Clarity Asset Management, Inc. Top Holdings and 13F Report (2025) About Clarity Asset Management, Inc.Investment ActivityClarity Asset Management, Inc. has $153.59 million in total holdings as of December 31, 2024.Clarity Asset Management, Inc. owns shares of 215 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.81% of the portfolio was purchased this quarter.About 2.69% of the portfolio was sold this quarter.This quarter, Clarity Asset Management, Inc. has purchased 196 new stocks and bought additional shares in 106 stocks.Clarity Asset Management, Inc. sold shares of 43 stocks and completely divested from 13 stocks this quarter.Largest Holdings Avantis Responsible U.S. Equity ETF $25,086,472Vanguard ESG US Stock ETF $17,347,776Avantis Responsible International Equity ETF $15,389,948Nuveen ESG Large-Cap Growth ETF $14,728,464iShares National Muni Bond ETF $10,488,287 Largest New Holdings this Quarter PIMCO Multi Sector Bond Active ETF $6,956,510 HoldingiShares Currency Hedged MSCI EAFE ETF $3,155,658 HoldingBLACKROCK ETF TRUST $220,008 HoldingFIDELITY COVINGTON TRUST $172,714 HoldingJ P MORGAN EXCHANGE TRADED F $97,605 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 268,384 shares (about $6.96M)iShares Currency Hedged MSCI EAFE ETF 90,810 shares (about $3.16M)iShares MSCI Emerging Markets ex China ETF 52,619 shares (about $2.92M)BLACKROCK ETF TRUST 8,918 shares (about $220.01K)FIDELITY COVINGTON TRUST 5,245 shares (about $172.71K) Largest Sales this Quarter Avantis Responsible U.S. Equity ETF 9,465 shares (about $625.83K)Vanguard ESG US Stock ETF 4,506 shares (about $472.63K)iShares ESG Aware MSCI USA ETF 2,781 shares (about $358.25K)Nuveen ESG Large-Cap Growth ETF 4,071 shares (about $349.46K)Microsoft 209 shares (about $88.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarity Asset Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVSUAvantis Responsible U.S. Equity ETF$25,086,472$625,826 ▼-2.4%379,40816.3%ETFESGVVanguard ESG US Stock ETF$17,347,776$472,635 ▼-2.7%165,39011.3%ETFAVSDAvantis Responsible International Equity ETF$15,389,948$171,550 ▲1.1%276,40010.0%ETFNULGNuveen ESG Large-Cap Growth ETF$14,728,464$349,456 ▼-2.3%171,5809.6%ETFMUBiShares National Muni Bond ETF$10,488,287$170,374 ▲1.7%98,4356.8%ETFESGUiShares ESG Aware MSCI USA ETF$10,407,578$358,247 ▼-3.3%80,7926.8%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$7,970,872$2,917,720 ▲57.7%143,7495.2%ManufacturingPYLDPIMCO Multi Sector Bond Active ETF$6,956,510$6,956,510 ▲New Holding268,3844.5%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$6,694,374$122,112 ▲1.9%148,5664.4%ETFNULVNuveen ESG Large-Cap Value ETF$5,594,300$49,016 ▼-0.9%142,0953.6%ETFMEARiShares Short Maturity Municipal Bond Active ETF$4,940,906$50,100 ▲1.0%98,9173.2%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$4,066,092$144,859 ▲3.7%41,3182.6%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$3,155,658$3,155,658 ▲New Holding90,8102.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,409,829$44,827 ▲1.9%47,5221.6%ETFIVWiShares S&P 500 Growth ETF$1,526,011$37,160 ▼-2.4%15,0301.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,402,326$5,788 ▲0.4%10,9030.9%ETFIVEiShares S&P 500 Value ETF$861,411$29,204 ▼-3.3%4,5130.6%ETFIGROiShares International Dividend Growth ETF$861,055$31,466 ▼-3.5%12,6700.6%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$710,920$80,226 ▲12.7%28,7820.5%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$698,874$7,081 ▼-1.0%9,1790.5%ManufacturingLIILennox International$680,427$1,218 ▲0.2%1,1170.4%ConstructionCASYCasey's General Stores$540,704$792 ▲0.1%1,3650.4%Retail/WholesaleFRELFidelity MSCI Real Estate Index ETF$501,695$10,132 ▼-2.0%18,5680.3%ETFVTIVanguard Total Stock Market ETF$486,622$1,159 ▲0.2%1,6790.3%ETFMMM3M$379,682$129 ▲0.0%2,9410.2%Multi-Sector ConglomeratesMSFTMicrosoft$355,534$88,145 ▼-19.9%8430.2%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$300,534$812 ▲0.3%2,2200.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$298,523$4,748 ▼-1.6%2,3890.2%ETFBRK.BBerkshire Hathaway$266,982$907 ▼-0.3%5890.2%FinanceBLACKROCK ETF TRUST$220,008$220,008 ▲New Holding8,9180.1%INT DIVIDEND ETFAVUSAvantis U.S. Equity ETF$209,328$1,066 ▲0.5%2,1600.1%ETFJNJJohnson & Johnson$207,393$1,736 ▲0.8%1,4340.1%MedicalIVViShares Core S&P 500 ETF$204,994$17,083 ▲9.1%3480.1%ETFAAPLApple$198,4330.0%7920.1%Computer and TechnologyWMTWalmart$195,266$2,349 ▼-1.2%2,1610.1%Retail/WholesaleFIDELITY COVINGTON TRUST$172,714$172,714 ▲New Holding5,2450.1%ENHANCED LARGEAMZNAmazon.com$164,5430.0%7500.1%Retail/WholesaleCVXChevron$164,083$145 ▲0.1%1,1330.1%Oils/EnergyVXUSVanguard Total International Stock ETF$149,9180.0%2,5440.1%ETFDEDeere & Company$147,8830.0%3490.1%Industrial ProductsVOOVanguard S&P 500 ETF$143,837$1,077 ▲0.8%2670.1%ETFFVALFidelity Value Factor ETF$140,123$185 ▲0.1%2,2780.1%ETFFDLOFidelity Low Volatility Factor ETF$133,965$485 ▲0.4%2,2110.1%ETFSUSLiShares ESG MSCI USA Leaders ETF$129,606$206 ▼-0.2%1,2580.1%ManufacturingAVDEAvantis International Equity ETF$127,630$5,338 ▼-4.0%2,0800.1%ETFPHParker-Hannifin$126,569$1,908 ▼-1.5%1990.1%Industrial ProductsTCOMTrip.com Group$125,3740.0%1,8260.1%Consumer DiscretionaryGRMNGarmin$121,486$1,031 ▲0.9%5890.1%Computer and TechnologyIBDInspire Corporate Bond ETF$113,810$1,946 ▲1.7%4,8550.1%ETFLOWLowe's Companies$105,071$987 ▼-0.9%4260.1%Retail/WholesaleVTWOVanguard Russell 2000 ETF$102,530$357 ▲0.3%1,1480.1%ETFLNTAlliant Energy$97,830$769 ▲0.8%1,6540.1%UtilitiesJ P MORGAN EXCHANGE TRADED F$97,605$97,605 ▲New Holding1,9490.1%SUSTAINABLE MUNICINFCincinnati Financial$95,048$1,726 ▼-1.8%6610.1%FinancePFGPrincipal Financial Group$94,789$310 ▲0.3%1,2240.1%FinanceEMREmerson Electric$93,767$372 ▲0.4%7570.1%Industrial ProductsPGProcter & Gamble$91,849$91,849 ▲New Holding5480.1%Consumer StaplesDISWalt Disney$90,3370.0%8110.1%Consumer DiscretionaryDIMENSIONAL ETF TRUST$89,453$89,453 ▲New Holding1,7100.1%GLOBAL EX US CORWFCWells Fargo & Company$89,209$281 ▲0.3%1,2700.1%FinanceTSMEThrivent Small-Mid Cap ESG ETF$84,944$84,944 ▲New Holding2,3180.1%ETFINTCIntel$81,895$12,630 ▼-13.4%4,0850.1%Computer and TechnologyDOVDover$80,935$376 ▼-0.5%4310.1%Industrial ProductsATLOAmes National$80,143$49,633 ▲162.7%4,8780.1%FinanceKOCoca-Cola$79,194$1,121 ▲1.4%1,2720.1%Consumer StaplesAWRAmerican States Water$78,547$466 ▼-0.6%1,0110.1%UtilitiesIBMInternational Business Machines$78,439$659 ▲0.8%3570.1%Computer and TechnologyBGRNiShares USD Green Bond ETF$76,615$1,539 ▲2.0%1,6430.0%ManufacturingNUSCNuveen ESG Small-Cap ETF$75,467$3,057 ▼-3.9%1,8020.0%ETFHTLFHeartland Financial USA$71,386$12,695 ▼-15.1%1,1640.0%FinanceSHViShares Short Treasury Bond ETF$70,597$1,101 ▲1.6%6410.0%ETFLANCLancaster Colony$70,420$1,038 ▲1.5%4070.0%Consumer StaplesSTIPiShares 0-5 Year TIPS Bond ETF$69,626$402 ▲0.6%6920.0%ETFNDSNNordson$69,430$418 ▼-0.6%3320.0%Industrial ProductsCLColgate-Palmolive$68,289$364 ▲0.5%7510.0%Consumer StaplesNWNNorthwest Natural$67,930$791 ▲1.2%1,7170.0%UtilitiesGPCGenuine Parts$65,197$3,622 ▲5.9%5580.0%Retail/WholesaleGOOGLAlphabet$64,512$189 ▲0.3%3410.0%Computer and TechnologyTDSTelephone and Data Systems$60,513$4,298 ▼-6.6%1,7740.0%UtilitiesABMABM Industries$59,528$256 ▲0.4%1,1630.0%ConstructionGEGeneral Electric$56,2090.0%3370.0%TransportationJMUBJPMorgan Municipal ETF$51,245$451 ▲0.9%1,0220.0%ETFFIDELITY WISE ORIGIN BITCOIN$50,875$50,875 ▲New Holding6240.0%SHSCBSHCommerce Bancshares$47,467$1,931 ▲4.2%7620.0%FinanceXOMExxon Mobil$47,001$10,755 ▲29.7%4370.0%Oils/EnergyUBSIUnited Bankshares$46,033$451 ▲1.0%1,2260.0%FinanceTRTootsie Roll Industries$46,004$129 ▲0.3%1,4230.0%Consumer StaplesSPGIS&P Global$45,598$496 ▲1.1%920.0%Business ServicesGWWW.W. Grainger$45,337$3,163 ▼-6.5%430.0%Industrial ProductsABTAbbott Laboratories$45,334$452 ▼-1.0%4010.0%MedicalNFGNational Fuel Gas$45,017$303 ▼-0.7%7420.0%Oils/EnergyFRTFederal Realty Investment Trust$44,723$673 ▼-1.5%3990.0%FinanceRPMRPM International$44,645$1,353 ▼-2.9%3630.0%ConstructionKVUEKenvue$44,609$44,609 ▲New Holding2,0890.0%Consumer StaplesBKHBlack Hills$44,343$293 ▼-0.7%7580.0%UtilitiesSYYSysco$44,260$306 ▲0.7%5790.0%Consumer StaplesHRLHormel Foods$43,465$1,035 ▲2.4%1,3860.0%Consumer StaplesFTSFortis$43,139$374 ▲0.9%1,0380.0%UtilitiesITWIllinois Tool Works$43,048$506 ▼-1.2%1700.0%Industrial ProductsGRCGorman-Rupp$42,492$190 ▲0.4%1,1210.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
