Clarus Wealth Advisors Incresed Positions in Q2 2025

Clarus Wealth Advisors

  • $214 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
22.5K
+ 69.04%
$273.67 - $366.17 $6.15M - $8.22M
55K $20.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.05K
+ 92.92%
$180.84 - $240.32 $1.64M - $2.17M
18.8K $4.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
647
+ 2.01%
$496.48 - $617.85 $321K - $400K
32.9K $20.3M
XLK
Technology Sector Spdr

ETFs
354
+ 0.95%
$179.73 - $253.23 $63.6K - $89.6K
37.5K $9.51M
XLF
Financial Sector Spdr

ETFs
19.5K
+ 37.18%
$43.92 - $52.37 $858K - $1.02M
72.1K $3.78M
VTI
Vanguard Total Stock Market Et

ETFs
2.88K
+ 47.29%
$243.75 - $303.93 $703K - $877K
8.98K $2.73M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.67K
+ 1.44%
$58.41 - $72.69 $97.8K - $122K
118K $8.58M
PLTR
Palantir Technologies Inc.

Technology
667
+ 4.07%
$74.01 - $144.25 $49.4K - $96.2K
17.1K $2.33M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.5K
+ 4.39%
$51.16 - $62.02 $282K - $341K
131K $8.11M
MSFT
Microsoft Corp

Technology
458
+ 10.49%
$354.56 - $497.45 $162K - $228K
4.82K $2.4M
NET
Cloudflare, Inc.

Technology
330
+ 4.44%
$97.08 - $195.83 $32K - $64.6K
7.76K $1.52M
GOOGL
Alphabet Inc.

Communication Services
2.96K
+ 50.8%
$144.7 - $178.6 $428K - $529K
8.79K $1.55M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.59K
+ 1.16%
$50.39 - $60.05 $79.9K - $95.2K
138K $8.3M
AMZN
Amazon Com Inc

Consumer Cyclical
2.11K
+ 38.5%
$167.32 - $223.3 $353K - $470K
7.58K $1.66M
PWR
Quanta Services, Inc.

Industrials
47
+ 1.15%
$239.47 - $381.26 $11.3K - $17.9K
4.14K $1.56M
TSLA
Tesla, Inc.

Consumer Cyclical
780
+ 16.69%
$221.86 - $362.89 $173K - $283K
5.45K $1.73M
META
Meta Platforms, Inc.

Communication Services
267
+ 13.43%
$484.66 - $738.09 $129K - $197K
2.26K $1.66M
CEG
Constellation Energy Corp

Utilities
35
+ 0.83%
$170.96 - $322.76 $5.98K - $11.3K
4.27K $1.38M
CARR
Carrier Global Corp

Industrials
4.3K
+ 30.33%
$55.55 - $75.83 $239K - $326K
18.5K $1.35M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
619
+ 14.74%
$179.95 - $278.88 $111K - $173K
4.82K $1.34M
PANW
Palo Alto Networks Inc

Technology
1.22K
+ 21.97%
$152.44 - $204.64 $186K - $250K
6.77K $1.39M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.4K
+ 4.26%
$32.0 - $39.87 $141K - $175K
108K $4.29M
IVE
Ishares S&P 500 Value ETF

ETFs
1.22K
+ 5.44%
$168.34 - $195.42 $206K - $239K
23.7K $4.63M
NDAQ
Nasdaq, Inc.

Financial Services
2.46K
+ 20.06%
$66.4 - $89.42 $163K - $220K
14.7K $1.31M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.31K
+ 49.4%
$310.86 - $348.77 $408K - $458K
3.97K $1.27M
TJX
Tjx Companies Inc

Consumer Cyclical
2.6K
+ 33.4%
$119.13 - $135.03 $309K - $351K
10.4K $1.28M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.17K
+ 6.9%
$35.35 - $42.68 $147K - $178K
64.5K $2.75M
IYT
Ishares Tr U.S. Transportation

ETFs
2.53K
+ 11.43%
$55.22 - $68.54 $140K - $173K
24.7K $1.69M
COST
Costco Wholesale Corp

Consumer Defensive
219
+ 20.72%
$908.13 - $1056.85 $199K - $231K
1.28K $1.26M
ACWI
Ishares Msci Acwi ETF

ETFs
318
+ 1.86%
$103.59 - $128.6 $32.9K - $40.9K
17.4K $2.24M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.74K
+ 2.01%
$45.11 - $52.34 $78.6K - $91.2K
88.3K $4.62M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.58K
+ 12.0%
$97.29 - $105.63 $251K - $273K
24.1K $2.45M
XLB
Select Sector Spdr Fd Material

ETFs
2.06K
+ 12.2%
$74.27 - $88.92 $153K - $183K
18.9K $1.66M
EEM
Ishares Msci Emerging Markets

ETFs
557
+ 1.44%
$38.52 - $48.28 $21.5K - $26.9K
39.2K $1.89M
EFA
Ishares Tr Msci Eafe ETF

ETFs
282
+ 1.16%
$72.96 - $90.39 $20.6K - $25.5K
24.6K $2.2M
XLE
Energy Sector Spdr

ETFs
3.29K
+ 20.79%
$76.44 - $94.13 $252K - $310K
19.1K $1.62M
LQD
Ishares Iboxx $ Investment Gra

ETFs
578
+ 2.68%
$105.23 - $109.61 $60.8K - $63.4K
22.1K $2.43M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.04%
$430.82 - $486.45 $431 - $486
2.29K $1.06M
Pimco ETF Tr
157
+ 1.09%
N/A
14.5K $0
XLV
Select Sector Spdr Fund Health

ETFs
716
+ 6.86%
$128.77 - $144.3 $92.2K - $103K
11.2K $1.5M
XOM
Exxon Mobil Corp

Energy
5
+ 0.26%
$99.93 - $119.04 $500 - $595
1.91K $205K
Activity Summary
Buys All Purchases 52 New Holdings 10 Increased Positions 42 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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