Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CLEAR INVESTMENT RESEARCH LLC
  City: ATLANTA
  State: GA
  Zip: 30342
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $74,310,000
  Total Value Change : $3,282,000
  Securities Held Change : -51
   
All Securities Held : 221
  New Positions : 5
  Closed Positions : 56
  Increased Positions : 77
  Unchanged Positions : 82
  Decreased Positions : 57

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 82     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DLTR)1 Year Chart         DLTR Dollar Tree Stores Inc 23 - $121.04 $692,000 5,200 0.93% -47,000 0 0.002    Discount, Variety Stores
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 27 - $48.03 $605,000 12,295 0.81% 24,000 0 0.001    Closed - End Fund - Debt
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 28 - $39.15 $586,000 15,026 0.79% 31,000 0 0.002    Closed - End Fund - Debt
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 31 - $74.81 $526,000 6,927 0.71% 40,000 0 0.005    Closed - End Fund - Debt
   (R)1 Year Chart         R Ryder System Inc 45 - $126.64 $257,000 2,136 0.35% 11,000 0 0.004    Rental & Leasing Serv...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 46 - $235.03 $255,000 1,000 0.34% 32,000 0 0    Home Improvement Stores
   (LRGF)1 Year Chart         LRGF Ishares Factorselect Msci U... 50 - $53.58 $205,000 3,818 0.28% 21,000 0 0.002    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 54 - $442.06 $192,000 432 0.26% 15,000 0 0    Closed - End Fund - Debt
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 56 - $520.84 $176,000 337 0.24% 16,000 0 0    Closed - End Fund - E...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 59 - $61.89 $158,000 2,734 0.21% 23,000 0 0    Domestic Money Center...
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 69 - $26.32 $107,000 4,255 0.14% 2,000 0 0    N/A
   (BBT)1 Year Chart         BBT Truist Financial Corp 74 - $35.64 $97,000 2,481 0.13% 5,000 0 0.002    Domestic Regional Banks
   (HD)1 Year Chart         HD Home Depot Inc 76 - $346.43 $90,000 235 0.12% 9,000 0 0    Home Improvement Stores
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 78 - $336.67 $87,000 257 0.12% 9,000 0 0    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 81 - $76.21 $85,000 1,107 0.11% 0 0 0    Closed - End Fund - E...
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 84 - $287.48 $78,000 250 0.1% 10,000 0 0    Technical & System So...
   (BBY)1 Year Chart         BBY Best Buy Co Inc 87 - $74.17 $74,000 900 0.1% 4,000 0 0    Electronics Stores
   (PFE)1 Year Chart         PFE Pfizer Inc 90 - $28.01 $66,000 2,391 0.09% -3,000 0 0    Drug Manufacturers - ...
   (FIS)1 Year Chart         FIS Fidelity National Information 91 - $74.64 $65,000 877 0.09% 12,000 0 0    Business Services
   (FPXI)1 Year Chart         FPXI First Trust International Ipo 95 - $0.00 $55,000 1,186 0.07% 5,000 0 0    N/A
   (GE)1 Year Chart         GE General Electric Co 98 - $163.38 $53,000 300 0.07% 15,000 0 0    Conglomerates
   (MDT)1 Year Chart         MDT Medtronic Plc 99 - $82.84 $52,000 600 0.07% 5,000 0 0    Medical Appliances & ...
   (SCHC)1 Year Chart         SCHC Schwab International Small-... 101 - $36.02 $48,000 1,348 0.06% 1,000 0 0.001    Closed - End Fund - E...
   (MRK)1 Year Chart         MRK Merck & Co Inc 103 - $131.20 $47,000 357 0.06% 8,000 0 0    Drug Manufacturers - ...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 108 - $90.12 $44,000 460 0.06% -1,000 0 0    Closed - End Fund - E...
   (ETN)1 Year Chart         ETN Eaton Corp 112 - $330.57 $38,000 122 0.05% 9,000 0 0    Diversified Machinery
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 117 - $166.11 $37,000 220 0.05% 2,000 0 0    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 113 - $170.29 $37,000 245 0.05% 2,000 0 0.001    Search Engines & Info...
   (MPLX)1 Year Chart         MPLX Mplx Lp 124 - $41.51 $29,000 700 0.04% 3,000 0 0    Oil & Gas Pipelines &...
   (T)1 Year Chart         T AT&T Corp 125 - $17.17 $29,000 1,648 0.04% 1,000 0 0    Long Distance Carriers
   (DG)1 Year Chart         DG Dollar General Corp 127 - $140.95 $27,000 176 0.04% 3,000 0 0    Discount, Variety Stores
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 126 - $44.94 $27,000 500 0.04% 1,000 0 0    Drug Manufacturers - ...
   (TRV)1 Year Chart         TRV Travelers Companies Inc 129 - $218.50 $25,000 110 0.03% 4,000 0 0    Property & Casualty I...
   (SRE)1 Year Chart         SRE Sempra Energy 132 - $71.98 $23,000 326 0.03% -1,000 0 0    Electric Utilities
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 137 - $246.86 $20,000 82 0.03% 1,000 0 0    Business Software & S...
   (PAYC)1 Year Chart         PAYC Paycom Software, Inc. 136 - $173.39 $20,000 98 0.03% 0 0 0    N/A
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) 139 - $77.18 $19,000 280 0.03% 0 0 0    Drug Manufacturers - ...
   (FBHS)1 Year Chart         FBHS Fortune Brands Home & Secur... 142 - $75.32 $17,000 200 0.02% 2,000 0 0    Security & Protection...
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 140 - $17.19 $17,000 800 0.02% -4,000 0 0    N/A
   (IVZ)1 Year Chart         IVZ Invesco Plc (ADR) 143 - $15.59 $17,000 1,000 0.02% -1,000 0 0    Asset Management
   (SRLN)1 Year Chart         SRLN SPDR Blackstone/GSO Senior ... 144 - $41.94 $16,000 370 0.02% 0 0 0    N/A
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 145 - $0.00 $16,000 87 0.02% 2,000 0 0    N/A
   (EFAV)1 Year Chart         EFAV Ishares Msci Eafe Minimum V... 147 - $0.00 $15,000 217 0.02% 0 0 0    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 150 - $182.08 $14,000 81 0.02% 2,000 0 0    Communication Equipment
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 154 - $76.11 $13,000 180 0.02% 1,000 0 0    Investment Brokerage ...
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 152 - $509.82 $13,000 25 0.02% -1,000 0 0    Diagnostic Substances
   (TAN)1 Year Chart         TAN Invesco Solar ETF 157 - $42.06 $9,000 197 0.01% -2,000 0 0.001    Closed - End Fund - E...
   (ABT)1 Year Chart         ABT Abbott Laboratories 159 - $104.74 $9,000 80 0.01% 0 0 0    Drug Manufacturers - ...
   (RY)1 Year Chart         RY Royal Bank of Canada (USA) 161 - $103.21 $7,000 67 0.01% 0 0 0    Foreign Money Center ...
   (DIS)1 Year Chart         DIS Walt Disney Co 164 - $105.79 $6,000 51 0.01% 1,000 0 0    Entertainment - Diver...
   (GNRC)1 Year Chart         GNRC Generac Holdings Inc. 165 - $137.52 $6,000 50 0.01% 0 0 0    Electronic Equipment
   (LEVI)1 Year Chart         LEVI Levi Strauss & Co 163 - $22.62 $6,000 300 0.01% 1,000 0 0    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 171 - $119.87 $5,000 39 0.01% 1,000 0 0    Closed - End Fund - Debt
   (ACWX)1 Year Chart         ACWX iShares MSCI ACWI ex US Index 169 - $54.03 $5,000 91 0.01% 0 0 0    Closed - End Fund - E...
   (DKNG)1 Year Chart         DKNG Draftkings Inc Class A 170 - $0.00 $5,000 100 0.01% 1,000 0 0    N/A
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 172 - $110.18 $4,000 35 0.01% 0 0 0    Closed - End Fund - E...
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 183 - $85.16 $3,000 32 0% -1,000 0 0    N/A
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 181 - $8.15 $3,000 398 0% -2,000 0 0    Broadcasting - TV
   (VTRS)1 Year Chart         VTRS Upjohn Inc 186 - $11.16 $3,000 248 0% 0 0 0    N/A
   (ARKK)1 Year Chart         ARKK Ark Innovation ETF 185 - $42.92 $3,000 69 0% -1,000 0 0    N/A
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 191 - $219.60 $2,000 7 0% 0 0 0    Communication Equipment
   (WAB)1 Year Chart         WAB Westinghouse Air Brake Tech... 193 - $163.38 $2,000 12 0% 0 0 0    Auto Parts
   (IBM)1 Year Chart         IBM International Business Mach... 190 - $167.15 $2,000 10 0% 0 0 0    Diversified Computer ...
   (VVI)1 Year Chart         VVI Viad Corp 192 - $34.77 $2,000 42 0% 0 0 0    Business Services
   (CNHI)1 Year Chart         CNHI Cnh Industrial Nv 189 - $11.52 $2,000 167 0% 0 0 0    N/A
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 197 - $297.47 $1,000 5 0% 0 0 0    Networking & Communic...
   (TD)1 Year Chart         TD Toronto-Dominion Bank (USA) 195 - $56.62 $1,000 10 0% 0 0 0    Domestic Money Center...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 200 - $915.42 $1,000 1 0% 0 0 0    Semiconductor Equipme...
   (CCL)1 Year Chart         CCL Carnival Corp 194 - $14.43 $1,000 32 0% 0 0 0    Sporting and Park Ent...
   (PCY)1 Year Chart         PCY Invesco Emerging Markets S 209 - $20.21 $0 4 0% 0 0 0    Closed - End Fund - E...
   (EPRT)1 Year Chart         EPRT Essential Properties Realty... 243 - $27.15 $0 0 0% 0 0 0    N/A
   (KRNY)1 Year Chart         KRNY Kearny Financial Corp. 272 - $5.64 $0 30 0% 0 0 0    N/A
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 275 - $76.88 $0 6 0% 0 0 0    N/A
   (DD)1 Year Chart         DD DuPont de Nemours Inc 242 - $78.76 $0 0 0% 0 0 0    Diversified Chemicals
   (MULN)1 Year Chart         MULN Mullen Automotive Ord Shs 221 - $11.04 $0 1 0% 0 0 0    Security Software & S...
   (FNF)1 Year Chart         FNF Fidelity National Financial... 213 - $51.53 $0 3 0% 0 0 0    Surety & Title Insurance
   (DAL)1 Year Chart         DAL Delta Air Lines Inc 264 - $46.55 $0 10 0% 0 0 0    Major Airlines
   (FNFV)1 Year Chart         FNFV Fidelity National Financial... 206 - $20.55 $0 1 0% 0 0 0    Surety & Title Insurance
   (DXC)1 Year Chart         DXC DXC Technology Co 263 - $19.41 $0 14 0% 0 0 0    N/A
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 240 - $43.71 $0 0 0% 0 0 0    Closed - End Fund - E...
   (CTVA)1 Year Chart         CTVA Corteva, Inc. 224 - $57.48 $0 0 0% 0 0 0    N/A
   (FM)1 Year Chart         FM Ishares Msci Frontier 100 Fund 258 - $28.07 $0 10 0% 0 0 0    N/A

      82 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results