Clarus Wealth Advisors Purchases and Sells in Q3 2025

Clarus Wealth Advisors

$222 Million
Q3 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	238 + 0.72%	$617.65 - $666.84 $147K - $159K	33.1K $22.1M
TSLA	77 + 1.41%	$293.94 - $444.72 $22.6K - $34.2K	5.53K $2.46M
SPLG	402 + 0.34%	$72.65 - $78.68 $29.2K - $31.6K	119K $9.28M
IJH	3.61K + 2.76%	$62.09 - $66.51 $224K - $240K	134K $8.77M
BND	6.09K + 8.73%	$72.57 - $74.72 $442K - $455K	75.8K $5.64M
MSFT	689 + 14.29%	$491.09 - $535.64 $338K - $369K	5.51K $2.85M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UBER	15.1K New	$86.91 - $99.57 $1.32M - $1.51M	15.1K $1.48M
IBM	1.49K New	$234.77 - $292.47 $350K - $436K	1.49K $420K
CAH	1.71K New	$146.04 - $167.63 $249K - $286K	1.71K $267K
SYF	3.74K New	$67.53 - $76.86 $253K - $288K	3.74K $265K
CVX	1.62K New	$145.57 - $161.83 $236K - $262K	1.62K $251K
NVTS	14.5K New	$5.54 - $8.98 $80.3K - $130K	14.5K $104K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SOFI	-31.1K - 37.22%	$17.64 - $29.81 $549K - $928K	52.5K $1.39M
ORCL	-512 - 35.09%	$218.96 - $328.33 $112K - $168K	947 $266K
AMZN	-209 - 2.76%	$211.65 - $238.24 $44.2K - $49.8K	7.37K $1.62M
GS	-83 - 19.26%	$696.56 - $806.32 $57.8K - $66.9K	348 $277K
AVGO	-225 - 19.91%	$264.74 - $369.57 $59.6K - $83.2K	905 $298K
PIMCO ETF TR	-6.27K - 43.06%	N/A	8.28K $0

Activity Summary All Purchases 47 New Holdings 8 Increased Positions 39 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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