Clarus Wealth Advisors

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Peoria, AZ
CIK
0001730149
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 124 169,044 RSP, SPY, AAPL, COWZ 13F-HR 1/22/2024 000173014924000001
Q2 2023 124 164,603 RSP, SPY, AAPL, COWZ 13F-HR 7/10/2023 000173014923000003
Q1 2023 125 158,939 RSP, SPY, AAPL, BRK-A 13F-HR 4/10/2023 000173014923000002
Q4 2022 115 152,516 RSP, SPY, AAPL, COWZ 13F-HR 1/12/2023 000173014923000001
Q3 2022 107 140,122 SPY, AAPL, AGG, RSP 13F-HR 10/11/2022 000173014922000005
Q2 2022 98 142,010 SPY, AAPL, RSP, SPYG 13F-HR 7/13/2022 000173014922000004
Q1 2022 109 160,743 SPY, AAPL, VTI, SPYG 13F-HR 4/12/2022 000173014922000003
Q4 2021 104 173,801 SPY, SPYG, MDYG, AAPL 13F-HR 1/13/2022 000173014922000001
Q3 2021 103 162,561 SPYG, SLYG, MDYG, SPY 13F-HR 10/6/2021 000173014921000004
Q2 2021 100 159,701 SPYG, SLYG, MDYG, AAPL 13F-HR 7/13/2021 000173014921000003
Q1 2021 130 159,648 SPYG, SLYG, MDYG, AAPL 13F-HR 4/12/2021 000173014921000002
Q4 2020 131 150,442 SPYG, SLYG, MDYG, AAPL 13F-HR 1/12/2021 000173014921000001
Q3 2020 124 129,062 SPYG, SLYG, MDYG, AAPL 13F-HR 10/8/2020 000173014920000007
Q2 2020 127 118,721 SPYG, SLYG, MDYG, AAPL 13F-HR 7/9/2020 000173014920000006
Q1 2020 114 100,066 SPYG, SLYG, USMV, AAPL 13F-HR 4/8/2020 000173014920000004
Q4 2019 141 151,355 SPYG, SLYG, SPYV, SLYV RESTATEMENT 1/10/2020 000173014920000002
Q3 2019 145 136,818 SPYG, SLYG, SPTL, MDYG 13F-HR 10/11/2019 000173014919000007
Q2 2019 600 138,353 SPYG, SLYG, MDYG, MDYV 13F-HR 7/24/2019 000173014919000006
Q1 2019 684 133,732 SPYG, SLYG, SPYV, MDYG 13F-HR 4/4/2019 000173014919000005
Q4 2018 685 63,605 LMT, AAPL, SPY, AGG RESTATEMENT 2/5/2019 000173014919000004
Q3 2018 707 153,181 IWF, IWD, IWO, IWN 13F-HR 10/3/2018 000173014918000005
Q2 2018 737 132,240 IWF, IWO, XLB, IWD 13F-HR 7/5/2018 000173014918000004
Q1 2018 126 108,331 IWF, IWO, XLB, IWD 13F-HR 5/11/2018 000173014918000003
Q4 2017 124 103,906 IWO, IWN, XLB, IEFA 13F-HR 2/5/2018 000173014918000002
Additional filings from Clarus Wealth Advisors that have since been restated