Clarus Group, Inc. Top Holdings and 13F Report (2025) About Clarus Group, Inc.Investment ActivityClarus Group, Inc. has $281.22 million in total holdings as of December 31, 2024.Clarus Group, Inc. owns shares of 102 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 22.48% of the portfolio was purchased this quarter.About 8.15% of the portfolio was sold this quarter.This quarter, Clarus Group, Inc. has purchased 111 new stocks and bought additional shares in 36 stocks.Clarus Group, Inc. sold shares of 42 stocks and completely divested from 12 stocks this quarter.Largest Holdings Aptus Collared Investment Opportunity ETF $48,008,163Aptus Defined Risk ETF $38,356,395JPMorgan Ultra-Short Income ETF $25,099,725SPDR Portfolio S&P 500 ETF $20,003,456Avantis U.S. Small Cap Value ETF $12,986,406 Largest New Holdings this Quarter Aptus Drawdown Managed Equity ETF $11,215,915 HoldingDividend Performers ETF $279,604 HoldingFIDELITY WISE ORIGIN BITCOIN $244,740 Holding Largest Purchases this Quarter Aptus Defined Risk ETF 446,845 shares (about $12.26M)Aptus Collared Investment Opportunity ETF 298,612 shares (about $12.02M)Aptus Drawdown Managed Equity ETF 240,097 shares (about $11.22M)Invesco S&P 500 Equal Weight ETF 57,317 shares (about $10.04M)Global X U.S. Infrastructure Development ETF 155,057 shares (about $6.27M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 94,805 shares (about $6.54M)Broadcom 4,421 shares (about $1.03M)Microsoft 1,842 shares (about $776.39K)Walmart 4,190 shares (about $378.56K)Amazon.com 1,716 shares (about $376.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarus Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACIOAptus Collared Investment Opportunity ETF$48,008,163$12,016,145 ▲33.4%1,193,04617.1%ETFDRSKAptus Defined Risk ETF$38,356,395$12,256,962 ▲47.0%1,398,33713.6%ETFJPSTJPMorgan Ultra-Short Income ETF$25,099,725$2,736,199 ▲12.2%498,3078.9%ETFSPLGSPDR Portfolio S&P 500 ETF$20,003,456$6,535,867 ▼-24.6%290,1577.1%ETFAVUVAvantis U.S. Small Cap Value ETF$12,986,406$5,387,256 ▲70.9%134,5324.6%ETFADMEAptus Drawdown Managed Equity ETF$11,215,915$11,215,915 ▲New Holding240,0974.0%ETFAAPLApple$10,604,007$46,077 ▼-0.4%42,3453.8%Computer and TechnologyXOMExxon Mobil$10,252,315$39,586 ▼-0.4%95,3083.6%Oils/EnergyRSPInvesco S&P 500 Equal Weight ETF$10,240,849$10,043,714 ▲5,094.8%58,4423.6%ETFPAVEGlobal X U.S. Infrastructure Development ETF$7,744,940$6,265,853 ▲423.6%191,6592.8%ETFMSFTMicrosoft$7,600,769$776,389 ▼-9.3%18,0332.7%Computer and TechnologyAIQGlobal X Future Analytics Tech ETF$6,023,240$13,524 ▼-0.2%155,8812.1%ETFNVDANVIDIA$5,659,137$856,102 ▲17.8%42,1412.0%Computer and TechnologyAMZNAmazon.com$5,151,716$376,473 ▼-6.8%23,4821.8%Retail/WholesaleBSMBlack Stone Minerals$4,876,342$14,600 ▼-0.3%333,9961.7%Oils/EnergyCRKComstock Resources$3,496,6550.0%191,9131.2%Oils/EnergyETEnergy Transfer$2,589,024$16,279 ▲0.6%132,1610.9%Oils/EnergyCVXChevron$2,343,935$5,504 ▲0.2%16,1830.8%Oils/EnergyJPMJPMorgan Chase & Co.$2,025,076$215,979 ▼-9.6%8,4480.7%FinanceEPDEnterprise Products Partners$1,947,043$10,380 ▲0.5%62,0870.7%Oils/EnergyGOOGAlphabet$1,727,235$342,590 ▼-16.6%9,0700.6%Computer and TechnologyPAAPlains All American Pipeline$1,563,288$365,514 ▲30.5%91,5270.6%Oils/EnergyBRK.BBerkshire Hathaway$1,529,8200.0%3,3750.5%FinanceTBILUS Treasury 3 Month Bill ETF$1,297,138$1,047,842 ▲420.3%26,0160.5%ETFWMTWalmart$1,267,766$378,559 ▼-23.0%14,0320.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,205,053$138,323 ▲13.0%2,0560.4%FinanceSUBiShares Short-Term National Muni Bond ETF$1,075,158$100,312 ▼-8.5%10,1930.4%ETFVVisa$1,059,768$157,401 ▼-12.9%3,3530.4%Business ServicesUNHUnitedHealth Group$1,043,040$153,269 ▼-12.8%2,0620.4%MedicalMETAMeta Platforms$1,031,9210.0%1,7620.4%Computer and TechnologySABLE OFFSHORE CORP$963,403$171,475 ▲21.7%42,0700.3%COM SHSPWRQuanta Services$900,125$369,468 ▼-29.1%2,8480.3%ConstructionAVGOBroadcom$840,303$1,025,105 ▼-55.0%3,6240.3%Computer and TechnologyCOPConocoPhillips$837,799$13,091 ▲1.6%8,4480.3%Oils/EnergyKMIKinder Morgan$787,178$1,863 ▲0.2%28,7290.3%Oils/EnergyBRBroadridge Financial Solutions$782,163$164,797 ▼-17.4%3,4600.3%Business ServicesFANGDiamondback Energy$767,624$25,560 ▲3.4%4,6850.3%Oils/EnergyPGRProgressive$765,371$228,844 ▼-23.0%3,1940.3%FinanceCPRTCopart$742,741$170,850 ▼-18.7%12,9420.3%Business ServicesCHEChemed$739,149$58,814 ▼-7.4%1,3950.3%MedicalROPRoper Technologies$734,108$80,066 ▼-9.8%1,4120.3%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$726,129$1,391 ▼-0.2%7,8310.3%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$719,583$63,120 ▼-8.1%14,6150.3%ETFAMTAmerican Tower$710,124$246,123 ▼-25.7%3,8720.3%FinancePEPPepsiCo$655,961$101,268 ▼-13.4%4,3140.2%Consumer StaplesJNJJohnson & Johnson$631,776$34,271 ▼-5.1%4,3690.2%MedicalGOOGLAlphabet$621,285$379 ▲0.1%3,2820.2%Computer and TechnologyCATCaterpillar$621,204$363 ▲0.1%1,7120.2%Industrial ProductsTSLATesla$608,587$46,038 ▲8.2%1,5070.2%Auto/Tires/TrucksBACBank of America$550,356$1,406 ▲0.3%12,5220.2%FinanceBABoeing$540,4120.0%3,0530.2%AerospaceETNEaton$512,626$332 ▲0.1%1,5450.2%Industrial ProductsTSMTaiwan Semiconductor Manufacturing$500,6370.0%2,5350.2%Computer and TechnologyNFLXNetflix$487,5520.0%5470.2%Consumer DiscretionaryMRKMerck & Co., Inc.$477,121$895 ▲0.2%4,7960.2%MedicalVIGVanguard Dividend Appreciation ETF$472,734$783 ▼-0.2%2,4140.2%ETFBUFRFT Vest Laddered Buffer ETF$472,437$56,309 ▼-10.6%15,5050.2%ETFABTAbbott Laboratories$464,543$25,110 ▼-5.1%4,1070.2%MedicalISRGIntuitive Surgical$461,9350.0%8850.2%MedicalGLDSPDR Gold Shares$441,887$9,685 ▲2.2%1,8250.2%FinanceSLViShares Silver Trust$441,028$35,546 ▲8.8%16,7500.2%ETFHONHoneywell International$438,4520.0%1,9410.2%Multi-Sector ConglomeratesKOCoca-Cola$433,066$3,486 ▲0.8%6,9560.2%Consumer StaplesWMBWilliams Companies$418,569$487 ▲0.1%7,7340.1%Oils/EnergyHALHalliburton$404,423$9,843 ▼-2.4%14,8740.1%Oils/EnergyACNAccenture$394,3570.0%1,1210.1%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$390,568$890 ▼-0.2%4,8260.1%ManufacturingRJFRaymond James$388,2540.0%2,5000.1%FinanceABBVAbbVie$385,981$79,435 ▼-17.1%2,1720.1%MedicalCGBDCarlyle Secured Lending$381,748$146,542 ▼-27.7%21,2910.1%FinanceXLKTechnology Select Sector SPDR Fund$360,579$232 ▲0.1%1,5510.1%ETFFDLFirst Trust Morningstar Dividend Leaders Index$349,698$805 ▼-0.2%8,6860.1%ETFIBMInternational Business Machines$339,008$2,198 ▲0.7%1,5420.1%Computer and TechnologyMCDMcDonald's$327,252$140,002 ▼-30.0%1,1290.1%Retail/WholesalePMPhilip Morris International$316,689$19,139 ▼-5.7%2,6310.1%Consumer StaplesMPCMarathon Petroleum$311,573$698 ▲0.2%2,2330.1%Oils/EnergyDVYiShares Select Dividend ETF$305,7740.0%2,3290.1%ETFUNPUnion Pacific$301,559$1,825 ▼-0.6%1,3220.1%TransportationHDHome Depot$299,503$3,501 ▲1.2%7700.1%Retail/WholesaleLVHIFranklin International Low Volatility High Dividend Index ETF$296,807$763 ▼-0.3%9,7250.1%ETFCBChubb$294,2560.0%1,0650.1%FinancePTNQPacer Trendpilot 100 ETF$287,346$96,892 ▼-25.2%3,8820.1%ETFRTXRTX$282,241$1,620 ▲0.6%2,4390.1%AerospaceIPDPDividend Performers ETF$279,604$279,604 ▲New Holding14,5570.1%ETFSOUNSoundHound AI$277,760$99,200 ▼-26.3%14,0000.1%Computer and TechnologyINTCIntel$275,9210.0%13,7620.1%Computer and TechnologyHWMHowmet Aerospace$268,7220.0%2,4570.1%AerospacePGProcter & Gamble$266,3150.0%1,5890.1%Consumer StaplesBPBP$263,271$650 ▲0.2%8,9060.1%Oils/EnergyEFXEquifax$254,8500.0%1,0000.1%Business ServicesMCHPMicrochip Technology$246,8340.0%4,3040.1%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$244,740$244,740 ▲New Holding3,0000.1%SHSPAMCPacer Lunt MidCap Multi-Factor Alternator ETF$239,403$29,931 ▼-11.1%5,1590.1%ETFEOGEOG Resources$238,9080.0%1,9490.1%Oils/EnergyFDNFirst Trust Dow Jones Internet Index Fund$238,5500.0%9810.1%ETFCAGConagra Brands$226,9400.0%8,1780.1%Consumer StaplesOKEONEOK$224,357$11,544 ▼-4.9%2,2350.1%Oils/EnergyCNPCenterPoint Energy$220,584$825 ▲0.4%6,9520.1%UtilitiesSHELShell$206,120$689 ▲0.3%3,2900.1%Oils/EnergyPFEPfizer$205,785$12,548 ▼-5.7%7,7570.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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