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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, ECOW, and represent 24.58% of Clarus Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH, JQUA, MGK, ECOW, GLD, IJK, IYT, COWZ, XLV, NDAQ.
Started 16 new stock positions in PKG, IBM, NDAQ, JEPQ, GLD, JQUA, CMI, JHG, HD, BWA. FTCB, LOW, MARB, NXPI, IJK, FTRI.
Reduced shares in these 10 stocks: RSP (-$7.2M), IJR, CALF, ISCG, TLT, NVDA, MSCI, SPSM, FTSL, FTGC.
Sold out of its positions in ABBV, AMGN, CTSH, CMCSA, FTSL, SDVY, ISCG, MYGN, CALF, LUV.
Clarus Wealth Advisors was a net buyer of stock by $2.9M.
Clarus Wealth Advisors has $177M in assets under management (AUM), dropping by 4.47%.
Central Index Key (CIK): 0001730149

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Positions held by Clarus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clarus Wealth Advisors

Clarus Wealth Advisors holds 130 positions in its portfolio as reported in the March 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)	6.9	$12M	+4%	24k	514.11	View chart
Vanguard World Mega Grwth Ind (MGK)	5.4	$9.6M	+36%	34k	283.66	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	4.8	$8.4M	+8%	148k	57.03	View chart
Apple (AAPL)	4.2	$7.4M	-2%	44k	167.78	View chart
Pacer Fds Tr Emrg Mkt Cash (ECOW)	3.3	$5.8M	+43%	283k	20.65	View chart
Select Sector Spdr Tr Technology (XLK)	3.2	$5.7M		28k	204.71	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.2	$5.7M	-3%	95k	60.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.1	$5.4M	+462%	92k	58.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.8	$4.9M	-59%	30k	164.71	View chart
Vanguard Index Fds Growth Etf (VUG)	2.8	$4.9M	-5%	14k	340.84	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.5	$4.4M		90k	48.73	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	2.4	$4.2M		58k	73.20	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.4	$4.2M		120k	35.18	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.3	$4.0M		51k	78.63	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.9	$3.4M		48k	71.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$3.1M		17k	181.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.8	$3.1M		40k	78.30	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.6	$2.8M	NEW	54k	51.66	View chart
Select Sector Spdr Tr Indl (XLI)	1.5	$2.6M		21k	124.09	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.3	$2.3M	+4%	22k	106.04	View chart
Select Sector Spdr Tr Financial (XLF)	1.3	$2.2M		55k	40.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$2.2M	-45%	21k	105.66	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.2	$2.1M	+44%	15k	141.59	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.1	$1.9M	-18%	46k	41.12	View chart
Select Sector Spdr Tr Communication (XLC)	1.0	$1.8M		22k	81.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.7M	-13%	6.6k	254.97	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$1.6M	NEW	7.6k	215.61	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.9	$1.6M	-15%	15k	104.38	View chart
Select Sector Spdr Tr Energy (XLE)	0.9	$1.6M	+2%	16k	97.79	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.9	$1.6M		12k	135.05	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.9	$1.6M		17k	91.61	View chart
Ishares Tr Us Trsprtion (IYT)	0.9	$1.5M	+293%	22k	67.81	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$1.4M	-5%	11k	133.44	View chart
Ishares Tr Ishares Biotech (IBB)	0.8	$1.4M	+5%	11k	131.85	View chart
Microsoft Corporation (MSFT)	0.8	$1.4M	-2%	3.3k	423.28	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.8	$1.4M	NEW	16k	88.79	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$1.3M		32k	41.23	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.7	$1.2M	+7%	6.8k	178.58	View chart
NVIDIA Corporation (NVDA)	0.7	$1.2M	-39%	1.3k	870.55	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$1.1M		15k	76.48	View chart
Lockheed Martin Corporation (LMT)	0.6	$1.1M	-3%	2.4k	451.73	View chart
Caterpillar (CAT)	0.6	$1.1M	-5%	2.8k	372.05	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.6	$986k	-2%	7.5k	132.27	View chart
Tesla Motors (TSLA)	0.5	$868k	+28%	5.1k	171.76	View chart
Amazon (AMZN)	0.5	$862k	-3%	4.6k	185.95	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.5	$842k		25k	33.89	View chart
Palo Alto Networks (PANW)	0.5	$817k	+256%	2.9k	281.00	View chart
Meta Platforms Cl A (META)	0.5	$814k	-22%	1.6k	519.83	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.4	$787k	-11%	7.7k	101.90	View chart
Marathon Petroleum Corp (MPC)	0.4	$776k	-10%	3.7k	211.22	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$752k	-7%	14k	54.46	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$702k		17k	40.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$699k		4.5k	156.14	View chart
Costco Wholesale Corporation (COST)	0.4	$660k		913.00	722.58	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.4	$658k	-13%	9.0k	73.12	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.4	$656k	-32%	27k	24.47	View chart
salesforce (CRM)	0.4	$628k	-3%	2.1k	299.62	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.4	$628k		3.1k	205.19	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$621k	-16%	2.8k	222.15	View chart
Carrier Global Corporation (CARR)	0.4	$619k	+10%	11k	56.89	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.3	$616k		33k	18.66	View chart
Cloudflare Cl A Com (NET)	0.3	$615k	+15%	6.5k	94.83	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.3	$614k	+5%	4.1k	150.84	View chart
First Tr Exchng Traded Fd Vi Multi Mgr Sml Cp (MMSC)	0.3	$609k	-16%	32k	19.02	View chart
Nasdaq Omx (NDAQ)	0.3	$609k	NEW	9.7k	63.01	View chart
Old Dominion Freight Line (ODFL)	0.3	$601k	+108%	2.8k	215.04	View chart
Synopsys (SNPS)	0.3	$601k	+8%	1.1k	561.23	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.3	$599k		21k	28.15	View chart
Home Depot (HD)	0.3	$597k	NEW	1.7k	350.56	View chart
Zoetis Cl A (ZTS)	0.3	$589k	+24%	3.6k	163.20	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.3	$588k	+2%	29k	20.64	View chart
Advanced Micro Devices (AMD)	0.3	$586k	-15%	3.5k	167.14	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.3	$585k	-3%	9.0k	64.72	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$584k	+3%	2.4k	240.00	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$580k	-9%	12k	47.49	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$549k	-4%	7.4k	74.64	View chart
First Tr Exchange-traded Intl Dev Strngth (FICS)	0.3	$538k	-6%	16k	33.86	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.3	$529k	-2%	29k	18.12	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$448k	+8%	9.4k	47.74	View chart
Hess (HES)	0.2	$441k	+11%	2.8k	157.99	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$441k	-73%	4.9k	90.22	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$436k		10k	42.54	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$420k	-3%	6.1k	68.67	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$400k		3.6k	112.40	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$400k	-21%	743.00	537.96	View chart
First Tr Exchange Traded Materials Alph (FXZ)	0.2	$386k		5.4k	70.99	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.2	$382k	-8%	8.3k	46.21	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$380k		7.7k	49.54	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.2	$378k		11k	33.40	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.2	$371k	NEW	27k	13.57	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$369k		3.2k	115.24	View chart
Visa Com Cl A (V)	0.2	$365k		1.3k	274.48	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.2	$361k	-15%	6.3k	57.08	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$351k	NEW	17k	20.48	View chart
McDonald's Corporation (MCD)	0.2	$335k	+3%	1.2k	268.67	View chart
Cummins (CMI)	0.2	$324k	NEW	1.1k	302.30	View chart
First Tr Exchange-traded First Tr Bloombe (SHRY)	0.2	$320k	-23%	8.6k	37.20	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$319k		5.6k	56.61	View chart
International Business Machines (IBM)	0.2	$318k	NEW	1.7k	186.02	View chart
JPMorgan Chase & Co. (JPM)	0.2	$289k	-7%	1.5k	195.50	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.2	$286k	-29%	9.4k	30.36	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$273k		5.4k	50.93	View chart
Exxon Mobil Corporation (XOM)	0.2	$267k		2.2k	122.22	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$259k		3.4k	75.76	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$257k		4.5k	56.68	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$256k	NEW	4.8k	53.44	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$241k		469.00	514.51	View chart
W.W. Grainger (GWW)	0.1	$240k		240.00	1000.85	View chart
Applied Materials (AMAT)	0.1	$233k	-19%	1.1k	209.25	View chart
BorgWarner (BWA)	0.1	$226k	NEW	6.5k	34.83	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.1	$224k		14k	16.16	View chart
Blueprint Medicines (BPMC)	0.1	$224k	-25%	2.5k	90.49	View chart
Fastenal Company (FAST)	0.1	$216k	-7%	2.9k	74.74	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	0.1	$215k	NEW	11k	19.77	View chart
Consol Energy (CEIX)	0.1	$214k	+16%	2.5k	84.05	View chart
Stryker Corporation (SYK)	0.1	$210k	-8%	605.00	347.33	View chart
A. O. Smith Corporation (AOS)	0.1	$209k	-2%	2.4k	85.53	View chart
Parsons Corporation (PSN)	0.1	$209k	-19%	2.6k	80.27	View chart
Intuit (INTU)	0.1	$209k		332.00	628.99	View chart
Nxp Semiconductors N V (NXPI)	0.1	$208k	NEW	863.00	241.08	View chart
Lowe's Companies (LOW)	0.1	$208k	NEW	875.00	237.16	View chart
Ares Capital Corporation (ARCC)	0.1	$206k	-5%	10k	20.39	View chart
Neurocrine Biosciences (NBIX)	0.1	$206k	-19%	1.5k	138.09	View chart
Packaging Corporation of America (PKG)	0.1	$206k	NEW	1.1k	187.82	View chart
Janus Henderson Group Ord Shs (JHG)	0.1	$205k	NEW	6.4k	32.15	View chart
Msci (MSCI)	0.1	$202k	-72%	379.00	533.51	View chart
Mueller Wtr Prods Com Ser A (MWA)	0.1	$168k		11k	15.17	View chart
Plug Power Com New (PLUG)	0.1	$118k		38k	3.07	View chart
Composecure *w Exp 12/27/202 (CMPOW)	0.0	$11k		22k	0.51	View chart
American Lithium Corp Com New (AMLI)	0.0	$6.8k		10k	0.68	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 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
Clarus Wealth Advisors 2020 Q2 filed July 9, 2020
Clarus Wealth Advisors 2020 Q1 filed April 8, 2020

View all past filings

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