Claris Financial LLC Sells in Q2 2025

Claris Financial LLC

  • $119 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
-510
- 13.27%
$113.75 - $148.48 $58K - $75.7K
3.33K $486K
BNDX
Vanguard Total International B

ETFs
-463
- 7.23%
$48.77 - $49.55 $22.6K - $22.9K
5.94K $293K
MS
Morgan Stanley

Financial Services
-519
- 21.42%
$99.83 - $140.86 $51.8K - $73.1K
1.9K $268K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-322
- 9.34%
$89.44 - $108.59 $28.8K - $35K
3.13K $339K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-46
- 0.9%
$77.74 - $78.78 $3.58K - $3.62K
5.07K $399K
Roundhill S&P 500 0 Dte Covrd ETF
-4.64K
- 21.36%
N/A
17.1K $0
Yieldmax Magft 7 Fnd Optincm ETF
-17.4K
- 29.42%
N/A
41.7K $0
PM
Philip Morris International Inc.

Consumer Defensive
-349
- 12.32%
$149.23 - $184.95 $52.1K - $64.5K
2.48K $452K
GD
General Dynamics Corp

Industrials
-67
- 5.53%
$247.68 - $291.66 $16.6K - $19.5K
1.14K $333K
F
Ford Motor CO

Consumer Cyclical
-12
- 0.05%
$8.69 - $10.85 $104 - $130
24.8K $268K
VO
Vanguard Mid Cap ETF

ETFs
-70
- 3.5%
$228.54 - $279.83 $16K - $19.6K
1.93K $540K
VGT
Vanguard Information Technolog

ETFs
-30
- 7.98%
$470.37 - $663.28 $14.1K - $19.9K
346 $229K
CSCO
Cisco Systems, Inc.

Technology
-757
- 7.44%
$53.19 - $69.38 $40.3K - $52.5K
9.42K $653K
VFH
Vanguard Financial ETF

ETFs
-147
- 1.87%
$104.87 - $127.3 $15.4K - $18.7K
7.7K $979K
GOOGL
Alphabet Inc.

Communication Services
-582
- 8.53%
$144.7 - $178.6 $84.2K - $104K
6.24K $1.1M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.72K
- 4.11%
$51.6 - $62.74 $89K - $108K
40.2K $2.52M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-50
- 0.88%
$86.24 - $117.44 $4.31K - $5.87K
5.62K $660K
TSLA
Tesla, Inc.

Consumer Cyclical
-89
- 2.64%
$221.86 - $362.89 $19.7K - $32.3K
3.29K $1.04M
NVDA
Nvidia Corp

Technology
-9.96K
- 22.85%
$94.31 - $157.99 $939K - $1.57M
33.6K $5.31M
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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