The Analysis of Clarity Asset Management, Inc.'s Holdings

Currently, Clarity Asset Management, Inc. holds 246 types of securities in its portfolio with a total value $181.7M. In the most recent quarter, they have increased their positions in NUDM (+29.6K shares, valued at $1.1M), MUB (+1.8K shares, valued at $195.0K), BWZ (+7.0K shares, valued at $193.1K); decreased their positions in ESGU (-2.2K shares, valued at $334.2K), VTI (-718 shares, valued at $240.7K), AVSU (-3.1K shares, valued at $239.7K); initiated new positions in CGUS (+3.6K shares, valued at $146.6K), PVAL (+2.1K shares, valued at $96.7K), SPMO (+702 shares, valued at $83.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVSU AMERICAN CENTY ETF TR419.2K shares-0.74%2025-12-312026-02-13

ESGV VANGUARD WORLD FD185.1K shares-0.01%2025-12-312026-02-13

AVSD AMERICAN CENTY ETF TR208.9K shares0.75%2025-12-312026-02-13

NUDM NUSHARES ETF TR419.9K shares7.57%2025-12-312026-02-13

ESGU ISHARES TR83.6K shares-2.61%2025-12-312026-02-13

NULG NUSHARES ETF TR103.0K shares1.32%2025-12-312026-02-13

TSME THRIVENT ETF TRUST236.3K shares-0.13%2025-12-312026-02-13

MUB ISHARES TR73.4K shares2.54%2025-12-312026-02-13

Sponsored

BWZ SPDR SER TR262.1K shares2.76%2025-12-312026-02-13

PYLD PIMCO ETF TR228.3K shares3.10%2025-12-312026-02-13

EMNT PIMCO ETF TR61.1K shares2.85%2025-12-312026-02-13

NULV NUSHARES ETF TR109.1K shares1.92%2025-12-312026-02-13

MINO PIMCO ETF TR95.6K shares2.51%2025-12-312026-02-13

MEAR ISHARES U S ETF TR64.7K shares2.09%2025-12-312026-02-13

JMST J P MORGAN EXCHANGE TRADED F60.4K shares2.84%2025-12-312026-02-13

IVW ISHARES TR14.9K shares0.14%2025-12-312026-02-13

Sponsored

ITOT ISHARES TR10.8K shares-1.77%2025-12-312026-02-13

IGRO ISHARES TR11.4K shares1.81%2025-12-312026-02-13

FENI FIDELITY COVINGTON TRUST22.6K shares1.57%2025-12-312026-02-13

CASY CASEYS GEN STORES INC1.4K shares0.15%2025-12-312026-02-13

SPYM SPDR SER TR8.6K shares16.27%2025-12-312026-02-13

FELV FIDELITY COVINGTON TRUST18.1K shares2.98%2025-12-312026-02-13

AVUS AMERICAN CENTY ETF TR5.1K shares-2.76%2025-12-312026-02-13

LII LENNOX INTL INC1.1K shares0.27%2025-12-312026-02-13

Sponsored

EMXC ISHARES INC7.1K shares3.31%2025-12-312026-02-13

FREL FIDELITY COVINGTON TRUST17.8K shares3.24%2025-12-312026-02-13

MMM 3M CO2.9K shares-0.03%2025-12-312026-02-13

MSFT MICROSOFT CORP771 shares-10.56%2025-12-312026-02-13

VEA VANGUARD TAX MANAGED FDS5.5K shares0.82%2025-12-312026-02-13

VTI VANGUARD INDEX FDS966 shares-42.64%2025-12-312026-02-13

IJJ ISHARES TR2.4K shares0.58%2025-12-312026-02-13

IJT ISHARES TR2.2K shares0.31%2025-12-312026-02-13

Sponsored

QQQM INVESCO EXCH TRADED FD TR II1.2K shares51.15%2025-12-312026-02-13

AVDE AMERICAN CENTY ETF TR3.5K shares-4.79%2025-12-312026-02-13

BIDD BLACKROCK ETF TRUST9.2K shares1.45%2025-12-312026-02-13

JNJ JOHNSON JOHNSON1.1K shares0.26%2025-12-312026-02-13

WMT WALMART INC1.8K shares0.00%2025-12-312026-02-13

VXUS VANGUARD STAR FDS2.5K shares0.00%2025-12-312026-02-13

PFG PRINCIPAL FINANCIAL GROUP IN2.1K shares71.30%2025-12-312026-02-13

ESGD ISHARES TR2.0K shares-27.84%2025-12-312026-02-13

Sponsored

SUSL ISHARES TR1.5K shares-1.22%2025-12-312026-02-13

CVX CHEVRON CORP NEW1.1K shares-5.26%2025-12-312026-02-13

DE DEERE CO350 shares0.29%2025-12-312026-02-13

FVAL FIDELITY COVINGTON TRUST2.1K shares0.51%2025-12-312026-02-13

FDLO FIDELITY COVINGTON TRUST2.2K shares0.31%2025-12-312026-02-13

CGUS CAPITAL GROUP CORE EQUITY ET3.6K sharesnew addition2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL283 shares-51.37%2025-12-312026-02-13

ALPHABET INC ALPHABET INC442 shares29.24%2025-12-312026-02-13

Sponsored

WFC WELLS FARGO CO NEW1.4K shares0.42%2025-12-312026-02-13

TCOM TRIP COM GROUP LTD1.8K shares0.00%2025-12-312026-02-13

PH PARKER HANNIFIN CORP148 shares-8.07%2025-12-312026-02-13

AVEM AMERICAN CENTY ETF TR1.7K shares0.36%2025-12-312026-02-13

SUSB ISHARES TR5.0K shares0.76%2025-12-312026-02-13

IVE ISHARES TR592 shares-0.17%2025-12-312026-02-13

AAPL APPLE INC452 shares2.03%2025-12-312026-02-13

GRMN GARMIN LTD598 shares0.34%2025-12-312026-02-13

Sponsored

ATLO AMES NATL CORP5.1K shares0.83%2025-12-312026-02-13

MGV VANGUARD WORLD FD814 shares0.12%2025-12-312026-02-13

FBND FIDELITY MERRIMACK STR TR2.3K shares0.39%2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE337 shares0.00%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS459 shares-1.71%2025-12-312026-02-13

PVAL PUTNAM ETF TRUST2.1K sharesnew addition2025-12-312026-02-13

DIS DISNEY WALT CO818 shares0.00%2025-12-312026-02-13

IBM INTERNATIONAL BUSINESS MACHS313 shares-14.01%2025-12-312026-02-13

Sponsored

LNT ALLIANT ENERGY CORP1.4K shares0.71%2025-12-312026-02-13

DFGX DIMENSIONAL ETF TRUST1.7K shares0.00%2025-12-312026-02-13

CINF CINCINNATI FINL CORP534 shares0.56%2025-12-312026-02-13

LOW LOWES COS INC349 shares0.58%2025-12-312026-02-13

SPMO INVESCO EXCH TRADED FD TR II702 sharesnew addition2025-12-312026-02-13

EMR EMERSON ELEC CO616 shares-2.22%2025-12-312026-02-13

VOOG VANGUARD ADMIRAL FDS INC181 shares0.56%2025-12-312026-02-13

NUSC NUSHARES ETF TR1.7K shares1.01%2025-12-312026-02-13

Sponsored

VYM VANGUARD WHITEHALL FDS524 shares0.58%2025-12-312026-02-13

UMBF UMB FINL CORP648 shares0.31%2025-12-312026-02-13

BGRN ISHARES TR1.5K shares1.40%2025-12-312026-02-13

KO COCA COLA CO1.0K shares1.46%2025-12-312026-02-13

DOV DOVER CORP370 shares0.27%2025-12-312026-02-13

AMZN AMAZON COM INC306 shares0.00%2025-12-312026-02-13

JPM JPMORGAN CHASE CO219 shares0.46%2025-12-312026-02-13

NDSN NORDSON CORP293 shares-2.98%2025-12-312026-02-13

Sponsored

PG PROCTER AND GAMBLE CO487 shares0.62%2025-12-312026-02-13

JPST J P MORGAN EXCHANGE TRADED F1.4K shares31.62%2025-12-312026-02-13

VTEB VANGUARD MUN BD FDS1.3K sharesnew addition2025-12-312026-02-13

IDMO INVESCO EXCH TRADED FD TR II1.1K sharesnew addition2025-12-312026-02-13

NWN NORTHWEST NAT HLDG CO1.3K shares1.00%2025-12-312026-02-13

GPC GENUINE PARTS CO497 shares0.81%2025-12-312026-02-13

AWR AMER STATES WTR CO840 shares0.72%2025-12-312026-02-13

MZTI LANCASTER COLONY CORP364 shares0.55%2025-12-312026-02-13

Sponsored

FLRG FIDELITY COVINGTON TRUST1.5K shares0.52%2025-12-312026-02-13

JMSI J P MORGAN EXCHANGE TRADED F1.1K shares-43.38%2025-12-312026-02-13

DGRO ISHARES TR814 sharesnew addition2025-12-312026-02-13

GEV GE VERNOVA INC84 shares0.00%2025-12-312026-02-13

XOM EXXON MOBIL CORP453 shares2.72%2025-12-312026-02-13

MINT PIMCO ETF TR538 shares1.13%2025-12-312026-02-13

CL COLGATE PALMOLIVE CO644 shares0.63%2025-12-312026-02-13

SPDW SPDR INDEX SHS FDS1.1K shares1.83%2025-12-312026-02-13

Sponsored

EUSB ISHARES TR1.1K shares-5.56%2025-12-312026-02-13

MFC MANULIFE FINL CORP1.3K shares0.75%2025-12-312026-02-13

SPY SPDR S P 500 ETF TR70 shares0.00%2025-12-312026-02-13

FGDL FRANKLIN TEMPLETON HOLDINGS830 shares379.77%2025-12-312026-02-13

USXF ISHARES TR821 shares0.24%2025-12-312026-02-13

DFIV DIMENSIONAL ETF TRUST899 sharesnew addition2025-12-312026-02-13

TGT TARGET CORP416 shares0.97%2025-12-312026-02-13

JUST GOLDMAN SACHS ETF TR416 shares-0.95%2025-12-312026-02-13

Sponsored

DMXF ISHARES TR532 shares3.30%2025-12-312026-02-13

FQAL FIDELITY COVINGTON TRUST528 shares0.19%2025-12-312026-02-13

ABM ABM INDS INC923 shares0.54%2025-12-312026-02-13

GRC GORMAN RUPP CO793 shares0.38%2025-12-312026-02-13

DFSI DIMENSIONAL ETF TRUST871 sharesnew addition2025-12-312026-02-13

IVV ISHARES TR54 shares-81.18%2025-12-312026-02-13

QLTY 2023 ETF SERIES TRUST II942 sharesnew addition2025-12-312026-02-13

NUE NUCOR CORP221 shares-5.96%2025-12-312026-02-13

Sponsored

FRDM EA SERIES TRUST701 sharesnew addition2025-12-312026-02-13

STANLEY BLACK DECKER INC STANLEY BLACK DECKER INC480 shares1.05%2025-12-312026-02-13

AOA ISHARES TR387 shares1.31%2025-12-312026-02-13

BKH BLACK HILLS CORP494 shares1.02%2025-12-312026-02-13

ABBV ABBVIE INC150 shares0.67%2025-12-312026-02-13

PEP PEPSICO INC237 shares0.00%2025-12-312026-02-13

BDX BECTON DICKINSON CO175 shares0.57%2025-12-312026-02-13

VB VANGUARD INDEX FDS129 shares0.78%2025-12-312026-02-13

Sponsored

ADM ARCHER DANIELS MIDLAND CO577 shares-6.79%2025-12-312026-02-13

UBSI UNITED BANKSHARES INC WEST V846 shares0.95%2025-12-312026-02-13

VO VANGUARD INDEX FDS111 shares0.91%2025-12-312026-02-13

FTS FORTIS INC612 shares0.66%2025-12-312026-02-13

VWO VANGUARD INTL EQUITY INDEX F584 shares1.92%2025-12-312026-02-13

TR TOOTSIE ROLL INDS INC855 shares0.12%2025-12-312026-02-13

FUL FULLER H B CO527 shares0.57%2025-12-312026-02-13

FDEV FIDELITY COVINGTON TRUST890 shares0.79%2025-12-312026-02-13

Sponsored

SYY SYSCO CORP414 shares0.73%2025-12-312026-02-13

SOLV SOLVENTUM CORP385 shares0.00%2025-12-312026-02-13

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW300 shares1.01%2025-12-312026-02-13

SPGI S P GLOBAL INC57 shares0.00%2025-12-312026-02-13

TNC TENNANT CO402 shares0.25%2025-12-312026-02-13

ITW ILLINOIS TOOL WKS INC120 shares0.84%2025-12-312026-02-13

MSA MSA SAFETY INC184 shares0.55%2025-12-312026-02-13

JIVE J P MORGAN EXCHANGE TRADED F357 sharesnew addition2025-12-312026-02-13

Sponsored

NFG NATIONAL FUEL GAS CO357 shares0.56%2025-12-312026-02-13

RPM RPM INTL INC269 shares0.75%2025-12-312026-02-13

ABT ABBOTT LABS223 shares0.45%2025-12-312026-02-13

GWW GRAINGER W W INC28 shares0.00%2025-12-312026-02-13

PPG PPG INDS INC266 shares0.76%2025-12-312026-02-13

ED CONSOLIDATED EDISON INC273 shares-6.19%2025-12-312026-02-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP80 shares0.00%2025-12-312026-02-13

HTO SJW GROUP549 shares0.92%2025-12-312026-02-13

Sponsored

ET ENERGY TRANSFER L P1.6K shares1.97%2025-12-312026-02-13

CWT CALIFORNIA WTR SVC GROUP605 shares0.67%2025-12-312026-02-13

BAC BANK AMERICA CORP475 shares0.42%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP54 sharesnew addition2025-12-312026-02-13

EVIM MORGAN STANLEY ETF TRUST489 sharesnew addition2025-12-312026-02-13

CBSH COMMERCE BANCSHARES INC495 shares5.54%2025-12-312026-02-13

RLI RLI CORP404 shares3.32%2025-12-312026-02-13

SCL STEPAN CO544 shares0.93%2025-12-312026-02-13

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F448 shares1.82%2025-12-312026-02-13

ADP AUTOMATIC DATA PROCESSING IN97 shares0.00%2025-12-312026-02-13

MSEX MIDDLESEX WTR CO483 shares0.63%2025-12-312026-02-13

OALC UNIFIED SER TR687 shares-5.76%2025-12-312026-02-13

HRL HORMEL FOODS CORP1.0K shares1.28%2025-12-312026-02-13

BNDX VANGUARD CHARLOTTE FDS491 shares0.00%2025-12-312026-02-13

HD HOME DEPOT INC67 shares0.00%2025-12-312026-02-13

RTX RTX CORPORATION126 shares7.69%2025-12-312026-02-13

Sponsored

KMB KIMBERLY CLARK CORP227 shares0.89%2025-12-312026-02-13

AVUV AMERICAN CENTY ETF TR216 shares0.47%2025-12-312026-02-13

CUZ COUSINS PPTYS INC853 shares1.19%2025-12-312026-02-13

KVUE KENVUE INC1.2K shares1.22%2025-12-312026-02-13

META META PLATFORMS INC32 shares0.00%2025-12-312026-02-13

CGHM CAPITAL GRP FIXED INCM ETF T828 sharesnew addition2025-12-312026-02-13

VOE VANGUARD INDEX FDS118 shares0.85%2025-12-312026-02-13

DINT DAVIS FUNDAMENTAL ETF TR681 sharesnew addition2025-12-312026-02-13

Sponsored

BBAG J P MORGAN EXCHANGE TRADED F410 shares0.99%2025-12-312026-02-13

AVDV AMERICAN CENTY ETF TR198 sharesnew addition2025-12-312026-02-13

TJX TJX COS INC NEW120 shares0.00%2025-12-312026-02-13

ESGE ISHARES INC406 shares-8.97%2025-12-312026-02-13

IJR ISHARES TR149 shares-45.22%2025-12-312026-02-13

ITM VANECK ETF TRUST360 shares0.84%2025-12-312026-02-13

INFL LISTED FD TR380 sharesnew addition2025-12-312026-02-13

VCIT VANGUARD SCOTTSDALE FDS199 shares1.53%2025-12-312026-02-13

Sponsored

LQD ISHARES TR149 shares1.36%2025-12-312026-02-13

BOND PIMCO ETF TR173 sharesnew addition2025-12-312026-02-13

SHYD VANECK ETF TRUST700 sharesnew addition2025-12-312026-02-13

HDV ISHARES TR130 shares0.00%2025-12-312026-02-13

INTC INTEL CORP400 shares0.00%2025-12-312026-02-13

PRU PRUDENTIAL FINL INC127 shares0.79%2025-12-312026-02-13

WIP SPDR SER TR364 sharesnew addition2025-12-312026-02-13

LLY ELI LILLY CO13 sharesnew addition2025-12-312026-02-13

Sponsored

BLACKROCK INC BLACKROCK INC13 sharesnew addition2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR21 shares425.00%2025-12-312026-02-13

JCPI J P MORGAN EXCHANGE TRADED F255 sharesnew addition2025-12-312026-02-13

AWK AMERICAN WTR WKS CO INC NEW91 shares-6.19%2025-12-312026-02-13

COP CONOCOPHILLIPS120 shares0.84%2025-12-312026-02-13

PFFD GLOBAL X FDS553 shares1.65%2025-12-312026-02-13

HON HONEYWELL INTL INC52 sharesnew addition2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS16 shares-92.34%2025-12-312026-02-13

Sponsored

SLV ISHARES SILVER TR152 shares0.00%2025-12-312026-02-13

CSCO CISCO SYS INC122 shares0.83%2025-12-312026-02-13

JPIB J P MORGAN EXCHANGE TRADED F187 sharesnew addition2025-12-312026-02-13

OPEN OPENDOOR TECHNOLOGIES INC1.5K sharesnew addition2025-12-312026-02-13

VIDI ETF SER SOLUTIONS223 shares-5.11%2025-12-312026-02-13

NVDA NVIDIA CORPORATION40 shares-90.50%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T157 shares-77.64%2025-12-312026-02-13

EAGG ISHARES TR149 shares1.36%2025-12-312026-02-13

Sponsored

IJH ISHARES TR101 shares-71.63%2025-12-312026-02-13

IBND SPDR SER TR203 sharesnew addition2025-12-312026-02-13

FSMD FIDELITY COVINGTON TRUST134 shares0.00%2025-12-312026-02-13

PRNT ARK ETF TR263 shares0.77%2025-12-312026-02-13

OACP UNIFIED SER TR250 shares0.81%2025-12-312026-02-13

FLDR FIDELITY MERRIMACK STR TR109 shares1.87%2025-12-312026-02-13

TPIF TIMOTHY PLAN156 shares0.65%2025-12-312026-02-13

FPRO FIDELITY COVINGTON TRUST241 shares0.84%2025-12-312026-02-13

Sponsored

SUSA ISHARES TR38 shares0.00%2025-12-312026-02-13

ACHR ARCHER AVIATION INC700 sharesnew addition2025-12-312026-02-13

FAN FIRST TR EXCHANGE TRADED FD246 shares0.41%2025-12-312026-02-13

LULU LULULEMON ATHLETICA INC24 shares0.00%2025-12-312026-02-13

ICUI ICU MED INC34 shares0.00%2025-12-312026-02-13

MERCK CO INC MERCK CO INC38 shares0.00%2025-12-312026-02-13

REGN REGENERON PHARMACEUTICALS5 shares0.00%2025-12-312026-02-13

MEDTRONIC PLC MEDTRONIC PLC40 shares0.00%2025-12-312026-02-13

Sponsored

GLDM WORLD GOLD TR45 shares0.00%2025-12-312026-02-13

MET METLIFE INC46 shares0.00%2025-12-312026-02-13

TSLA TESLA INC8 shares0.00%2025-12-312026-02-13

WHR WHIRLPOOL CORP46 shares0.00%2025-12-312026-02-13

SUB ISHARES TR30 shares0.00%2025-12-312026-02-13

SOXL DIREXION SHS ETF TR73 shares0.00%2025-12-312026-02-13

VGSR MANAGER DIRECTED PORTFOLIOS286 shares0.00%2025-12-312026-02-13

IBD NORTHERN LTS FD TR IV120 shares-89.77%2025-12-312026-02-13

Sponsored

PPTY ETF SER SOLUTIONS91 shares1.11%2025-12-312026-02-13

WVVI WILLAMETTE VY VINEYARD INC700 shares0.00%2025-12-312026-02-13

NBIS NEBIUS GROUP N V25 sharesnew addition2025-12-312026-02-13

FSK FS KKR CAP CORP136 shares8.80%2025-12-312026-02-13

RCAT RED CAT HLDGS INC250 sharesnew addition2025-12-312026-02-13

RKT ROCKET COS INC100 shares-4.76%2025-12-312026-02-13

LAES SEALSQ CORP500 sharesnew addition2025-12-312026-02-13

VIAV VIAVI SOLUTIONS INC100 sharesnew addition2025-12-312026-02-13

Sponsored

IRDM IRIDIUM COMMUNICATIONS INC101 sharesnew addition2025-12-312026-02-13

GM GENERAL MTRS CO17 shares0.00%2025-12-312026-02-13

KD KYNDRYL HLDGS INC52 shares0.00%2025-12-312026-02-13

IBIT ISHARES BITCOIN TRUST ETF28 shares0.00%2025-12-312026-02-13

JOBY JOBY AVIATION INC100 sharesnew addition2025-12-312026-02-13

OAEM UNIFIED SER TR34 shares0.00%2025-12-312026-02-13

SYK STRYKER CORPORATION3 shares0.00%2025-12-312026-02-13

CMRC BIGCOMMERCE HLDGS INC250 sharesnew addition2025-12-312026-02-13

Sponsored

MDLZ MONDELEZ INTL INC18 sharesnew addition2025-12-312026-02-13

CVS CVS HEALTH CORP12 shares0.00%2025-12-312026-02-13

BHF BRIGHTHOUSE FINL INC14 shares0.00%2025-12-312026-02-13

BETTER HOME FINANCE HOLDIN BETTER HOME FINANCE HOLDIN25 sharesnew addition2025-12-312026-02-13

O REALTY INCOME CORP14 shares0.00%2025-12-312026-02-13

HNNA HENNESSY ADVISORS INC70 shares1.45%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available