Claro Advisors LLC Purchases and Sells in Q4 2024

Claro Advisors LLC

$662 Million
Q4 2024

Top Buys

Incresed Positions

128 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	5.32K + 9.87%	$370.24 - $418.94 $1.97M - $2.23M	59.2K $23.8M
AMZN	1.33K + 1.76%	$180.88 - $232.93 $241K - $310K	77.1K $16.9M
AAPL	953 + 0.77%	$221.69 - $259.02 $211K - $247K	124K $31.1M
TSLA	637 + 4.32%	$213.65 - $479.86 $136K - $306K	15.4K $6.22M
VOO	1.87K + 3.45%	$521.84 - $558.82 $976K - $1.05M	56K $30.2M
NVDA	162 + 0.13%	$117.0 - $148.88 $19K - $24.1K	120K $16.1M

New Holdings

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	10K New	$201.32 - $217.44 $2.02M - $2.18M	10K $2.08M
PHYL	27.7K New	$34.74 - $35.59 $963K - $986K	27.7K $962K
IAU	14.8K New	$48.37 - $52.65 $717K - $781K	14.8K $734K
APP	1.28K New	$130.67 - $401.5 $168K - $515K	1.28K $415K
RING	13.8K New	$27.93 - $36.45 $386K - $504K	13.8K $388K
ABNB	2.77K New	$125.36 - $147.37 $347K - $408K	2.77K $363K

Top Sells

Reduced Positions

291 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IDXX	-9.14K - 93.5%	$406.92 - $495.42 $3.72M - $4.53M	636 $262K
IEFA	-42K - 47.53%	$70.06 - $77.43 $2.94M - $3.25M	46.4K $3.26M
IUSB	-54.8K - 16.37%	$45.07 - $47.1 $2.47M - $2.58M	280K $12.7M
SPY	-4.56K - 10.53%	$567.81 - $607.81 $2.59M - $2.77M	38.8K $22.7M
MSFT	-3.44K - 5.99%	$406.35 - $454.46 $1.4M - $1.56M	54K $22.8M
XEL	-28.1K - 84.35%	$62.16 - $72.92 $1.75M - $2.05M	5.22K $352K

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDR S&P 500 ETF TR	-500 - 20.0%	N/A	2K $0

Activity Summary All Purchases 181 New Holdings 53 Increased Positions 128 All Sells 291 Reductions 291 Sold out 0 Calls 0 Puts 1

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