0001085146-24-004530.txt : 20240903
0001085146-24-004530.hdr.sgml : 20240903
20240903164147
ACCESSION NUMBER: 0001085146-24-004530
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240903
DATE AS OF CHANGE: 20240903
EFFECTIVENESS DATE: 20240903
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Clear Rock Advisors, LLC
CENTRAL INDEX KEY: 0001810372
ORGANIZATION NAME:
IRS NUMBER: 810956267
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23719
FILM NUMBER: 241274664
BUSINESS ADDRESS:
STREET 1: 200 EARL GARRETT STREET
STREET 2: SUITE 202
CITY: KERRVILLE
STATE: TX
ZIP: 78028
BUSINESS PHONE: 512-735-0222
MAIL ADDRESS:
STREET 1: 200 EARL GARRETT STREET
STREET 2: SUITE 202
CITY: KERRVILLE
STATE: TX
ZIP: 78028
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001810372
XXXXXXXX
06-30-2024
06-30-2024
false
Clear Rock Advisors, LLC
200 EARL GARRETT STREET
SUITE 202
KERRVILLE
TX
78028
13F HOLDINGS REPORT
028-23719
N
William Ty Sanders
Chief Executive Officer
830-315-2555
/s/William Ty Sanders
Kerrville
TX
09-03-2024
0
70
234044650
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBOTT LABS
COM
002824100
BBG001S5N9M6
2359070
22703
SH
SOLE
22703
0
0
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
3490090
20348
SH
SOLE
20348
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
BBG001SCXK90
1933027
6371
SH
SOLE
6371
0
0
ADOBE INC
COM
00724F101
BBG001S5NCQ5
275548
496
SH
SOLE
496
0
0
ALLSTATE CORP
COM
020002101
BBG001S9BM06
2681491
16795
SH
SOLE
16795
0
0
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
735333
4026
SH
SOLE
4026
0
0
AMAZON COM INC
COM
023135106
BBG001S5PQL7
3774753
19533
SH
SOLE
19533
0
0
AMPHENOL CORP NEW
CL A
032095101
BBG001S5NSK6
4259200
63221
SH
SOLE
63221
0
0
ANALOG DEVICES INC
COM
032654105
BBG001S5ND38
309293
1355
SH
SOLE
1355
0
0
APPLE INC
COM
037833100
BBG001S5N8V8
3199121
15189
SH
SOLE
15189
0
0
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
BBG001SCG0R3
454093
444
SH
SOLE
444
0
0
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
3381445
85025
SH
SOLE
85025
0
0
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
5420271
3376
SH
SOLE
3376
0
0
CDW CORP
COM
12514G108
BBG001V18TB6
444099
1984
SH
SOLE
1984
0
0
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
757699
4844
SH
SOLE
4844
0
0
CONOCOPHILLIPS
COM
20825C104
BBG001S5TZM2
2547701
22274
SH
SOLE
22274
0
0
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
4100352
4824
SH
SOLE
4824
0
0
D R HORTON INC
COM
23331A109
BBG001S8M692
3440385
24412
SH
SOLE
24412
0
0
DEVON ENERGY CORP NEW
COM
25179M103
BBG001S63VG4
237000
5000
SH
SOLE
5000
0
0
DOMINOS PIZZA INC
COM
25754A201
BBG001SL3ZH1
323223
626
SH
SOLE
626
0
0
ELEVANCE HEALTH INC
COM
036752103
BBG001S6KBQ8
2547285
4701
SH
SOLE
4701
0
0
ELI LILLY & CO
COM
532457108
BBG001S5STL8
229062
253
SH
SOLE
253
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
BBG001S9P0Z1
2065492
71273
SH
SOLE
71273
0
0
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
1847792
16051
SH
SOLE
16051
0
0
FASTENAL CO
COM
311900104
BBG001S5R1F7
2711484
43149
SH
SOLE
43149
0
0
HCA HEALTHCARE INC
COM
40412C101
BBG001T8NTY2
317425
988
SH
SOLE
988
0
0
HERSHEY CO
COM
427866108
BBG001S5S148
1572850
8556
SH
SOLE
8556
0
0
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
2829998
8221
SH
SOLE
8221
0
0
HUMANA INC
COM
444859102
BBG001S5S1X6
1961663
5250
SH
SOLE
5250
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
BBG001S7XR78
216198
486
SH
SOLE
486
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
BBG001SLS4Q3
398963
3816
SH
SOLE
3816
0
0
ISHARES TR
US TREAS BD ETF
46429B267
BBG002NCKPP8
21149423
937059
SH
SOLE
937059
0
0
JANUS DETROIT STR TR
HENDERSON MTG
47103U852
BBG00LYBQSH3
23136961
518185
SH
SOLE
518185
0
0
JPMORGAN CHASE & CO.
COM
46625H100
BBG001S8CRC3
3229891
15969
SH
SOLE
15969
0
0
KROGER CO
COM
501044101
BBG001S5SN40
2586924
51811
SH
SOLE
51777
0
0
LAM RESEARCH CORP
COM
512807108
BBG001S5SW40
4319032
4056
SH
SOLE
4054
0
0
LOWES COS INC
COM
548661107
BBG001S5SVL3
243829
1106
SH
SOLE
1106
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
4340333
9711
SH
SOLE
9706
0
0
MONDELEZ INTL INC
CL A
609207105
BBG001SHHZJ3
289703
4427
SH
SOLE
4427
0
0
MORGAN STANLEY
COM NEW
617446448
BBG001S9V5Z3
2505851
25783
SH
SOLE
25766
0
0
MSCI INC
COM
55354G100
BBG001SV8B05
244248
507
SH
SOLE
507
0
0
NETAPP INC
COM
64110D104
BBG001S8LYX5
807190
6267
SH
SOLE
6267
0
0
NEXTERA ENERGY INC
COM
65339F101
BBG001S5RB29
2333827
32959
SH
SOLE
32959
0
0
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
4208144
34063
SH
SOLE
34063
0
0
PAN AMERN SILVER CORP
COM
697900108
BBG001S5ZXR5
317683
15980
SH
SOLE
15980
0
0
PAYCHEX INC
COM
704326107
BBG001S5V135
2743361
23139
SH
SOLE
23127
0
0
PIMCO ETF TR
INTER MUN BD ACT
72201R866
BBG001SF6Y39
6065876
116517
SH
SOLE
116517
0
0
PIMCO ETF TR
INV GRD CRP BD
72201R817
BBG001TCGQY7
14594957
153518
SH
SOLE
153518
0
0
S&P GLOBAL INC
COM
78409V104
BBG001S5T5M8
2583678
5793
SH
SOLE
5793
0
0
SALESFORCE INC
COM
79466L302
BBG001SDLP09
3075945
11964
SH
SOLE
11964
0
0
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
BBG001SCWNN9
1775142
9043
SH
SOLE
9043
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
BBG001T5XQV6
7662263
119257
SH
SOLE
119257
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
BBG001V036R6
3696225
47491
SH
SOLE
47491
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
BBG001S7T1S7
1750080
19200
SH
SOLE
19200
0
0
SHERWIN WILLIAMS CO
COM
824348106
BBG001S5W2F9
2838369
9511
SH
SOLE
9506
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
BBG001SRXRD7
496340
13176
SH
SOLE
13176
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
286804
527
SH
SOLE
527
0
0
STRYKER CORPORATION
COM
863667101
BBG001S8FR03
3547448
10426
SH
SOLE
10421
0
0
TEXAS INSTRS INC
COM
882508104
BBG001S5WYZ7
231686
1191
SH
SOLE
1191
0
0
TRACTOR SUPPLY CO
COM
892356106
BBG001S7K017
3104190
11497
SH
SOLE
11490
0
0
UNION PAC CORP
COM
907818108
BBG001S5X2M0
265856
1175
SH
SOLE
1175
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
BBG001SDGSH1
1937386
14157
SH
SOLE
14147
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
419631
824
SH
SOLE
824
0
0
VANECK ETF TRUST
SHRT HGH YLD MUN
92189F387
BBG005T08310
228309
10206
SH
SOLE
10206
0
0
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
BBG001TC6MR5
3519356
35835
SH
SOLE
35835
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
BBG001SMD2X3
428600
5117
SH
SOLE
5117
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
BBG001SHTTV0
21290299
97644
SH
SOLE
97580
0
0
VISA INC
COM CL A
92826C839
BBG001SRCFY3
3429696
13067
SH
SOLE
13067
0
0
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
BBG005YHYNG8
14690923
292008
SH
SOLE
292008
0
0
ZOETIS INC
CL A
98978V103
BBG0039320P7
2847785
16427
SH
SOLE
16427
0
0