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Theresa Fanning

@Clarus Wealth Advisors

Latest period2024 - Q4ReportedManaged Assets$200.857MTotal holdings119
Assets growth rate2.31%Assets growth rate (2-Q avg)3.32%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Clarus Wealth Advisors's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 119 positions.

Assets under management

The assets under management (AUM) of Clarus Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 200.857M in assets, with a quarterly growth rate of 2.31% and a 2-quarter average growth rate of 3.32%. The portfolio is managed by Theresa Fanning, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
COWZPacer Fds Tr
Recent Activity
Decreased -3.71%
4.01%
$8.053M
141,380 shares@ $56.97 avg price
ECOWPacer Fds Tr
Recent Activity
Decreased -3.19%
2.51%
$5.033M
264,499 shares@ $19.04 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -9.18%
2.31%
$4.624M
26,475 shares@ $174.67 avg price
MDYVSpdr Ser Tr
Recent Activity
Decreased -5.63%
2.12%
$4.247M
52,951 shares@ $80.21 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -5.77%
2.06%
$4.128M
81,334 shares@ $50.76 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -6.23%
2.04%
$4.082M
47,735 shares@ $85.52 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -3.55%
1.92%
$3.852M
113,819 shares@ $33.85 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Decreased -4.28%
1.45%
$2.895M
50,980 shares@ $56.78 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -11.08%
0.94%
$1.886M
13,330 shares@ $141.47 avg price
IYTIshares Tr
Recent Activity
Decreased -2.66%
0.8%
$1.603M
23,241 shares@ $68.98 avg price