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  Name: Clarity Asset Management Inc.
  City: AMES
  State: IA
  Zip: 50010
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $144,784,000
  Total Value Change : $18,301,000
  Securities Held Change : 0
   
All Securities Held : 196
  New Positions : 10
  Closed Positions : 9
  Increased Positions : 80
  Unchanged Positions : 41
  Decreased Positions : 65

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NULG)1 Year Chart         NULG Nushares Esg Large Cap Grow... 4 New $0.00 $13,805,000 180,973 9.53% 13,805,000 180,973 0.166    N/A
   (MINO)1 Year Chart         MINO Pimco Municipal Income Oppo... 11 New $0.00 $4,678,000 102,515 3.23% 4,678,000 102,515 1.138    N/A
   (MGV)1 Year Chart         MGV Vanguard Mega Cap 300 Value... 85 New $116.05 $48,000 398 0.03% 48,000 398 0    Closed - End Fund - E...
   (TDS)1 Year Chart         TDS Telephone & Data Systems Inc 108 New $19.89 $40,000 2,490 0.03% 40,000 2,490 0    Wireless Communications
   (ED)1 Year Chart         ED Consolidated Edison Inc 112 New $94.55 $39,000 424 0.03% 39,000 424 0    Multi Utilities
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 119 New $135.28 $35,000 274 0.02% 35,000 274 0    Drug Manufacturers - ...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 155 New $444.76 $8,000 15 0.01% 8,000 15 0    Application Software
   (IDHQ)1 Year Chart         IDHQ Invesco S&P International D... 158 New $30.84 $7,000 216 0% 7,000 216 0    Closed - End Fund - Debt
   (ON)1 Year Chart         ON On Semiconductor Corp 164 New $73.04 $5,000 63 0% 5,000 63 0    Semiconductor- Broad...
   (MP)1 Year Chart         MP Mp Materials Ord Shs Class A 177 New $16.22 $3,000 225 0% 3,000 225 0    N/A

      10 Records Found
  1    
Page 1 of 1
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