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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
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$801,678
4,689 shares@ $170.97 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$671,012
8,996 shares@ $74.6 avg price
ZTSZoetis Inc
Recent Activity
Exited
0%
$626,639
3,346 shares@ $187.29 avg price
SNPSSynopsys Inc
Recent Activity
Exited
0%
$599,782
1,212 shares@ $494.87 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$266,957
4,537 shares@ $58.84 avg price
QCOMQualcomm Inc
Recent Activity
Exited
0%
$252,914
1,515 shares@ $166.94 avg price
HPEHewlett Packard Enterprise C
Recent Activity
Exited
0%
$239,014
11,458 shares@ $20.87 avg price
AMATApplied Matls Inc
Recent Activity
Exited
0%
$237,354
1,186 shares@ $200.13 avg price
MYGNMyriad Genetics Inc
Recent Activity
Exited
0%
$232,385
8,890 shares@ $26.15 avg price
PKGPackaging Corp Amer
Recent Activity
Exited
0%
$224,871
1,054 shares@ $213.36 avg price