Claris Advisors, LLC Portfolio Holdings
Claris Advisors, LLC
- $227 Million
- Q4 2024
Claris Advisors, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $227 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $70.6M, Dimensional ETF Tr with a value of $18.7M, Dimensional ETF Tr Us Marketwi with a value of $16.1M, Dimensional ETF Tr U S Equity with a value of $14.5M, and Dimensional ETF Tr with a value of $12.4M.
Examining the 13F form we can see an increase of $31.2M in the current position value, from $196M to 227M.
Below you can find more details about Claris Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$227 Million
ETFs: $183 Million
Technology: $6.99 Million
Financial Services: $4.77 Million
Industrials: $3.66 Million
Consumer Cyclical: $2.63 Million
Healthcare: $2.61 Million
Communication Services: $2 Million
Energy: $1.36 Million
Other: $1.35 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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