The Analysis of Clarus Wealth Advisors's Holdings
Currently, Clarus Wealth Advisors holds 86 types of securities in its portfolio with a total value $241.3M. In the most recent quarter, they have increased their positions in XLK (+34.8K shares, valued at $5.1M), MDYG (+26.2K shares, valued at $2.6M), SLYG (+25.3K shares, valued at $2.5M); decreased their positions in AMD (-2.1K shares, valued at $456.1K), SPY (-571 shares, valued at $396.1K), AAPL (-1.4K shares, valued at $352.7K); initiated new positions in MDYG (+26.2K shares, valued at $2.6M), SLYG (+25.3K shares, valued at $2.5M), EMR (+3.5K shares, valued at $515.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR32.5K shares-1.72%2025-12-312026-01-14
MGK VANGUARD WORLD FD54.1K shares-1.32%2025-12-312026-01-14 XLK SELECT SECTOR SPDR TR72.2K shares92.92%2025-12-312026-01-14 SPYM SPDR SERIES TRUST117.9K shares-0.47%2025-12-312026-01-14 IJH ISHARES TR135.9K shares1.13%2025-12-312026-01-14 JQUA J P MORGAN EXCHANGE TRADED F135.5K shares-0.26%2025-12-312026-01-14 VUG VANGUARD INDEX FDS16.6K shares-0.19%2025-12-312026-01-14 AAPL APPLE INC28.9K shares-4.46%2025-12-312026-01-14 COWZ PACER FDS TR113.9K shares0.19%2025-12-312026-01-14 BND VANGUARD BD INDEX FDS79.6K shares5.05%2025-12-312026-01-14 IVE ISHARES TR24.6K shares0.24%2025-12-312026-01-14 MTUM ISHARES TR20.0K shares3.56%2025-12-312026-01-14 SPYV SPDR SERIES TRUST86.3K shares0.39%2025-12-312026-01-14 CALF PACER FDS TR106.1K shares0.07%2025-12-312026-01-14 XLF SELECT SECTOR SPDR TR78.7K shares4.78%2025-12-312026-01-14 XLI SELECT SECTOR SPDR TR22.0K shares3.19%2025-12-312026-01-14 NVDA NVIDIA CORPORATION18.7K shares-2.66%2025-12-312026-01-14 SPSM SPDR SERIES TRUST65.2K shares-0.35%2025-12-312026-01-14 VTI VANGUARD INDEX FDS9.1K shares6.38%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC16.4K shares2.00%2025-12-312026-01-14 MSFT MICROSOFT CORP6.0K shares9.56%2025-12-312026-01-14 XLC SELECT SECTOR SPDR TR23.1K shares5.82%2025-12-312026-01-14 LQD ISHARES TR24.3K shares3.24%2025-12-312026-01-14 XME SPDR SERIES TRUST22.5K shares-5.93%2025-12-312026-01-14 TLH ISHARES TR26.3K shares3.55%2025-12-312026-01-14 MDYG SPDR SERIES TRUST26.2K sharesnew addition2025-12-312026-01-14 XAR SPDR SERIES TRUST9.1K shares-3.17%2025-12-312026-01-14 ACWI ISHARES TR17.5K shares-0.50%2025-12-312026-01-14 EFA ISHARES TR25.5K shares0.59%2025-12-312026-01-14 SLYG SPDR SERIES TRUST25.3K sharesnew addition2025-12-312026-01-14 GLD SPDR GOLD TR5.6K shares-2.27%2025-12-312026-01-14 TSLA TESLA INC5.1K shares-8.44%2025-12-312026-01-14 EEM ISHARES TR38.3K shares-0.75%2025-12-312026-01-14 ALPHABET INC ALPHABET INC6.5K shares-10.64%2025-12-312026-01-14 XLY SELECT SECTOR SPDR TR16.4K shares109.49%2025-12-312026-01-14 HOOD ROBINHOOD MKTS INC16.9K shares5.54%2025-12-312026-01-14 XLB SELECT SECTOR SPDR TR40.6K shares114.16%2025-12-312026-01-14 IYT ISHARES TR25.4K shares3.00%2025-12-312026-01-14 XLE SELECT SECTOR SPDR TR40.5K shares108.85%2025-12-312026-01-14 META META PLATFORMS INC3.0K shares18.87%2025-12-312026-01-14 PWR QUANTA SVCS INC4.2K shares-2.58%2025-12-312026-01-14 AMZN AMAZON COM INC7.6K shares3.24%2025-12-312026-01-14 XLU SELECT SECTOR SPDR TR43.0K shares107.23%2025-12-312026-01-14 SMH VANECK ETF TRUST4.6K shares-4.97%2025-12-312026-01-14 XLV SELECT SECTOR SPDR TR11.5K shares-1.43%2025-12-312026-01-14 AMD ADVANCED MICRO DEVICES INC7.9K shares-20.71%2025-12-312026-01-14 NDAQ NASDAQ INC17.6K shares3.44%2025-12-312026-01-14 NLR VANECK ETF TRUST12.2K shares7.83%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW1.8K shares17.06%2025-12-312026-01-14 QTUM ETF SER SOLUTIONS14.4K shares4.69%2025-12-312026-01-14 TJX TJX COS INC NEW10.6K shares-0.65%2025-12-312026-01-14 NET CLOUDFLARE INC8.7K shares10.49%2025-12-312026-01-14 UBER UBER TECHNOLOGIES INC19.3K shares27.22%2025-12-312026-01-14 SOFI SOFI TECHNOLOGIES INC59.3K shares12.82%2025-12-312026-01-14 PANW PALO ALTO NETWORKS INC8.4K shares10.20%2025-12-312026-01-14 CEG CONSTELLATION ENERGY CORP4.6K shares3.22%2025-12-312026-01-14 CAT CATERPILLAR INC2.0K shares-13.79%2025-12-312026-01-14 LMT LOCKHEED MARTIN CORP2.2K shares-5.24%2025-12-312026-01-14 TDIV FIRST TR EXCHANGE TRADED FD9.1K shares21.27%2025-12-312026-01-14 IQQQ PROSHARES TR19.7K shares96.06%2025-12-312026-01-14 DGRO ISHARES TR11.1K shares19.82%2025-12-312026-01-14 REGL PROSHARES TR8.4K shares22.48%2025-12-312026-01-14 MAR MARRIOTT INTL INC NEW1.9K shares7.77%2025-12-312026-01-14 EMR EMERSON ELEC CO3.5K sharesnew addition2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.1.5K shares15.65%2025-12-312026-01-14 FXL FIRST TR EXCHANGE TRADED FD2.5K shares-25.03%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS1.3K shares-9.58%2025-12-312026-01-14 BROADCOM INC BROADCOM INC1.1K shares22.87%2025-12-312026-01-14 GS GOLDMAN SACHS GROUP INC417 shares19.83%2025-12-312026-01-14 CASY CASEYS GEN STORES INC643 shares15.86%2025-12-312026-01-14 WMT WALMART INC3.2K shares12.24%2025-12-312026-01-14 ORCL ORACLE CORP1.9K shares98.84%2025-12-312026-01-14 CAH CARDINAL HEALTH INC1.8K shares6.62%2025-12-312026-01-14 HCA HCA HEALTHCARE INC771 shares9.05%2025-12-312026-01-14 UNH UNITEDHEALTH GROUP INC1.1K sharesnew addition2025-12-312026-01-14 SYF SYNCHRONY FINANCIAL4.5K shares19.85%2025-12-312026-01-14 VGT VANGUARD WORLD FD360 shares0.00%2025-12-312026-01-14 OKLO OKLO INC2.7K shares10.16%2025-12-312026-01-14 GWW WW GRAINGER INC240 shares0.00%2025-12-312026-01-14 CVX CHEVRON CORP NEW1.5K shares-7.10%2025-12-312026-01-14 XOM EXXON MOBIL CORP1.9K shares0.26%2025-12-312026-01-14 PYLD PIMCO ETF TR8.3K shares0.00%2025-12-312026-01-14 DFAC DIMENSIONAL ETF TRUST5.0K sharesnew addition2025-12-312026-01-14 PSI INVESCO EXCHANGE TRADED FD T2.3K sharesnew addition2025-12-312026-01-14 NVTS NAVITAS SEMICONDUCTOR CORP12.4K shares-14.20%2025-12-312026-01-14 HUMA HUMACYTE INC40.0K shares0.00%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available