Clarus Wealth Advisors Closed Holding Positions

Clarus Wealth Advisors

  • $192 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Altaba Inc
Q3 2019 Filed on Oct 11, 2019
300
N/A
VZ
Verizon Communications Inc

Communication Services
Q3 2019 Filed on Oct 11, 2019
2,882
$55.05 - $60.51 $159K - $174K
JCI
Johnson Controls International PLC

Industrials
Q3 2019 Filed on Oct 11, 2019
2,850
$40.91 - $44.3 $117K - $126K
UPS
United Parcel Service Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
640
$101.62 - $122.85 $65K - $78.6K
SBAC
Sba Communications Corp

Real Estate
Q3 2019 Filed on Oct 11, 2019
25
$224.99 - $269.28 $5.62K - $6.73K
EIX
Edison International

Utilities
Q3 2019 Filed on Oct 11, 2019
317
$67.06 - $76.36 $21.3K - $24.2K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
100
$189.94 - $205.08 $19K - $20.5K
INTC
Intel Corp

Technology
Q3 2019 Filed on Oct 11, 2019
1,873
$44.96 - $53.01 $84.2K - $99.3K
FIW
First Trust Water ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
700
$52.3 - $56.69 $36.6K - $39.7K
ALKS
Alkermes Plc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
5,700
$19.51 - $24.28 $111K - $138K
SBR
Sabine Royalty Trust

Energy
Q3 2019 Filed on Oct 11, 2019
425
$41.9 - $48.46 $17.8K - $20.6K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
844
$81.0 - $89.07 $68.4K - $75.2K
AEP
American Electric Power CO Inc

Utilities
Q3 2019 Filed on Oct 11, 2019
75
$87.81 - $94.59 $6.59K - $7.09K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
7,821
$16.85 - $18.15 $132K - $142K
CCL
Carnival Corp

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
114
$43.03 - $50.55 $4.91K - $5.76K
FICO
Fair Isaac Corp

Technology
Q3 2019 Filed on Oct 11, 2019
100
$298.98 - $369.4 $29.9K - $36.9K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q3 2019 Filed on Oct 11, 2019
515
$37.42 - $40.69 $19.3K - $21K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
9,821
$19.9 - $20.98 $195K - $206K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
3,787
$34.18 - $38.96 $129K - $148K
CAG
Conagra Brands Inc.

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
24,088
$26.67 - $31.0 $642K - $747K
L3 Technologies Inc
Q3 2019 Filed on Oct 11, 2019
86
N/A
RACE
Ferrari N.V.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
5
$150.35 - $169.12 $752 - $846
SNAP
Snap Inc

Communication Services
Q3 2019 Filed on Oct 11, 2019
1,642
$14.02 - $17.89 $23K - $29.4K
VFH
Vanguard Financial ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
617
$69.67 - $71.37 $43K - $44K
BDX
Becton Dickinson & CO

Healthcare
Q3 2019 Filed on Oct 11, 2019
856
$230.58 - $256.08 $197K - $219K
GVA
Granite Construction Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
305
$26.84 - $47.46 $8.19K - $14.5K
RBLD
First Tr Exchange Traded Fd Ii
Q3 2019 Filed on Oct 11, 2019
600
N/A
Unilever N V
Q3 2019 Filed on Oct 11, 2019
701
N/A
PFG
Principal Financial Group Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
238
$52.18 - $60.68 $12.4K - $14.4K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2019 Filed on Oct 11, 2019
751
N/A
DNP
Dnp Select Income Fund Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
742
$11.77 - $12.99 $8.73K - $9.64K
VO
Vanguard Mid Cap ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
614
$166.82 - $169.81 $102K - $104K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
90
$41.82 - $47.91 $3.76K - $4.31K
HI
Hillenbrand, Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
217
$26.16 - $39.98 $5.68K - $8.68K
WELL
Welltower Inc.

Real Estate
Q3 2019 Filed on Oct 11, 2019
129
$81.74 - $92.46 $10.5K - $11.9K
IYG
Ishares Tr

ETFs
Q3 2019 Filed on Oct 11, 2019
1,402
$45.33 - $46.53 $63.6K - $65.2K
DEO
Diageo PLC

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
25
$160.78 - $175.98 $4.02K - $4.4K
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2019 Filed on Oct 11, 2019
16
$33.74 - $40.75 $540 - $652
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2019 Filed on Oct 11, 2019
793
$91.64 - $93.61 $72.7K - $74.2K
RY
Royal Bank Of Canada

Financial Services
Q3 2019 Filed on Oct 11, 2019
105
$73.46 - $81.31 $7.71K - $8.54K
OMEX
Odyssey Marine Exploration Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
1
$3.83 - $5.98 $3.83 - $5.98
FTHI
First Trust Exchange Traded Fd

ETFs
Q3 2019 Filed on Oct 11, 2019
1,000
$21.71 - $22.75 $21.7K - $22.8K
DNL
Wiswisdomtree Tr

ETFs
Q2 2019 Filed on Jul 24, 2019
300
N/A
FLN
First Trust Latin America Alph

ETFs
Q2 2019 Filed on Jul 24, 2019
650
N/A
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q2 2019 Filed on Jul 24, 2019
800
$14.73 - $16.79 $11.8K - $13.4K
Hollyfrontier Corp
Q2 2019 Filed on Jul 24, 2019
865
N/A
FRI
First Tr S&P Reit Index Fd

ETFs
Q2 2019 Filed on Jul 24, 2019
800
$24.11 - $25.89 $19.3K - $20.7K
RZV
Invesco Fd Tr

ETFs
Q2 2019 Filed on Jul 24, 2019
200
$57.64 - $68.41 $11.5K - $13.7K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Jul 24, 2019
250
$58.31 - $65.5 $14.6K - $16.4K
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