Company profile

Employees
Incorporated in
Location
SEC CIK
IRS number
474638787
SEC advisor number
801-110156
FINRA CRD number
281160
AUM ?
$252.16M (as of 15 Jun 20)
Accounts
1,196 (as of 15 Jun 20)
Employees
14 (14 investment advisory or research)
Address
Clarus Wealth Advisors
9125 W. THUNDERBIRD ROAD
SUITE100
PEORIA
AZ 8585381
Phone
623-583-6840

Fund data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 127 long holdings
End of quarter 30 Jun 20
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$14.2M 307.99K 380.36K -19.0
$11.69M 207.77K 179.04K +16.0
$7.73M 144.4K 79.07K +82.6
$6.01M 16.13K 18.24K -11.5
SPDR S&P 500 Etf TR
$3.03M 9.66K 6.81K +41.7
$2.88M 8.14K 8.05K +1.1
$2.78M 23.48K 20.3K +15.7
$2.48M 59.17K NEW
$2.45M 51.14K NEW
$2.41M 22.69K 21.82K +4.0
Invesco QQQ TR
$2.37M 9.1K 5.32K +71.2
$2.27M 756 1.03K -26.6
$2.14M 58.17K 64.26K -9.5
$1.99M 12.52K 10.84K +15.5
$1.73M 3.5K 3.92K -10.5
$1.5M 27.98K 14.25K +96.3
$1.44M 6.9K 7.57K -8.9
$1.26M 9.28K 1.71K +442.0
$1.22M 9.37K 6.76K +38.7
$1.21M 11.21K 8.72K +28.6
$1.2M 5.75K 10.28K -44.1
$1.2M 4K 4K 0
$1.18M 8.54K 9.04K -5.5
$1.12M 6.65K 7.03K -5.5
$1.11M 14.68K 14.93K -1.7
$1.06M 2.79K 2.67K +4.3
$994K 16.62K 14.98K +11.0
$915K 10.09K 9.68K +4.3
$902K 4.48K 2.44K +83.8
$874K 10.3K 6.34K +62.5
$851K 6.07K 6.59K -7.9
$824K 5.01K 4.71K +6.3
$763K 7.48K NEW
$755K 8.75K 8.68K +0.8
$686K 8.97K 8.97K 0
$685K 18.88K 21.27K -11.2
First TR Exchange Traded FD
$684K 7.9K 8.07K -2.1
$682K 2.54K 2.54K 0
$601K 3.67K 3.67K 0
$588K 5.78K 5.28K +9.5
$583K 2.3K 2.3K 0
$579K 11.17K NEW
$578K 3.23K 2.12K +52.7
$550K 34.53K 32.46K +6.4
$549K 6.49K 6.71K -3.4
First TR Value Line Divid In
$521K 17.16K 16.56K +3.6
$515K 6.56K 6.16K +6.4
$510K 3.08K 2.57K +20.0
$507K 2.61K 3.68K -29.0
$500K 8.82K 7.56K +16.7
Holdings list only includes long positions. Only includes long positions.

Calendar

12 Jul 20

News

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings