$132 Million is the total value of Clarus Wealth Advisors's 737 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-05
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.