Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR S&P 500 ETF TR (SPY) | 23,720 | +913 | $12,195 |
SPY | 23,720 | +913 | $12,195 |
VANGUARD WORLD FD (MGK) | 33,764 | +8,959 | $9,578 |
MGK | 33,764 | +8,959 | $9,578 |
PACER FDS TR | 147,862 | +11,627 | $8,433 |
COWZ | 147,862 | +11,627 | $8,433 |
APPLE INC | 43,914 | -1,307 | $7,368 |
AAPL | 43,914 | -1,307 | $7,368 |
PACER FDS TR | 282,821 | +85,055 | $5,841 |
ECOW | 282,821 | +85,055 | $5,841 |
SELECT SECTOR SPDR TR (XLK) | 27,949 | -266 | $5,721 |
XLK | 27,949 | -266 | $5,721 |
SPDR SER TR (SPLG) | 94,576 | -3,318 | $5,720 |
SPLG | 94,576 | -3,318 | $5,720 |
ISHARES TR (IJH) | 92,277 | +75,886 | $5,424 |
IJH | 92,277 | +75,886 | $5,424 |
INVESCO EXCHANGE TRADED FD T (RSP) | 29,928 | -43,957 | $4,929 |
RSP | 29,928 | -43,957 | $4,929 |
VANGUARD INDEX FDS (VUG) | 14,365 | -810 | $4,896 |
VUG | 14,365 | -810 | $4,896 |
SPDR SER TR (SPYV) | 89,893 | +786 | $4,380 |
SPYV | 89,893 | +786 | $4,380 |
SPDR SER TR (MDYV) | 57,643 | +733 | $4,219 |
MDYV | 57,643 | +733 | $4,219 |
SPDR INDEX SHS FDS (SPDW) | 119,563 | +685 | $4,206 |
SPDW | 119,563 | +685 | $4,206 |
SPDR SER TR (SLYV) | 51,080 | +758 | $4,016 |
SLYV | 51,080 | +758 | $4,016 |
VANGUARD BD INDEX FDS (BND) | 47,689 | +453 | $3,388 |
BND | 47,689 | +453 | $3,388 |
ISHARES TR (IVE) | 17,249 | -91 | $3,134 |
IVE | 17,249 | -91 | $3,134 |
ISHARES TR (EFA) | 39,606 | -96 | $3,101 |
EFA | 39,606 | -96 | $3,101 |
J P MORGAN EXCHANGE TRADED F (JQUA) | 54,353 | +54,353 | $2,808 |
JQUA | 54,353 | +54,353 | $2,808 |
SELECT SECTOR SPDR TR (XLI) | 20,965 | -165 | $2,602 |
XLI | 20,965 | -165 | $2,602 |
ISHARES TR (LQD) | 21,516 | +1,024 | $2,282 |
LQD | 21,516 | +1,024 | $2,282 |
SELECT SECTOR SPDR TR (XLF) | 54,539 | -442 | $2,230 |
XLF | 54,539 | -442 | $2,230 |
ISHARES TR (IJR) | 20,780 | -17,655 | $2,196 |
IJR | 20,780 | -17,655 | $2,196 |
SELECT SECTOR SPDR TR (XLV) | 14,618 | +4,468 | $2,070 |
XLV | 14,618 | +4,468 | $2,070 |
SPDR SER TR (SPSM) | 45,576 | -10,673 | $1,874 |
SPSM | 45,576 | -10,673 | $1,874 |
SELECT SECTOR SPDR TR (XLC) | 21,757 | -300 | $1,783 |
XLC | 21,757 | -300 | $1,783 |
VANGUARD INDEX FDS (VTI) | 6,645 | -1,043 | $1,694 |
VTI | 6,645 | -1,043 | $1,694 |
SPDR GOLD TR (GLD) | 7,614 | +7,614 | $1,642 |
GLD | 7,614 | +7,614 | $1,642 |
SPDR SER TR (XHB) | 15,377 | -2,798 | $1,605 |
XHB | 15,377 | -2,798 | $1,605 |
SELECT SECTOR SPDR TR (XLE) | 16,276 | +347 | $1,592 |
XLE | 16,276 | +347 | $1,592 |
SPDR SER TR (XAR) | 11,691 | -159 | $1,579 |
XAR | 11,691 | -159 | $1,579 |
SELECT SECTOR SPDR TR (XLB) | 16,947 | -113 | $1,553 |
XLB | 16,947 | -113 | $1,553 |
ISHARES TR (IYT) | 22,184 | +16,543 | $1,504 |
IYT | 22,184 | +16,543 | $1,504 |
ISHARES TR (IYW) | 10,852 | -688 | $1,448 |
IYW | 10,852 | -688 | $1,448 |
ISHARES TR (IBB) | 10,924 | +529 | $1,440 |
IBB | 10,924 | +529 | $1,440 |
MICROSOFT CORP | 3,326 | -72 | $1,408 |
MSFT | 3,326 | -72 | $1,408 |
ISHARES TR (IJK) | 15,748 | +15,748 | $1,398 |
IJK | 15,748 | +15,748 | $1,398 |
ISHARES TR (EEM) | 32,013 | +523 | $1,320 |
EEM | 32,013 | +523 | $1,320 |
SELECT SECTOR SPDR TR (XLY) | 6,769 | +461 | $1,209 |
XLY | 6,769 | +461 | $1,209 |
NVIDIA CORPORATION | 1,322 | -849 | $1,151 |
NVDA | 1,322 | -849 | $1,151 |
ISHARES TR (HYG) | 14,652 | -169 | $1,121 |
HYG | 14,652 | -169 | $1,121 |
LOCKHEED MARTIN CORP | 2,379 | -74 | $1,075 |
LMT | 2,379 | -74 | $1,075 |
CATERPILLAR INC | 2,849 | -152 | $1,060 |
CAT | 2,849 | -152 | $1,060 |
FIRST TR EXCHANGE TRADED FD (FXL) | 7,456 | -168 | $986 |
FXL | 7,456 | -168 | $986 |
TESLA INC | 5,056 | +1,129 | $868 |
TSLA | 5,056 | +1,129 | $868 |
AMAZON COM INC | 4,637 | -168 | $862 |
AMZN | 4,637 | -168 | $862 |
EA SERIES TRUST | 24,834 | -75 | $842 |
FRDM | 24,834 | -75 | $842 |
PALO ALTO NETWORKS INC | 2,908 | +2,092 | $817 |
PANW | 2,908 | +2,092 | $817 |
META PLATFORMS INC | 1,566 | -445 | $814 |
META | 1,566 | -445 | $814 |
FIRST TR EXCHANGE TRADED FD (FPX) | 7,722 | -1,020 | $787 |
FPX | 7,722 | -1,020 | $787 |
MARATHON PETE CORP | 3,673 | -451 | $776 |
MPC | 3,673 | -451 | $776 |
See Full List: All Stocks Held By Clarus Wealth Advisors
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Clarus Wealth Advisors
Size ($ in 1000's)
At 03/31/2024: $176,600 At 12/31/2023: $169,190 Clarus Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clarus Wealth Advisors 13F filings. Link to 13F filings: SEC filings |