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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
CEIXConsol Energy Inc New
Recent Activity
Decreased -5.58%
0.13%
$251,715
2,469 shares@ $101.96 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -31.5%
0.13%
$241,100
987 shares@ $244.28 avg price
PSNParsons Corp Del
Recent Activity
Decreased -0.96%
0.12%
$239,615
2,563 shares@ $93.5 avg price
MARBFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -2.62%
0.12%
$232,890
11,703 shares@ $19.91 avg price
MWAMueller Wtr Prods Inc
Recent Activity
Decreased -1.52%
0.12%
$232,681
10,467 shares@ $22.23 avg price
BWABorgwarner Inc
Recent Activity
Decreased -2.4%
0.12%
$228,585
7,236 shares@ $31.59 avg price
LGOVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.18%
0.12%
$225,041
11,026 shares@ $20.42 avg price
CIVICivitas Resources Inc
Recent Activity
Decreased -1.59%
0.11%
$208,613
3,957 shares@ $52.72 avg price
PLUGPlug Power Inc
Recent Activity
Decreased -4.05%
0.05%
$99,056
36,552 shares@ $2.72 avg price