Claris Financial LLC Incresed Positions in Q2 2025

Claris Financial LLC

  • $119 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
665
+ 22.12%
$496.48 - $617.85 $330K - $411K
3.67K $2.27M
SGOL
Abrdn Gold ETF Trust

ETFs
16.6K
+ 145.41%
$28.39 - $32.75 $470K - $543K
28K $881K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.93K
+ 113.6%
$45.07 - $52.57 $447K - $522K
18.7K $911K
IBM
International Business Machines Corp

Technology
86
+ 1.21%
$221.03 - $294.78 $19K - $25.4K
7.22K $2.13M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.71K
+ 22.06%
$82.32 - $112.47 $140K - $192K
9.44K $1.06M
CAT
Caterpillar Inc

Industrials
492
+ 42.34%
$273.94 - $388.21 $135K - $191K
1.65K $642K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.04K
+ 40.43%
$29.52 - $35.31 $178K - $213K
21K $739K
SPYG
Spdr Portfolio

ETFs
209
+ 1.79%
$71.83 - $95.32 $15K - $19.9K
11.9K $1.13M
VEA
Vanguard Ftse Developed Market

ETFs
169
+ 0.6%
$45.65 - $57.01 $7.71K - $9.63K
28.5K $1.63M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.15%
$456.74 - $568.03 $1.83K - $2.27K
2.59K $1.47M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.46K
+ 25.58%
$90.85 - $102.31 $132K - $149K
7.14K $719K
DVY
Ishares Tr

ETFs
1.07K
+ 16.73%
$118.37 - $134.86 $127K - $144K
7.47K $991K
UPS
United Parcel Service Inc

Industrials
1.25K
+ 43.61%
$91.92 - $110.2 $115K - $138K
4.12K $416K
WMT
Walmart Inc.

Consumer Defensive
611
+ 15.56%
$81.79 - $99.98 $50K - $61.1K
4.54K $443K
PG
Procter & Gamble CO

Consumer Defensive
967
+ 18.93%
$157.66 - $172.39 $152K - $167K
6.08K $968K
VZ
Verizon Communications Inc

Communication Services
2.19K
+ 36.19%
$41.67 - $45.62 $91.2K - $99.9K
8.24K $356K
ISRG
Intuitive Surgical Inc

Healthcare
35
+ 3.12%
$451.58 - $565.94 $15.8K - $19.8K
1.16K $628K
CVX
Chevron Corp

Energy
1.04K
+ 28.88%
$133.73 - $168.51 $138K - $174K
4.62K $661K
RSP
Invesco S&P 500 Equal Weight E

ETFs
205
+ 8.87%
$152.93 - $181.74 $31.4K - $37.3K
2.52K $457K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.16%
$243.75 - $303.93 $731 - $912
1.91K $581K
AXP
American Express CO

Financial Services
4
+ 0.41%
$231.39 - $318.98 $926 - $1.28K
968 $308K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
23
+ 0.23%
$114.78 - $133.31 $2.64K - $3.07K
10.1K $1.35M
VIG
Vanguard Dividend Appreciation

ETFs
255
+ 4.84%
N/A
5.52K $1.01M
EMR
Emerson Electric CO

Industrials
50
+ 2.93%
$94.15 - $133.33 $4.71K - $6.67K
1.76K $234K
V
Visa Inc.

Financial Services
87
+ 2.66%
$308.27 - $373.31 $26.8K - $32.5K
3.35K $1.19M
SYK
Stryker Corp

Healthcare
33
+ 4.5%
$337.37 - $395.63 $11.1K - $13.1K
766 $303K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
200
+ 2.76%
$27.46 - $33.2 $5.49K - $6.64K
7.44K $246K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8
+ 0.12%
$39.89 - $49.46 $319 - $396
6.58K $325K
ADP
Automatic Data Processing Inc

Industrials
62
+ 3.27%
$276.76 - $326.81 $17.2K - $20.3K
1.96K $603K
HON
Honeywell International Inc

Industrials
2
+ 0.22%
$182.86 - $232.88 $366 - $466
897 $208K
QCOM
Qualcomm Inc

Technology
34
+ 2.16%
$124.66 - $159.48 $4.24K - $5.42K
1.61K $256K
Linde PLC F
55
+ 9.75%
N/A
619 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
13.4K
+ 42.09%
N/A
45.1K $0
BLV
Vanguard Bd Index Fd Inc Long

ETFs
29
+ 0.67%
$66.5 - $71.25 $1.93K - $2.07K
4.33K $300K
DTE
Dte Energy CO

Utilities
48
+ 1.73%
$127.39 - $139.49 $6.11K - $6.7K
2.82K $372K
AFL
Aflac Inc

Financial Services
5
+ 0.15%
$99.77 - $112.45 $499 - $562
3.42K $360K
OKE
Oneok Inc

Energy
5
+ 0.17%
$78.71 - $100.37 $394 - $502
2.88K $235K
TPL
Texas Pacific Land Corp

Energy
4
+ 0.68%
$1036.28 - $1430.55 $4.15K - $5.72K
589 $622K
Activity Summary
Buys All Purchases 60 New Holdings 21 Increased Positions 39 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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