Clarus Wealth Advisors Incresed Positions in Q4 2024

Clarus Wealth Advisors

  • $200 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.65K
+ 3.63%
$316.94 - $357.88 $522K - $590K
47K $16.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.9K
+ 7.33%
$567.81 - $607.81 $1.08M - $1.15M
27.8K $16.3M
XLK
Technology Sector Spdr

ETFs
3.38K
+ 12.02%
$220.26 - $241.44 $745K - $816K
31.5K $7.33M
NVDA
Nvidia Corp

Technology
5.76K
+ 40.32%
$117.0 - $148.88 $674K - $858K
20.1K $2.69M
AAPL
Apple Inc.

Technology
1.06K
+ 2.88%
$221.69 - $259.02 $236K - $275K
37.9K $9.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.87K
+ 6.94%
$61.68 - $67.87 $423K - $466K
106K $6.59M
XLC
Select Sector Spdr Tr Communic

ETFs
2.91K
+ 13.75%
$89.66 - $102.16 $261K - $298K
24.1K $2.33M
VUG
Vanguard Growth ETF

ETFs
40
+ 0.28%
$378.79 - $428.11 $15.2K - $17.1K
14.5K $5.96M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.57K
+ 3.67%
$66.77 - $71.52 $239K - $256K
101K $6.96M
XLF
Financial Sector Spdr

ETFs
3.15K
+ 5.93%
$44.89 - $51.34 $141K - $162K
56.2K $2.72M
XLY
Select Sector Spdr Consumer Di

ETFs
219
+ 3.13%
$194.8 - $239.43 $42.7K - $52.4K
7.21K $1.62M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.24K
+ 10.08%
$71.75 - $75.11 $376K - $394K
57.2K $4.11M
AVGO
Broadcom Inc.

Technology
485
+ 37.14%
$159.67 - $250.0 $77.4K - $121K
1.79K $415K
IVE
Ishares S&P 500 Value ETF

ETFs
1.6K
+ 8.73%
$189.5 - $206.17 $303K - $329K
19.9K $3.8M
AJG
Arthur J. Gallagher & Co.

Financial Services
649
+ 28.67%
$278.49 - $315.16 $181K - $205K
2.91K $826K
XLI
Industrial Sector Spdr

ETFs
1.87K
+ 8.95%
$131.76 - $143.99 $247K - $270K
22.8K $3M
META
Meta Platforms, Inc.

Communication Services
227
+ 14.31%
$554.08 - $632.68 $126K - $144K
1.81K $1.07M
NDAQ
Nasdaq, Inc.

Financial Services
1.5K
+ 16.31%
$70.87 - $83.05 $106K - $125K
10.7K $826K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.03K
+ 17.83%
$55.73 - $66.16 $113K - $134K
13.4K $809K
IYW
Ishares Dj Us Tech ETF

ETFs
382
+ 3.56%
$148.14 - $166.23 $56.6K - $63.5K
11.1K $1.77M
GOOGL
Alphabet Inc.

Communication Services
224
+ 5.29%
$161.86 - $196.66 $36.3K - $44.1K
4.46K $844K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
624
+ 22.19%
$238.25 - $261.28 $149K - $163K
3.44K $832K
COST
Costco Wholesale Corp

Consumer Defensive
126
+ 15.07%
$873.59 - $994.69 $110K - $125K
962 $881K
PWR
Quanta Services, Inc.

Industrials
253
+ 8.4%
$296.05 - $346.6 $74.9K - $87.7K
3.27K $1.03M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
469
+ 5.8%
$201.32 - $217.44 $94.4K - $102K
8.55K $1.77M
PANW
Palo Alto Networks Inc

Technology
3.05K
+ 111.64%
$181.96 - $405.9 $555K - $1.24M
5.78K $1.05M
XAR
Spdr S&P Aerospace & Defense E

ETFs
47
+ 0.41%
$153.8 - $176.52 $7.23K - $8.3K
11.4K $1.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.53K
+ 16.33%
$75.1 - $82.99 $265K - $293K
25.2K $1.9M
DELL
Dell Technologies Inc.

Technology
975
+ 15.69%
$111.96 - $144.21 $109K - $141K
7.19K $828K
ACWI
Ishares Msci Acwi ETF

ETFs
1.05K
+ 6.97%
$117.05 - $123.03 $122K - $129K
16K $1.88M
CARR
Carrier Global Corp

Industrials
2.96K
+ 32.0%
$66.69 - $82.65 $197K - $245K
12.2K $833K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.53K
+ 5.27%
$44.33 - $49.55 $112K - $125K
50.5K $2.27M
HYG
Ishares Tr

ETFs
1.52K
+ 6.45%
$78.09 - $80.04 $119K - $122K
25.1K $1.97M
MSFT
Microsoft Corp

Technology
222
+ 6.48%
$406.35 - $454.46 $90.2K - $101K
3.65K $1.54M
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.1%
$280.04 - $302.45 $1.96K - $2.12K
7.06K $2.05M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.51K
+ 13.27%
$99.04 - $109.59 $150K - $165K
12.9K $1.28M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.34K
+ 7.89%
$106.56 - $113.11 $143K - $152K
18.4K $1.96M
EEM
Ishares Msci Emerging Markets

ETFs
3.92K
+ 11.68%
$41.82 - $47.36 $164K - $186K
37.5K $1.57M
GLD
Spdr Gold Trust

ETFs
132
+ 1.73%
$236.59 - $257.5 $31.2K - $34K
7.76K $1.88M
DGRO
Ishares Core Dividend Growth E

ETFs
317
+ 6.17%
$60.73 - $64.94 $19.3K - $20.6K
5.45K $334K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
41
+ 0.65%
$53.94 - $58.15 $2.21K - $2.38K
6.32K $356K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
124
+ 3.66%
$80.18 - $88.79 $9.94K - $11K
3.51K $282K
XOM
Exxon Mobil Corp

Energy
39
+ 2.03%
$105.51 - $125.37 $4.11K - $4.89K
1.96K $210K
XLE
Energy Sector Spdr

ETFs
17
+ 0.1%
$83.32 - $97.27 $1.42K - $1.65K
17.3K $1.48M
XLB
Select Sector Spdr Fd Material

ETFs
1.01K
+ 5.86%
$83.8 - $97.58 $84.9K - $98.8K
18.3K $1.54M
IBB
Ishares Biotechnology ETF

ETFs
161
+ 1.43%
$131.21 - $148.85 $21.1K - $24K
11.4K $1.5M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
259
+ 1.69%
$104.5 - $125.64 $27.1K - $32.5K
15.6K $1.63M
Activity Summary
Buys All Purchases 57 New Holdings 9 Increased Positions 48 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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