Claris Financial LLC Purchases and Sells in Q2 2025

Claris Financial LLC

$119 Million
Q2 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	665 + 22.12%	$496.48 - $617.85 $330K - $411K	3.67K $2.27M
SGOL	16.6K + 145.41%	$28.39 - $32.75 $470K - $543K	28K $881K
AMLP	9.93K + 113.6%	$45.07 - $52.57 $447K - $522K	18.7K $911K
IBM	86 + 1.21%	$221.03 - $294.78 $19K - $25.4K	7.22K $2.13M
SPMO	1.71K + 22.06%	$82.32 - $112.47 $140K - $192K	9.44K $1.06M
CAT	492 + 42.34%	$273.94 - $388.21 $135K - $191K	1.65K $642K

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPQ	16.1K New	$45.88 - $54.4 $739K - $877K	16.1K $876K
SVOL	44K New	$13.97 - $19.98 $614K - $878K	44K $808K
VITL	10.6K New	$30.52 - $38.52 $323K - $407K	10.6K $407K
ED	3.75K New	$98.05 - $113.3 $368K - $425K	3.75K $376K
PLTR	2.71K New	$74.01 - $144.25 $200K - $390K	2.71K $368K
COF	1.71K New	$150.57 - $212.76 $257K - $363K	1.71K $363K

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-13.2K - 36.51%	$172.42 - $223.89 $2.28M - $2.96M	23K $4.72M
FVD	-69.5K - 28.34%	$40.62 - $45.12 $2.82M - $3.13M	176K $7.85M
VUG	-7.92K - 35.97%	$329.49 - $438.4 $2.61M - $3.47M	14.1K $6.18M
FTCS	-19.3K - 32.6%	$81.6 - $92.39 $1.58M - $1.79M	40K $3.63M
VTV	-6.27K - 24.97%	$153.67 - $176.74 $964K - $1.11M	18.9K $3.33M
LMBS	-15.9K - 28.09%	$48.5 - $49.35 $771K - $784K	40.7K $2M

Activity Summary All Purchases 60 New Holdings 21 Increased Positions 39 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

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