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CLARUS WEALTH ADVISORS

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PEORIA AZ Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Clarus Wealth Advisors is based out of Peoria. Clarus Wealth Advisors is a large advisory firm with 595 clients and discretionary assets under management (AUM) of $122,476,021 (Form ADV from 2023-11-02). Their last reported 13F filing for Q4 2023 included $169,044,274 in managed 13F securities and a top 10 holdings concentration of 40.59%. Clarus Wealth Advisors's largest holding is Invesco S&P 500 Equal Weight ETF-Invesco S&P 500 Equal Weight ETF with shares held of 73,885. Whalewisdom has at least 27 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change

2023-12-31

13F Holdings Summary

Name $ Change
RSP Invesco S&P 500 Equa 6.76%
SPY SPDR S&P 500 ETF TRU 6.43%
AAPL Apple Inc 5.05%
COWZ Pacer US Cash Cows 1 4.1%
MGK VANGUARD MEGA CAP GR 3.87%

2023-12-31

13F Activity

Market Value $169m, Prior: $0
New Purchases 124 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 40.59%
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 0 quarters
Time Held Top 10 0 quarters
Time Held All 0 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance