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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
MTUMIshares Tr
Recent Activity
Increased 5.81%
0.89%
$1.769M
8,551 shares@ $206.85 avg price
IYWIshares Tr
Recent Activity
Increased 3.56%
0.87%
$1.742M
11,127 shares@ $156.57 avg price
XHBSpdr Ser Tr
Recent Activity
Increased 1.69%
0.81%
$1.622M
15,617 shares@ $103.89 avg price
IYTIshares Tr
Recent Activity
Decreased -2.66%
0.8%
$1.603M
23,241 shares@ $68.98 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 3.14%
0.8%
$1.602M
7,212 shares@ $222.07 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Increased 5.86%
0.78%
$1.56M
18,314 shares@ $85.16 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 0.1%
0.78%
$1.558M
17,266 shares@ $90.26 avg price
EEMIshares Tr
Recent Activity
Increased 11.69%
0.77%
$1.528M
37,452 shares@ $40.82 avg price
IBBIshares Tr
Recent Activity
Increased 1.44%
0.76%
$1.526M
11,383 shares@ $134.03 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.48%
0.76%
$1.522M
3,648 shares@ $417.21 avg price