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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
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
BNDVanguard Bd Index Fds
Recent Activity
Increased 10.08%
2.03%
$4.072M
57,214 shares@ $71.18 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -3.55%
1.92%
$3.852M
113,819 shares@ $33.85 avg price
IVEIshares Tr
Recent Activity
Increased 8.73%
1.88%
$3.771M
19,910 shares@ $189.43 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 8.96%
1.51%
$3.03M
22,804 shares@ $132.87 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Decreased -4.28%
1.45%
$2.895M
50,980 shares@ $56.78 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 5.94%
1.34%
$2.68M
56,228 shares@ $47.67 avg price
NVDANvidia Corporation
Recent Activity
Increased 40.32%
1.34%
$2.673M
20,060 shares@ $133.23 avg price