Clarus Wealth Advisors Incresed Positions in Q3 2024

Clarus Wealth Advisors

  • $196 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
632
+ 2.5%
$517.38 - $573.86 $327K - $363K
25.9K $14.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.48K
+ 3.37%
$285.48 - $330.24 $422K - $488K
45.4K $14.6M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
364
+ 0.72%
$77.23 - $87.97 $28.1K - $32K
50.9K $4.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.16K
+ 1.19%
$57.32 - $62.65 $66.4K - $72.6K
98.9K $6.16M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
327
+ 0.34%
$60.84 - $67.51 $19.9K - $22.1K
97.5K $6.58M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
254
+ 0.22%
$33.74 - $37.96 $8.57K - $9.64K
118K $4.43M
IVE
Ishares S&P 500 Value ETF

ETFs
116
+ 0.64%
$181.06 - $197.17 $21K - $22.9K
18.3K $3.61M
XLK
Technology Sector Spdr

ETFs
1.16K
+ 4.31%
$197.34 - $237.68 $229K - $276K
28.1K $6.35M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.04K
+ 2.05%
$71.45 - $75.64 $74.5K - $78.8K
52K $3.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
408
+ 0.86%
$41.02 - $46.01 $16.7K - $18.8K
47.9K $2.18M
CAT
Caterpillar Inc

Industrials
55
+ 1.85%
$316.8 - $391.12 $17.4K - $21.5K
3.02K $1.18M
IYT
Ishares Tr U.S. Transportation

ETFs
1.11K
+ 4.89%
$61.35 - $68.92 $68.3K - $76.8K
23.9K $1.65M
XLY
Select Sector Spdr Consumer Di

ETFs
137
+ 2.0%
$170.05 - $200.86 $23.3K - $27.5K
6.99K $1.4M
NVDA
Nvidia Corp

Technology
1.44K
+ 11.23%
$98.91 - $134.91 $143K - $195K
14.3K $1.74M
XLV
Select Sector Spdr Fund Health

ETFs
92
+ 0.62%
$143.3 - $157.24 $13.2K - $14.5K
15K $2.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
256
+ 1.2%
$75.32 - $84.37 $19.3K - $21.6K
21.6K $1.81M
ACWI
Ishares Msci Acwi ETF

ETFs
203
+ 1.37%
$107.24 - $119.84 $21.8K - $24.3K
15K $1.79M
FPX
First Trust Us Equity Opportun

ETFs
373
+ 5.09%
$92.33 - $110.55 $34.4K - $41.2K
7.7K $848K
EEM
Ishares Msci Emerging Markets

ETFs
232
+ 0.7%
$40.42 - $46.7 $9.38K - $10.8K
33.5K $1.54M
AMD
Advanced Micro Devices Inc

Technology
653
+ 16.18%
$128.67 - $183.96 $84K - $120K
4.69K $769K
XLC
Select Sector Spdr Tr Communic

ETFs
127
+ 0.6%
$82.16 - $90.4 $10.4K - $11.5K
21.2K $1.92M
META
Meta Platforms, Inc.

Communication Services
3
+ 0.19%
$453.41 - $572.44 $1.36K - $1.72K
1.59K $907K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
177
+ 2.24%
$175.46 - $203.3 $31.1K - $36K
8.08K $1.64M
DELL
Dell Technologies Inc.

Technology
1.58K
+ 34.02%
$87.89 - $145.97 $139K - $230K
6.22K $736K
HYG
Ishares Tr

ETFs
37
+ 0.16%
$76.72 - $80.36 $2.84K - $2.97K
23.5K $1.89M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.42K
+ 29.28%
$49.7 - $56.11 $70.7K - $79.8K
6.28K $344K
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 3.21%
$801.83 - $917.05 $20.8K - $23.8K
836 $741K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
364
+ 14.87%
$211.47 - $281.27 $77K - $102K
2.81K $690K
BWA
Borgwarner Inc

Consumer Cyclical
667
+ 9.89%
$31.19 - $36.75 $20.8K - $24.5K
7.41K $268K
UBER
Uber Technologies, Inc

Technology
334
+ 3.86%
$58.48 - $77.47 $19.5K - $25.9K
9K $676K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
499
+ 9.36%
$61.2 - $67.95 $30.5K - $33.9K
5.83K $391K
IYW
Ishares Dj Us Tech ETF

ETFs
197
+ 1.87%
$133.16 - $158.73 $26.2K - $31.3K
10.7K $1.63M
FXL
First Tr Exchange Traded Fd Fi

ETFs
90
+ 1.26%
$122.48 - $142.51 $11K - $12.8K
7.23K $1M
FCTR
First Tr Exchange Traded Fd

ETFs
631
+ 7.45%
$27.94 - $32.42 $17.6K - $20.5K
9.1K $282K
FTGC
First Trust Global Tactical CO

ETFs
948
+ 4.74%
$22.3 - $24.39 $21.1K - $23.1K
20.9K $496K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
182
+ 0.65%
$12.63 - $13.72 $2.3K - $2.5K
28.1K $379K
JPM
Jpmorgan Chase & CO

Financial Services
23
+ 1.62%
$194.9 - $224.8 $4.48K - $5.17K
1.44K $303K
QCOM
Qualcomm Inc

Technology
258
+ 20.53%
$156.12 - $209.64 $40.3K - $54.1K
1.52K $257K
CASY
Caseys General Stores Inc

Consumer Cyclical
20
+ 3.62%
$354.52 - $391.16 $7.09K - $7.82K
572 $214K
ARCC
Ares Capital Corp

Financial Services
94
+ 0.92%
$19.8 - $21.28 $1.86K - $2K
10.3K $215K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
225
+ 1.58%
$13.31 - $15.65 $2.99K - $3.52K
14.5K $208K
FNY
First Trust Mid Cap Growth Alp
85
+ 0.93%
N/A
9.25K $0
XLE
Energy Sector Spdr

ETFs
621
+ 3.73%
$84.35 - $93.39 $52.4K - $58K
17.2K $1.51M
AMAT
Applied Materials Inc

Technology
164
+ 16.05%
$174.88 - $254.97 $28.7K - $41.8K
1.19K $239K
HES
Hess Corp

Energy
229
+ 7.65%
$126.3 - $155.44 $28.9K - $35.6K
3.22K $437K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
806
+ 4.9%
$28.19 - $31.47 $22.7K - $25.4K
17.3K $499K
GOOGL
Alphabet Inc.

Communication Services
320
+ 8.17%
$148.65 - $191.18 $47.6K - $61.2K
4.24K $702K
MSFT
Microsoft Corp

Technology
99
+ 2.98%
$395.15 - $467.56 $39.1K - $46.3K
3.43K $1.47M
AMZN
Amazon Com Inc

Consumer Cyclical
92
+ 2.03%
$161.02 - $200.0 $14.8K - $18.4K
4.63K $862K
Activity Summary
Buys All Purchases 63 New Holdings 10 Increased Positions 53 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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