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CIK: 0001730149
Total reported value
$259.5M
$259.5M
119 檔
21.6%
According to the latest 13F quarterly dataset, Clarus Wealth Advisors managed an equity portfolio of $259.5M at the end of Q4 2024, spanning 119 distinct U.S. exchange-listed positions.
In Q4 2024, Clarus Wealth Advisors adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 19 holdings to manage risk exposure.
| # | 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 | 8.04% | +0.04% | +7.33% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 7.92% | -4.16% | +3.63% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.43% | -0.85% | +2.88% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.01% | -0.34% | -3.72% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.56% | +0.26% | +12.02% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.44% | +0.06% | +3.67% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.28% | -0.13% | +6.94% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.93% | +0.14% | +0.28% | |
| 9 | ECOW | Pacer Emerging Markets Cash | ETF-Emerging Markets | 2.51% | — | -3.20% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.30% | — | -9.18% | |
| 11 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 2.11% | — | -5.63% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.06% | -0.14% | -5.78% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.03% | — | -6.24% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 2.03% | — | +10.08% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.92% | — | -3.55% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.88% | -0.02% | +8.73% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-Other | 1.51% | +0.13% | +8.95% | |
| 18 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.44% | +0.01% | -4.28% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.33% | +0.20% | +5.93% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.04% | +40.32% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.15% | +0.07% | +13.75% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.11% | -0.02% | +5.27% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.01% | +0.10% | +0.10% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.98% | — | +6.45% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.96% | -0.02% | +7.89% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.95% | -0.08% | +1.73% | |
| 27 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.95% | +0.03% | +0.41% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 0.94% | +0.08% | -11.09% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.94% | — | +16.33% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.93% | — | +6.97% | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.88% | -0.01% | +5.80% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.87% | — | +3.56% | |
| 33 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.81% | — | +1.69% | |
| 34 | IYT | Ishares US Transportation Et | ETF-Other | 0.80% | +0.12% | -2.66% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.80% | +0.07% | +3.13% | |
| 36 | XLB | Ss Materials Select Sector | ETF-Other | 0.78% | +0.01% | +5.86% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.78% | -0.11% | +0.10% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.76% | — | +11.68% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.76% | — | +1.43% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | +0.10% | +6.48% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | +0.10% | -25.75% | |
| 42 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.63% | -0.01% | +13.27% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.56% | -0.06% | -25.80% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.55% | -0.38% | -0.87% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | +0.03% | +14.31% | |
| 46 | FXL | First Trust Technology Alpha | ETF-Tech | 0.52% | +0.01% | -1.60% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.51% | +0.02% | +8.40% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.08% | -8.97% | |
| 49 | CEG | Constellation Energy | Stock-Utilities | 0.49% | — | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | — | -3.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | +0.6% | +3.63% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +7.33% | Add |
| 3 | CEG | Constellation Energy | +0.5% | NEW | New buy |
| 4 | MAR | Marriott International -cl A | +0.5% | NEW | New buy |
| 5 | TJX | Tjx Companies Inc | +0.4% | NEW | New buy |
| 6 | NVDA | Nvidia CORP | +0.4% | +40.32% | Add |
| 7 | ARM | Arm Holdings Plc-adr | +0.4% | NEW | New buy |
| 8 | IGV | Ishares Expanded Tech-softwa | +0.4% | NEW | New buy |
| 9 | XLK | Ss Technology Select Sector | +0.4% | +12.02% | Add |
| 10 | AAPL | Apple Inc | +0.3% | +2.88% | Add |
| 11 | XLC | Ss Comm Select Sector Spdr | +0.2% | +13.75% | Add |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +6.94% | Add |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +3.67% | Add |
| 14 | VUG | Vanguard Growth ETF | +0.1% | +0.28% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | +61.53% | Add |
| 16 | NBIX | Neurocrine Biosciences Inc | +0.1% | NEW | New buy |
| 17 | XLF | Ss Financial Select Sector | +0.1% | +5.93% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | -25.75% | Trim |
| 19 | XLY | Ss Consumer Disc Select Sect | +0.1% | +3.13% | Add |
| 20 | TSCO | Tractor Supply Company | +0.1% | NEW | New buy |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | -25.80% | Trim |
| 22 | BND | Vanguard Total Bond Market | +0.1% | +10.08% | Add |
| 23 | PKG | Packaging CORP Of America | -0.1% | EXIT | Sold out |
| 24 | JHG | Janus Henderson Group plc | -0.1% | EXIT | Sold out |
| 25 | PBR | Petroleo Brasileiro-spon Adr | -0.1% | EXIT | Sold out |
| 26 | AOS | Smith (a.o.) CORP | -0.1% | EXIT | Sold out |
| 27 | ARCC | Ares Capital CORP | -0.1% | EXIT | Sold out |
| 28 | TOL | Toll Brothers Inc | -0.1% | EXIT | Sold out |
| 29 | DOV | Dover CORP | -0.1% | EXIT | Sold out |
| 30 | CASY | Casey's General Stores Inc | -0.1% | EXIT | Sold out |
| 31 | SDVY | First Trust Smid Cap Rising | -0.1% | EXIT | Sold out |
| 32 | SYK | Stryker CORP | -0.1% | EXIT | Sold out |
| 33 | HPE | Hewlett Packard Enterprise | -0.1% | EXIT | Sold out |
| 34 | AMAT | Applied Materials Inc | -0.1% | EXIT | Sold out |
| 35 | MYGN | Myriad Genetics Inc | -0.1% | EXIT | Sold out |
| 36 | QCOM | Qualcomm Inc | -0.1% | EXIT | Sold out |
| 37 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | EXIT | Sold out |
| 38 | XHB | Ss Spdr S&p Homebldrs ETF | -0.1% | +1.69% | Add |
| 39 | LMT | Lockheed Martin CORP | -0.2% | -0.87% | Trim |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.2% | -6.24% | Trim |
| 41 | XLV | Ss Health Care Select Sector | -0.2% | -11.09% | Trim |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.2% | -5.78% | Trim |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.3% | -3.55% | Trim |
| 44 | SNPS | Synopsys Inc | -0.3% | EXIT | Sold out |
| 45 | ZTS | Zoetis Inc | -0.3% | EXIT | Sold out |
| 46 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -9.18% | Trim |
| 47 | UBER | Uber Technologies Inc | -0.3% | EXIT | Sold out |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | -0.4% | -3.72% | Trim |
| 49 | AMD | Advanced Micro Devices | -0.4% | EXIT | Sold out |
| 50 | ECOW | Pacer Emerging Markets Cash | -0.7% | -3.20% | Trim |
According to official SEC Form 13F filings, Clarus Wealth Advisors reported a total U.S. public equity portfolio value of $259.5M across 119 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MGK, AAPL) accounted for 21.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
CEG
市值: $988.5K
Top Position Liquidated / Trimmed
AMD
前期市值: $801.7K
During Q4 2024, Clarus Wealth Advisors's top holdings by market value included SPY (8.0%)、MGK (7.9%)、AAPL (4.4%). The largest single position, SPY, represented 8.0% of total portfolio value.
In Q4 2024, Clarus Wealth Advisors made 50 total portfolio adjustments, initiating 7 new buys, adding to 14 positions, trimming 10 holdings, and fully liquidating 19 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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