Theresa Fanning

@Clarus Wealth Advisors

Latest period2024 - Q4

Reported4d ago

Managed Assets$200.857M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CEGConstellation Energy Corp Recent Activity New Position	0.5%	$988,510 3,540 shares@ $279.25 avg price	New Position
MARMarriott Intl Inc New Recent Activity New Position	0.47%	$940,490 3,454 shares@ $272.3 avg price	New Position
TJXTjx Cos Inc New Recent Activity New Position	0.41%	$815,492 6,802 shares@ $119.9 avg price	New Position
ARMArm Holdings Plc Recent Activity New Position	0.41%	$812,825 5,930 shares@ $137.07 avg price	New Position
IGVIshares Tr Recent Activity New Position	0.39%	$767,700 7,967 shares@ $96.36 avg price	New Position
NBIXNeurocrine Biosciences Inc Recent Activity New Position	0.13%	$252,591 1,766 shares@ $143.04 avg price	New Position
TSCOTractor Supply Co Recent Activity New Position	0.12%	$223,873 4,103 shares@ $54.57 avg price	New Position
PNRPentair Plc Recent Activity New Position	0.1%	$200,338 2,031 shares@ $98.65 avg price	New Position
HUMAHumacyte Inc Recent Activity New Position	0.09%	$180,267 41,063 shares@ $4.4 avg price	New Position