test

Chelsea Luzier

@Clarius Group, Llc

Latest period2024 - Q4ReportedManaged Assets$1.464BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UNHUnitedhealth Group Inc
Recent Activity
Increased 6.67%
0.25%
$3.568M
7,053 shares@ $505.84 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.17%
0.24%
$3.483M
20,777 shares@ $167.65 avg price
WMTWalmart Inc
Recent Activity
Increased 5.37%
0.24%
$3.468M
38,381 shares@ $90.36 avg price
CRMSalesforce Inc
Recent Activity
Increased 1.68%
0.23%
$3.313M
9,911 shares@ $334.32 avg price
JNJJohnson & Johnson
Recent Activity
Increased 3.3%
0.21%
$3.037M
20,996 shares@ $144.63 avg price
RAMPLiveramp Hldgs Inc
Recent Activity
Increased 1.89%
0.2%
$2.888M
95,086 shares@ $30.38 avg price
BACBank America Corp
Recent Activity
Increased 2.69%
0.2%
$2.794M
63,578 shares@ $43.95 avg price
ESMLIshares Tr
Recent Activity
Increased 234.5%
0.19%
$2.705M
64,336 shares@ $42.06 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.92%
0.19%
$2.668M
24,798 shares@ $107.58 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 9.53%
0.18%
$2.561M
43,454 shares@ $58.94 avg price