Clarus Wealth Advisors Purchases in Q3 2025

Clarus Wealth Advisors

  • $222 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
238
+ 0.72%
$617.65 - $666.84 $147K - $159K
33.1K $22.1M
UBER
Uber Technologies, Inc

Technology
15.1K
New
$86.91 - $99.57 $1.32M - $1.51M
15.1K $1.48M
TSLA
Tesla, Inc.

Consumer Cyclical
77
+ 1.41%
$293.94 - $444.72 $22.6K - $34.2K
5.53K $2.46M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
402
+ 0.34%
$72.65 - $78.68 $29.2K - $31.6K
119K $9.28M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.61K
+ 2.76%
$62.09 - $66.51 $224K - $240K
134K $8.77M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.09K
+ 8.73%
$72.57 - $74.72 $442K - $455K
75.8K $5.64M
MSFT
Microsoft Corp

Technology
689
+ 14.29%
$491.09 - $535.64 $338K - $369K
5.51K $2.85M
IVE
Ishares S&P 500 Value ETF

ETFs
800
+ 3.38%
$194.44 - $206.51 $156K - $165K
24.5K $5.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
484
+ 2.58%
$236.25 - $257.69 $114K - $125K
19.3K $4.94M
IBM
International Business Machines Corp

Technology
1.49K
New
$234.77 - $292.47 $350K - $436K
1.49K $420K
CAH
Cardinal Health Inc

Healthcare
1.71K
New
$146.04 - $167.63 $249K - $286K
1.71K $267K
XLF
Financial Sector Spdr

ETFs
2.96K
+ 4.1%
$51.37 - $54.25 $152K - $161K
75.1K $4.04M
SYF
Synchrony Financial

Financial Services
3.74K
New
$67.53 - $76.86 $253K - $288K
3.74K $265K
TJX
Tjx Companies Inc

Consumer Cyclical
288
+ 2.78%
$121.35 - $144.54 $34.9K - $41.6K
10.7K $1.54M
CVX
Chevron Corp

Energy
1.62K
New
$145.57 - $161.83 $236K - $262K
1.62K $251K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
56
+ 1.16%
$275.84 - $326.36 $15.4K - $18.3K
4.87K $1.59M
XLC
Select Sector Spdr Tr Communic

ETFs
193
+ 0.89%
$105.99 - $119.41 $20.5K - $23K
21.8K $2.58M
XLY
Select Sector Spdr Consumer Di

ETFs
162
+ 2.11%
$216.09 - $242.18 $35K - $39.2K
7.84K $1.88M
PWR
Quanta Services, Inc.

Industrials
131
+ 3.17%
$372.29 - $421.68 $48.8K - $55.2K
4.27K $1.77M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.42K
+ 6.41%
$107.66 - $112.36 $153K - $159K
23.5K $2.62M
ACWI
Ishares Msci Acwi ETF

ETFs
201
+ 1.16%
$128.32 - $138.41 $25.8K - $27.8K
17.6K $2.43M
NDAQ
Nasdaq, Inc.

Financial Services
2.3K
+ 15.63%
$86.73 - $96.94 $199K - $223K
17K $1.5M
META
Meta Platforms, Inc.

Communication Services
268
+ 11.88%
$695.21 - $791.73 $186K - $212K
2.52K $1.85M
XLI
Industrial Sector Spdr

ETFs
294
+ 1.4%
$147.94 - $154.99 $43.5K - $45.6K
21.3K $3.28M
COST
Costco Wholesale Corp

Consumer Defensive
283
+ 22.18%
$915.95 - $994.57 $259K - $281K
1.56K $1.44M
NET
Cloudflare, Inc.

Technology
143
+ 1.84%
$181.39 - $228.28 $25.9K - $32.6K
7.9K $1.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
760
+ 3.08%
$87.29 - $93.61 $66.3K - $71.1K
25.4K $2.37M
PANW
Palo Alto Networks Inc

Technology
855
+ 12.62%
$167.06 - $208.19 $143K - $178K
7.63K $1.55M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.3K
+ 5.37%
$98.52 - $103.93 $128K - $135K
25.4K $2.62M
XLV
Select Sector Spdr Fund Health

ETFs
514
+ 4.61%
$129.01 - $139.72 $66.3K - $71.8K
11.7K $1.62M
XLE
Energy Sector Spdr

ETFs
268
+ 1.4%
$84.25 - $91.99 $22.6K - $24.7K
19.4K $1.73M
NVTS
Navitas Semiconductor Corp

Technology
14.5K
New
$5.54 - $8.98 $80.3K - $130K
14.5K $104K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.09%
$410.74 - $499.21 $821 - $998
2.29K $1.14M
CEG
Constellation Energy Corp

Utilities
142
+ 3.33%
$298.82 - $354.89 $42.4K - $50.4K
4.41K $1.45M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
513
+ 8.12%
$81.61 - $86.58 $41.9K - $44.4K
6.83K $582K
DGRO
Ishares Core Dividend Growth E

ETFs
263
+ 2.93%
$64.12 - $68.08 $16.9K - $17.9K
9.25K $626K
XLB
Select Sector Spdr Fd Material

ETFs
56
+ 0.3%
$86.72 - $92.61 $4.86K - $5.19K
19K $1.7M
WM
Waste Management Inc

Industrials
201
+ 18.26%
$213.88 - $237.1 $43K - $47.7K
1.3K $287K
HCA
Hca Healthcare, Inc.

Healthcare
14
+ 2.02%
$334.32 - $426.2 $4.68K - $5.97K
707 $301K
TRGP
Targa Resources Corp.

Energy
203
+ 13.44%
$160.52 - $174.4 $32.6K - $35.4K
1.71K $286K
WMT
Walmart Inc.

Consumer Defensive
34
+ 1.21%
$94.4 - $104.27 $3.21K - $3.55K
2.83K $292K
XOM
Exxon Mobil Corp

Energy
4
+ 0.21%
$105.83 - $117.22 $423 - $469
1.91K $215K
SYK
Stryker Corp

Healthcare
57
+ 8.31%
$368.57 - $403.53 $21K - $23K
743 $274K
ALCC
Alt C Acquisition Corp.

Financial Services
2.44K
New
N/A
2.44K $0
QTUM
ETF Ser Solutions Defiance Qua
13.8K
New
N/A
13.8K $0
MAR
Marriott International Inc

Consumer Cyclical
78
+ 4.63%
$255.35 - $282.87 $19.9K - $22.1K
1.76K $459K
Activity Summary
Buys All Purchases 47 New Holdings 8 Increased Positions 39 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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