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Clarus Wealth Advisors

Latest statistics and disclosures from Clarus Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, MGK, COWZ, AAPL, SPLG, and represent 26.65% of Clarus Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: TLH, PWR, LLY, CMG, MGK, SPY, XLK, HPE, AVGO, TOL.
Started 10 new stock positions in TLH, LLY, SDVY, GNRC, VUZI, HPE, TOL, PWR, CMG, AVGO.
Reduced shares in these 10 stocks: PCAR, , ELAN, , PLTR, , , JQUA, AAPL, TSLA.
Sold out of its positions in ELAN, MPC, NBIX, PCAR, VLO, NXPI.
Clarus Wealth Advisors was a net buyer of stock by $3.0M.
Clarus Wealth Advisors has $196M in assets under management (AUM), dropping by 4.32%.
Central Index Key (CIK): 0001730149

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Portfolio Holdings for Clarus Wealth Advisors

Clarus Wealth Advisors holds 134 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	7.5	$15M	+2%	26k	567.81	View chart
Vanguard World Mega Grwth Ind (MGK)	7.3	$14M	+3%	45k	317.16	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	4.4	$8.6M		147k	58.24	View chart
Apple (AAPL)	4.2	$8.2M		37k	221.69	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.3	$6.5M		98k	66.77	View chart
Select Sector Spdr Tr Technology (XLK)	3.2	$6.3M	+4%	28k	223.74	View chart
Pacer Fds Tr Emrg Mkt Cash (ECOW)	3.2	$6.2M		273k	22.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.1	$6.1M		99k	61.85	View chart
Vanguard Index Fds Growth Etf (VUG)	2.8	$5.5M		15k	379.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$5.2M		29k	177.18	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.3	$4.5M		86k	52.34	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	2.2	$4.4M		56k	78.71	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.2	$4.4M		118k	36.93	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.2	$4.3M		51k	84.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.0	$3.8M	+2%	52k	73.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$3.6M		18k	195.22	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.5	$3.0M	-6%	53k	56.11	View chart
Select Sector Spdr Tr Indl (XLI)	1.4	$2.8M		21k	135.18	View chart
Select Sector Spdr Tr Financial (XLF)	1.2	$2.4M		53k	45.09	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.2	$2.3M		15k	150.97	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.1	$2.1M		48k	44.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.0M		7.1k	280.17	View chart
Select Sector Spdr Tr Communication (XLC)	1.0	$1.9M		21k	89.66	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.0	$1.9M		17k	110.95	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.0	$1.9M		24k	79.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$1.9M		7.6k	244.17	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.9	$1.9M	-2%	15k	121.33	View chart
NVIDIA Corporation (NVDA)	0.9	$1.8M	+11%	14k	127.72	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.9	$1.8M	-4%	11k	158.84	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.9	$1.8M		15k	118.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$1.8M		22k	82.09	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.8	$1.6M		17k	94.89	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.8	$1.6M	+2%	8.1k	202.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$1.6M		11k	150.36	View chart
Select Sector Spdr Tr Energy (XLE)	0.8	$1.6M	+3%	17k	93.51	View chart
Ishares Tr Us Trsprtion (IYT)	0.8	$1.6M	+4%	24k	67.21	View chart
Ishares Tr Ishares Biotech (IBB)	0.8	$1.6M		11k	142.18	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.8	$1.6M		34k	47.36	View chart
Microsoft Corporation (MSFT)	0.7	$1.4M	+2%	3.4k	409.56	View chart
Lockheed Martin Corporation (LMT)	0.7	$1.4M	-5%	2.3k	605.55	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.7	$1.4M		7.0k	195.08	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$1.2M	NEW	11k	106.23	View chart
Caterpillar (CAT)	0.6	$1.2M		3.0k	398.23	View chart
Tesla Motors (TSLA)	0.5	$1.1M	-11%	4.4k	240.83	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.5	$1.0M		7.2k	138.53	View chart
Meta Platforms Cl A (META)	0.5	$928k		1.6k	584.78	View chart
Quanta Services (PWR)	0.5	$927k	NEW	3.0k	307.51	View chart
Palo Alto Networks (PANW)	0.5	$923k	-5%	2.7k	337.94	View chart
Palantir Technologies Cl A (PLTR)	0.5	$900k	-21%	23k	38.89	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.4	$849k	+5%	7.7k	110.22	View chart
Amazon (AMZN)	0.4	$837k	+2%	4.6k	180.80	View chart
Advanced Micro Devices (AMD)	0.4	$802k	+16%	4.7k	170.97	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.4	$792k	-3%	22k	35.41	View chart
Carrier Global Corporation (CARR)	0.4	$744k	-12%	9.3k	80.42	View chart
Dell Technologies CL C (DELL)	0.4	$740k	+34%	6.2k	119.09	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.4	$731k		9.3k	79.01	View chart
Costco Wholesale Corporation (COST)	0.4	$730k	+3%	836.00	873.59	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$725k		12k	59.06	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$698k	+14%	2.8k	248.22	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$697k		16k	44.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$690k	+8%	4.2k	162.98	View chart
Uber Technologies (UBER)	0.3	$671k	+3%	9.0k	74.59	View chart
Eli Lilly & Co. (LLY)	0.3	$659k	NEW	733.00	898.40	View chart
Nasdaq Omx (NDAQ)	0.3	$652k	-9%	9.2k	70.87	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$650k	-6%	2.3k	286.87	View chart
First Tr Exchng Traded Fd Vi Multi Mgr Sml Cp (MMSC)	0.3	$648k		32k	20.37	View chart
Chipotle Mexican Grill (CMG)	0.3	$647k	NEW	11k	56.73	View chart
Zoetis Cl A (ZTS)	0.3	$627k	-6%	3.3k	187.28	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.3	$620k	-8%	3.7k	169.19	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.3	$606k		32k	19.04	View chart
Synopsys (SNPS)	0.3	$600k	+13%	1.2k	494.87	View chart
First Tr Exchange-traded Intl Dev Strngth (FICS)	0.3	$594k		16k	36.47	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$594k		13k	45.91	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.3	$589k		21k	28.15	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.3	$575k		8.3k	69.37	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.3	$566k		30k	18.89	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.3	$537k	+4%	17k	31.10	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$528k	-2%	6.5k	80.86	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.3	$508k	+4%	21k	24.25	View chart
Hess (HES)	0.2	$452k	+7%	3.2k	140.28	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$441k	-4%	5.5k	79.58	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$424k		9.5k	44.40	View chart
International Business Machines (IBM)	0.2	$420k	-9%	1.8k	227.12	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$412k		8.4k	48.91	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$407k		7.9k	51.55	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$402k	-4%	4.2k	94.83	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.2	$400k		8.4k	47.76	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$394k		3.2k	125.03	View chart
First Tr Exchange Traded Materials Alph (FXZ)	0.2	$388k	+9%	5.8k	66.43	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.2	$385k		28k	13.69	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$379k		3.1k	121.74	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.2	$378k	-6%	6.1k	61.94	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$375k		18k	21.30	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$340k	+29%	6.3k	54.10	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$319k	-4%	5.1k	62.19	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$316k		559.00	565.88	View chart
First Tr Exchange-traded First Tr Bloombe (SHRY)	0.2	$307k	-3%	7.5k	40.83	View chart
JPMorgan Chase & Co. (JPM)	0.2	$304k		1.4k	210.97	View chart
Consol Energy (CEIX)	0.1	$282k		2.6k	107.64	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.1	$281k	+7%	9.1k	30.91	View chart
Parsons Corporation (PSN)	0.1	$275k	-18%	2.6k	106.09	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$273k		470.00	580.86	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$273k		5.4k	50.89	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$272k	-3%	3.4k	80.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$267k		4.5k	58.84	View chart
BorgWarner (BWA)	0.1	$260k	+9%	7.4k	35.02	View chart
Qualcomm (QCOM)	0.1	$253k	+20%	1.5k	166.94	View chart
W.W. Grainger (GWW)	0.1	$246k		240.00	1022.84	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$244k		11k	21.84	View chart
Mueller Wtr Prods Com Ser A (MWA)	0.1	$242k	-2%	11k	22.79	View chart
Exxon Mobil Corporation (XOM)	0.1	$241k	-14%	1.9k	125.39	View chart
Hewlett Packard Enterprise (HPE)	0.1	$239k	NEW	12k	20.86	View chart
First Tr Exchange-traded Merger Arbitra (MARB)	0.1	$239k		12k	19.85	View chart
Applied Materials (AMAT)	0.1	$237k	+16%	1.2k	200.13	View chart
Myriad Genetics (MYGN)	0.1	$232k	-9%	8.9k	26.14	View chart
Blueprint Medicines (BPMC)	0.1	$231k	+8%	2.6k	89.32	View chart
Broadcom (AVGO)	0.1	$229k	NEW	1.3k	175.08	View chart
Packaging Corporation of America (PKG)	0.1	$225k	-5%	1.1k	213.35	View chart
Janus Henderson Group Ord Shs (JHG)	0.1	$223k	-10%	5.8k	38.65	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.1	$222k		15k	15.33	View chart
A. O. Smith Corporation (AOS)	0.1	$222k		2.5k	88.15	View chart
Civitas Resources Com New (CIVI)	0.1	$221k	+23%	4.0k	54.92	View chart
Ares Capital Corporation (ARCC)	0.1	$217k		10k	21.02	View chart
Toll Brothers (TOL)	0.1	$215k	NEW	1.4k	150.49	View chart
Dover Corporation (DOV)	0.1	$213k		1.1k	187.53	View chart
Casey's General Stores (CASY)	0.1	$213k	+3%	572.00	372.42	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$212k	NEW	5.8k	36.16	View chart
Stryker Corporation (SYK)	0.1	$209k		604.00	345.14	View chart
Amgen (AMGN)	0.1	$208k	-9%	656.00	317.45	View chart
Generac Holdings (GNRC)	0.1	$208k	NEW	1.2k	173.82	View chart
Plug Power Com New (PLUG)	0.0	$86k		38k	2.25	View chart
Composecure *w Exp 12/27/202 (CMPOW)	0.0	$79k		22k	3.60	View chart
Vuzix Corp Com New (VUZI)	0.0	$18k	NEW	15k	1.21	View chart
American Lithium Corp Com New (AMLI)	0.0	$6.0k		10k	0.60	View chart

Past Filings by Clarus Wealth Advisors

SEC 13F filings are viewable for Clarus Wealth Advisors going back to 2017

Clarus Wealth Advisors 2024 Q3 filed Oct. 8, 2024
Clarus Wealth Advisors 2024 Q2 filed July 11, 2024
Clarus Wealth Advisors 2024 Q1 filed April 11, 2024
Clarus Wealth Advisors 2023 Q4 filed Jan. 22, 2024
Clarus Wealth Advisors 2023 Q2 filed July 10, 2023
Clarus Wealth Advisors 2023 Q1 filed April 10, 2023
Clarus Wealth Advisors 2022 Q4 filed Jan. 12, 2023
Clarus Wealth Advisors 2022 Q3 filed Oct. 11, 2022
Clarus Wealth Advisors 2022 Q2 filed July 13, 2022
Clarus Wealth Advisors 2022 Q1 filed April 12, 2022
Clarus Wealth Advisors 2021 Q4 filed Jan. 13, 2022
Clarus Wealth Advisors 2021 Q3 filed Oct. 6, 2021
Clarus Wealth Advisors 2021 Q2 filed July 13, 2021
Clarus Wealth Advisors 2021 Q1 filed April 12, 2021
Clarus Wealth Advisors 2020 Q4 filed Jan. 12, 2021
Clarus Wealth Advisors 2020 Q3 filed Oct. 8, 2020

View all past filings

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