Clarus Wealth Advisors

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 11, 2024
Value $
$187M
Signature - Title
Theresa Fanning - Chief Operating and Compliance Officer
Location
9125 W. Thunderbird Road, Suite100, Peoria, AZ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 130 $187M +$17M -$14.6M +$2.36M MGK, SPY, AAPL, COWZ, XLK 13F-HR 7/11/2024, 12:44 PM
Q1 2024 130 $177M +$23.7M -$20.8M +$2.94M SPY, MGK, COWZ, AAPL, ECOW 13F-HR 4/11/2024, 11:23 AM
Q4 2023 124 $169M +$22.2M -$27.2M -$5M RSP, SPY, AAPL, COWZ, MGK 13F-HR 1/22/2024, 11:16 AM
Q2 2023 124 $165M +$13.5M -$15.3M -$1.79M RSP, SPY, AAPL, COWZ, ALTL 13F-HR 7/10/2023, 10:50 AM
Q1 2023 125 $159M +$45M -$41.8M +$3.25M RSP, SPY, AAPL, BRKA, COWZ 13F-HR 4/10/2023, 10:59 AM
Q4 2022 115 $153M +$35M -$33.1M +$1.89M RSP, SPY, AAPL, COWZ, SPYV 13F-HR 1/12/2023, 09:44 AM
Q3 2022 107 $140M +$14.7M -$10.1M +$4.56M SPY, AAPL, AGG, RSP, MDYG 13F-HR 10/11/2022, 10:34 AM
Q2 2022 97 $142M +$13.9M -$15.3M -$1.41M SPY, AAPL, RSP, SPYG, SLYG 13F-HR 7/13/2022, 10:17 AM
Q1 2022 109 $161M +$23.9M -$26.6M -$2.7M SPY, AAPL, VTI, SPYG, FLOT 13F-HR 4/12/2022, 12:29 PM
Q4 2021 104 $174M +$27.2M -$26.6M +$573K SPY, SPYG, MDYG, AAPL, SLYG 13F-HR 1/13/2022, 09:38 AM
Q3 2021 103 $163M +$15.5M -$10.6M +$4.91M SPYG, SLYG, MDYG, SPY, AAPL 13F-HR 10/6/2021, 03:40 PM
Q2 2021 100 $160M +$20.5M -$26.9M -$6.35M SPYG, SLYG, MDYG, AAPL, SPY 13F-HR 7/13/2021, 11:00 AM
Q1 2021 130 $160M +$16.8M -$17.5M -$638K SPYG, SLYG, MDYG, AAPL, VTI 13F-HR 4/12/2021, 12:52 PM
Q4 2020 130 $150M +$13.9M -$11.3M +$2.6M SPYG, SLYG, MDYG, AAPL, SPY 13F-HR 1/12/2021, 02:00 PM
Q3 2020 124 $129M +$25.8M -$18.5M +$7.22M SPYG, SLYG, MDYG, AAPL, MTUM 13F-HR 10/8/2020, 10:02 AM
Q2 2020 127 $119M +$25.8M -$31.1M -$5.31M SPYG, SLYG, MDYG, AAPL, SPY 13F-HR 7/9/2020, 09:34 AM
Q1 2020 113 $99.7M +$20.9M -$49M -$28.1M SPYG, SLYG, USMV, AAPL, MDYG 13F-HR 4/8/2020, 10:04 AM
Q4 2019 141 $151M +$30.9M -$27.2M +$3.68M SPYG, SLYG, SPYV, SLYV, SPLV Restatement 1/10/2020, 03:45 PM
Q3 2019 145 $137M +$30.2M -$33.3M -$3.05M SPYG, SLYG, SPTL, MDYG, SPLV 13F-HR 10/11/2019, 03:46 PM
Q2 2019 581 $138M +$24.5M -$23.8M +$681K SPYG, SLYG, MDYG, MDYV, SPYV 13F-HR 7/24/2019, 12:08 PM
Q1 2019 675 $134M +$70.8M -$8.44M +$62.4M SPYG, SLYG, SPYV, MDYG, SLYV 13F-HR 4/4/2019, 11:57 AM
Q4 2018 667 $63.6M +$9.73M -$83.3M -$73.6M LMT, AAPL, SPY, AGG, CVX Restatement 2/5/2019, 11:45 AM
Q3 2018 698 $153M +$31.3M -$19.6M +$11.7M IWF, IWD, IWO, IWN, XLB 13F-HR 10/3/2018, 05:15 PM
Q2 2018 721 $132M +$23.5M $0 +$23.5M IWF, IWO, XLB, IWD, IWN 13F-HR 7/5/2018, 01:41 PM
Q1 2018 126 $108M +$23.7M -$18.1M +$5.58M IWF, IWO, XLB, IWD, IWN 13F-HR 5/11/2018, 01:16 PM
Q4 2017 124 $104M $0 $0 IWO, IWN, XLB, IEFA, IWF 13F-HR 2/5/2018, 01:33 PM