELI LILLY AND CO 0.5%
Value ($000) $713 Shares 924 Est. Cost $821.14 Unrealized +0.7%
PAVE GLOBAL X US INFRA DVLPMNT ETF 0.5%
Value ($000) $706 Shares 17,461 Est. Cost $40.41 Unrealized
MRK MERCK & CO. INC. 0.5%
Value ($000) $700 Shares 7,034 Est. Cost $98.70 Unrealized -8.7%
TPL TEXAS PACIFIC LAND CORP 0.4%
Value ($000) $647 Shares 585 Est. Cost $405.98 Unrealized +9.2%
BITO PROSHARES BITCOIN ETF 0.4%
Value ($000) $632 Shares 27,727 Est. Cost $22.78 Unrealized
DHI D R HORTON INC 0.4%
Value ($000) $613 Shares 4,382 Est. Cost $164.94 Unrealized -19.5%
CSCO CISCO SYS INC 0.4%
Value ($000) $602 Shares 10,176 Est. Cost $55.37 Unrealized +8.5%
RIGS RIVERFRONT STRATEGIC INCOME ETF 0.4%
Value ($000) $594 Shares 25,666 Est. Cost $23.13 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $585 Shares 1,121 Est. Cost $520.85 Unrealized +6.2%
USFR WISDOMTREE FLOATING RATETREASRY ETF 0.4%
Value ($000) $581 Shares 11,538 Est. Cost $50.32 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF 0.4%
Value ($000) $580 Shares 1,134 Est. Cost $511.24 Unrealized
PWB INVESCO LARGE CAP GROWTHETF 0.4%
Value ($000) $577 Shares 5,670 Est. Cost $101.74 Unrealized
NOBL PROSHARES S&P 500 DIV ARISTOCRAT ETF 0.4%
Value ($000) $566 Shares 5,687 Est. Cost $99.54 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $563 Shares 3,702 Est. Cost $156.55 Unrealized -8.3%
FHLC FIDELITY MSCI HEALTH CARE INDX ETF 0.4%
Value ($000) $563 Shares 8,609 Est. Cost $65.35 Unrealized
ADP AUTOMATIC DATA PROCESSIN 0.4%
Value ($000) $555 Shares 1,895 Est. Cost $287.90 Unrealized +2.6%
BOND PIMCO ACTIVE BOND ETF 0.4%
Value ($000) $554 Shares 6,126 Est. Cost $90.42 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $554 Shares 1,911 Est. Cost $289.82 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $543 Shares 1,118 Est. Cost $527.20 Unrealized -15.0%
SDVY FRST TRST SMID CAP RSNG DIV ACH ETF 0.4%
Value ($000) $535 Shares 14,931 Est. Cost $35.85 Unrealized
VO VANGUARD MID CAP ETF 0.3%
Value ($000) $529 Shares 2,002 Est. Cost $264.13 Unrealized
PODD INSULET CORP 0.3%
Value ($000) $522 Shares 2,000 Est. Cost $251.84 Unrealized +7.5%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $519 Shares 3,584 Est. Cost $145.50 Unrealized +3.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $519 Shares 18,983 Est. Cost $27.32 Unrealized
ACN ACCENTURE PLC IRELAND FCLASS A 0.3%
Value ($000) $489 Shares 1,391 Est. Cost $354.74 Unrealized -1.5%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.3%
Value ($000) $488 Shares 11,663 Est. Cost $41.87 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.3%
Value ($000) $487 Shares 4,085 Est. Cost $119.12 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $485 Shares 1,674 Est. Cost $290.22 Unrealized +0.9%
RTX RTX CORP 0.3%
Value ($000) $445 Shares 3,842 Est. Cost $118.27 Unrealized +5.5%
SMH VANECK SEMICONDUCTOR ETF 0.3%
Value ($000) $436 Shares 1,801 Est. Cost $242.20 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $422 Shares 1,162 Est. Cost $381.74 Unrealized -7.8%
AMLP ALPS ALERIAN MLP ETF 0.3%
Value ($000) $421 Shares 8,737 Est. Cost $48.16 Unrealized
GOOG ALPHABET INC CLASS C 0.3%
Value ($000) $411 Shares 2,159 Est. Cost $175.67 Unrealized +3.9%
RSP INVSC S P 500 EQUAL WEIGHT ETF IV 0.3%
Value ($000) $405 Shares 2,311 Est. Cost $175.21 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $404 Shares 798 Est. Cost $552.89 Unrealized -9.7%
LOW LOWES COS INC 0.3%
Value ($000) $396 Shares 1,606 Est. Cost $261.54 Unrealized -7.4%
BSV VANGUARD SHORT-TERM BONDETF 0.3%
Value ($000) $396 Shares 5,119 Est. Cost $77.27 Unrealized
MA MASTERCARD INC CLASS A 0.3%
Value ($000) $390 Shares 740 Est. Cost $514.68 Unrealized +5.3%
META META PLATFORMS INC CLASS A 0.3%
Value ($000) $389 Shares 664 Est. Cost $584.74 Unrealized +10.0%
FUTY FIDELITY MSCI UTILITIES INDX ETF 0.3%
Value ($000) $385 Shares 7,893 Est. Cost $48.77 Unrealized
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $385 Shares 1,043 Est. Cost $409.27 Unrealized -3.7%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $383 Shares 1,511 Est. Cost $257.33 Unrealized -2.6%
SO SOUTHERN CO 0.2%
Value ($000) $375 Shares 4,560 Est. Cost $84.51 Unrealized -0.5%
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.2%
Value ($000) $371 Shares 3,448 Est. Cost $107.61 Unrealized
UPS UNITED PARCEL SVC INC CLASS B 0.2%
Value ($000) $362 Shares 2,871 Est. Cost $122.34 Unrealized -7.9%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.2%
Value ($000) $361 Shares 5,234 Est. Cost $68.94 Unrealized
WMT WALMART INC 0.2%
Value ($000) $355 Shares 3,927 Est. Cost $85.80 Unrealized +8.3%
AFL AFLAC INC 0.2%
Value ($000) $353 Shares 3,410 Est. Cost $106.42 Unrealized -2.2%
ORCL ORACLE CORP 0.2%
Value ($000) $351 Shares 2,107 Est. Cost $175.85 Unrealized -8.1%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $349 Shares 1,728 Est. Cost $211.11 Unrealized +3.4%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $341 Shares 2,832 Est. Cost $120.59 Unrealized +13.6%
DTE DTE ENERGY CO 0.2%
Value ($000) $334 Shares 2,767 Est. Cost $118.43 Unrealized +4.4%
KCE SPDR S&P CAPITAL MARKETSETF 0.2%
Value ($000) $329 Shares 2,390 Est. Cost $137.70 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $319 Shares 1,211 Est. Cost $281.95 Unrealized -9.3%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $317 Shares 685 Est. Cost $468.46 Unrealized -5.7%
IPAY AMPLIFY DIGITAL PAYMENTSETF 0.2%
Value ($000) $314 Shares 5,424 Est. Cost $57.98 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 0.2%
Value ($000) $314 Shares 6,401 Est. Cost $49.05 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $308 Shares 2,678 Est. Cost $115.19 Unrealized
CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF 0.2%
Value ($000) $308 Shares 4,851 Est. Cost $63.45 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $305 Shares 2,423 Est. Cost $119.51 Unrealized +5.4%
UFO PROCURE SPACE ETF 0.2%
Value ($000) $301 Shares 12,945 Est. Cost $23.22 Unrealized
BLV VANGUARD LONG TERM BOND ETF 0.2%
Value ($000) $294 Shares 4,299 Est. Cost $68.43 Unrealized
KIE SPDR S&P INSURANCE ETF 0.2%
Value ($000) $291 Shares 5,150 Est. Cost $56.52 Unrealized
NLR VANECK URANIUM AND NUCLEAR ETF 0.2%
Value ($000) $291 Shares 3,576 Est. Cost $81.34 Unrealized
VWO VANGUARD FTSE EMERGING MARK ETF IV 0.2%
Value ($000) $289 Shares 6,567 Est. Cost $44.04 Unrealized
OKE ONEOK INC NEW 0.2%
Value ($000) $289 Shares 2,876 Est. Cost $96.84 Unrealized -1.9%
WPC W P CAREY INC REIT 0.2%
Value ($000) $286 Shares 5,258 Est. Cost $54.48 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $286 Shares 964 Est. Cost $283.58 Unrealized +3.1%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.2%
Value ($000) $285 Shares 11,392 Est. Cost $25.05 Unrealized
XME SPDR S&P METALS & MININGETF IV 0.2%
Value ($000) $284 Shares 5,009 Est. Cost $56.75 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.2%
Value ($000) $284 Shares 756 Est. Cost $375.38 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $280 Shares 2,473 Est. Cost $113.33 Unrealized +10.7%
DIS DISNEY WALT CO 0.2%
Value ($000) $274 Shares 2,459 Est. Cost $103.52 Unrealized +2.7%
UCON FIRST TRUST TCW UNCONSTRA PLS BD ETF 0.2%
Value ($000) $274 Shares 11,105 Est. Cost $24.65 Unrealized
URA GLOBAL X URANIUM ETF 0.2%
Value ($000) $273 Shares 10,180 Est. Cost $26.78 Unrealized
FTXN FIRST TRUST NASDAQ OIL AND GAS ETF 0.2%
Value ($000) $271 Shares 9,426 Est. Cost $28.75 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $264 Shares 733 Est. Cost $366.32 Unrealized +2.9%
GIS GENERAL MLS INC 0.2%
Value ($000) $262 Shares 4,107 Est. Cost $64.08 Unrealized -9.6%
PAA PLAINS ALL AMERICAN P LP 0.2%
Value ($000) $262 Shares 15,311 Est. Cost $17.08 Unrealized
XLV SELECT SECTOR HEALTH CARE SPDR ETF 0.2%
Value ($000) $259 Shares 1,886 Est. Cost $137.57 Unrealized
DE DEERE & CO 0.2%
Value ($000) $259 Shares 610 Est. Cost $413.99 Unrealized +11.5%
MDLZ MONDELEZ INTL INC CLASS A 0.2%
Value ($000) $251 Shares 4,207 Est. Cost $63.61 Unrealized -6.1%
F FORD MTR CO DEL 0.2%
Value ($000) $245 Shares 24,783 Est. Cost $9.87 Unrealized -6.4%
VZ VERIZON COMMUNICATIONS I 0.2%
Value ($000) $242 Shares 6,049 Est. Cost $39.40 Unrealized +0.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $242 Shares 1,574 Est. Cost $159.52 Unrealized +0.1%
AUB ATLANTIC UN BANKSHARES C 0.2%
Value ($000) $241 Shares 6,351 Est. Cost $37.49 Unrealized -9.7%
FDL FIRST TRUST MORNINGSTAR DIV LDRS ETF 0.2%
Value ($000) $240 Shares 5,970 Est. Cost $40.26 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $237 Shares 591 Est. Cost $401.30 Unrealized
LIN LINDE PLC F 0.2%
Value ($000) $236 Shares 564 Est. Cost $448.71 Unrealized -0.9%
MMM 3M CO 0.2%
Value ($000) $234 Shares 1,811 Est. Cost $128.38 Unrealized +12.6%
VGT VANGUARD INFORMATION TECHNOLO ETF IV 0.2%
Value ($000) $234 Shares 376 Est. Cost $621.64 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $233 Shares 4,449 Est. Cost $48.82 Unrealized +4.5%
IJH ISHARES CORE S&P MID CAPETF 0.2%
Value ($000) $232 Shares 3,717 Est. Cost $62.31 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $230 Shares 883 Est. Cost $286.05 Unrealized +0.4%
IVV ISHARES CORE S&P 500 ETF IV 0.1%
Value ($000) $228 Shares 387 Est. Cost $588.72 Unrealized
BUFQ FT VEST LADDERD NASDAQ BUFFER ETF 0.1%
Value ($000) $227 Shares 7,235 Est. Cost $31.43 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $225 Shares 1,329 Est. Cost $172.88 Unrealized -7.9%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $219 Shares 2,869 Est. Cost $33.84 Unrealized -5.8%
EMR EMERSON ELEC CO 0.1%
Value ($000) $212 Shares 1,709 Est. Cost $119.02 Unrealized -0.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $202 Shares 895 Est. Cost $203.59 Unrealized -2.5%
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $201 Shares 832 Est. Cost $242.13 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $48 Shares 166 Est. Cost $288.08 Unrealized