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CLEAR INVESTMENT RESEARCH, LLC
RIA/Wealth
CLEAR INVESTMENT RESEARCH, LLC is a RIA/Wealth based in Alpharetta, GA led by Joseph Brian Jennings, reporting $4.7B in AUM as of Q3 2025 with 69% ETF concentration.
CCOJoseph Brian Jennings
- Portfolio Value
- $74.6M
- Positions
- 250
- Top Holding
- IVV at 10.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CLEAR INVESTMENT RESEARCH, LLC's portfolio (48.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $8.1M | 10.90% | -$2.2M Sold | — 12.2K shares | |
ETF ETF | $5.9M | 7.89% | +$12.9K Bought | — 86.0K shares | |
ETF ETF | $4.1M | 5.51% | +$364.4K Bought | — 88.9K shares | |
Consumer Electronics Technology | $3.8M | 5.03% | +$44.1K Bought | 0.00% 14.8K shares | |
Packaging & Containers Consumer Cyclical | $3.7M | 4.90% | -$2.4M Sold | 0.06% 186.9K shares | |
ETF ETF | $3.0M | 3.99% | -$170.3K Sold | — 113.0K shares | |
Software - Infrastructure Technology | $2.2M | 2.93% | -$8.3K Sold | 0.00% 4.2K shares | |
Drug Manufacturers - General Healthcare | $2.1M | 2.78% | +$19.8K Bought | 0.00% 2.7K shares | |
ETF ETF | $2.0M | 2.62% | -$937.0K Sold | — 29.9K shares | |
ETF ETF | $1.8M | 2.36% | +$109.0K Bought | — 59.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CLEAR INVESTMENT RESEARCH, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-99.21% | |
-90.91% | |
-59.57% |
Analytics
Portfolio insights and performance metrics for CLEAR INVESTMENT RESEARCH, LLC
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