Claris Financial LLC New Holdings in Q2 2025

Claris Financial LLC

  • $119 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
16.1K
New
$45.88 - $54.4 $739K - $877K
16.1K $876K
SVOL
Simplify ETF Simplify Volatili

ETFs
44K
New
$13.97 - $19.98 $614K - $878K
44K $808K
VITL
Vital Farms, Inc.

Consumer Defensive
10.6K
New
$30.52 - $38.52 $323K - $407K
10.6K $407K
ED
Consolidated Edison Inc

Utilities
3.75K
New
$98.05 - $113.3 $368K - $425K
3.75K $376K
PLTR
Palantir Technologies Inc.

Technology
2.71K
New
$74.01 - $144.25 $200K - $390K
2.71K $368K
COF
Capital One Financial Corp

Financial Services
1.71K
New
$150.57 - $212.76 $257K - $363K
1.71K $363K
DOV
Dover Corp

Industrials
1.42K
New
$151.14 - $186.7 $214K - $264K
1.42K $259K
FAST
Fastenal CO

Industrials
5.62K
New
$40.65 - $83.16 $228K - $467K
5.62K $235K
CTAS
Cintas Corp

Industrials
1.05K
New
$190.11 - $227.66 $200K - $240K
1.05K $234K
AEP
American Electric Power CO Inc

Utilities
2.26K
New
$98.59 - $109.11 $223K - $247K
2.26K $234K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
4.51K
New
$42.62 - $45.37 $192K - $204K
4.51K $204K
BAC
Bank Of America Corp

Financial Services
4.28K
New
$34.39 - $47.46 $147K - $203K
4.28K $202K
Eldridge Bbb B Clo ETF
34.5K
New
N/A
34.5K $0
Circle Internet Group In Class A
4.13K
New
N/A
4.13K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
64.4K
New
N/A
64.4K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
30.6K
New
N/A
30.6K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
10.9K
New
N/A
10.9K $0
Ubs Ag Etracs Gld Cvr Cal Etn Iv
4.03K
New
N/A
4.03K $0
Ubs Ag Etracs Sil Cvr Cal Etn
19.5K
New
N/A
19.5K $0
First Amern Scientif Xxxregistration Revoked By The Sec Eff: 07/10/16
60K
New
N/A
60K $0
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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