Claro Advisors LLC Purchases and Sells in Q1 2025

Claro Advisors LLC

$667 Million
Q1 2025

Top Buys

Incresed Positions

235 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWD	18.2K + 27.0%	$182.82 - $196.21 $3.33M - $3.58M	85.8K $16.1M
SPY	6.59K + 17.0%	$551.42 - $612.93 $3.64M - $4.04M	45.4K $25.4M
MGC	9.51K + 316.92%	$199.2 - $222.69 $1.9M - $2.12M	12.5K $2.52M
TLH	17.2K + 410.86%	$97.25 - $104.79 $1.67M - $1.8M	21.4K $2.22M
SGOV	16.7K + 768.46%	$100.34 - $100.68 $1.68M - $1.68M	18.9K $1.9M
QUAL	9.88K + 14.4%	$168.16 - $186.21 $1.66M - $1.84M	78.5K $13.4M

New Holdings

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RKLB	65.1K New	$17.12 - $31.57 $1.11M - $2.06M	65.1K $1.16M
AA	26.9K New	$30.5 - $39.53 $819K - $1.06M	26.9K $819K
RSP	4.32K New	$169.43 - $182.84 $732K - $790K	4.32K $748K
BXMT	35.8K New	$17.15 - $21.07 $613K - $753K	35.8K $715K
USTB	13.8K New	$50.08 - $50.71 $692K - $700K	13.8K $699K
JMST	12.8K New	$50.72 - $50.92 $647K - $649K	12.8K $648K

Top Sells

Reduced Positions

191 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-1.24K - 1.6%	$190.26 - $242.06 $235K - $299K	75.9K $14.4M
GOOG	-423 - 1.31%	$156.06 - $207.71 $66K - $87.9K	32K $5M
GBTC	-2.17K - 2.03%	$62.43 - $84.12 $136K - $183K	105K $6.82M
EFG	-11.6K - 24.94%	$96.1 - $106.37 $1.12M - $1.24M	35K $3.5M
XLK	-2.21K - 24.75%	$206.38 - $242.18 $456K - $535K	6.72K $1.39M
VV	-1.83K - 28.49%	$253.32 - $282.66 $465K - $518K	4.6K $1.18M

Activity Summary All Purchases 305 New Holdings 70 Increased Positions 235 All Sells 191 Reductions 191 Sold out 0 Calls 0 Puts 0

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