Clarus Wealth Advisors Portfolio Holdings

Clarus Wealth Advisors

  • $200 Million
  • Q4 2024

Clarus Wealth Advisors has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $200 Million distributed in 119 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 $16.3M, Vanguard Mega Cap Growth ETF with a value of $16.1M, Apple Inc. with a value of $9.5M, Pacer Fds Tr Us Cash Cows 100 with a value of $7.99M, and Technology Sector Spdr with a value of $7.33M.

Examining the 13F form we can see an increase of $4.02M in the current position value, from $196M to 200M.

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

Portfolio value $200 Million
ETFs: $163 Million
Technology: $17.7 Million
Consumer Cyclical: $5.36 Million
Industrials: $4.98 Million
Communication Services: $1.91 Million
Financial Services: $1.89 Million
Healthcare: $1.59 Million
Energy: $1.08 Million
Other: $1.68 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38B
$263,000 0.13% of portfolio
2,469
Q4 2024 Reduced 5.58%
$3.69B
$235,000 0.12% of portfolio
10,467
Q4 2024 Reduced 1.52%
$7.44B
$230,000 0.12% of portfolio
7,236
Q4 2024 Reduced 2.4%
$9.82B
$236,000 0.12% of portfolio
2,563
Q4 2024 Reduced 0.97%
$6.69B
$224,000 0.11% of portfolio
2,573
Q4 2024 Reduced 0.66%
$6.38B
$217,000 0.11% of portfolio
4,103
Q4 2024 New
$4.44B
$181,000 0.09% of portfolio
3,957
Q4 2024 Reduced 1.59%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $200 Million
  • Prior Value $196 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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