Clarity Financial LLC Diversified Active

CIK: 0001862145 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 27, 2022

Total Value ($000): $461,147 (100.0% shares, 0.0% debt)

Holdings (84)

TLT ISHARES TR 14.1%
Value ($000) $64,973 Shares 565,622 Est. Cost $134.71 Unrealized
TFLO ISHARES TR 11.7%
Value ($000) $53,844 Shares 1,068,325 Est. Cost $50.27 Unrealized
IAU ISHARES GOLD TR 5.3%
Value ($000) $24,257 Shares 707,002 Est. Cost $35.46 Unrealized
XLV SELECT SECTOR SPDR TR 3.9%
Value ($000) $17,997 Shares 140,340 Est. Cost $115.87 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 3.7%
Value ($000) $16,862 Shares 336,638 Est. Cost $50.09 Unrealized
ABBV ABBVIE INC 3.2%
Value ($000) $14,867 Shares 97,070 Est. Cost $94.21 Unrealized +42.3%
RSP INVESCO EXCHANGE TRADED FD T 3.1%
Value ($000) $14,201 Shares 105,793 Est. Cost $134.23 Unrealized
XOM EXXON MOBIL CORP 2.9%
Value ($000) $13,517 Shares 157,833 Est. Cost $44.58 Unrealized +78.5%
XLK SELECT SECTOR SPDR TR 2.9%
Value ($000) $13,193 Shares 103,788 Est. Cost $138.39 Unrealized
QQQ INVESCO QQQ TR 2.8%
Value ($000) $13,069 Shares 46,630 Est. Cost $281.44 Unrealized
COST COSTCO WHSL CORP NEW 2.7%
Value ($000) $12,426 Shares 25,927 Est. Cost $435.34 Unrealized +11.4%
XLP SELECT SECTOR SPDR TR 2.1%
Value ($000) $9,869 Shares 136,721 Est. Cost $69.11 Unrealized
CVS CVS HEALTH CORP 1.9%
Value ($000) $8,953 Shares 96,626 Est. Cost $64.69 Unrealized +32.8%
ALB ALBEMARLE CORP 1.9%
Value ($000) $8,773 Shares 41,980 Est. Cost $176.16 Unrealized +20.6%
PSA PUBLIC STORAGE 1.9%
Value ($000) $8,640 Shares 27,634 Est. Cost $241.27 Unrealized +19.7%
DUK DUKE ENERGY CORP NEW 1.9%
Value ($000) $8,633 Shares 80,526 Est. Cost $87.20 Unrealized +9.4%
MSFT MICROSOFT CORP 1.9%
Value ($000) $8,551 Shares 33,293 Est. Cost $252.91 Unrealized +4.2%
XLU SELECT SECTOR SPDR TR 1.8%
Value ($000) $8,075 Shares 115,139 Est. Cost $63.43 Unrealized
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $7,893 Shares 54,893 Est. Cost $129.34 Unrealized +6.1%
ABT ABBOTT LABS 1.6%
Value ($000) $7,599 Shares 69,941 Est. Cost $103.73 Unrealized +2.3%
RTX RAYTHEON TECHNOLOGIES CORP 1.6%
Value ($000) $7,206 Shares 74,973 Est. Cost $70.28 Unrealized +26.0%
NEE NEXTERA ENERGY INC 1.6%
Value ($000) $7,173 Shares 92,598 Est. Cost $70.34 Unrealized -2.1%
NINEQ NINE ENERGY SERVICE INC 1.5%
Value ($000) $7,003 Shares 2,642,680 Est. Cost $1.84 Unrealized +63.8%
XLC SELECT SECTOR SPDR TR 1.5%
Value ($000) $6,863 Shares 126,451 Est. Cost $67.62 Unrealized
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $6,292 Shares 12,251 Est. Cost $469.45 Unrealized +0.3%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value ($000) $6,279 Shares 123,733 Est. Cost $40.11 Unrealized 0.0%
GOOG ALPHABET INC 1.3%
Value ($000) $6,085 Shares 2,782 Est. Cost $105.89 Unrealized +10.8%
AAPL APPLE INC 1.2%
Value ($000) $5,314 Shares 38,866 Est. Cost $123.85 Unrealized +20.0%
XLI SELECT SECTOR SPDR TR 1.0%
Value ($000) $4,619 Shares 52,887 Est. Cost $94.38 Unrealized
DVN DEVON ENERGY CORP NEW 1.0%
Value ($000) $4,568 Shares 82,882 Est. Cost $54.61 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 1.0%
Value ($000) $4,408 Shares 61,644 Est. Cost $47.78 Unrealized
VYM VANGUARD WHITEHALL FDS 0.9%
Value ($000) $3,990 Shares 39,229 Est. Cost $101.71 Unrealized
XLY SELECT SECTOR SPDR TR 0.8%
Value ($000) $3,653 Shares 26,570 Est. Cost $167.18 Unrealized
MARATHON OIL CORP 0.8%
Value ($000) $3,477 Shares 154,688 Est. Cost $16.42 Unrealized
LIT GLOBAL X FDS 0.7%
Value ($000) $3,392 Shares 46,715 Est. Cost $62.15 Unrealized
BIL SPDR SER TR 0.7%
Value ($000) $3,356 Shares 36,687 Est. Cost $91.50 Unrealized
XLRE SELECT SECTOR SPDR TR 0.7%
Value ($000) $3,234 Shares 79,147 Est. Cost $38.91 Unrealized
XLB SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,982 Shares 40,515 Est. Cost $74.27 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $2,869 Shares 7,605 Est. Cost $404.25 Unrealized
HEFA ISHARES TR 0.5%
Value ($000) $2,438 Shares 76,618 Est. Cost $34.15 Unrealized
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,203 Shares 70,036 Est. Cost $34.93 Unrealized
XOP SPDR SER TR 0.5%
Value ($000) $2,157 Shares 18,052 Est. Cost $119.49 Unrealized
BLACKROCK CORE BD TR 0.4%
Value ($000) $1,893 Shares 167,198 Est. Cost $14.31 Unrealized
SPYV SPDR SER TR 0.4%
Value ($000) $1,837 Shares 49,891 Est. Cost $39.37 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $1,562 Shares 15,553 Est. Cost $100.43 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $1,293 Shares 12,715 Est. Cost $113.97 Unrealized
GCOW PACER FDS TR 0.3%
Value ($000) $1,216 Shares 39,489 Est. Cost $30.79 Unrealized
SPD SIMPLIFY EXCHANGE TRADED FUN 0.3%
Value ($000) $1,188 Shares 44,870 Est. Cost $30.54 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.2%
Value ($000) $1,015 Shares 11,900 Est. Cost $96.09 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.2%
Value ($000) $889 Shares 20,548 Est. Cost $40.69 Unrealized
LGLV SPDR SER TR 0.2%
Value ($000) $872 Shares 6,660 Est. Cost $150.70 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $868 Shares 17,526 Est. Cost $50.49 Unrealized
T AT&T INC 0.2%
Value ($000) $843 Shares 40,217 Est. Cost $14.91 Unrealized +9.4%
SHV ISHARES TR 0.2%
Value ($000) $809 Shares 7,344 Est. Cost $110.57 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $676 Shares 3,807 Est. Cost $133.74 Unrealized +19.6%
NUVEEN TAXABLE MUNICPAL INM 0.1%
Value ($000) $652 Shares 36,630 Est. Cost $21.70 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $633 Shares 6,596 Est. Cost $74.19 Unrealized +16.8%
USMV ISHARES TR 0.1%
Value ($000) $609 Shares 8,670 Est. Cost $76.99 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $591 Shares 9,270 Est. Cost $73.51 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $582 Shares 5,112 Est. Cost $125.51 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $515 Shares 1,885 Est. Cost $235.57 Unrealized +33.2%
IEF ISHARES TR 0.1%
Value ($000) $507 Shares 4,953 Est. Cost $115.16 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $488 Shares 17,807 Est. Cost $30.72 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $434 Shares 3,397 Est. Cost $143.88 Unrealized -13.2%
INTC INTEL CORP 0.1%
Value ($000) $396 Shares 10,576 Est. Cost $40.62 Unrealized 0.0%
STIP ISHARES TR 0.1%
Value ($000) $360 Shares 3,554 Est. Cost $105.76 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $357 Shares 2,143 Est. Cost $143.45 Unrealized +4.4%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $355 Shares 3,710 Est. Cost $89.00 Unrealized -0.6%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $328 Shares 1,473 Est. Cost $287.85 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $319 Shares 2,088 Est. Cost $150.67 Unrealized -1.8%
WPC WP CAREY INC 0.1%
Value ($000) $312 Shares 3,762 Est. Cost $70.97 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $305 Shares 8,000 Est. Cost $29.49 Unrealized +13.8%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $305 Shares 20,000 Est. Cost $23.65 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $295 Shares 2,039 Est. Cost $68.05 Unrealized +109.7%
IWD ISHARES TR 0.1%
Value ($000) $278 Shares 1,916 Est. Cost $165.97 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $255 Shares 17,990 Est. Cost $14.80 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $234 Shares 2,828 Est. Cost $86.25 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $234 Shares 5,091 Est. Cost $42.37 Unrealized +3.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $223 Shares 1,181 Est. Cost $188.82 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $218 Shares 9,105 Est. Cost $27.23 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $215 Shares 3,300 Est. Cost $81.51 Unrealized -19.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $214 Shares 6,742 Est. Cost $36.19 Unrealized 0.0%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $209 Shares 1,150 Est. Cost $181.74 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.28 Unrealized 0.0%