Clarus Wealth Advisors Closed Holding Positions

Clarus Wealth Advisors

  • $192 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q1 2020 Filed on Apr 08, 2020
4,700
$48.93 - $50.6 $230K - $238K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2020 Filed on Apr 08, 2020
94,867
$25.76 - $38.65 $2.44M - $3.67M
HON
Honeywell International Inc

Industrials
Q1 2020 Filed on Apr 08, 2020
1,399
$103.86 - $183.23 $145K - $256K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2020 Filed on Apr 08, 2020
110,457
$39.35 - $62.03 $4.35M - $6.85M
MRK
Merck & Co., Inc.

Healthcare
Q1 2020 Filed on Apr 08, 2020
2,666
$63.36 - $87.82 $169K - $234K
Raytheon CO
Q1 2020 Filed on Apr 08, 2020
1,901
N/A
TGB
Taseko Mines LTD

Basic Materials
Q1 2020 Filed on Apr 08, 2020
10,000
$0.22 - $0.61 $2.2K - $6.1K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
Q1 2020 Filed on Apr 08, 2020
10,570
$1.8 - $3.18 $19K - $33.6K
GERN
Geron Corp

Healthcare
Q1 2020 Filed on Apr 08, 2020
19,000
$0.89 - $1.49 $16.9K - $28.3K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2020 Filed on Apr 08, 2020
22,987
$27.93 - $30.83 $642K - $709K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2020 Filed on Apr 08, 2020
7,059
$20.05 - $30.67 $142K - $216K
JNJ
Johnson & Johnson

Healthcare
Q1 2020 Filed on Apr 08, 2020
2,433
$111.14 - $153.99 $270K - $375K
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,000
$9.05 - $12.22 $9.05K - $12.2K
LNT
Alliant Energy Corp

Utilities
Q3 2019 Filed on Oct 11, 2019
1,599
$48.99 - $54.26 $78.3K - $86.8K
VEA
Vanguard Ftse Developed Market

ETFs
Q3 2019 Filed on Oct 11, 2019
953
$38.87 - $42.25 $37K - $40.3K
Five Star Senior Living Inc
Q3 2019 Filed on Oct 11, 2019
220
N/A
GM
General Motors CO

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
448
$35.89 - $40.88 $16.1K - $18.3K
PSX
Phillips 66

Energy
Q3 2019 Filed on Oct 11, 2019
658
$94.06 - $105.06 $61.9K - $69.1K
KALU
Kaiser Aluminum Corp

Basic Materials
Q3 2019 Filed on Oct 11, 2019
107
$85.88 - $99.99 $9.19K - $10.7K
ATR
Aptargroup, Inc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
659
$116.48 - $125.92 $76.8K - $83K
VERB
Verb Technology Company, Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
100
$1.01 - $2.29 $101 - $229
Concho Res Inc
Q3 2019 Filed on Oct 11, 2019
36
N/A
CDK
Cdk Global, Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
742
$42.31 - $53.72 $31.4K - $39.9K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
216
$13.11 - $17.46 $2.83K - $3.77K
WST
West Pharmaceutical Services Inc

Healthcare
Q3 2019 Filed on Oct 11, 2019
33
$121.41 - $150.02 $4.01K - $4.95K
WDC
Western Digital Corp

Technology
Q3 2019 Filed on Oct 11, 2019
221
$47.94 - $64.7 $10.6K - $14.3K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2019 Filed on Oct 11, 2019
1,100
$70.31 - $73.75 $77.3K - $81.1K
ABC
Amerisourcebergen Corp

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,182
$80.94 - $91.7 $95.7K - $108K
REET
Ishares Global Reit ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
668
$26.42 - $28.09 $17.6K - $18.8K
PDI
Pimco Dynamic Income Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
400
$30.72 - $32.54 $12.3K - $13K
J
Jacobs Engineering Group Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
1,107
$79.67 - $93.55 $88.2K - $104K
ENB
Enbridge Inc

Energy
Q3 2019 Filed on Oct 11, 2019
1,193
$32.61 - $36.89 $38.9K - $44K
Eaton Vance Corp
Q3 2019 Filed on Oct 11, 2019
2,612
N/A
UIS
Unisys Corp

Technology
Q3 2019 Filed on Oct 11, 2019
16
$6.45 - $12.5 $103 - $200
BECN
Beacon Roofing Supply Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
300
$27.53 - $37.89 $8.26K - $11.4K
SYF
Synchrony Financial

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,400
$31.39 - $36.6 $43.9K - $51.2K
XOMA
Xoma Corp

Healthcare
Q3 2019 Filed on Oct 11, 2019
16
$15.02 - $21.51 $240 - $344
VVI
Viad Corp

Industrials
Q3 2019 Filed on Oct 11, 2019
227
$63.44 - $71.62 $14.4K - $16.3K
EME
Emcor Group, Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
302
$80.65 - $89.2 $24.4K - $26.9K
AFL
Aflac Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
2,809
$48.36 - $56.89 $136K - $160K
STOR
Store Capital Corp

Real Estate
Q3 2019 Filed on Oct 11, 2019
101
$33.12 - $38.72 $3.35K - $3.91K
Frontier Communications Corp
Q3 2019 Filed on Oct 11, 2019
9
N/A
CVI
Cvr Energy Inc

Energy
Q3 2019 Filed on Oct 11, 2019
4,879
$38.59 - $55.17 $188K - $269K
FDS
Factset Research Systems Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
272
$242.12 - $296.52 $65.9K - $80.7K
BP
Bp PLC

Energy
Q3 2019 Filed on Oct 11, 2019
2,901
$36.05 - $42.08 $105K - $122K
BRKR
Bruker Corp

Healthcare
Q3 2019 Filed on Oct 11, 2019
104
$39.76 - $50.98 $4.14K - $5.3K
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
2,419
$25.0 - $32.53 $60.5K - $78.7K
NMIH
Nmi Holdings, Inc.

Financial Services
Q3 2019 Filed on Oct 11, 2019
200
$24.63 - $29.08 $4.93K - $5.82K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q3 2019 Filed on Oct 11, 2019
3,121
$45.9 - $46.68 $143K - $146K
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