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CIK: 0001730149
Total reported value
$259.5M
$259.5M
130 檔
16.7%
At the close of Q1 2024, Clarus Wealth Advisors disclosed equity holdings valued at approximately $259.5M, spread across 130 reported holdings.
During Q1 2024, Clarus Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MGK, COWZ) accounted for 16.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.91% | +0.04% | +4.00% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 5.42% | -4.16% | +36.12% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.78% | -0.34% | +8.53% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.17% | -0.85% | -2.89% | |
| 5 | ECOW | Pacer Emerging Markets Cash | ETF-Emerging Markets | 3.31% | — | +43.01% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.24% | +0.26% | -0.94% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.24% | +0.06% | -3.39% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.07% | -0.13% | +462.97% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.79% | — | -59.49% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.77% | +0.14% | -5.34% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.48% | -0.14% | +0.88% | |
| 12 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 2.39% | — | +1.29% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.38% | — | +0.58% | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.27% | — | +1.51% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.92% | — | +0.96% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.77% | -0.02% | -0.52% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.76% | — | -0.24% | |
| 18 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.59% | +0.01% | — | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.47% | +0.13% | -0.78% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.29% | -0.02% | +5.00% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.26% | +0.20% | -0.80% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.24% | — | -45.93% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.17% | +0.08% | +44.02% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.06% | -0.02% | -18.97% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.01% | +0.07% | -1.36% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | +0.10% | -13.57% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.93% | -0.08% | — | |
| 28 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.91% | — | -15.39% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.90% | -0.11% | +2.18% | |
| 30 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.89% | +0.03% | -1.34% | |
| 31 | XLB | Ss Materials Select Sector | ETF-Other | 0.88% | +0.01% | -0.66% | |
| 32 | IYT | Ishares US Transportation Et | ETF-Other | 0.85% | +0.12% | +293.26% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.82% | — | -5.96% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.82% | — | +5.09% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | +0.10% | -2.12% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.79% | — | — | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.75% | — | +1.66% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.68% | +0.07% | +7.31% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.04% | -39.11% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.63% | — | -1.14% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | -0.38% | -3.02% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.08% | -5.07% | |
| 43 | FXL | First Trust Technology Alpha | ETF-Tech | 0.56% | +0.01% | -2.20% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.10% | +28.75% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | — | -3.50% | |
| 46 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.48% | — | -0.30% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.46% | — | +256.37% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | +0.03% | -22.13% | |
| 49 | FPX | First Trust US Equity Opport | ETF-Other | 0.45% | — | -11.67% | |
| 50 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.44% | — | -10.94% |
According to official SEC Form 13F filings, Clarus Wealth Advisors reported a total U.S. public equity portfolio value of $259.5M across 130 disclosed positions in Q1 2024.
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During Q1 2024, Clarus Wealth Advisors's top holdings by market value included SPY (6.9%)、MGK (5.4%)、COWZ (4.8%). The largest single position, SPY, represented 6.9% of total portfolio value.
In Q1 2024, Clarus Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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