- New Purchases: SLYV, RSP, LMBS, FTSM, INO, TJX, ADBE, CRM, IGV, FDN, EXAS, SMH, XBI, CHTR, IHI, GS, DPZ, UNP, IGF, PANW, IDV, CAT, FBT, DGRO, ORCL, DE, BABA, UNH, SBUX, LNG, MWA, PICO, RIG,
- Added Positions: MDYG, SLYG, LQD, QQQ, SPY, IWR, VBK, AGG, XLY, XAR, VTI, IVE, BA, XLP, XLK, TLT, XLC, XLF, TMO, IYT, XLV, FPE, LMT, XHE, IAGG, ATVI, APD, XHB, ABBV, IYF, FVD, SDIV, RTX, APTS, MMM,
- Reduced Positions: USMV, SPYG, SHY, IEI, MSFT, WMT, ABT, COST, AMZN, AAPL, VGT, NSC, DIS, BLK, PG, FB, MCD, ELR, V, FLOT, NFLX, VTIP, VUG, PFF, XLE, IWY, IBB, MTUM, MGK, RWO, DVY, ACWI, FYX, MDY, EMB, HYLS, NLY, FXL, FPX, FMC,
- Sold Out: IEF, NEE, AMT, T, CMCSA, EXR, ACN, SYK, GWW, CBSH, ECL, ROKU, LIN, DIA, DOCU, XOM, GOOGL, LLY, BAC, FSK, JQC,
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- SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 307,991 shares, 12.34% of the total portfolio. Shares reduced by 19.03%
- 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%
- 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%
- Apple Inc (AAPL) - 16,134 shares, 5.23% of the total portfolio. Shares reduced by 11.54%
- SPDR S&P 500 (SPY) - 9,657 shares, 2.63% of the total portfolio. Shares added by 41.72%
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.
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