test

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
XLCSelect Sector Spdr Tr
Recent Activity
Increased 13.75%
1.16%
$2.311M
24,112 shares@ $95.86 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 5.28%
1.12%
$2.236M
50,450 shares@ $44.33 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.1%
1.02%
$2.033M
7,064 shares@ $287.77 avg price
HYGIshares Tr
Recent Activity
Increased 6.45%
0.98%
$1.967M
25,058 shares@ $78.52 avg price
LQDIshares Tr
Recent Activity
Increased 7.9%
0.97%
$1.932M
18,378 shares@ $105.11 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 1.73%
0.95%
$1.908M
7,764 shares@ $245.74 avg price
XARSpdr Ser Tr
Recent Activity
Increased 0.42%
0.95%
$1.901M
11,442 shares@ $166.1 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -11.08%
0.94%
$1.886M
13,330 shares@ $141.47 avg price
EFAIshares Tr
Recent Activity
Increased 16.33%
0.94%
$1.885M
25,181 shares@ $74.86 avg price
ACWIIshares Tr
Recent Activity
Increased 6.97%
0.93%
$1.866M
16,042 shares@ $116.36 avg price