13F HoldingsAUM History

13F Filings for Claris Financial LLC (CIK: 2060278)

View the most recent portfolio holdings disclosed by Claris Financial LLC in their 13F filing.

HoldingSharesValuePortfolio PercentChange StatusChange Amount
FVD - FIRST TRUST VALUE DIVIDEND INDEX ETF(Class: UIT EXCHANGE TRADED)245.13K $10.70M 7.03%Unchanged
AAPL - APPLE INC(Class: COMMON STOCK)36.21K $9.07M 5.96%Unchanged
VUG - VANGUARD GROWTH ETF(Class: UIT EXCHANGE TRADED)22.03K $9.04M 5.94%Unchanged
N/A - ISHARES MSCI USA MOMNTUMFCT ETF(Class: UIT EXCHANGE TRADED)38.11K $7.89M 5.18%Unchanged
NVDA - NVIDIA CORP(Class: COMMON STOCK)43.57K $5.85M 3.85%Unchanged
MSFT - MICROSOFT CORP(Class: COMMON STOCK)13.64K $5.75M 3.78%Unchanged
FTCS - FIRST TRUST CAPITAL STRENGTH ETF IV(Class: UIT EXCHANGE TRADED)59.32K $5.21M 3.42%Unchanged
VTV - VANGUARD VALUE ETF(Class: UIT EXCHANGE TRADED)25.13K $4.25M 2.80%Unchanged
FTSM - FIRST TRST ENHNCD SHRT MRTY ETF IV(Class: UIT EXCHANGE TRADED)60.88K $3.64M 2.39%Unchanged
LMBS - FRST TRT LOW DTN OPNTS ETF IV(Class: UIT EXCHANGE TRADED)56.57K $2.75M 1.81%Unchanged
AMZN - AMAZON.COM INC(Class: COMMON STOCK)11.49K $2.52M 1.66%Unchanged
RDVY - FT RISING DIVIDEND ACHIEVERS ETF IV(Class: UIT EXCHANGE TRADED)41.94K $2.48M 1.63%Unchanged
JPM - JPMORGAN CHASE CO(Class: COMMON STOCK)9.16K $2.20M 1.44%Unchanged
SPY - SPDR SP 500 ETF IV(Class: UIT EXCHANGE TRADED)3.01K $1.76M 1.16%Unchanged
TBIL - US TREASURY 3 MONTH BILLETF(Class: UIT EXCHANGE TRADED)31.72K $1.58M 1.04%Unchanged
IBM - IBM CORP(Class: COMMON STOCK)7.13K $1.57M 1.03%Unchanged
VOO - VANGUARD SP 500 ETF(Class: UIT EXCHANGE TRADED)2.59K $1.39M 0.92%Unchanged
YMAX - YIELDMAX UNIVRS FD OPT INCOM ETF(Class: UIT EXCHANGE TRADED)82.25K $1.39M 0.92%Unchanged
FIXD - FIRST TRUST TCW OPPORTUNISTIC FI ETF(Class: UIT EXCHANGE TRADED)31.76K $1.36M 0.90%Unchanged
TSLA - TESLA INC(Class: COMMON STOCK)3.38K $1.36M 0.90%Unchanged
VEA - VANGUARD FTSE DEVELOPED MARKETS ETF(Class: UIT EXCHANGE TRADED)28.36K $1.36M 0.89%Unchanged
EES - WISDOMTREE US SMALLCAP ETF(Class: UIT EXCHANGE TRADED)24.55K $1.32M 0.87%Unchanged
GOOGL - ALPHABET INC CLASS A(Class: COMMON STOCK)6.82K $1.29M 0.85%Unchanged
VYM - VANGUARD HIGH DIVIDEND YIELD ETF(Class: UIT EXCHANGE TRADED)10.08K $1.29M 0.84%Unchanged
BRK.B - BERKSHIRE HATHAWAY CLASS B(Class: COMMON STOCK)2.69K $1.22M 0.80%Unchanged