Clarus Wealth Advisors Reduced Holdings in Q2 2025

Clarus Wealth Advisors

  • $214 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-110K
- 61.31%
$72.02 - $73.82 $7.96M - $8.16M
69.7K $5.13M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-40.6K
- 25.61%
$47.46 - $55.3 $1.93M - $2.24M
118K $6.5M
AAPL
Apple Inc.

Technology
-7.03K
- 18.07%
$172.42 - $223.89 $1.21M - $1.57M
31.9K $6.54M
MAR
Marriott International Inc

Consumer Cyclical
-2.51K
- 59.85%
$211.12 - $274.14 $530K - $689K
1.69K $460K
XLC
Select Sector Spdr Tr Communic

ETFs
-4.99K
- 18.74%
$86.13 - $108.53 $430K - $541K
21.6K $2.35M
AVGO
Broadcom Inc.

Technology
-1.59K
- 58.46%
$146.29 - $275.65 $233K - $438K
1.13K $311K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.11K
- 1.14%
$50.1 - $51.02 $106K - $108K
184K $9.38M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.3K
- 14.46%
$176.34 - $218.59 $229K - $284K
7.68K $1.67M
GLD
Spdr Gold Trust

ETFs
-541
- 8.44%
$273.71 - $316.29 $148K - $171K
5.87K $1.79M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-528
- 7.72%
$72.71 - $82.56 $38.4K - $43.6K
6.32K $514K
DGRO
Ishares Core Dividend Growth E

ETFs
-769
- 7.88%
$55.22 - $63.94 $42.5K - $49.2K
8.99K $574K
ARCC
Ares Capital Corp

Financial Services
-787
- 6.21%
$18.91 - $22.43 $14.9K - $17.7K
11.9K $260K
VGT
Vanguard Information Technolog

ETFs
-109
- 23.14%
$470.37 - $663.28 $51.3K - $72.3K
362 $240K
DOV
Dover Corp

Industrials
-121
- 7.91%
$151.14 - $186.7 $18.3K - $22.6K
1.41K $258K
SYK
Stryker Corp

Healthcare
-67
- 8.9%
$337.37 - $395.63 $22.6K - $26.5K
686 $271K
WMT
Walmart Inc.

Consumer Defensive
-300
- 9.68%
$81.79 - $99.98 $24.5K - $30K
2.8K $273K
HUMA
Humacyte, Inc.

Healthcare
-1.18K
- 2.87%
$1.15 - $2.77 $1.36K - $3.27K
40K $83K
HCA
Hca Healthcare, Inc.

Healthcare
-65
- 8.58%
$317.61 - $387.52 $20.6K - $25.2K
693 $265K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-35
- 2.42%
$152.93 - $181.74 $5.35K - $6.36K
1.41K $256K
CASY
Caseys General Stores Inc

Consumer Cyclical
-67
- 10.45%
$415.82 - $510.91 $27.9K - $34.2K
574 $292K
JPM
Jpmorgan Chase & CO

Financial Services
-119
- 8.01%
$210.28 - $289.91 $25K - $34.5K
1.37K $396K
GS
Goldman Sachs Group Inc

Financial Services
-49
- 10.21%
$462.22 - $707.75 $22.6K - $34.7K
431 $305K
ORCL
Oracle Corp

Technology
-444
- 23.33%
$122.82 - $218.63 $54.5K - $97.1K
1.46K $318K
TDIV
First Trust Nasdaq Technology

ETFs
-1K
- 11.11%
$64.41 - $90.17 $64.5K - $90.3K
8.01K $722K
CAT
Caterpillar Inc

Industrials
-100
- 3.9%
$273.94 - $388.21 $27.4K - $38.8K
2.46K $955K
XLI
Industrial Sector Spdr

ETFs
-1.64K
- 7.23%
$116.42 - $147.52 $190K - $241K
21K $3.1M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-366
- 3.68%
$144.94 - $210.94 $53K - $77.2K
9.59K $2.02M
NVDA
Nvidia Corp

Technology
-3.59K
- 15.26%
$94.31 - $157.99 $339K - $568K
19.9K $3.15M
HOOD
Robinhood Markets, Inc.

Technology
-1.78K
- 8.2%
$34.17 - $93.63 $60.7K - $166K
19.9K $1.86M
VUG
Vanguard Growth ETF

ETFs
-271
- 1.56%
$329.49 - $438.4 $89.3K - $119K
17.1K $7.51M
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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