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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.73T
$8.59 Million 4.38% of portfolio
36,873
Q3 2024 Reduced 1.97%
$341B
$1.74 Million 0.89% of portfolio
14,296
Q3 2024 Added 11.23%
$3.11T
$1.47 Million 0.75% of portfolio
3,426
Q3 2024 Added 2.98%
$208B
$1.18 Million 0.6% of portfolio
3,022
Q3 2024 Added 1.85%
$698B
$1.16 Million 0.59% of portfolio
4,447
Q3 2024 Reduced 11.64%
$1.3T
$907,000 0.46% of portfolio
1,586
Q3 2024 Added 0.19%
$1.91T
$862,000 0.44% of portfolio
4,628
Q3 2024 Added 2.03%
$252B
$769,000 0.39% of portfolio
4,689
Q3 2024 Added 16.18%
$392B
$741,000 0.38% of portfolio
836
Q3 2024 Added 3.21%
$974B
$702,000 0.36% of portfolio
4,236
Q3 2024 Added 8.17%
$871B
$649,000 0.33% of portfolio
733
Q3 2024 New
$209B
$408,000 0.21% of portfolio
1,848
Q3 2024 Reduced 9.28%
$658B
$303,000 0.15% of portfolio
1,441
Q3 2024 Added 1.62%
$501B
$224,000 0.11% of portfolio
1,918
Q3 2024 Reduced 14.79%

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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