Claro Advisors LLC Purchases in Q1 2025

Claro Advisors LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
18.2K
+ 27.0%
$182.82 - $196.21 $3.33M - $3.58M
85.8K $16.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.59K
+ 17.0%
$551.42 - $612.93 $3.64M - $4.04M
45.4K $25.4M
MGC
Vanguard Mega Cap ETF

ETFs
9.51K
+ 316.92%
$199.2 - $222.69 $1.9M - $2.12M
12.5K $2.52M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
17.2K
+ 410.86%
$97.25 - $104.79 $1.67M - $1.8M
21.4K $2.22M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.7K
+ 768.46%
$100.34 - $100.68 $1.68M - $1.68M
18.9K $1.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.88K
+ 14.4%
$168.16 - $186.21 $1.66M - $1.84M
78.5K $13.4M
RKLB
Rocket Lab Usa, Inc.

Industrials
65.1K
New
$17.12 - $31.57 $1.11M - $2.06M
65.1K $1.16M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
18K
+ 6.41%
$44.72 - $46.25 $803K - $831K
298K $13.7M
UNH
Unitedhealth Group Inc

Healthcare
1.71K
+ 20.47%
$461.52 - $548.18 $788K - $936K
10.1K $5.27M
IAU
Ishares Gold Trust

ETFs
13.7K
+ 92.53%
$49.74 - $58.96 $682K - $809K
28.5K $1.68M
AA
Alcoa Corp

Basic Materials
26.9K
New
$30.5 - $39.53 $819K - $1.06M
26.9K $819K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.32K
New
$169.43 - $182.84 $732K - $790K
4.32K $748K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
35.8K
New
$17.15 - $21.07 $613K - $753K
35.8K $715K
USTB
Victory Portfolios Ii Victorys

ETFs
13.8K
New
$50.08 - $50.71 $692K - $700K
13.8K $699K
XLG
Invesco Exchange Traded Fd Tr

ETFs
15.3K
+ 217.33%
$45.72 - $51.73 $701K - $793K
22.4K $1.03M
IVV
Ishares Core S&P 500 ETF

ETFs
1.89K
+ 12.26%
$554.06 - $615.85 $1.05M - $1.16M
17.3K $9.72M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.8K
New
$50.72 - $50.92 $647K - $649K
12.8K $648K
SCHQ
Schwab Strategic Tr Long Term

ETFs
19.7K
New
$30.72 - $33.22 $605K - $655K
19.7K $645K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
8.79K
+ 50.03%
$53.69 - $62.68 $472K - $551K
26.3K $1.58M
XOM
Exxon Mobil Corp

Energy
1.15K
+ 2.73%
$105.44 - $118.93 $121K - $137K
43.3K $5.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
261
+ 4.51%
$442.66 - $534.52 $116K - $140K
6.05K $3.22M
ZTS
Zoetis Inc.

Healthcare
3.57K
New
$156.48 - $175.67 $559K - $627K
3.57K $587K
MTZ
Mastec Inc

Industrials
4.66K
New
$108.66 - $160.79 $507K - $750K
4.66K $544K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.41K
New
$314.47 - $431.35 $444K - $609K
1.41K $517K
XLC
Select Sector Spdr Tr Communic

ETFs
5.35K
New
$94.84 - $105.31 $507K - $563K
5.35K $515K
OEF
Ishares S&P 100 ETF

ETFs
1.81K
+ 63.46%
N/A
4.66K $1.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.76K
+ 15.31%
$56.17 - $59.71 $492K - $523K
66K $3.77M
V
Visa Inc.

Financial Services
375
+ 4.01%
$306.92 - $362.71 $115K - $136K
9.73K $3.41M
XLI
Industrial Sector Spdr

ETFs
3.42K
+ 118.07%
$128.78 - $141.67 $440K - $484K
6.31K $827K
ITM
Vaneck Intermediate Muni ETF

ETFs
9.62K
New
$45.21 - $46.67 $435K - $449K
9.62K $437K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.75K
New
$91.45 - $91.75 $434K - $435K
4.75K $435K
IWX
Ishares Tr Russell 200 Value E

ETFs
5.15K
New
$78.54 - $84.86 $404K - $437K
5.15K $422K
JPM
Jpmorgan Chase & CO

Financial Services
643
+ 1.51%
$225.19 - $279.95 $145K - $180K
43.4K $10.6M
BIIB
Biogen Inc.

Healthcare
2.88K
New
$133.43 - $153.27 $384K - $441K
2.88K $393K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.3K
+ 9.61%
$48.06 - $53.73 $784K - $876K
186K $9.07M
FXU
First Tr Exchange Traded Fd Ut

ETFs
8.94K
New
$37.42 - $41.14 $335K - $368K
8.94K $366K
VZ
Verizon Communications Inc

Communication Services
4.01K
+ 11.96%
$37.81 - $46.49 $151K - $186K
37.5K $1.7M
LLY
Eli Lilly & CO

Healthcare
202
+ 5.72%
$725.72 - $929.72 $147K - $188K
3.73K $3.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.7K
New
$27.01 - $28.54 $344K - $363K
12.7K $355K
GE
General Electric CO

Industrials
1.11K
+ 29.29%
$168.59 - $212.13 $186K - $235K
4.88K $977K
COP
Conocophillips

Energy
3.09K
+ 104.43%
$88.6 - $105.85 $274K - $327K
6.04K $634K
CVS
Cvs Health Corp

Healthcare
3.38K
+ 69.74%
$44.22 - $68.64 $150K - $232K
8.23K $557K
BALT
Innovator Etfs Tr
10.6K
+ 62.02%
$31.31 - $31.89 $331K - $337K
27.6K $866K
VNET
Vnet Group, Inc.

Technology
40.2K
New
$4.95 - $14.68 $199K - $590K
40.2K $329K
LYFT
Lyft, Inc.

Technology
27.4K
New
$11.27 - $15.12 $309K - $414K
27.4K $325K
MCD
Mcdonalds Corp

Consumer Cyclical
65
+ 0.48%
$279.74 - $321.29 $18.2K - $20.9K
13.6K $4.25M
HYG
Ishares Tr

ETFs
4.08K
New
$78.51 - $80.11 $320K - $327K
4.08K $322K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.3K
New
$49.78 - $53.19 $314K - $335K
6.3K $321K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.99K
New
$157.71 - $180.77 $313K - $359K
1.99K $318K
Activity Summary
Buys All Purchases 305 New Holdings 70 Increased Positions 235 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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