Claro Advisors LLC Purchases and Sells in Q2 2025

Claro Advisors LLC

$569 Million
Q2 2025

Top Buys

Incresed Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MGC	9.11K + 72.81%	$179.23 - $224.92 $1.63M - $2.05M	21.6K $4.86M
EFV	28.5K + 48.38%	$52.4 - $64.65 $1.49M - $1.84M	87.5K $5.55M
FTEC	4.34K + 16.41%	$139.8 - $197.22 $607K - $857K	30.8K $6.08M
IVV	1.13K + 6.54%	$498.8 - $620.9 $564K - $702K	18.4K $11.4M
VTEB	25.5K + 139.95%	$48.13 - $49.85 $1.23M - $1.27M	43.6K $2.14M
OEF	4.54K + 97.42%	N/A	9.19K $2.45M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	34.6K New	$48.77 - $49.55 $1.69M - $1.71M	34.6K $1.71M
ET	58.7K New	$15.65 - $18.93 $919K - $1.11M	58.7K $1.06M
ENVX	62.7K New	$5.46 - $10.53 $342K - $661K	62.7K $648K
IYH	11.5K New	$53.97 - $60.17 $620K - $691K	11.5K $648K
OSTK	23.7K New	N/A	23.7K $606K
GEL	25.5K New	$12.5 - $17.36 $319K - $443K	25.5K $439K

Top Sells

Reduced Positions

255 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-22.1K - 48.66%	$496.48 - $617.85 $11M - $13.6M	23.3K $14.4M
AAPL	-26.8K - 21.34%	$172.42 - $223.89 $4.63M - $6.01M	98.9K $20.3M
UNH	-3.72K - 36.97%	$274.35 - $599.47 $1.02M - $2.23M	6.34K $1.98M
IUSB	-52.2K - 17.49%	$45.12 - $46.23 $2.35M - $2.41M	246K $11.4M
XLF	-41.3K - 70.18%	$43.92 - $52.37 $1.81M - $2.16M	17.6K $919K
BRK-B	-2.76K - 45.7%	$483.48 - $539.8 $1.34M - $1.49M	3.28K $1.6M

Activity Summary All Purchases 113 New Holdings 27 Increased Positions 86 All Sells 255 Reductions 255 Sold out 0 Calls 0 Puts 0

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