Clarus Wealth Advisors as of March 31, 2018
Portfolio Holdings for Clarus Wealth Advisors
Clarus Wealth Advisors holds 126 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Russell 1000 Growth Index (IWF) | 9.7 | $11M | 77k | 136.10 | |
iShares Russell 2000 Growth Index (IWO) | 9.0 | $9.7M | 51k | 190.57 | |
Materials SPDR (XLB) | 8.7 | $9.4M | 166k | 56.94 | |
iShares Russell 1000 Value Index (IWD) | 7.8 | $8.4M | 70k | 119.95 | |
iShares Russell 2000 Value Index (IWN) | 7.2 | $7.8M | 64k | 121.88 | |
Ishares Inc core msci emkt (IEMG) | 5.8 | $6.3M | 107k | 58.40 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 5.5 | $6.0M | 91k | 65.88 | |
Lockheed Martin Corporation (LMT) | 3.5 | $3.8M | 11k | 337.89 | |
Apple (AAPL) | 2.7 | $2.9M | 17k | 167.76 | |
Consumer Discretionary SPDR (XLY) | 1.5 | $1.6M | 16k | 101.28 | |
Vanguard Total Stock Market ETF (VTI) | 1.4 | $1.6M | 11k | 135.70 | |
iShares NASDAQ Biotechnology Index (IBB) | 1.2 | $1.3M | 12k | 106.73 | |
iShares Dow Jones US Financial (IYF) | 1.2 | $1.3M | 11k | 117.82 | |
PowerShares QQQ Trust, Series 1 | 1.2 | $1.3M | 8.1k | 160.09 | |
iShares Dow Jones Transport. Avg. (IYT) | 1.2 | $1.3M | 6.9k | 186.99 | |
Industrial SPDR (XLI) | 1.2 | $1.3M | 17k | 74.28 | |
Vanguard S&p 500 Etf idx (VOO) | 1.1 | $1.2M | 4.8k | 242.16 | |
McDonald's Corporation (MCD) | 0.9 | $993k | 6.4k | 156.30 | |
ConAgra Foods (CAG) | 0.8 | $888k | 24k | 36.86 | |
Microsoft Corporation (MSFT) | 0.8 | $874k | 9.6k | 91.30 | |
iShares Dow Jones US Health Care (IHF) | 0.8 | $844k | 5.3k | 157.82 | |
At&t (T) | 0.6 | $659k | 19k | 35.64 | |
Amazon (AMZN) | 0.6 | $625k | 432.00 | 1446.76 | |
Chevron Corporation (CVX) | 0.5 | $584k | 5.1k | 114.04 | |
iShares S&P SmallCap 600 Index (IJR) | 0.5 | $542k | 7.0k | 77.03 | |
Preferred Apartment Communitie | 0.5 | $530k | 37k | 14.20 | |
Lamb Weston Hldgs (LW) | 0.5 | $526k | 9.0k | 58.26 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.5 | $500k | 2.1k | 241.20 | |
Caterpillar (CAT) | 0.4 | $477k | 3.2k | 147.50 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $480k | 1.8k | 263.01 | |
iShares S&P 500 Growth Index (IVW) | 0.4 | $475k | 3.1k | 155.08 | |
Exxon Mobil Corporation (XOM) | 0.4 | $430k | 5.8k | 74.61 | |
Technology SPDR (XLK) | 0.4 | $420k | 6.4k | 65.39 | |
Financial Select Sector SPDR (XLF) | 0.4 | $423k | 15k | 27.55 | |
Health Care SPDR (XLV) | 0.4 | $408k | 5.0k | 81.34 | |
Nextera Energy (NEE) | 0.4 | $407k | 2.5k | 163.45 | |
United States Oil Fund | 0.4 | $408k | 31k | 13.09 | |
United Technologies Corporation | 0.4 | $396k | 3.1k | 125.95 | |
Extra Space Storage (EXR) | 0.4 | $402k | 4.6k | 87.26 | |
First Tr Exchange Traded Fd dorsey wright (IFV) | 0.4 | $404k | 18k | 22.23 | |
First Trust Global Tactical etp (FTGC) | 0.3 | $381k | 18k | 20.88 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.3 | $354k | 7.2k | 48.96 | |
Visa (V) | 0.3 | $330k | 2.8k | 119.57 | |
Johnson & Johnson (JNJ) | 0.3 | $311k | 2.4k | 127.98 | |
W.W. Grainger (GWW) | 0.3 | $315k | 1.1k | 282.01 | |
UnitedHealth (UNH) | 0.3 | $317k | 1.5k | 213.76 | |
Pbf Energy Inc cl a (PBF) | 0.3 | $318k | 9.4k | 33.92 | |
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.3 | $309k | 11k | 28.74 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $299k | 8.0k | 37.60 | |
American Tower Reit (AMT) | 0.3 | $300k | 2.1k | 145.28 | |
Hp (HPQ) | 0.3 | $307k | 14k | 21.92 | |
Abbott Laboratories (ABT) | 0.3 | $289k | 4.8k | 59.91 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $290k | 1.3k | 215.93 | |
First Trust DJ Internet Index Fund (FDN) | 0.3 | $289k | 2.4k | 120.62 | |
First Trust Large Cap GO Alpha Fnd (FTC) | 0.3 | $294k | 4.6k | 63.75 | |
Costco Wholesale Corporation (COST) | 0.3 | $285k | 1.5k | 188.37 | |
Edwards Lifesciences (EW) | 0.3 | $278k | 2.0k | 139.56 | |
Intel Corporation (INTC) | 0.3 | $283k | 5.4k | 52.14 | |
Altria (MO) | 0.3 | $283k | 4.5k | 62.24 | |
Hollyfrontier Corp | 0.3 | $287k | 5.9k | 48.90 | |
Xylem (XYL) | 0.3 | $284k | 3.7k | 76.96 | |
Santander Consumer Usa | 0.3 | $280k | 17k | 16.31 | |
Xcel Energy (XEL) | 0.2 | $269k | 5.9k | 45.41 | |
Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.2 | $269k | 14k | 18.98 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.2 | $273k | 9.1k | 29.90 | |
First Tr Exch Trd Alphadex sml cp grw a (FYC) | 0.2 | $268k | 6.2k | 43.44 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.2 | $270k | 2.6k | 105.88 | |
Boeing Company (BA) | 0.2 | $258k | 787.00 | 327.83 | |
Intuit (INTU) | 0.2 | $258k | 1.5k | 173.27 | |
CONSOLIDATED WATER CO Inc Com Stk (CWCO) | 0.2 | $262k | 18k | 14.57 | |
Cbre Group Inc Cl A (CBRE) | 0.2 | $260k | 5.5k | 47.29 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $257k | 248.00 | 1036.29 | |
Norfolk Southern (NSC) | 0.2 | $249k | 1.8k | 135.84 | |
Bunge | 0.2 | $245k | 3.3k | 73.84 | |
Stryker Corporation (SYK) | 0.2 | $244k | 1.5k | 160.74 | |
Ametek (AME) | 0.2 | $251k | 3.3k | 75.95 | |
Abbvie (ABBV) | 0.2 | $250k | 2.6k | 94.48 | |
Fs Investment Corporation | 0.2 | $252k | 35k | 7.25 | |
Anthem (ELV) | 0.2 | $252k | 1.1k | 219.70 | |
Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.2 | $253k | 6.1k | 41.50 | |
American Express Company (AXP) | 0.2 | $238k | 2.6k | 93.19 | |
Raymond James Financial (RJF) | 0.2 | $239k | 2.7k | 89.31 | |
Vanguard Information Technology ETF (VGT) | 0.2 | $242k | 1.4k | 171.02 | |
Norbord | 0.2 | $236k | 6.5k | 36.28 | |
First Tr Exchange Traded Fd senior ln (FTSL) | 0.2 | $235k | 4.9k | 48.22 | |
Bank of America Corporation (BAC) | 0.2 | $224k | 7.5k | 30.02 | |
Carnival Corporation (CCL) | 0.2 | $230k | 3.5k | 65.64 | |
Raven Industries | 0.2 | $226k | 6.4k | 35.05 | |
British American Tobac (BTI) | 0.2 | $224k | 3.9k | 57.75 | |
Generac Holdings (GNRC) | 0.2 | $225k | 4.9k | 45.87 | |
Alkermes (ALKS) | 0.2 | $226k | 3.9k | 57.95 | |
Facebook Inc cl a (META) | 0.2 | $227k | 1.4k | 159.97 | |
First Tr Exchange Traded Fd income index | 0.2 | $232k | 13k | 18.24 | |
Accenture (ACN) | 0.2 | $218k | 1.4k | 153.52 | |
Cresud (CRESY) | 0.2 | $222k | 11k | 20.18 | |
Cedar Fair | 0.2 | $221k | 3.5k | 63.78 | |
Abb (ABBNY) | 0.2 | $216k | 9.1k | 23.76 | |
Sabine Royalty Trust (SBR) | 0.2 | $215k | 4.9k | 43.86 | |
Seaboard Corporation (SEB) | 0.2 | $213k | 50.00 | 4260.00 | |
Nuveen Quality Pref. Inc. Fund II | 0.2 | $222k | 23k | 9.76 | |
Pentair cs (PNR) | 0.2 | $219k | 3.2k | 67.99 | |
Nutrien (NTR) | 0.2 | $216k | 4.6k | 47.19 | |
Moody's Corporation (MCO) | 0.2 | $204k | 1.3k | 161.01 | |
Ecolab (ECL) | 0.2 | $205k | 1.5k | 137.12 | |
Wal-Mart Stores (WMT) | 0.2 | $205k | 2.3k | 89.13 | |
India Fund (IFN) | 0.2 | $201k | 8.2k | 24.62 | |
Mueller Water Products (MWA) | 0.2 | $210k | 19k | 10.86 | |
Old Dominion Freight Line (ODFL) | 0.2 | $205k | 1.4k | 146.64 | |
Powershares Etf Tr Ii s^p500 low vol | 0.2 | $204k | 4.4k | 46.90 | |
First Tr Exch Trd Alphadex mid cp gr alph (FNY) | 0.2 | $206k | 5.1k | 40.67 | |
Transunion (TRU) | 0.2 | $204k | 3.6k | 56.81 | |
Johnson Controls International Plc equity (JCI) | 0.2 | $211k | 6.0k | 35.18 | |
Adtalem Global Ed (ATGE) | 0.2 | $206k | 4.3k | 47.63 | |
PICO Holdings | 0.2 | $197k | 17k | 11.45 | |
Valmont Industries (VMI) | 0.2 | $200k | 1.4k | 145.99 | |
First Tr Exchange Traded Fd multi asset di (MDIV) | 0.2 | $186k | 10k | 17.89 | |
John Hancock Patriot Premium Div Fund II (PDT) | 0.1 | $159k | 11k | 15.15 | |
Transocean (RIG) | 0.1 | $153k | 16k | 9.90 | |
Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.1 | $126k | 16k | 7.94 | |
Liberty All-Star Equity Fund (USA) | 0.1 | $126k | 21k | 6.12 | |
Sunpower (SPWRQ) | 0.1 | $94k | 12k | 7.97 | |
Geron Corporation (GERN) | 0.1 | $64k | 15k | 4.27 | |
Voya Natural Res Eq Inc Fund | 0.1 | $69k | 12k | 6.00 | |
Oha Investment | 0.1 | $63k | 45k | 1.39 | |
Taseko Cad (TGB) | 0.0 | $23k | 20k | 1.15 | |
Vistagen Therapeutics | 0.0 | $14k | 15k | 0.93 |