Clark Financial Services Group Inc /Bd Top Holdings and 13F Report (2024) → Do This Before July 30 2024 To Claim Trump’s Gift (From Wealthpin Pro) (Ad) About Clark Financial Services Group Inc /BdInvestment ActivityClark Financial Services Group Inc /Bd has $83.04 thousand in total holdings as of March 31, 2024.Clark Financial Services Group Inc /Bd owns shares of 61 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.78% of the portfolio was purchased this quarter.About 6.12% of the portfolio was sold this quarter.This quarter, Clark Financial Services Group Inc /Bd has purchased 59 new stocks and bought additional shares in 16 stocks.Clark Financial Services Group Inc /Bd sold shares of 28 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $22,999Vanguard Value ETF $10,847Vanguard Growth ETF $8,783Apple $6,332Microsoft $4,024 Largest New Holdings this Quarter ISHARES BITCOIN TR $372 HoldingCVS Health $337 HoldingNVIDIA $300 HoldingProcter & Gamble $269 HoldingConfluent $253 Holding Largest Purchases this Quarter Microsoft 1,013 shares (about $426.26)ISHARES BITCOIN TR 9,180 shares (about $372.00)CVS Health 4,220 shares (about $337.00)NVIDIA 332 shares (about $300.00)Procter & Gamble 1,656 shares (about $269.00) Largest Sales this Quarter Broadcom 485 shares (about $642.96)Taylor Morrison Home 8,162 shares (about $507.22)Lam Research 194 shares (about $188.37)Apple 974 shares (about $167.04)Cardinal Health 1,308 shares (about $146.35) Sector Allocation Over TimeMap of 500 Largest Holdings ofClark Financial Services Group Inc /Bd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$22,999$57 ▼-0.2%47,84627.7%ETFVTVVanguard Value ETF$10,847$63 ▲0.6%66,59913.1%ETFVUGVanguard Growth ETF$8,783$34 ▲0.4%25,51610.6%ETFAAPLApple$6,332$167 ▼-2.6%36,9227.6%Computer and TechnologyMSFTMicrosoft$4,024$426 ▲11.8%9,5634.8%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$3,211$14 ▼-0.4%13,6223.9%ETFIBMInternational Business Machines$2,168$110 ▲5.3%11,3542.6%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$1,733$11 ▲0.6%11,1152.1%ETFMDUMDU Resources Group$1,3170.0%52,2691.6%UtilitiesAVGOBroadcom$1,156$643 ▼-35.7%8721.4%Computer and TechnologyKNFKnife River$1,0590.0%13,0671.3%ConstructionDVNDevon Energy$846$7 ▼-0.8%16,8571.0%Oils/EnergyVVisa$823$12 ▼-1.5%2,9501.0%Business ServicesMAMastercard$810$4 ▲0.5%1,6831.0%Business ServicesABBVAbbVie$786$2 ▼-0.3%4,3150.9%MedicalBUNGE GLOBAL SA$775$13 ▼-1.7%7,5590.9%Common StockLRCXLam Research$703$188 ▼-21.1%7240.8%Computer and TechnologyGDGeneral Dynamics$638$9 ▼-1.4%2,2610.8%AerospaceCVXChevron$629$12 ▼-1.9%3,9840.8%Oils/EnergyCAHCardinal Health$621$146 ▼-19.1%5,5500.7%MedicalAEEAmeren$583$41 ▼-6.6%7,8730.7%UtilitiesCASSCass Information Systems$5300.0%11,0000.6%Computer and TechnologyLDOSLeidos$488$7 ▼-1.4%3,7210.6%AerospaceECLEcolab$4550.0%1,9690.5%Basic MaterialsLOWLowe's Companies$427$194 ▲83.3%1,6770.5%Retail/WholesaleAMZNAmazon.com$422$51 ▲13.7%2,3370.5%Retail/WholesaleTMHCTaylor Morrison Home$404$507 ▼-55.7%6,5010.5%ConstructionJNPRJuniper Networks$401$3 ▼-0.8%10,8230.5%Computer and TechnologyAMATApplied Materials$394$60 ▲18.0%1,9110.5%Computer and TechnologyBRK.BBerkshire Hathaway$390$2 ▼-0.5%9270.5%FinanceMOAltria Group$389$13 ▲3.5%8,9240.5%Consumer StaplesMOSMosaic$378$131 ▼-25.8%11,6530.5%Basic MaterialsUNHUnitedHealth Group$374$1 ▼-0.3%7570.5%MedicalISHARES BITCOIN TR$372$372 ▲New Holding9,1800.4%Common StockMNSTMonster Beverage$340$4 ▼-1.1%5,7400.4%Consumer StaplesCVSCVS Health$337$337 ▲New Holding4,2200.4%Retail/WholesaleBMYBristol-Myers Squibb$330$9 ▼-2.7%6,0970.4%MedicalTAT&T$314$39 ▲14.3%17,8150.4%Computer and TechnologyHDHome Depot$302$6 ▼-1.9%7870.4%Retail/WholesaleNVDANVIDIA$300$300 ▲New Holding3320.4%Computer and TechnologyLLYEli Lilly and Company$296$10 ▲3.5%3810.4%MedicalENVXEnovix$2840.0%35,4570.3%Oils/EnergyBACBank of America$272$2 ▲0.7%7,1700.3%FinancePEPPepsiCo$272$63 ▲30.0%1,5500.3%Consumer StaplesPGProcter & Gamble$269$269 ▲New Holding1,6560.3%Consumer StaplesKLACKLA$253$15 ▼-5.5%3620.3%Computer and TechnologyCFLTConfluent$253$253 ▲New Holding8,2920.3%Business ServicesEWBCEast West Bancorp$246$12 ▼-4.5%3,1110.3%FinanceTMUST-Mobile US$239$239 ▲New Holding1,4670.3%Computer and TechnologyAMGNAmgen$235$235 ▲New Holding8270.3%MedicalRFRegions Financial$226$1 ▼-0.4%10,7380.3%FinanceBLKBlackRock$225$225 ▲New Holding2700.3%FinanceVTIVanguard Total Stock Market ETF$2210.0%8500.3%ETFPHMPulteGroup$220$220 ▲New Holding1,8210.3%ConstructionIVViShares Core S&P 500 ETF$219$219 ▲New Holding4170.3%ETFCMCSAComcast$215$8 ▼-3.8%4,9630.3%Consumer DiscretionaryBABoeing$213$3 ▲1.7%1,1040.3%AerospaceSPYSPDR S&P 500 ETF Trust$212$101 ▼-32.2%4060.3%FinanceTGTXTG Therapeutics$211$7 ▼-3.1%13,9110.3%MedicalPHParker-Hannifin$202$202 ▲New Holding3630.2%Industrial ProductsCHPTChargePoint$66$13 ▲24.3%34,6570.1%Auto/Tires/TrucksUNPUnion Pacific$0$611 ▼-100.0%00.0%TransportationGLNGGolar LNG$0$347 ▼-100.0%00.0%TransportationALLYAlly Financial$0$323 ▼-100.0%00.0%FinancePIIPolaris$0$320 ▼-100.0%00.0%Auto/Tires/TrucksGPCGenuine Parts$0$297 ▼-100.0%00.0%Auto/Tires/TrucksQRVOQorvo$0$297 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$289 ▼-100.0%00.0%Computer and TechnologyNOVASunnova Energy International$0$244 ▼-100.0%00.0%Oils/EnergyWBAWalgreens Boots Alliance$0$228 ▼-100.0%00.0%Retail/WholesaleShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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