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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62B
$273,000 0.14% of portfolio
2,615
Q3 2024 Reduced 0.95%
$9.91B
$268,000 0.14% of portfolio
2,588
Q3 2024 Reduced 18.18%
$7.46B
$268,000 0.14% of portfolio
7,414
Q3 2024 Added 9.89%
$5.38B
$239,000 0.12% of portfolio
2,590
Q3 2024 Added 8.64%
$3.59B
$230,000 0.12% of portfolio
10,629
Q3 2024 Reduced 2.68%
$7.05B
$219,000 0.11% of portfolio
5,778
Q3 2024 Reduced 10.98%
$8.72B
$225,000 0.11% of portfolio
2,514
Q3 2024 Reduced 1.14%
$3.64B
$203,000 0.1% of portfolio
4,021
Q3 2024 Added 23.31%
$9.97B
$190,000 0.1% of portfolio
1,197
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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