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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
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Decreased -2.1%
0.26%
$509,427
20,508 shares@ $24.85 avg price
IWXIshares Tr
Recent Activity
Decreased -2.63%
0.26%
$503,871
6,360 shares@ $79.23 avg price
HESHess Corp
Recent Activity
Decreased -1.14%
0.23%
$461,139
3,184 shares@ $144.84 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.89%
0.2%
$400,056
8,267 shares@ $48.4 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -1.82%
0.2%
$397,246
9,369 shares@ $42.41 avg price
FPXIFirst Tr Exchange Traded Fd
Recent Activity
Decreased -2.97%
0.2%
$384,793
8,118 shares@ $47.4 avg price
IAGGIshares Tr
Recent Activity
Decreased -1.71%
0.2%
$383,975
7,756 shares@ $49.51 avg price
IWCIshares Tr
Recent Activity
Decreased -2.53%
0.19%
$377,008
3,035 shares@ $124.23 avg price
GRIDFirst Tr Exchange Traded Fd
Recent Activity
Decreased -2.59%
0.19%
$363,786
3,072 shares@ $118.42 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -17.07%
0.18%
$358,364
4,595 shares@ $77.99 avg price