Clarius Group, LLC Incresed Positions in Q1 2025

Clarius Group, LLC

  • $1.55 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.39M
+ 93.9%
$25.1 - $27.85 $34.8M - $38.7M
2.87M $77.2M
SBUX
Starbucks Corp

Consumer Cyclical
346K
+ 517.18%
$91.75 - $115.81 $31.7M - $40.1M
413K $40.5M
IDEV
Ishares Core Msci Intl Develop

ETFs
353K
+ 32.36%
$63.77 - $71.36 $22.5M - $25.2M
1.44M $99.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52.5K
+ 32.32%
$507.05 - $563.67 $26.6M - $29.6M
215K $111M
VEA
Vanguard Ftse Developed Market

ETFs
139K
+ 25.61%
$47.4 - $52.99 $6.6M - $7.38M
683K $35M
QQQ
Invesco Qqq Trust, Series 1

ETFs
18.5K
+ 428.95%
$468.34 - $539.52 $8.65M - $9.97M
22.8K $10.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
12.6K
+ 31.81%
$551.42 - $612.93 $6.96M - $7.73M
52.3K $29.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
126K
+ 13.49%
$32.57 - $35.82 $4.11M - $4.52M
1.06M $35.2M
VXF
Vanguard Extended Market ETF

ETFs
21.5K
+ 112.61%
$170.36 - $201.04 $3.67M - $4.33M
40.6K $7.03M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
21.6K
+ 17.76%
$75.32 - $84.77 $1.63M - $1.83M
143K $11.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.9K
+ 116.49%
$360.07 - $417.26 $2.12M - $2.46M
11K $3.95M
COST
Costco Wholesale Corp

Consumer Defensive
1.28K
+ 17.41%
$890.62 - $1076.86 $1.14M - $1.38M
8.66K $8.19M
ABBV
Abb Vie Inc.

Healthcare
4.22K
+ 26.48%
$169.2 - $216.66 $714K - $914K
20.1K $4.22M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
48.9K
+ 524.11%
$24.6 - $24.99 $1.2M - $1.22M
58.2K $1.46M
IWM
Ishares Russell 2000 ETF

ETFs
5.9K
+ 187.87%
$198.1 - $229.79 $1.17M - $1.36M
9.04K $1.8M
AMGN
Amgen Inc

Healthcare
1.97K
+ 23.71%
$258.59 - $327.36 $509K - $645K
10.3K $3.2M
JNJ
Johnson & Johnson

Healthcare
3.23K
+ 15.39%
$142.06 - $167.7 $459K - $542K
24.2K $4.02M
MA
Mastercard Inc

Financial Services
1.16K
+ 15.16%
$504.67 - $576.31 $586K - $670K
8.83K $4.84M
CVX
Chevron Corp

Energy
2.71K
+ 20.94%
$146.71 - $167.97 $398K - $455K
15.6K $2.62M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
90.6K
+ 524.89%
$8.11 - $8.58 $735K - $778K
108K $878K
C
Citigroup Inc

Financial Services
10.2K
+ 101.78%
$67.23 - $84.63 $684K - $861K
20.2K $1.43M
DE
Deere & CO

Industrials
1.38K
+ 97.05%
$408.57 - $509.27 $564K - $703K
2.8K $1.32M
WMT
Walmart Inc.

Consumer Defensive
9.05K
+ 23.57%
$84.5 - $105.05 $764K - $950K
47.4K $4.16M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.4K
+ 44.02%
$27.01 - $28.54 $606K - $640K
73.4K $2.02M
META
Meta Platforms, Inc.

Communication Services
1.47K
+ 8.89%
$576.36 - $736.67 $847K - $1.08M
18K $10.4M
TMUS
T Mobile Us, Inc.

Communication Services
1.71K
+ 46.95%
$211.3 - $272.83 $361K - $467K
5.35K $1.43M
PHM
Pultegroup Inc

Consumer Cyclical
6.41K
+ 92.98%
$101.09 - $118.51 $648K - $760K
13.3K $1.37M
BAC
Bank Of America Corp

Financial Services
18.1K
+ 28.53%
$39.61 - $47.74 $718K - $866K
81.7K $3.41M
GE
General Electric CO

Industrials
2.05K
+ 34.26%
$168.59 - $212.13 $346K - $435K
8.04K $1.61M
CI
Cigna Corp

Healthcare
1.45K
+ 59.93%
$274.49 - $329.0 $397K - $476K
3.86K $1.27M
KLAC
Kla Corp

Technology
789
+ 65.7%
$636.62 - $777.63 $502K - $614K
1.99K $1.35M
AMP
Ameriprise Financial Inc

Financial Services
1.28K
+ 110.92%
$472.29 - $575.13 $605K - $736K
2.43K $1.18M
XOM
Exxon Mobil Corp

Energy
2.3K
+ 9.29%
$105.44 - $118.93 $243K - $274K
27.1K $3.22M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.26K
+ 314.44%
$254.58 - $302.92 $576K - $686K
2.98K $762K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
13.6K
+ 8.47%
$120.24 - $134.3 $1.64M - $1.83M
175K $21.3M
URI
United Rentals, Inc.

Industrials
923
+ 187.6%
$594.17 - $789.56 $548K - $729K
1.42K $886K
IBM
International Business Machines Corp

Technology
1.55K
+ 29.48%
$217.4 - $264.74 $336K - $409K
6.79K $1.69M
PLTR
Palantir Technologies Inc.

Technology
5.49K
+ 119.41%
$64.98 - $124.62 $357K - $684K
10.1K $851K
PEG
Public Service Enterprise Group Inc

Utilities
6.2K
+ 204.86%
$78.2 - $90.39 $485K - $560K
9.22K $758K
MU
Micron Technology Inc

Technology
5.22K
+ 57.88%
$86.89 - $109.38 $454K - $571K
14.2K $1.24M
SPGI
S&P Global Inc.

Financial Services
869
+ 35.61%
$478.26 - $543.77 $416K - $473K
3.31K $1.68M
ADP
Automatic Data Processing Inc

Industrials
1.35K
+ 39.68%
$286.85 - $318.64 $387K - $430K
4.75K $1.45M
UBER
Uber Technologies, Inc

Technology
4.71K
+ 58.82%
$63.17 - $81.49 $298K - $384K
12.7K $926K
AXP
American Express CO

Financial Services
1.92K
+ 60.46%
$255.39 - $325.87 $491K - $626K
5.1K $1.37M
BSX
Boston Scientific Corp

Healthcare
2.97K
+ 34.82%
$89.38 - $106.18 $265K - $315K
11.5K $1.16M
GM
General Motors CO

Consumer Cyclical
9.58K
+ 109.7%
$45.22 - $54.92 $433K - $526K
18.3K $861K
HAS
Hasbro, Inc.

Consumer Cyclical
4.47K
+ 24.01%
$56.16 - $69.06 $251K - $308K
23.1K $1.42M
ITW
Illinois Tool Works Inc

Industrials
1.53K
+ 65.79%
$244.9 - $274.48 $374K - $420K
3.85K $955K
ELV
Elevance Health, Inc.

Healthcare
558
+ 30.76%
$365.9 - $436.25 $204K - $243K
2.37K $1.03M
Activity Summary
Buys All Purchases 281 New Holdings 54 Increased Positions 227 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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