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

Page 5 of 5

Sort by:

KINDER MORGAN, INC.

KMI|49456B101

Shares:9.3K

Value:$244.1K

% of Portfolio:0.1% ($244.1K/$187.0M)

46137V357

RSP|46137V357

Shares:1.4K

Value:$239.0K

% of Portfolio:0.1% ($239.0K/$187.0M)

ONEOK INC /NEW/

OKE|682680103

Shares:2.8K

Value:$237.4K

% of Portfolio:0.1% ($237.4K/$187.0M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:240

Value:$220.8K

% of Portfolio:0.1% ($220.8K/$187.0M)

HESS CORP

HES|42809H107

Shares:1.6K

Value:$214.0K

% of Portfolio:0.1% ($214.0K/$187.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.9K

Value:$201.5K

% of Portfolio:0.1% ($201.5K/$187.0M)

Humacyte, Inc.

HUMA|44486Q103

Shares:41.1K

Value:$63.0K

% of Portfolio:0.0% ($63.0K/$187.0M)

PLUG POWER INC

PLUG|72919P202

Shares:37.2K

Value:$45.0K

% of Portfolio:0.0% ($45.0K/$187.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KINDER MORGAN, INC.(KMIcusip49456B101)	9.3K	QoQ NEW(+9.3K) YoY NEW(+9.3K)	All Managers (Combined)	$244.1K	0.1% ($244.1K/$187.0M)	QoQ NEW(+$244.1K) YoY NEW(+$244.1K)
(RSPcusip46137V357)	1.4K	QoQ -94.53% (-25.0K) YoY -95.16% (-28.5K)	All Managers (Combined)	$239.0K	0.1% ($239.0K/$187.0M)	QoQ -94.83% (-$4.4M) YoY -95.15% (-$4.7M)
ONEOK INC /NEW/(OKEcusip682680103)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$237.4K	0.1% ($237.4K/$187.0M)	QoQ NEW(+$237.4K) YoY NEW(+$237.4K)
W.W. GRAINGER, INC.(GWWcusip384802104)	240	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$220.8K	0.1% ($220.8K/$187.0M)	QoQ -14.50% (-$37.5K) YoY -8.08% (-$19.4K)
HESS CORP(HEScusip42809H107)	1.6K	QoQ -51.28% (-1.6K) YoY -44.48% (-1.2K)	All Managers (Combined)	$214.0K	0.1% ($214.0K/$187.0M)	QoQ -53.59% (-$247.1K) YoY -51.52% (-$227.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	1.9K	QoQ -2.65% (-52) YoY -12.81% (-280)	All Managers (Combined)	$201.5K	0.1% ($201.5K/$187.0M)	QoQ -5.77% (-$12.4K) YoY -24.54% (-$65.5K)
Humacyte, Inc.(HUMAcusip44486Q103)	41.1K	QoQ +0.21% (-87) YoY NEW(+41.1K)	All Managers (Combined)	$63.0K	0.0% ($63.0K/$187.0M)	QoQ -65.07% (-$117.3K) YoY NEW(+$63.0K)
PLUG POWER INC(PLUGcusip72919P202)	37.2K	QoQ +1.78% (-651) YoY -2.90% (-1.1K)	All Managers (Combined)	$45.0K	0.0% ($45.0K/$187.0M)	QoQ -54.55% (-$54.0K) YoY -61.73% (-$72.6K)