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Clarus Wealth Advisors13F | |
| Clarus Wealth Advisors | |
| Last update 2025-04-10 | 88 Stocks (19 new) |
| Value $187.00 Mil | Turnover 27 % |
Clarus Wealth Advisors Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 32,221 | 17,677.1 | +15.99% | 9.450 | +1.30% | 0.000 | -5.54% | -3.01% | 588,853.5 | ||
BND | Vanguard Total Bond Market ETF | 180,218 | 13,098.2 | +214.99% | 7.000 | +4.78% | 0.010 | +1.79% | +2.39% | 126,467.9 | ||
MGK | Vanguard Mega Cap Growth ETF | 32,531 | 9,991.5 | -30.79% | 5.340 | -2.44% | 0.040 | -6.59% | -5.29% | 25,774.6 | ||
FLOT | iShares Floating Rate Bond ETF | 185,946 | 9,416.3 | +3,372.38% | 5.030 | +4.89% | 0.110 | +0.93% | +1.33% | 8,803.7 | ||
COWZ | Pacer US Cash Cows 100 ETF | 158,456 | 8,108.2 | +12.08% | 4.340 | +0.47% | 0.040 | -9.07% | -6.54% | 21,390.7 | ||
AAPL | Apple Inc | 38,920 | 7,739.2 | +2.59% | 4.140 | +0.10% | 0.000 | -12.89% | -17.91% | 3,067,071.9 | Hardware | |
XLK | Technology Select Sector SPDR ETF | 37,189 | 7,581.3 | +17.99% | 4.050 | +0.62% | 0.010 | -5.99% | -6.68% | 67,128.7 | ||
JQUA | JPMorgan U.S. Quality Factor ETF | 136,676 | 7,457.0 | +168.10% | 3.990 | +2.50% | 0.140 | -3.90% | -0.04% | 5,800.3 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 116,426 | 7,443.1 | +15.24% | 3.980 | +0.53% | 0.010 | -5.57% | -3.02% | 62,861.5 | ||
IJH | iShares Core S&P Mid-Cap ETF | 125,223 | 6,913.7 | +18.45% | 3.700 | +0.58% | 0.010 | -9.06% | -5.65% | 89,366.2 |
Clarus Wealth Advisors's Historical Top Holdings Breakdowns
Clarus Wealth Advisors's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FLOT | iShares Floating Rate Bond ETF | 2025-03-31 | Add | +4.89% | 50.87 ($50.99) 51.09 | $50.74 | -0.49% | Add 3372.38% | 185,946 | 180,591 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add | +4.78% | 71.17 ($72.57) 73.66 | $72.70 | 0.18% | Add 214.99% | 180,218 | 123,004 | |
ECOW | Pacer Emerging Markets Cash Cows 100 ETF | 2025-03-31 | Sold Out | -2.51% | 19.03 ($20.11) 20.94 | $20.88 | 3.83% | Sold Out | 0 | -264,499 | |
JQUA | JPMorgan U.S. Quality Factor ETF | 2025-03-31 | Add | +2.50% | 55.41 ($58.41) 60.74 | $57.09 | -2.26% | Add 168.1% | 136,676 | 85,696 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | Reduce | -2.44% | 307.43 ($337.36) 357.48 | $324.90 | -3.69% | Reduce -30.79% | 32,531 | -14,469 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Reduce | -2.18% | 169.43 ($177.82) 182.84 | $171.89 | -3.33% | Reduce -94.53% | 1,447 | -25,028 | |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 2025-03-31 | Sold Out | -2.12% | 75.47 ($80.53) 84.24 | $75.35 | -6.43% | Sold Out | 0 | -52,951 | |
SLYV | SPDR S&P 600 Small Cap Value ETF | 2025-03-31 | Sold Out | -2.04% | 77.33 ($84.82) 90.16 | $75.40 | -11.11% | Sold Out | 0 | -47,735 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-03-31 | New Buy | +1.95% | 36.64 ($41.46) 45.76 | $36.78 | -11.29% | New holding | 103,409 | 103,409 | |
SPDW | SPDR Portfolio Developed World ex-US ETF | 2025-03-31 | Sold Out | -1.92% | 33.84 ($36.14) 37.77 | $38.40 | 6.25% | Sold Out | 0 | -113,819 |
Clarus Wealth Advisors Total Holding History ($B)
Clarus Wealth Advisors's Asset Allocation
Clarus Wealth Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Clarus Wealth Advisors's Hypothetical Growth since 2025-03-31
Clarus Wealth Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Clarus Wealth Advisors's Holdings Heat Map
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Clarus Wealth Advisors's Holdings Bubble Chart
Clarus Wealth Advisors News
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