Top 50 Clarity Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEI | ISHARES TR | 11.88% | 920.5K | $109.2M | -32.23%(-437.74K) | $118.28(-0.59%) | 2026-03-31 | |
| MBB | ISHARES TR | 5.79% | 560.6K | $53.2M | new | $95.08(-0.77%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 4.32% | 182.7K | $39.7M | +0.38%(+691) | $161.61(+29.01%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.17% | 103.6K | $38.4M | +36.76%(+27.85K) | $378.23(+7.13%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.13% | 132.4K | $38.0M | -2.23%(-3.02K) | $136.57(+192.18%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.94% | 36.4K | $36.2M | +0.35%(+127) | $642.84(+60.71%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.65% | 161.1K | $33.5M | +2.20%(+3.46K) | $166.91(+61.85%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.46% | 34.6K | $31.8M | +2.23%(+755) | $783.28(+29.68%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.2% | 168.5K | $29.4M | -2.01%(-3.46K) | $86.51(+161.05%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.18% | 61.0K | $29.2M | -21.99%(-17.20K) | $448.89(+8.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.15% | +23.01% |
| Top 20 Holdings Unweighted | +9.29% | +30.54% |
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