$104 Million is the total value of Clarus Wealth Advisors's 124 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-05
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 26 | Q2 2024 | 5.8% |
SPDR S&P 500 ETF TR | 26 | Q2 2024 | 7.6% |
SELECT SECTOR SPDR TR | 26 | Q2 2024 | 3.4% |
LOCKHEED MARTIN CORP | 26 | Q2 2024 | 4.6% |
SELECT SECTOR SPDR TR | 26 | Q2 2024 | 1.5% |
SELECT SECTOR SPDR TR | 26 | Q2 2024 | 2.0% |
MICROSOFT CORP | 26 | Q2 2024 | 1.6% |
SELECT SECTOR SPDR TR | 26 | Q2 2024 | 1.9% |
FIRST TR VALUE LINE DIVID IN | 26 | Q2 2024 | 0.6% |
VANGUARD INDEX FDS | 25 | Q2 2024 | 5.0% |
View Clarus Wealth Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-11 |
13F-HR | 2024-04-11 |
13F-HR | 2024-01-22 |
13F-HR | 2023-07-10 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-12 |
13F-HR | 2022-10-11 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-12 |
13F-HR | 2022-01-13 |
View Clarus Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.