Clarus Wealth Advisors Purchases in Q4 2025

Clarus Wealth Advisors

  • $247 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
34.8K
+ 92.92%
$278.39 - $304.13 $9.68M - $10.6M
72.2K $20.8M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
26.2K
New
$88.9 - $93.29 $2.33M - $2.44M
26.2K $2.36M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
25.3K
New
$90.99 - $95.91 $2.3M - $2.43M
25.3K $2.32M
XLU
Utilities Sector Spdr

ETFs
22.3K
+ 107.23%
$87.89 - $92.9 $1.96M - $2.07M
43K $3.82M
XLE
Energy Sector Spdr

ETFs
21.1K
+ 108.85%
$85.22 - $92.02 $1.8M - $1.94M
40.5K $3.73M
XLY
Select Sector Spdr Consumer Di

ETFs
8.59K
+ 109.49%
$228.75 - $242.18 $1.96M - $2.08M
16.4K $3.79M
XLB
Select Sector Spdr Fd Material

ETFs
21.7K
+ 114.16%
$84.72 - $89.9 $1.83M - $1.95M
40.6K $3.52M
EMR
Emerson Electric CO

Industrials
3.53K
New
$126.01 - $140.03 $444K - $494K
3.53K $449K
UNH
Unitedhealth Group Inc

Healthcare
1.06K
New
$320.52 - $369.92 $338K - $390K
1.06K $338K
UBER
Uber Technologies, Inc

Technology
4.12K
+ 27.22%
$91.62 - $100.1 $378K - $413K
19.3K $1.77M
SOFI
So Fi Technologies, Inc.

Financial Services
6.74K
+ 12.82%
$25.24 - $32.21 $170K - $217K
59.3K $1.65M
COST
Costco Wholesale Corp

Consumer Defensive
266
+ 17.06%
$910.94 - $954.99 $242K - $254K
1.83K $1.67M
MSFT
Microsoft Corp

Technology
527
+ 9.56%
$496.82 - $542.07 $262K - $286K
6.04K $3.06M
VTI
Vanguard Total Stock Market Et

ETFs
543
+ 6.38%
$321.8 - $337.95 $175K - $184K
9.05K $2.99M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.99K
New
$37.61 - $39.41 $188K - $197K
4.99K $192K
PANW
Palo Alto Networks Inc

Technology
778
+ 10.2%
$204.77 - $221.38 $159K - $172K
8.41K $1.73M
AMZN
Amazon Com Inc

Consumer Cyclical
239
+ 3.24%
$213.04 - $254.0 $50.9K - $60.7K
7.61K $1.79M
PSI
Invesco Exchange Traded Fd Tr

ETFs
2.25K
New
$68.46 - $79.06 $154K - $178K
2.25K $166K
ORCL
Oracle Corp

Technology
936
+ 98.84%
$217.57 - $313.0 $204K - $293K
1.88K $413K
NET
Cloudflare, Inc.

Technology
829
+ 10.49%
$210.01 - $253.3 $174K - $210K
8.73K $1.84M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
221
+ 0.19%
$55.63 - $58.98 $12.3K - $13K
114K $6.67M
TDIV
First Trust Nasdaq Technology

ETFs
1.6K
+ 21.27%
$96.0 - $102.5 $154K - $164K
9.13K $876K
DGRO
Ishares Core Dividend Growth E

ETFs
1.83K
+ 19.82%
$66.93 - $69.17 $123K - $127K
11.1K $758K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.54K
+ 22.48%
$81.56 - $85.69 $125K - $132K
8.36K $690K
CAH
Cardinal Health Inc

Healthcare
113
+ 6.62%
$153.27 - $206.06 $17.3K - $23.3K
1.82K $373K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
335
+ 0.39%
$54.27 - $56.85 $18.2K - $19K
86.3K $4.85M
CEG
Constellation Energy Corp

Utilities
142
+ 3.22%
$335.74 - $401.43 $47.7K - $57K
4.55K $1.54M
IVE
Ishares S&P 500 Value ETF

ETFs
59
+ 0.24%
$202.52 - $212.07 $11.9K - $12.5K
24.6K $5.15M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
902
+ 3.55%
$102.37 - $105.36 $92.3K - $95K
26.3K $2.7M
AVGO
Broadcom Inc.

Technology
207
+ 22.87%
$324.63 - $385.98 $67.2K - $79.9K
1.11K $381K
MAR
Marriott International Inc

Consumer Cyclical
137
+ 7.77%
$259.04 - $291.9 $35.5K - $40K
1.9K $542K
XLF
Financial Sector Spdr

ETFs
3.59K
+ 4.78%
$51.76 - $53.77 $186K - $193K
78.7K $4.13M
HCA
Hca Healthcare, Inc.

Healthcare
64
+ 9.05%
$410.68 - $476.61 $26.3K - $30.5K
771 $364K
EFA
Ishares Tr Msci Eafe ETF

ETFs
150
+ 0.59%
$92.24 - $96.56 $13.8K - $14.5K
25.5K $2.43M
SYF
Synchrony Financial

Financial Services
743
+ 19.85%
$68.02 - $75.49 $50.5K - $56.1K
4.49K $327K
LQD
Ishares Iboxx $ Investment Gra

ETFs
763
+ 3.24%
$110.25 - $112.92 $84.1K - $86.2K
24.3K $2.68M
XLI
Industrial Sector Spdr

ETFs
679
+ 3.19%
$149.9 - $155.79 $102K - $106K
22K $3.34M
IYT
Ishares Tr U.S. Transportation

ETFs
739
+ 3.0%
$69.44 - $73.3 $51.3K - $54.2K
25.4K $1.81M
GS
Goldman Sachs Group Inc

Financial Services
69
+ 19.83%
$744.6 - $838.97 $51.4K - $57.9K
417 $323K
JPM
Jpmorgan Chase & CO

Financial Services
200
+ 15.65%
$294.11 - $320.41 $58.8K - $64.1K
1.48K $443K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
887
+ 7.83%
$128.96 - $165.33 $114K - $147K
12.2K $1.58M
WMT
Walmart Inc.

Consumer Defensive
347
+ 12.24%
$101.18 - $109.03 $35.1K - $37.8K
3.18K $327K
CASY
Caseys General Stores Inc

Consumer Cyclical
88
+ 15.86%
$513.19 - $567.48 $45.2K - $49.9K
643 $346K
NDAQ
Nasdaq, Inc.

Financial Services
584
+ 3.44%
$85.42 - $91.4 $49.9K - $53.4K
17.6K $1.53M
XOM
Exxon Mobil Corp

Energy
5
+ 0.26%
$110.64 - $119.78 $553 - $599
1.92K $225K
QTUM
ETF Ser Solutions Defiance Qua
647
+ 4.69%
N/A
14.4K $0
ALCC
Alt C Acquisition Corp.

Financial Services
248
+ 10.16%
N/A
2.69K $0
Proshares Tr
9.64K
+ 96.06%
N/A
19.7K $0
XLC
Select Sector Spdr Tr Communic

ETFs
1.27K
+ 5.82%
$111.33 - $117.16 $142K - $149K
23.1K $2.57M
Activity Summary
Buys All Purchases 56 New Holdings 6 Increased Positions 50 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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