Clarus Wealth Advisors Portfolio Holdings

Clarus Wealth Advisors

  • $192 Million
  • Q1 2025

Clarus Wealth Advisors has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $18M, Vanguard Bd Index Fd Inc Total with a value of $13.2M, Vanguard Mega Cap Growth ETF with a value of $10M, Ishares Tr Fltg Rate Nt ETF with a value of $9.49M, and Apple Inc. with a value of $8.65M.

Examining the 13F form we can see an decrease of $8.44M in the current position value, from $200M to 192M.

Below you can find more details about Clarus Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $192 Million
ETFs: $154 Million
Technology: $17.6 Million
Industrials: $4.89 Million
Consumer Cyclical: $4.84 Million
Financial Services: $3.59 Million
Communication Services: $2.05 Million
Healthcare: $1.61 Million
Consumer Defensive: $1.27 Million
Other: $2.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18 Million 9.41% of portfolio
32,221
Q1 2025 Added 15.99%
$0
$13.2 Million 6.9% of portfolio
180,218
Q1 2025 Added 214.99%
$0
$10 Million 5.24% of portfolio
32,531
Q1 2025 Reduced 30.79%
$0
$9.49 Million 4.95% of portfolio
185,946
Q1 2025 Added 3,372.38%
$3.35T
$8.65 Million 4.51% of portfolio
38,920
Q1 2025 Added 2.59%
$0
$8.61 Million 4.49% of portfolio
158,456
Q1 2025 Added 12.08%
$0
$7.68 Million 4.01% of portfolio
37,189
Q1 2025 Added 17.99%
$0
$7.67 Million 4.0% of portfolio
136,676
Q1 2025 Added 168.1%
$0
$7.61 Million 3.97% of portfolio
116,426
Q1 2025 Added 15.24%
$0
$7.29 Million 3.8% of portfolio
125,223
Q1 2025 Added 18.45%
$0
$6.44 Million 3.36% of portfolio
17,397
Q1 2025 Added 19.77%
$0
$4.38 Million 2.29% of portfolio
86,507
Q1 2025 Added 6.36%
$0
$4.24 Million 2.21% of portfolio
22,477
Q1 2025 Added 12.89%
$0
$3.87 Million 2.02% of portfolio
103,409
Q1 2025 New
$0
$2.95 Million 1.54% of portfolio
22,635
Q1 2025 Reduced 0.74%
$0
$2.59 Million 1.35% of portfolio
52,576
Q1 2025 Reduced 6.49%
$265B
$2.55 Million 1.33% of portfolio
23,540
Q1 2025 Added 17.35%
$0
$2.45 Million 1.28% of portfolio
60,334
Q1 2025 Added 19.59%
$0
$2.34 Million 1.22% of portfolio
21,550
Q1 2025 Added 17.26%
$0
$2.22 Million 1.16% of portfolio
21,533
Q1 2025 Added 67.05%
$0
$2.01 Million 1.05% of portfolio
24,356
Q1 2025 Reduced 3.28%
$0
$1.98 Million 1.04% of portfolio
17,063
Q1 2025 Added 6.36%
$0
$1.96 Million 1.02% of portfolio
9,740
Q1 2025 Added 13.9%
$107B
$1.85 Million 0.96% of portfolio
6,409
Q1 2025 Reduced 17.45%
$0
$1.83 Million 0.95% of portfolio
15,290
Q1 2025 New
$0
$1.77 Million 0.92% of portfolio
8,979
Q1 2025 Added 24.5%
$0
$1.69 Million 0.88% of portfolio
38,678
Q1 2025 Added 3.27%
$0
$1.67 Million 0.87% of portfolio
6,098
Q1 2025 Reduced 13.67%
$2.89T
$1.64 Million 0.86% of portfolio
4,365
Q1 2025 Added 19.65%
$0
$1.61 Million 0.84% of portfolio
9,952
Q1 2025 Reduced 13.02%
$0
$1.51 Million 0.79% of portfolio
10,443
Q1 2025 Reduced 21.66%
$0
$1.46 Million 0.76% of portfolio
15,836
Q1 2025 Reduced 8.28%
$0
$1.43 Million 0.75% of portfolio
16,853
Q1 2025 Reduced 7.98%
$0
$1.41 Million 0.74% of portfolio
10,831
Q1 2025 Reduced 4.85%
$0
$1.41 Million 0.73% of portfolio
22,132
Q1 2025 Reduced 4.77%
$185B
$1.38 Million 0.72% of portfolio
16,391
Q1 2025 Reduced 4.56%
$0
$1.39 Million 0.72% of portfolio
14,413
Q1 2025 Reduced 7.71%
$819B
$1.21 Million 0.63% of portfolio
4,674
Q1 2025 Added 41.55%
$1.12T
$1.15 Million 0.6% of portfolio
1,988
Q1 2025 Added 9.65%
$37.5B
$1.04 Million 0.54% of portfolio
4,090
Q1 2025 Added 25.23%
$1.9T
$1.04 Million 0.54% of portfolio
5,473
Q1 2025 Added 22.06%
$122B
$1.02 Million 0.53% of portfolio
2,286
Q1 2025 Added 0.09%
$432B
$999,000 0.52% of portfolio
1,057
Q1 2025 Added 9.88%
$71.6B
$999,000 0.52% of portfolio
4,197
Q1 2025 Added 21.51%
$817B
$984,000 0.51% of portfolio
1,192
Q1 2025 Added 0.68%
$49B
$947,000 0.49% of portfolio
5,553
Q1 2025 Reduced 3.96%
$147B
$947,000 0.49% of portfolio
7,778
Q1 2025 Added 14.35%
$35.7B
$928,000 0.48% of portfolio
12,242
Q1 2025 Added 14.45%
$69.6B
$917,000 0.48% of portfolio
2,658
Q1 2025 Reduced 8.75%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $192 Million
  • Prior Value $200 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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