Chelsea Luzier

@Clarius Group, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.464B

Total holdings452

Assets growth rate2.7%

Assets growth rate (2-Q avg)1.88%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Clarius Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 452 positions.

Assets under management

The assets under management (AUM) of Clarius Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.464B in assets, with a quarterly growth rate of 2.7% and a 2-quarter average growth rate of 1.88%. The portfolio is managed by Chelsea Luzier, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHOSchwab Strategic Tr Recent Activity Exited	0%	$735,172 15,049 shares@ $48.86 avg price	Exited
VPLVanguard Intl Equity Index F Recent Activity Exited	0%	$634,567 8,095 shares@ $78.39 avg price	Exited
ANETArista Networks Inc Recent Activity Exited	0%	$513,551 1,343 shares@ $382.4 avg price	Exited
BAXBaxter Intl Inc Recent Activity Exited	0%	$268,904 7,030 shares@ $38.26 avg price	Exited
ESGEIshares Inc Recent Activity Exited	0%	$267,978 7,360 shares@ $36.42 avg price	Exited
NVRNvr Inc Recent Activity Exited	0%	$255,107 26 shares@ $9811.81 avg price	Exited
DOWDow Inc Recent Activity Exited	0%	$254,248 4,672 shares@ $54.42 avg price	Exited
BPBp Plc Recent Activity Exited	0%	$249,896 7,969 shares@ $31.36 avg price	Exited
BABAAlibaba Group Hldg Ltd Recent Activity Exited	0%	$247,896 2,336 shares@ $106.12 avg price	Exited
CVECenovus Energy Inc Recent Activity Exited	0%	$240,778 14,392 shares@ $16.73 avg price	Exited