Clarus Wealth Advisors Q1 2023 vs. Q2 2023 13F Holdings Comparison
Ava Hoppe | 24 July, 2023
Clarus Wealth Advisors, the renowned investment advisory firm, recently released its Q1 2023 and Q2 2023 13F Holdings Comparison report. The report provides insights into the changes in holdings and investments made by various funds during this period. Let's delve into the details and analyze the noteworthy shifts in the fund's portfolio.
In Q1 2023, Clarus Wealth Advisors held 101,178 shares of Invesco Exchange Traded FD T (RSP), which saw a marginal increase to 103,850 shares in Q2 2023. The value of the shares also experienced a slight rise from $14,477,000 in Q1 to $15,423,000 in Q2, representing a 6.5% change. This indicates a positive sentiment towards RSP and shows the firm's confidence in its growth prospects.
Another significant change in Clarus Wealth Advisors' portfolio was in SPDR S&P 500 ETF TR (SPY). The firm held 20,545 shares of SPY in Q1, which increased to 21,861 shares in Q2. The value of the shares also saw an uptick from $8,406,000 in Q1 to $9,587,000 in Q2, reflecting a growth rate of 14%. This indicates a belief in the potential of the S&P 500 and demonstrates the firm's commitment to investing in market-leading ETFs.
Tech giant Apple Inc. (AAPL) also attracted attention in the report. Clarus Wealth Advisors held 48,016 shares of AAPL in Q1, which decreased slightly to 46,185 shares in Q2. However, the value of the shares increased from $7,906,000 in Q1 to $8,806,000 in Q2, signifying an 11.4% increase. This indicates the firm's confidence in Apple's long-term growth prospects, despite a minor decrease in shares.
Pacer FDS TR (COWZ) witnessed an increase in holdings by Clarus Wealth Advisors. The firm held 131,770 shares in Q1, which rose to 135,445 shares in Q2. The value of the shares also increased from $6,185,000 in Q1 to $6,443,000 in Q2, representing a 4.2% change. This indicates the firm's positive sentiment towards COWZ and reflects its belief in the growth potential of Pacer FDS TR.
Vanguard BD Index FDS (BND) also experienced a notable change in holdings. Clarus Wealth Advisors held 74,331 shares in Q1, which increased to 82,073 shares in Q2. The value of the shares saw a growth from $5,533,000 in Q1 to $5,868,000 in Q2, representing a 6.1% change. This indicates the firm's confidence in the stability and growth prospects of bond investments.
The report highlights several other changes in holdings, including Vanguard World FD (MGK), Select Sector SPDR TR (XLK), SPDR SER TR (SPLG), and Pacer FDS TR (ECOW). Each of these investments showcases Clarus Wealth Advisors' strategic approach to diversifying its portfolio and capitalizing on various market segments.
It's important to note that holdings and investments are subject to market volatility and fluctuating trends. Clarus Wealth Advisors' decision to buy, sell, or hold investments is based on thorough research and analysis.
In conclusion, the Q1 2023 vs. Q2 2023 13F Holdings Comparison report by Clarus Wealth Advisors highlights the shifts in holdings and investments made by the firm during this period. The report showcases the firm's confidence in certain assets and sheds light on its strategic approach to diversifying its portfolio. As the market continues to evolve, Clarus Wealth Advisors remains committed to delivering optimal results for its clients.
Disclaimer: The information provided in this blog post is solely for informational purposes and should not be considered as financial advice or a recommendation to buy or sell any securities mentioned. Clarus Wealth Advisors' investment decisions are based on its own research and analysis. Please consult with a professional financial advisor before making any investment decisions based on the information provided.
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