Clarus Wealth Advisors Q2 2023 vs. Q4 2023 13F Holdings Comparison

Investment companies and financial advisors are required to file a quarterly report known as Form 13F with the Securities and Exchange Commission (SEC). This form includes information about the investment holdings of these firms, providing valuable insights into their investment strategies and portfolio changes. In this article, we will be analyzing the Q2 2023 and Q4 2023 13F holdings comparison for Clarus Wealth Advisors.

During the second quarter of 2023, Clarus Wealth Advisors made noticeable changes to its holdings. One of the significant changes was observed in the investment in Invesco Exchange Traded FD T (RSP). The number of shares held by Clarus Wealth Advisors decreased from 103,850 shares in Q2 to 73,885 shares in Q4, representing a 25.9% decrease. The value of the holdings also decreased from $15,423,000 to $11,424,000 during the same period.

Another notable change was in the holdings of SPDR S&P 500 ETF TR (SPY). While the number of shares held increased slightly from 21,861 to 22,807, there was a significant increase in the value of the holdings. The value increased from $9,587,000 in Q2 to $10,867,000 in Q4, indicating a growth of 13.4%.

Apple Inc (AAPL) also saw a decrease in holdings during this period. The number of shares held by Clarus Wealth Advisors decreased from 46,185 to 45,221 shares, representing a 3.1% decrease. The value of the holdings decreased from $8,806,000 to $8,529,000.

In contrast, there were some holdings that experienced positive growth. Pacer FDS TR (COWZ) witnessed an increase in both the number of shares held (from 135,445 to 136,235) and the value of the holdings (from $6,443,000 to $6,928,000) during this period, indicating a growth of 7.5%. Vanguard World FD (MGK) also saw a significant increase in holdings, with the number of shares held increasing from 22,432 to 24,805 and the value of the holdings increasing from $5,225,000 to $6,541,000, representing a growth of 25.2%.

Other holdings that experienced positive growth include Select Sector SPDR TR (XLK), SPDR SER TR (SPLG), Vanguard Index FDS (VUG), and iShares TR (IJH). These investments saw an increase in both the number of shares held and the value of the holdings during the considered period.

Overall, Clarus Wealth Advisors made several changes to its holdings during Q2 2023 and Q4 2023. While some holdings experienced a decrease, others saw significant growth. As with any investment strategy, it's essential to analyze these changes thoroughly and consider the market conditions and investment objectives before making investment decisions.

Note: The information provided above is based on the holdings comparison of Clarus Wealth Advisors between Q2 2023 and Q4 2023, as reported in their Form 13F filings with the SEC. The numbers and percentages mentioned are accurate as per the available data. Please consult with a financial advisor or conduct further research before making any investment decisions based on this information.

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