Clarus Wealth Advisors Closed Holding Positions

Clarus Wealth Advisors

  • $222 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DLB
Dolby Laboratories, Inc.

Industrials
Q2 2021 Filed on Jul 13, 2021
2,405
$92.17 - $103.53 $222K - $249K
PH
Parker Hannifin Corp

Industrials
Q2 2021 Filed on Jul 13, 2021
941
$280.99 - $321.84 $264K - $303K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Jul 13, 2021
2,000
$73.78 - $107.52 $148K - $215K
New Oriental Ed & Technology
Q2 2021 Filed on Jul 13, 2021
12,639
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2021 Filed on Jul 13, 2021
7,159
$88.69 - $99.18 $635K - $710K
SGEN
Seagen Inc.

Healthcare
Q2 2021 Filed on Jul 13, 2021
2,000
$135.08 - $161.1 $270K - $322K
UNP
Union Pacific Corp

Industrials
Q2 2021 Filed on Jul 13, 2021
1,678
$214.81 - $229.48 $360K - $385K
STE
Steris PLC

Healthcare
Q2 2021 Filed on Jul 13, 2021
1,299
$188.43 - $216.47 $245K - $281K
DIS
Walt Disney CO

Communication Services
Q2 2021 Filed on Jul 13, 2021
4,517
$169.27 - $189.73 $765K - $857K
NOW
Service Now, Inc.

Technology
Q1 2021 Filed on Apr 12, 2021
607
$464.05 - $594.47 $282K - $361K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2021 Filed on Apr 12, 2021
1,796
$193.5 - $234.42 $348K - $421K
VFC
V F Corp

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
3,868
$75.92 - $88.28 $294K - $341K
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2021 Filed on Apr 12, 2021
25,037
$20.6 - $23.26 $516K - $582K
Pico Hldgs Inc
Q1 2021 Filed on Apr 12, 2021
12,982
N/A
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q1 2021 Filed on Apr 12, 2021
4,609
$166.63 - $200.8 $768K - $925K
MMM
3 M CO

Industrials
Q1 2021 Filed on Apr 12, 2021
2,018
$165.2 - $195.74 $333K - $395K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q4 2020 Filed on Jan 12, 2021
1,132
$49.24 - $54.55 $55.7K - $61.8K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Jan 12, 2021
700
$222.0 - $317.14 $155K - $222K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q4 2020 Filed on Jan 12, 2021
803
$376.03 - $433.78 $302K - $348K
RIG
Transocean Ltd.

Energy
Q4 2020 Filed on Jan 12, 2021
10,032
$0.67 - $2.57 $6.72K - $25.8K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2020 Filed on Jan 12, 2021
1,087
$263.87 - $312.67 $287K - $340K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2020 Filed on Jan 12, 2021
583
$572.58 - $680.76 $334K - $397K
CHGG
Chegg, Inc

Consumer Defensive
Q4 2020 Filed on Jan 12, 2021
4,664
$66.09 - $93.89 $308K - $438K
Seattle Genetics Inc
Q4 2020 Filed on Jan 12, 2021
2,000
N/A
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q4 2020 Filed on Jan 12, 2021
4,722
$132.44 - $133.52 $625K - $630K
IYF
Ishares Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
3,367
$54.05 - $60.26 $182K - $203K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2020 Filed on Oct 08, 2020
2,674
$86.46 - $86.63 $231K - $232K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q3 2020 Filed on Oct 08, 2020
5,514
$60.74 - $66.36 $335K - $366K
SDIV
Global X Fds Global X Superdiv

ETFs
Q3 2020 Filed on Oct 08, 2020
14,781
$10.54 - $11.5 $156K - $170K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
18,035
$9.57 - $27.05 $173K - $488K
NEE
Nextera Energy Inc

Utilities
Q2 2020 Filed on Jul 09, 2020
3,318
$54.56 - $65.12 $181K - $216K
EXR
Extra Space Storage Inc.

Real Estate
Q2 2020 Filed on Jul 09, 2020
6,367
$81.81 - $104.56 $521K - $666K
CBSH
Commerce Bancshares Inc

Financial Services
Q2 2020 Filed on Jul 09, 2020
11,259
$44.33 - $62.33 $499K - $702K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2020 Filed on Jul 09, 2020
2,360
$209.38 - $276.28 $494K - $652K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q2 2020 Filed on Jul 09, 2020
11,482
$5.41 - $6.33 $62.1K - $72.7K
United Technologies Corp
Q2 2020 Filed on Jul 09, 2020
7,925
N/A
ECL
Ecolab Inc.

Basic Materials
Q2 2020 Filed on Jul 09, 2020
3,703
$146.7 - $230.11 $543K - $852K
DOCU
Docusign, Inc.

Technology
Q2 2020 Filed on Jul 09, 2020
6,303
$79.0 - $177.58 $498K - $1.12M
LIN
Linde PLC

Basic Materials
Q2 2020 Filed on Jul 09, 2020
3,276
$160.87 - $221.28 $527K - $725K
AMT
American Tower Corp

Real Estate
Q2 2020 Filed on Jul 09, 2020
3,299
$206.97 - $267.39 $683K - $882K
BAC
Bank Of America Corp

Financial Services
Q2 2020 Filed on Jul 09, 2020
11,245
$19.77 - $28.54 $222K - $321K
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 09, 2020
26,684
N/A
T
At&T Inc.

Communication Services
Q2 2020 Filed on Jul 09, 2020
22,886
$20.74 - $25.1 $475K - $574K
HON
Honeywell International Inc

Industrials
Q1 2020 Filed on Apr 08, 2020
1,399
$103.86 - $183.23 $145K - $256K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2020 Filed on Apr 08, 2020
110,457
$39.35 - $62.03 $4.35M - $6.85M
GERN
Geron Corp

Healthcare
Q1 2020 Filed on Apr 08, 2020
19,000
$0.89 - $1.49 $16.9K - $28.3K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q1 2020 Filed on Apr 08, 2020
10,438
$17.78 - $34.56 $186K - $361K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
Q1 2020 Filed on Apr 08, 2020
18,766
$5.53 - $10.55 $104K - $198K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2020 Filed on Apr 08, 2020
7,059
$20.05 - $30.67 $142K - $216K
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