Clarus Wealth Advisors Buys SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, iShares iBoxx $ Investment Grade Corporate Bond, Sells iShares Edge MSCI Min Vol USA, iShares 1-3 Year Treasury Bond ETF, i

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Jul 10, 2020
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Investment company Clarus Wealth Advisors (Current Portfolio) buys SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, iShares iBoxx $ Investment Grade Corporate Bond, PowerShares QQQ Trust Ser 1, SPDR S&P 500, sells iShares Edge MSCI Min Vol USA, iShares 1-3 Year Treasury Bond ETF, iShares 7-10 Year Treasury Bond ETF, iShares 3-7 Year Treasury Bond ETF, American Tower Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Clarus Wealth Advisors. As of 2020Q2, Clarus Wealth Advisors owns 123 stocks with a total value of $115 million. These are the details of the buys and sells.

For the details of Clarus Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/clarus+wealth+advisors/current-portfolio/portfolio

These are the top 5 holdings of Clarus Wealth Advisors
  1. SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 307,991 shares, 12.34% of the total portfolio. Shares reduced by 19.03%
  2. SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG) - 207,773 shares, 10.16% of the total portfolio. Shares added by 16.05%
  3. SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC (MDYG) - 144,398 shares, 6.72% of the total portfolio. Shares added by 82.63%
  4. Apple Inc (AAPL) - 16,134 shares, 5.23% of the total portfolio. Shares reduced by 11.54%
  5. SPDR S&P 500 (SPY) - 9,657 shares, 2.63% of the total portfolio. Shares added by 41.72%
New Purchase: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)

Clarus Wealth Advisors initiated holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma. The purchase prices were between $37.01 and $56.66, with an estimated average price of $45.71. The stock is now traded at around $46.51. The impact to a portfolio due to this purchase was 2.13%. The holding were 51,135 shares as of .

New Purchase: Invesco S&P 500 Equal Weight (RSP)

Clarus Wealth Advisors initiated holding in Invesco S&P 500 Equal Weight. The purchase prices were between $79.83 and $113.09, with an estimated average price of $96.19. The stock is now traded at around $100.38. The impact to a portfolio due to this purchase was 0.66%. The holding were 7,481 shares as of .

New Purchase: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Clarus Wealth Advisors initiated holding in First Trust Low Duration Mortgage Opportunities ET. The purchase prices were between $51 and $51.83, with an estimated average price of $51.62. The stock is now traded at around $51.71. The impact to a portfolio due to this purchase was 0.5%. The holding were 11,173 shares as of .

New Purchase: First Trust Enhanced Short Maturity ETF (FTSM)

Clarus Wealth Advisors initiated holding in First Trust Enhanced Short Maturity ETF. The purchase prices were between $59.02 and $60.06, with an estimated average price of $59.69. The stock is now traded at around $60.00. The impact to a portfolio due to this purchase was 0.42%. The holding were 7,977 shares as of .

New Purchase: Inovio Pharmaceuticals Inc (INO)

Clarus Wealth Advisors initiated holding in Inovio Pharmaceuticals Inc. The purchase prices were between $7.14 and $31.69, with an estimated average price of $13.22. The stock is now traded at around $23.27. The impact to a portfolio due to this purchase was 0.38%. The holding were 18,035 shares as of .

New Purchase: TJX Companies Inc (TJX)

Clarus Wealth Advisors initiated holding in TJX Companies Inc. The purchase prices were between $40.96 and $57.42, with an estimated average price of $50.21. The stock is now traded at around $49.99. The impact to a portfolio due to this purchase was 0.3%. The holding were 6,751 shares as of .

Added: SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC (MDYG)

Clarus Wealth Advisors added to a holding in SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC by 82.63%. The purchase prices were between $39.86 and $56.97, with an estimated average price of $49.69. The stock is now traded at around $53.56. The impact to a portfolio due to this purchase was 3.04%. The holding were 144,398 shares as of .

Added: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Clarus Wealth Advisors added to a holding in iShares iBoxx $ Investment Grade Corporate Bond by 441.97%. The purchase prices were between $121.1 and $134.5, with an estimated average price of $129.98. The stock is now traded at around $136.12. The impact to a portfolio due to this purchase was 0.89%. The holding were 9,284 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Clarus Wealth Advisors added to a holding in PowerShares QQQ Trust Ser 1 by 71.21%. The purchase prices were between $182.31 and $248.84, with an estimated average price of $223.35. The stock is now traded at around $262.18. The impact to a portfolio due to this purchase was 0.86%. The holding were 9,103 shares as of .

Added: SPDR S&P 500 (SPY)

Clarus Wealth Advisors added to a holding in SPDR S&P 500 by 41.72%. The purchase prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $314.38. The impact to a portfolio due to this purchase was 0.77%. The holding were 9,657 shares as of .

Added: iShares Russell Mid-Cap (IWR)

Clarus Wealth Advisors added to a holding in iShares Russell Mid-Cap by 96.28%. The purchase prices were between $40.52 and $57.45, with an estimated average price of $49.89. The stock is now traded at around $53.54. The impact to a portfolio due to this purchase was 0.64%. The holding were 27,978 shares as of .

Added: Vanguard Small-Cap Growth (VBK)

Clarus Wealth Advisors added to a holding in Vanguard Small-Cap Growth by 83.85%. The purchase prices were between $139.78 and $205.13, with an estimated average price of $179.89. The stock is now traded at around $203.44. The impact to a portfolio due to this purchase was 0.36%. The holding were 4,484 shares as of .

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

Clarus Wealth Advisors sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $119.66 and $122.05, with an estimated average price of $121.27.

Sold Out: American Tower Corp (AMT)

Clarus Wealth Advisors sold out a holding in American Tower Corp. The sale prices were between $206.97 and $267.39, with an estimated average price of $247.05.

Sold Out: NextEra Energy Inc (NEE)

Clarus Wealth Advisors sold out a holding in NextEra Energy Inc. The sale prices were between $218.23 and $260.48, with an estimated average price of $239.44.

Sold Out: AT&T Inc (T)

Clarus Wealth Advisors sold out a holding in AT&T Inc. The sale prices were between $27.46 and $33.23, with an estimated average price of $30.14.

Sold Out: Comcast Corp (CMCSA)

Clarus Wealth Advisors sold out a holding in Comcast Corp. The sale prices were between $32.42 and $43.12, with an estimated average price of $38.04.

Sold Out: Extra Space Storage Inc (EXR)

Clarus Wealth Advisors sold out a holding in Extra Space Storage Inc. The sale prices were between $81.81 and $104.56, with an estimated average price of $93.05.



Here is the complete portfolio of Clarus Wealth Advisors. Also check out:

1. Clarus Wealth Advisors's Undervalued Stocks
2. Clarus Wealth Advisors's Top Growth Companies, and
3. Clarus Wealth Advisors's High Yield stocks
4. Stocks that Clarus Wealth Advisors keeps buying