Clarus Wealth Advisors

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

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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

Companies in the Clarus Wealth Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 8.8 $13M 238k 55.40
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 7.7 $12M 143k 81.42
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 6.3 $9.5M 129k 73.25
Apple (AAPL) 5.5 $8.3M 65k 128.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $5.9M +26% 16k 378.68
Ishares Tr Msci Usa Mmentm (MTUM) 3.3 $5.0M 30k 165.90
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.9 $4.4M 33k 131.17
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $4.1M +39% 21k 198.05
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $4.0M -10% 34k 116.88
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.3 $3.4M 48k 70.93
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 2.2 $3.3M 56k 57.89
Select Sector Spdr Tr Technology (XLK) 2.0 $3.1M 24k 129.69
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.9 $2.9M -3% 65k 44.55
Ishares Tr Rus Mid Cap Etf (IWR) 1.8 $2.7M -8% 39k 70.66

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Amazon (AMZN) 1.5 $2.3M 746.00 3113.94
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.4 $2.1M 13k 165.66
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $2.0M +36% 21k 98.16
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.2 $1.9M +22% 21k 89.58
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $1.8M -4% 14k 131.26
Netflix (NFLX) 1.2 $1.7M 3.5k 499.00
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.7M -2% 6.8k 253.59
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $1.7M -9% 6.2k 279.63
Lockheed Martin Corporation (LMT) 1.1 $1.7M 5.0k 337.73
Ishares Tr Tips Bd Etf (TIP) 1.1 $1.6M +454% 13k 126.53
Ishares Tr Msci Acwi Etf (ACWI) 1.1 $1.6M 18k 92.61
Select Sector Spdr Tr Energy (XLE) 1.0 $1.5M +36% 35k 42.08
Thermo Fisher Scientific (TMO) 1.0 $1.5M 2.8k 513.43
Vanguard World Mega Grwth Ind (MGK) 0.9 $1.4M 6.9k 202.77
Spdr Ser Tr Hlth Cr Equip (XHE) 0.8 $1.2M 9.8k 118.62
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.7 $1.0M +32% 32k 31.03
Ishares Tr Trans Avg Etf (IYT) 0.7 $1.0M +2% 4.4k 227.17
Ishares Tr Nasdaq Biotech (IBB) 0.7 $995k +2% 6.3k 157.94
Vertex Pharmaceuticals Incorporated (VRTX) 0.6 $939k 4.0k 234.75
Microsoft Corporation (MSFT) 0.6 $938k -26% 4.3k 217.43
Spdr Ser Tr S&p Homebuild (XHB) 0.6 $938k +3% 16k 59.45
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.6 $924k -3% 7.4k 124.75
Spdr Ser Tr S&p Semicndctr (XSD) 0.6 $846k NEW 4.6k 183.55
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $831k NEW 22k 38.17
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $826k 7.0k 117.93
Chevron Corporation (CVX) 0.5 $766k 8.4k 91.56
First Tr Exchange Traded Tech Alphadex (FXL) 0.5 $725k -2% 6.3k 114.68
Select Sector Spdr Tr Communication (XLC) 0.5 $711k -4% 11k 66.31
Kansas City Southern Com New (KSU) 0.5 $704k 3.3k 214.18
Raytheon Technologies Corp (RTX) 0.5 $694k +22% 9.9k 69.76
Biogen Idec (BIIB) 0.5 $680k 2.5k 267.72
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.4 $671k 34k 19.65
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $593k 12k 51.47
First Tr Value Line Divid In SHS (FVD) 0.4 $588k 17k 35.49
Visa Com Cl A (V) 0.4 $574k 2.7k 212.99
Gilead Sciences (GILD) 0.4 $561k 9.0k 62.52
Amgen (AMGN) 0.4 $547k 2.3k 237.41
First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $540k 25k 21.57
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $518k -2% 1.2k 441.23
Walt Disney Company (DIS) 0.3 $500k 2.8k 179.02
TJX Companies (TJX) 0.3 $497k -9% 7.3k 68.35
Caterpillar (CAT) 0.3 $496k +40% 2.6k 194.05
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.3 $488k -3% 6.0k 81.99
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $471k 3.6k 132.12
Ishares Tr Core Msci Intl (IDEV) 0.3 $470k 7.4k 63.11
Bio-techne Corporation (TECH) 0.3 $466k 1.4k 334.53
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $456k 1.3k 354.31
Boeing Company (BA) 0.3 $455k -49% 2.2k 206.82
Tesla Motors (TSLA) 0.3 $434k 535.00 811.22
EXACT Sciences Corporation (EXAS) 0.3 $432k 3.0k 144.00
Goldman Sachs (GS) 0.3 $429k -10% 1.5k 294.04
Ishares Tr Core Intl Aggr (IAGG) 0.3 $429k 7.7k 55.90
Starbucks Corporation (SBUX) 0.3 $424k 4.1k 104.61
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.3 $415k 12k 33.65
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $412k 5.4k 76.54
Ishares Tr Select Divid Etf (DVY) 0.3 $408k 4.1k 99.66
McDonald's Corporation (MCD) 0.3 $407k +4% 1.9k 214.21
Paypal Holdings (PYPL) 0.3 $402k NEW 1.7k 237.31
Deere & Company (DE) 0.3 $397k 1.3k 295.17
BlackRock (BLK) 0.3 $397k -11% 518.00 766.41
Abbott Laboratories (ABT) 0.3 $389k -8% 3.5k 110.73
Illinois Tool Works (ITW) 0.3 $384k 1.8k 208.02
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.3 $382k -17% 1.6k 234.07
Fmc Corp Com New (FMC) 0.3 $382k +3% 3.2k 119.30
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $373k 9.9k 37.72
Ishares Tr Russell 2000 Etf (IWM) 0.2 $373k NEW 1.8k 207.68
Nike CL B (NKE) 0.2 $367k NEW 2.5k 146.86
Palo Alto Networks (PANW) 0.2 $365k 1.0k 365.00
Union Pacific Corporation (UNP) 0.2 $365k 1.7k 217.39
Ishares Tr Expanded Tech (IGV) 0.2 $364k -2% 1.0k 352.37
Spdr Ser Tr S&p Biotech (XBI) 0.2 $361k NEW 2.4k 148.19
Seagen (SGEN) 0.2 $358k NEW 2.0k 179.00
Costco Wholesale Corporation (COST) 0.2 $351k -2% 965.00 363.73
Msci (MSCI) 0.2 $350k NEW 775.00 451.61
Metropcs Communications (TMUS) 0.2 $347k NEW 2.6k 132.90
Norfolk Southern (NSC) 0.2 $342k 1.3k 254.09
V.F. Corporation (VFC) 0.2 $337k NEW 3.9k 87.13
3M Company (MMM) 0.2 $333k 2.0k 165.01
Sarepta Therapeutics (SRPT) 0.2 $329k 3.7k 89.74
Roku Com Cl A (ROKU) 0.2 $324k NEW 804.00 402.99
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.2 $323k 12k 26.22
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $321k 4.8k 66.38
Servicenow (NOW) 0.2 $317k NEW 607.00 522.24
Activision Blizzard (ATVI) 0.2 $298k -55% 3.3k 91.05
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $291k 9.4k 30.92
Aberdeen Std Precious Metals Physcl Pm Basket (GLTR) 0.2 $287k 3.0k 95.00
Cheniere Energy Com New (LNG) 0.2 $268k NEW 4.0k 67.00
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $267k 6.2k 43.04
Parker-Hannifin Corporation (PH) 0.2 $267k NEW 941.00 283.74
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $264k +15% 756.00 349.21
Steris Shs Usd (STE) 0.2 $260k 1.3k 200.15
Preferred Apartment Communitie (APTS) 0.2 $257k -6% 35k 7.31
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.2 $254k -2% 5.2k 49.14
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $252k 4.9k 51.11
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $252k 5.0k 50.85
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $249k 1.4k 175.85
Ishares Tr Micro-cap Etf (IWC) 0.2 $244k NEW 1.9k 126.29
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $238k 2.1k 113.66
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $236k 3.9k 60.11
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $236k -84% 1.7k 134.93
Dolby Laboratories Com Cl A (DLB) 0.2 $232k NEW 2.4k 96.47
First Tr Exchange Traded Materials Alph (FXZ) 0.2 $231k NEW 4.4k 51.95
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.2 $228k NEW 3.3k 69.79
W.R. Berkley Corporation (WRB) 0.2 $226k 3.4k 66.28
JPMorgan Chase & Co. (JPM) 0.1 $224k NEW 1.6k 138.19
New Oriental Ed & Technology Spon Adr (EDU) 0.1 $223k 1.3k 176.42
Southwest Airlines (LUV) 0.1 $220k NEW 4.6k 47.43
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $219k 4.5k 48.89
Spdr Ser Tr Aerospace Def (XAR) 0.1 $218k NEW 1.9k 114.44
Ishares Tr Core Div Grwth (DGRO) 0.1 $216k NEW 4.7k 45.62
Interpublic Group of Companies (IPG) 0.1 $214k NEW 8.8k 24.39
UnitedHealth (UNH) 0.1 $212k NEW 588.00 360.54
Penn National Gaming (PENN) 0.1 $201k NEW 2.0k 100.50
Vanda Pharmaceuticals (VNDA) 0.1 $140k 10k 14.00
Mueller Wtr Prods Com Ser A (MWA) 0.1 $138k +6% 11k 12.82
Pico Hldgs Com New (PICO) 0.1 $120k +13% 13k 9.24
Annaly Capital Management (NLY) 0.1 $94k 12k 8.17

Past Filings by Clarus Wealth Advisors

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