Clarus Wealth Advisors Purchases in Q1 2025

Clarus Wealth Advisors

  • $192 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
181K
+ 3372.38%
$50.87 - $51.09 $9.19M - $9.23M
186K $9.49M
BND
Vanguard Bd Index Fd Inc Total

ETFs
123K
+ 214.99%
$71.17 - $73.66 $8.75M - $9.06M
180K $13.2M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
85.7K
+ 168.1%
$55.41 - $60.74 $4.75M - $5.21M
137K $7.67M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
103K
New
$36.64 - $45.76 $3.79M - $4.73M
103K $3.87M
HDV
Ishares Core High Dividend ETF

ETFs
15.3K
New
$110.86 - $121.12 $1.7M - $1.85M
15.3K $1.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.44K
+ 15.99%
$551.42 - $612.93 $2.45M - $2.72M
32.2K $18M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
8.64K
+ 67.05%
$97.25 - $104.79 $841K - $906K
21.5K $2.22M
HOOD
Robinhood Markets, Inc.

Technology
21.7K
New
$35.63 - $65.28 $772K - $1.42M
21.7K $902K
SOFI
So Fi Technologies, Inc.

Financial Services
70.9K
New
$11.18 - $18.03 $793K - $1.28M
70.9K $840K
NET
Cloudflare, Inc.

Technology
7.43K
New
$110.71 - $176.5 $823K - $1.31M
7.43K $837K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.4K
+ 15.24%
$64.88 - $72.1 $999K - $1.11M
116K $7.61M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
17.1K
+ 12.08%
$53.6 - $58.97 $915K - $1.01M
158K $8.61M
VUG
Vanguard Growth ETF

ETFs
2.87K
+ 19.77%
$369.1 - $427.61 $1.06M - $1.23M
17.4K $6.44M
IVE
Ishares S&P 500 Value ETF

ETFs
2.57K
+ 12.89%
$185.78 - $198.58 $477K - $510K
22.5K $4.24M
DVY
Ishares Tr

ETFs
3.24K
New
$128.58 - $138.1 $416K - $447K
3.24K $429K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.17K
+ 17.26%
$105.1 - $109.61 $333K - $348K
21.6K $2.34M
XLK
Technology Sector Spdr

ETFs
5.67K
+ 17.99%
$206.38 - $242.18 $1.17M - $1.37M
37.2K $7.68M
TDIV
First Trust Nasdaq Technology

ETFs
4.42K
+ 96.1%
$73.39 - $83.95 $324K - $371K
9.01K $661K
ARCC
Ares Capital Corp

Financial Services
12.7K
New
$21.28 - $23.81 $270K - $302K
12.7K $280K
SYK
Stryker Corp

Healthcare
753
New
$355.18 - $399.9 $267K - $301K
753 $280K
CASY
Caseys General Stores Inc

Consumer Cyclical
641
New
$378.71 - $442.54 $243K - $284K
641 $278K
OKE
Oneok Inc

Energy
2.81K
New
$89.57 - $109.85 $252K - $309K
2.81K $278K
D
Dominion Energy, Inc

Utilities
4.93K
New
$52.85 - $57.43 $260K - $283K
4.93K $276K
WM
Waste Management Inc

Industrials
1.18K
New
$200.54 - $233.78 $237K - $277K
1.18K $274K
WMT
Walmart Inc.

Consumer Defensive
3.1K
New
$84.5 - $105.05 $262K - $326K
3.1K $272K
DOV
Dover Corp

Industrials
1.53K
New
$174.65 - $206.43 $267K - $316K
1.53K $268K
ORCL
Oracle Corp

Technology
1.9K
New
$139.81 - $186.47 $266K - $355K
1.9K $266K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3.34K
+ 95.07%
$78.12 - $83.7 $261K - $279K
6.84K $548K
KMI
Kinder Morgan, Inc.

Energy
9.3K
New
$26.1 - $31.22 $243K - $290K
9.3K $265K
GS
Goldman Sachs Group Inc

Financial Services
480
New
$524.81 - $672.19 $252K - $323K
480 $262K
DGRO
Ishares Core Dividend Growth E

ETFs
4.31K
+ 78.96%
$60.46 - $64.42 $260K - $277K
9.76K $596K
HCA
Hca Healthcare, Inc.

Healthcare
758
New
$296.7 - $345.55 $225K - $262K
758 $261K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.17K
+ 6.36%
$49.78 - $53.19 $258K - $275K
86.5K $4.38M
XLC
Select Sector Spdr Tr Communic

ETFs
2.51K
+ 10.39%
$94.84 - $105.31 $238K - $264K
26.6K $2.55M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.19K
+ 13.9%
$196.12 - $229.48 $233K - $273K
9.74K $1.96M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.88K
+ 19.59%
$40.03 - $46.81 $396K - $463K
60.3K $2.45M
XLY
Select Sector Spdr Consumer Di

ETFs
1.77K
+ 24.5%
$192.6 - $233.2 $340K - $412K
8.98K $1.77M
TSCO
Tractor Supply CO

Consumer Cyclical
2.55K
+ 62.17%
$51.66 - $57.94 $132K - $148K
6.65K $366K
JPM
Jpmorgan Chase & CO

Financial Services
498
+ 50.46%
$225.19 - $279.95 $112K - $139K
1.49K $364K
TJX
Tjx Companies Inc

Consumer Cyclical
976
+ 14.35%
$112.81 - $126.16 $110K - $123K
7.78K $947K
EEM
Ishares Msci Emerging Markets

ETFs
1.23K
+ 3.27%
$40.81 - $45.34 $50K - $55.6K
38.7K $1.69M
COST
Costco Wholesale Corp

Consumer Defensive
95
+ 9.88%
$890.62 - $1076.86 $84.6K - $102K
1.06K $999K
NDAQ
Nasdaq, Inc.

Financial Services
1.55K
+ 14.45%
$72.17 - $83.76 $112K - $129K
12.2K $928K
MSFT
Microsoft Corp

Technology
717
+ 19.65%
$375.39 - $447.2 $269K - $321K
4.37K $1.64M
ACWI
Ishares Msci Acwi ETF

ETFs
1.02K
+ 6.36%
$115.16 - $124.13 $118K - $127K
17.1K $1.98M
META
Meta Platforms, Inc.

Communication Services
175
+ 9.65%
$576.36 - $736.67 $101K - $129K
1.99K $1.15M
CEG
Constellation Energy Corp

Utilities
692
+ 19.55%
$201.63 - $347.44 $140K - $240K
4.23K $869K
LLY
Eli Lilly & CO

Healthcare
8
+ 0.68%
$725.72 - $929.72 $5.81K - $7.44K
1.19K $984K
IGV
Ishares Expanded Tech Software

ETFs
1.67K
+ 20.99%
$88.3 - $107.83 $148K - $180K
9.64K $866K
Activity Summary
Buys All Purchases 65 New Holdings 19 Increased Positions 46 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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