Clarus Wealth Advisors Portfolio Holdings

Clarus Wealth Advisors

  • $196 Million
  • Q3 2024

Clarus Wealth Advisors has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $196 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.9M, Vanguard Mega Cap Growth ETF with a value of $14.6M, Apple Inc. with a value of $8.59M, Pacer Fds Tr Us Cash Cows 100 with a value of $8.49M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $6.58M.

Examining the 13F form we can see an increase of $14.4M in the current position value, from $182M to 196M.

Below you can find more details about Clarus Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $196 Million
ETFs: $160 Million
Technology: $17.8 Million
Industrials: $5.63 Million
Consumer Cyclical: $3.61 Million
Healthcare: $2.21 Million
Financial Services: $2.05 Million
Communication Services: $1.61 Million
Energy: $1.35 Million
Other: $741,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$128B
$1.35 Million 0.69% of portfolio
2,304
Q3 2024 Reduced 5.03%
$193B
$1.18 Million 0.6% of portfolio
3,022
Q3 2024 Added 1.85%
$55.9B
$933,000 0.48% of portfolio
2,732
Q3 2024 Reduced 5.17%
$47B
$897,000 0.46% of portfolio
3,013
Q3 2024 New
$158B
$861,000 0.44% of portfolio
23,147
Q3 2024 Reduced 21.27%
$192B
$769,000 0.39% of portfolio
4,689
Q3 2024 Added 16.18%
$57.3B
$744,000 0.38% of portfolio
9,252
Q3 2024 Reduced 12.17%
$30B
$736,000 0.38% of portfolio
6,216
Q3 2024 Added 34.02%
$120B
$676,000 0.34% of portfolio
8,996
Q3 2024 Added 3.86%
$38.2B
$671,000 0.34% of portfolio
9,196
Q3 2024 Reduced 9.43%
$59.5B
$637,000 0.33% of portfolio
2,264
Q3 2024 Reduced 6.37%
$77.2B
$653,000 0.33% of portfolio
3,346
Q3 2024 Reduced 6.61%
$75.3B
$613,000 0.31% of portfolio
1,212
Q3 2024 Added 13.06%
$39.7B
$437,000 0.22% of portfolio
3,221
Q3 2024 Added 7.65%
$55.2B
$249,000 0.13% of portfolio
240
Q4 2023 New
$172B
$257,000 0.13% of portfolio
1,515
Q3 2024 Added 20.53%
$21.4B
$227,000 0.12% of portfolio
1,054
Q3 2024 Reduced 5.56%
$27.8B
$234,000 0.12% of portfolio
11,458
Q3 2024 New
$14.2B
$220,000 0.11% of portfolio
1,426
Q3 2024 New
$141B
$211,000 0.11% of portfolio
656
Q3 2024 Reduced 9.39%
$138B
$218,000 0.11% of portfolio
604
Q3 2024 Reduced 1.79%
$15B
$214,000 0.11% of portfolio
572
Q3 2024 Added 3.62%
$26.6B
$217,000 0.11% of portfolio
1,136
Q3 2024 Reduced 0.53%
$85B
$208,000 0.11% of portfolio
14,486
Q3 2024 Added 1.58%
$89.4B
$225,000 0.11% of portfolio
1,306
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $196 Million
  • Prior Value $182 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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