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CLARK FINANCIAL SERVICES GROUP INC /BD

Q3 2024 · 13F-HR

CLARK FINANCIAL SERVICES GROUP INC /BDholdings as filed

Filed 2024-11-14 · accession 0001001011-24-000006

$109.9M
Reported value
77
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS S&P 500 ETF SHS$25.6M23.3%48,433CommonNONE
922908744VTVVANGUARD INDEX FDS VALUE ETF$12.9M11.7%73,632CommonNONE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$11.3M10.3%19,737CommonNONE
922908736VUGVANGUARD INDEX FDS GROWTH ETF$10.3M9.33%26,715CommonNONE
037833100AAPLAPPLE INC$7.5M6.85%32,332CommonNONE
594918104MSFTMICROSOFT CORP$4.1M3.76%9,608CommonNONE
808524797SCHDSCHWAB STRATEGIC TR US DIVIDEND EQ$3.7M3.40%44,271CommonNONE
922908538VOTVANGUARD INDEX FDS MCAP GR INDXVIP$3.5M3.18%14,346CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.4M2.22%11,049CommonNONE
922908512VOEVANGUARD INDEX FDS MCAP VL IDXVIP$2.0M1.78%11,642CommonNONE
552690109MDUMDU RES GROUP INC$1.4M1.30%52,269CommonNONE
498894104KNFKNIFE RIVER CORP$1.2M1.06%13,067CommonNONE
92826C839VVISA INC$1.1M0.96%3,841CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.0M0.92%2,052CommonNONE
67066G104NVDANVIDIA CORPORATION$955,5410.87%7,868CommonNONE
023608102AEEAMEREN CORP$791,6010.72%9,051CommonNONE
30303M102METAMETA PLATFORMS INC$574,7790.52%1,004CommonNONE
464287200IVVISHARES TR CORE S&P500 ETF$548,5560.50%951CommonNONE
00287Y109ABBVABBVIE INC$528,5370.48%2,676CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$510,4290.46%1,109CommonNONE
278865100ECLECOLAB INC$502,7450.46%1,969CommonNONE
023135106AMZNAMAZON COM INC$472,5330.43%2,536CommonNONE
548661107LOWLOWES COS INC$468,5710.43%1,730CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$463,6510.42%793CommonNONE
14808P109CASSCASS INFORMATION SYS INC$456,2800.42%11,000CommonNONE
02209S103MOALTRIA GROUP INC$455,8480.41%8,931CommonNONE
11135F101AVGOBROADCOM INC$443,5980.40%2,572CommonNONE
87724P106TMHCTAYLOR MORRISON HOME CORP$431,9580.39%6,148CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$428,9750.39%2,632CommonNONE
48203R104JNPJUNIPER NETWORKS INC$420,0880.38%10,777CommonNONE
038222105AMATAPPLIED MATLS INC$416,0210.38%2,059CommonNONE
464287655IWMISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF$410,4140.37%1,858CommonNONE
060505104BACBANK AMERICA CORP$403,2670.37%10,163CommonNONE
512807108LRCXEURLAM RESEARCH CORP$392,5440.36%481CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT$389,6850.35%7,379CommonNONE
00206R102TAT&T INC$389,1610.35%17,689CommonNONE
532457108LLYELI LILLY & CO$385,8900.35%436CommonNONE
369550108GDGENERAL DYNAMICS CORP$368,7380.34%1,220CommonNONE
14149Y108CAHCARDINAL HEALTH INC$361,6010.33%3,272CommonNONE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$359,9290.33%1,018CommonNONE
166764100CVXCHEVRON CORP NEW$350,7550.32%2,382CommonNONE
437076102HDHOME DEPOT INC$333,5570.30%823CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF SHS BEN INT$331,6730.30%9,180CommonNONE
H11356104BGBUNGE GLOBAL SA$327,9060.30%3,393CommonNONE
88322Q108TGTXTG THERAPEUTICS INC$324,4660.30%13,872CommonNONE
293594107ENVXENOVIX CORPORATION$324,4340.30%34,736CommonNONE
872590104TMUST-MOBILE US INC$314,8420.29%1,526CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$313,0230.28%6,050CommonNONE
012653101ALBALBEMARLE CORP$294,7370.27%3,112CommonNONE
742718109PGPROCTER AND GAMBLE CO$292,5820.27%1,689CommonNONE
27579R104EWBCEAST WEST BANCORP INC$291,4100.27%3,522CommonNONE
922907746VTEBVANGUARD MUN BD FDS TAX EXEMPT BD$287,9080.26%5,632CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$286,5510.26%12,283CommonNONE
745867101PHMPULTE GROUP INC$284,1890.26%1,980CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$276,1440.25%7,059CommonNONE
02079K107GOOGALPHABET INC$268,9850.24%1,609CommonNONE
031162100AMGNAMGEN INC$263,5680.24%818CommonNONE
40412C101HCAHCA HEALTHCARE INC$261,3340.24%643CommonNONE
040413106ANETEURARISTA NETWORKS INC$257,1600.23%670CommonNONE
713448108PEPPEPSICO INC$253,5150.23%1,491CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$249,0260.23%1,181CommonNONE
922908769VTIVANGUARD INDEX FDS TOTAL STK MKT$241,8230.22%854CommonNONE
09247X101BLKCHFBLACKROCK INC$241,2270.22%254CommonNONE
79466L302CRMSALESFORCE INC$240,0440.22%877CommonNONE
876030107TPRTAPESTRY INC$237,9070.22%5,064CommonNONE
142339100CSLCARLISLE COS INC$235,6690.21%524CommonNONE
00724F101ADBEADOBE INC$227,8230.21%440CommonNONE
20030N101CMCSACOMCAST CORP NEW$225,5580.21%5,400CommonNONE
690742101OCOWENS CORNING NEW$222,4150.20%1,260CommonNONE
46434G103IEMGISHARES INC CORE MSCI EMKT$220,0530.20%3,833CommonNONE
025816109AXPAMERICAN EXPRESS CO$218,8580.20%807CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$217,4130.20%914CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$216,5530.20%799CommonNONE
04010L103ARCCARES CAPITAL CORP$216,3110.20%10,330CommonNONE
595112103MUMICRON TECHNOLOGY INC$210,8430.19%2,033CommonNONE
G3223R108EGEVEREST GROUP LTD$210,0210.19%536CommonNONE
15961R105CHARGEPOINT HOLDINGS INC$46,4820.04%33,928CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.