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Home > Institutional Investor > Clarus Wealth Advisors > Profile

Instuitional Investor - Clarus Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Clarus Wealth Advisors
Portfolio Value $210,732,277
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 27,780 $16,150,832 8.04%
2.
Vanguard World Fd
 47,000 $15,908,933 7.92%
3.
Apple Inc.
 AAPL 37,936 $8,892,292 4.42%
4.
Pacer Fds Tr
 141,380 $8,053,005 4%
5.
Sector Spdr Trust
 XLB 31,520 $7,160,026 3.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)