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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.3B
$963,000 0.48% of portfolio
3,454
Q4 2024 New
$781B
$914,000 0.46% of portfolio
1,184
Q4 2024 Added 61.53%
$415B
$881,000 0.44% of portfolio
962
Q4 2024 Added 15.07%
$0
$868,000 0.43% of portfolio
7,265
Q4 2024 Reduced 5.67%
$969B
$844,000 0.42% of portfolio
4,460
Q4 2024 Added 5.29%
$0
$832,000 0.42% of portfolio
3,436
Q4 2024 Added 22.19%
$54.9B
$833,000 0.42% of portfolio
12,213
Q4 2024 Added 32.0%
$37.5B
$826,000 0.41% of portfolio
10,696
Q4 2024 Added 16.31%
$140B
$821,000 0.41% of portfolio
6,802
Q4 2024 New
$25.2B
$828,000 0.41% of portfolio
7,191
Q4 2024 Added 15.69%
$71.7B
$826,000 0.41% of portfolio
2,913
Q4 2024 Added 28.67%
$0
$797,000 0.4% of portfolio
7,967
Q4 2024 New
$68.4B
$796,000 0.4% of portfolio
3,540
Q4 2024 New
$1.41B
$809,000 0.4% of portfolio
13,428
Q4 2024 Added 17.83%
$0
$720,000 0.36% of portfolio
22,046
Q4 2024 Reduced 1.41%
$0
$697,000 0.35% of portfolio
12,291
Q4 2024 Reduced 4.97%
$0
$660,000 0.33% of portfolio
15,124
Q4 2024 Reduced 2.95%
$0
$640,000 0.32% of portfolio
30,883
Q4 2024 Reduced 2.87%
$0
$602,000 0.3% of portfolio
3,627
Q4 2024 Reduced 0.96%
$0
$594,000 0.3% of portfolio
31,505
Q4 2024 Reduced 0.93%
$0
$554,000 0.28% of portfolio
29,638
Q4 2024 Reduced 1.02%
$0
$537,000 0.27% of portfolio
20,700
Q4 2024 Reduced 1.11%
$0
$542,000 0.27% of portfolio
15,979
Q4 2024 Reduced 1.93%
$0
$532,000 0.27% of portfolio
8,097
Q4 2024 Reduced 2.3%
$0
$490,000 0.25% of portfolio
20,508
Q4 2024 Reduced 2.1%
$0
$502,000 0.25% of portfolio
6,360
Q4 2024 Reduced 2.63%
$0
$486,000 0.24% of portfolio
16,927
Q4 2024 Reduced 1.97%
$69.7B
$415,000 0.21% of portfolio
1,791
Q4 2024 Added 37.14%
$49.3B
$423,000 0.21% of portfolio
3,184
Q4 2024 Reduced 1.15%
$0
$395,000 0.2% of portfolio
3,035
Q4 2024 Reduced 2.54%
$0
$402,000 0.2% of portfolio
8,267
Q4 2024 Reduced 1.9%
$0
$402,000 0.2% of portfolio
9,369
Q4 2024 Reduced 1.82%
$0
$382,000 0.19% of portfolio
8,118
Q4 2024 Reduced 2.98%
$0
$387,000 0.19% of portfolio
7,756
Q4 2024 Reduced 1.71%
$0
$356,000 0.18% of portfolio
6,319
Q4 2024 Added 0.65%
$0
$363,000 0.18% of portfolio
4,160
Q4 2024 Reduced 1.79%
$0
$360,000 0.18% of portfolio
4,595
Q4 2024 Reduced 17.07%
$0
$366,000 0.18% of portfolio
3,072
Q4 2024 Reduced 2.6%
$0
$334,000 0.17% of portfolio
5,452
Q4 2024 Added 6.17%
$221B
$347,000 0.17% of portfolio
1,579
Q4 2024 Reduced 14.56%
$0
$331,000 0.17% of portfolio
27,580
Q4 2024 Reduced 1.88%
$0
$310,000 0.16% of portfolio
546
Q4 2024 Reduced 2.33%
$0
$322,000 0.16% of portfolio
5,681
Q4 2024 Reduced 2.61%
$0
$292,000 0.15% of portfolio
470
Q2 2024 Added 0.21%
$0
$293,000 0.15% of portfolio
8,902
Q4 2024 Reduced 2.13%
$0
$272,000 0.14% of portfolio
5,355
Q4 2023 Reduced 9.86%
$0
$282,000 0.14% of portfolio
3,508
Q4 2024 Added 3.66%
$2.59B
$263,000 0.13% of portfolio
2,469
Q4 2024 Reduced 5.58%
$49.9B
$252,000 0.13% of portfolio
240
Q4 2023 New

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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