Clarus Wealth Advisors
Latest statistics and disclosures from Clarus Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SLYG, MDYG, AAPL, SPY, and represent 32.24% of Clarus Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: TIP, SPY, VTI, XSD, SPSM, IJR, PYPL, XLE, IWM, NKE.
- Started 25 new stock positions in ROKU, XBI, NOW, DLB, PYPL, IWM, NKE, IWC, FXZ, VFC.
- Reduced shares in these 10 stocks: LQD, QQQ, IEI, , BA, AGG, NVDA, Seattle Genetics, ATVI, .
- Sold out of its positions in ADBE, APD, BABA, CHTR, CHGG, DPZ, FB, HD, QQQ, IEI. IHI, NVDA, PG, CRM, Seattle Genetics, VRSK, WMT, RIG.
- Clarus Wealth Advisors was a net buyer of stock by $2.6M.
- Clarus Wealth Advisors has $150M in assets under management (AUM), dropping by 16.57%.
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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
- 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
- Clarus Wealth Advisors 2019 Q4 filed Jan. 10, 2020
- Clarus Wealth Advisors 2019 Q4 restated filed Jan. 10, 2020
- Clarus Wealth Advisors 2019 Q3 filed Oct. 11, 2019
- Clarus Wealth Advisors 2019 Q2 filed July 24, 2019
- Clarus Wealth Advisors 2019 Q1 filed April 4, 2019
- Clarus Wealth Advisors 2018 Q4 restated filed Feb. 5, 2019
- Clarus Wealth Advisors 2018 Q4 restated filed Jan. 8, 2019
- Clarus Wealth Advisors 2018 Q4 filed Jan. 7, 2019
- Clarus Wealth Advisors 2018 Q3 filed Oct. 3, 2018
- Clarus Wealth Advisors 2018 Q2 filed July 5, 2018
- Clarus Wealth Advisors 2018 Q1 filed May 11, 2018
- Clarus Wealth Advisors 2017 Q4 filed Feb. 5, 2018