Clarus-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  null,
  "MWA",
  "GOOGL",
  "CAT",
  "AVGO",
  "ARCC",
  "D",
  null,
  null,
  "META",
  "IJH",
  null,
  "KMI",
  null,
  "PWR",
  "MSFT",
  "NDAQ",
  "HES",
  "ORCL",
  "OKE",
  null,
  "EEM",
  "PANW",
  null,
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "PLTR",
  "LMT",
  null,
  null,
  "GLD",
  null,
  null,
  null,
  "SPLG",
  "SYK",
  "TJX",
  null,
  null,
  null,
  "TSCO",
  "XLB",
  null,
  null,
  null,
  "HUMA",
  null,
  "DOV",
  "AJG",
  "WM",
  "AMZN",
  null,
  "IVE",
  "HCA",
  "PLUG",
  "VGT",
  "VUG",
  "MGK",
  "BND",
  "WMT",
  "SOFI",
  "DVY",
  null,
  null,
  "MTUM",
  "DGRO",
  "SPYV",
  "GWW",
  null,
  "CARR",
  "CASY",
  "NET",
  "CEG",
  "COST",
  "RSP",
  "EFA",
  "MAR",
  "XOM",
  "LLY",
  "TSLA",
  null,
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 88
Total Value: 187035734
Accession Number: 0001730149-25-000002
Form Type: 13F-HR
CIK: clarus-wealth-advisors
Manager Name: Clarus-Wealth-Advisors

Data Enrichment

72% identified

63 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

88 positions • $187.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288653

Shares:21.5K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$187.0M)

46432F396

MTUM|46432F396

Shares:9.7K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$187.0M)

464288257

Shares:17.1K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$187.0M)

464287465

EFA|464287465

Shares:24.4K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$187.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:6.4K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$187.0M)

81369Y407

Shares:9.0K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$187.0M)

46429B663

Shares:15.3K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$187.0M)

MICROSOFT CORP

MSFT|594918104

Shares:4.4K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$187.0M)

922908769

VTI|922908769

Shares:6.1K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$187.0M)

78464A631

Shares:10.0K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$187.0M)

464287234

EEM|464287234

Shares:38.7K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$187.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:16.4K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$187.0M)

81369Y209

Shares:10.4K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$187.0M)

81369Y100

XLB|81369Y100

Shares:16.9K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$187.0M)

464287192

Shares:22.1K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$187.0M)

78464A888

Shares:14.4K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$187.0M)

81369Y506

Shares:15.8K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$187.0M)

464287556

Shares:10.8K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$187.0M)

Tesla, Inc.

TSLA|88160R101

Shares:4.7K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$187.0M)

Meta Platforms, Inc.

META|30303M102

Shares:2.0K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$187.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288653)✕	21.5K	QoQ +67.05% (+8.6K) YoY NEW(+21.5K)	All Managers (Combined)	$2.2M	1.2% ($2.2M/$187.0M)	QoQ +73.96% (+$928.6K) YoY NEW(+$2.2M)
(MTUMcusip46432F396)	9.7K	QoQ +13.90% (+1.2K) YoY NEW(+9.7K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$187.0M)	QoQ +10.02% (+$177.3K) YoY NEW(+$1.9M)
(cusip464288257)✕	17.1K	QoQ +6.36% (+1.0K) YoY NEW(+17.1K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$187.0M)	QoQ +3.02% (+$56.5K) YoY NEW(+$1.9M)
(EFAcusip464287465)	24.4K	QoQ -3.27% (-825) YoY -38.50% (-15.3K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$187.0M)	QoQ +0.49% (-$9.4K) YoY -38.91% (-$1.2M)
SPDR GOLD TRUST(GLDcusip78463V107)	6.4K	QoQ -17.45% (-1.4K) YoY -15.82% (-1.2K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$187.0M)	QoQ -4.13% (-$78.9K) YoY +11.41% (-$187.3K)
(cusip81369Y407)✕	9.0K	QoQ +24.50% (+1.8K) YoY +32.64% (+2.2K)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$187.0M)	QoQ +9.62% (+$154.2K) YoY +45.23% (+$546.9K)
(cusip46429B663)✕	15.3K	QoQ NEW(+15.3K) YoY NEW(+15.3K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$187.0M)	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
MICROSOFT CORP(MSFTcusip594918104)	4.4K	QoQ +19.65% (+717) YoY +31.23% (+1.0K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$187.0M)	QoQ +11.99% (+$182.6K) YoY +21.07% (+$296.7K)
(VTIcusip922908769)	6.1K	QoQ -13.67% (-966) YoY -8.23% (-547)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$187.0M)	QoQ -19.46% (-$395.6K) YoY -3.36% (-$57.1K)
(cusip78464A631)✕	10.0K	QoQ -13.02% (-1.5K) YoY -14.87% (-1.7K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$187.0M)	QoQ -15.09% (-$286.8K) YoY +2.20% (-$34.8K)
(EEMcusip464287234)	38.7K	QoQ +3.27% (+1.2K) YoY +20.81% (+6.7K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$187.0M)	QoQ +4.23% (+$64.7K) YoY +20.70% (+$273.3K)
Palantir Technologies Inc.(PLTRcusip69608A108)	16.4K	QoQ -4.55% (-783) YoY NEW(+16.4K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$187.0M)	QoQ +35.14% (-$392.2K) YoY NEW(+$1.5M)
(cusip81369Y209)✕	10.4K	QoQ -21.65% (-2.9K) YoY -28.56% (-4.2K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$187.0M)	QoQ -23.15% (-$436.6K) YoY -29.98% (-$620.7K)
(XLBcusip81369Y100)	16.9K	QoQ -7.97% (-1.5K) YoY -0.55% (-94)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$187.0M)	QoQ -12.73% (-$198.6K) YoY -12.33% (-$191.5K)
(cusip464287192)✕	22.1K	QoQ -4.77% (-1.1K) YoY -0.23% (-52)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$187.0M)	QoQ -15.20% (-$243.8K) YoY -9.63% (-$144.9K)
(cusip78464A888)✕	14.4K	QoQ -7.70% (-1.2K) YoY -6.26% (-964)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$187.0M)	QoQ -16.91% (-$274.4K) YoY -16.02% (-$257.1K)
(cusip81369Y506)✕	15.8K	QoQ -8.28% (-1.4K) YoY -2.70% (-440)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$187.0M)	QoQ -16.30% (-$254.0K) YoY -18.05% (-$287.4K)
(cusip464287556)✕	10.8K	QoQ -4.84% (-552) YoY -0.85% (-93)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$187.0M)	QoQ -15.77% (-$240.7K) YoY -10.79% (-$155.4K)
Tesla, Inc.(TSLAcusip88160R101)	4.7K	QoQ +41.55% (-1.4K) YoY -7.55% (-382)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$187.0M)	QoQ -4.46% (-$59.5K) YoY +46.50% (-$403.8K)
Meta Platforms, Inc.(METAcusip30303M102)	2.0K	QoQ +9.65% (+175) YoY +26.94% (+422)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$187.0M)	QoQ +5.58% (+$61.6K) YoY +43.05% (+$350.5K)