The Analysis of Clarion Wealth Managment Partners, LLC's Holdings
Currently, Clarion Wealth Managment Partners, LLC holds 81 types of securities in its portfolio with a total value $108.1M. In the most recent quarter, they have increased their positions in AVDE (+39.8K shares, valued at $3.3M), VSLU (+54.0K shares, valued at $2.4M), N/A (+1.5K shares, valued at $478.9K); decreased their positions in VIGI (-6.1K shares, valued at $555.7K), AHR (-11.7K shares, valued at $548.6K), IWF (-915 shares, valued at $433.1K); initiated new positions in ABT (+1.9K shares, valued at $236.3K), NEE (+2.9K shares, valued at $234.4K), N/A (+15.7K shares, valued at $222.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VIGI VANGUARD WHITEHALL FDS135.5K shares-4.29%2025-12-312026-02-05
AAPL APPLE INC32.3K shares0.05%2025-12-312026-02-05 VSLU ETF OPPORTUNITIES TRUST162.6K shares49.66%2025-12-312026-02-05 AHR AMERICAN HEALTHCARE REIT INC149.8K shares-7.22%2025-12-312026-02-05 AVDE AMERICAN CENTY ETF TR84.2K shares89.43%2025-12-312026-02-05 IWF ISHARES TR9.7K shares-8.64%2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS50.4K shares-6.71%2025-12-312026-02-05 IWD ISHARES TR10.5K shares-8.03%2025-12-312026-02-05 VONG VANGUARD SCOTTSDALE FDS17.8K shares-0.22%2025-12-312026-02-05 MSFT MICROSOFT CORP4.3K shares12.25%2025-12-312026-02-05 AMZN AMAZON COM INC8.7K shares10.27%2025-12-312026-02-05 TPR TAPESTRY INC15.2K shares1.58%2025-12-312026-02-05 HD HOME DEPOT INC5.3K shares0.53%2025-12-312026-02-05 IWP ISHARES TR11.8K shares-4.87%2025-12-312026-02-05 VONV VANGUARD SCOTTSDALE FDS17.5K shares0.29%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON7.8K shares0.17%2025-12-312026-02-05 V VISA INC4.3K shares-1.92%2025-12-312026-02-05 NVDA NVIDIA CORPORATION7.4K shares18.21%2025-12-312026-02-05 IWS ISHARES TR8.9K shares-4.49%2025-12-312026-02-05 WPC WP CAREY INC19.5K shares-8.02%2025-12-312026-02-05 XOM EXXON MOBIL CORP10.3K shares-4.64%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW1.4K shares0.00%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR1.8K shares0.11%2025-12-312026-02-05 IWO ISHARES TR3.4K shares-3.77%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO7.7K shares2.12%2025-12-312026-02-05 VTI VANGUARD INDEX FDS3.1K shares68.03%2025-12-312026-02-05 VGIT VANGUARD SCOTTSDALE FDS17.0K shares-1.10%2025-12-312026-02-05 IWN ISHARES TR5.5K shares-5.35%2025-12-312026-02-05 VGLT VANGUARD SCOTTSDALE FDS17.7K shares-10.37%2025-12-312026-02-05 GE AEROSPACE GE AEROSPACE3.1K shares-0.06%2025-12-312026-02-05 VWO VANGUARD INTL EQUITY INDEX F17.4K shares-7.76%2025-12-312026-02-05 CSL CARLISLE COS INC2.7K shares0.00%2025-12-312026-02-05 D DOMINION ENERGY INC13.7K shares-3.19%2025-12-312026-02-05 VUG VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-02-05 ABBV ABBVIE INC3.4K shares-0.83%2025-12-312026-02-05 ALPHABET INC ALPHABET INC2.4K shares172.62%2025-12-312026-02-05 CAT CATERPILLAR INC1.3K shares-3.78%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.2.3K shares10.16%2025-12-312026-02-05 ORCL ORACLE CORP3.6K shares0.03%2025-12-312026-02-05 ALPHABET INC ALPHABET INC2.1K shares0.00%2025-12-312026-02-05 TSLA TESLA INC1.4K shares0.59%2025-12-312026-02-05 RTX RTX CORPORATION3.3K shares0.15%2025-12-312026-02-05 MUB ISHARES TR5.6K shares-0.05%2025-12-312026-02-05 VTV VANGUARD INDEX FDS3.0K shares3.69%2025-12-312026-02-05 PPG PPG INDS INC5.4K shares0.04%2025-12-312026-02-05 GEV GE VERNOVA INC750 shares-0.13%2025-12-312026-02-05 MCD MCDONALDS CORP1.5K shares0.07%2025-12-312026-02-05 MO ALTRIA GROUP INC8.0K shares0.62%2025-12-312026-02-05 VSS VANGUARD INTL EQUITY INDEX F3.1K shares-6.34%2025-12-312026-02-05 T AT&T INC16.8K shares0.14%2025-12-312026-02-05 J JACOBS SOLUTIONS INC3.1K shares0.00%2025-12-312026-02-05 CHRW C H ROBINSON WORLDWIDE INC2.5K shares0.00%2025-12-312026-02-05 CVX CHEVRON CORP NEW2.6K shares-16.29%2025-12-312026-02-05 SLV ISHARES SILVER TR5.9K shares0.00%2025-12-312026-02-05 MGK VANGUARD WORLD FD892 shares-0.11%2025-12-312026-02-05 PWR QUANTA SVCS INC870 shares0.00%2025-12-312026-02-05 VIG VANGUARD SPECIALIZED FUNDS1.7K shares-3.64%2025-12-312026-02-05 PLTR PALANTIR TECHNOLOGIES INC2.0K shares31.03%2025-12-312026-02-05 LDOS LEIDOS HOLDINGS INC2.0K shares0.25%2025-12-312026-02-05 WMT WALMART INC3.1K shares0.67%2025-12-312026-02-05 NFLX NETFLIX INC3.5K shares900.00%2025-12-312026-02-05 LOW LOWES COS INC1.3K shares-1.00%2025-12-312026-02-05 EFAX SPDR INDEX SHS FDS5.8K shares-3.36%2025-12-312026-02-05 PFE PFIZER INC11.6K shares-11.50%2025-12-312026-02-05 LINDE PLC LINDE PLC673 shares-5.74%2025-12-312026-02-05 KO COCA COLA CO4.0K shares0.62%2025-12-312026-02-05 LMT LOCKHEED MARTIN CORP581 shares-11.16%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS831 shares-16.98%2025-12-312026-02-05 ABT ABBOTT LABS1.9K sharesnew addition2025-12-312026-02-05 DIS DISNEY WALT CO2.1K shares0.00%2025-12-312026-02-05 NEE NEXTERA ENERGY INC2.9K sharesnew addition2025-12-312026-02-05 SHW SHERWIN WILLIAMS CO650 shares0.00%2025-12-312026-02-05 IGSB ISHARES TR3.8K sharesnew addition2025-12-312026-02-05 JGH NUVEEN GLOBAL HIGH INCOME FD14.9K shares11.08%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available