Claro Advisors LLC Purchases in Q2 2025

Claro Advisors LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
9.11K
+ 72.81%
$179.23 - $224.92 $1.63M - $2.05M
21.6K $4.86M
EFV
Msci Eafe Value ETF

ETFs
28.5K
+ 48.38%
$52.4 - $64.65 $1.49M - $1.84M
87.5K $5.55M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
4.34K
+ 16.41%
$139.8 - $197.22 $607K - $857K
30.8K $6.08M
IVV
Ishares Core S&P 500 ETF

ETFs
1.13K
+ 6.54%
$498.8 - $620.9 $564K - $702K
18.4K $11.4M
BNDX
Vanguard Total International B

ETFs
34.6K
New
$48.77 - $49.55 $1.69M - $1.71M
34.6K $1.71M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
25.5K
+ 139.95%
$48.13 - $49.85 $1.23M - $1.27M
43.6K $2.14M
OEF
Ishares S&P 100 ETF

ETFs
4.54K
+ 97.42%
N/A
9.19K $2.45M
DKNG
Draft Kings Inc.

Consumer Cyclical
21.9K
+ 121.44%
$31.67 - $42.89 $693K - $939K
39.9K $1.71M
ET
Energy Transfer LP

Energy
58.7K
New
$15.65 - $18.93 $919K - $1.11M
58.7K $1.06M
CSCO
Cisco Systems, Inc.

Technology
9.44K
+ 24.14%
$53.19 - $69.38 $502K - $655K
48.5K $3.37M
IYH
Ishares Tr

ETFs
11.5K
New
$53.97 - $60.17 $620K - $691K
11.5K $648K
ENVX
Enovix Corp

Industrials
62.7K
New
$5.46 - $10.53 $342K - $661K
62.7K $648K
OSTK
Overstock.Com, Inc

Consumer Cyclical
23.7K
New
N/A
23.7K $606K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
450
+ 0.7%
$50.08 - $63.14 $22.5K - $28.4K
64.8K $4.09M
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.03K
+ 31.42%
$40.94 - $52.1 $288K - $366K
29.4K $1.53M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
333
+ 3.29%
$180.84 - $240.32 $60.2K - $80K
10.4K $2.51M
GEL
Genesis Energy LP

Energy
25.5K
New
$12.5 - $17.36 $319K - $443K
25.5K $439K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.74K
+ 22.14%
$97.29 - $105.63 $461K - $501K
26.1K $2.66M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
4.65K
New
$75.06 - $87.96 $349K - $409K
4.65K $409K
RDVY
First Trust Rising Dividend Ac

ETFs
1.41K
+ 1.91%
$51.6 - $62.74 $73K - $88.7K
75.4K $4.73M
FTCS
First Trust Capital Strength E

ETFs
3.94K
New
$81.6 - $92.39 $322K - $364K
3.94K $358K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
630
New
$468.22 - $566.51 $295K - $357K
630 $356K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5.36K
+ 104.08%
$48.22 - $60.41 $259K - $324K
10.5K $628K
CRWD
Crowd Strike Holdings, Inc.

Technology
29
+ 1.43%
$321.63 - $509.31 $9.33K - $14.8K
2.06K $1.05M
IEV
Ishares Tr Europe ETF

ETFs
5.06K
New
$51.8 - $64.59 $262K - $327K
5.06K $320K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.6K
+ 46.46%
$19.44 - $19.56 $285K - $286K
46.1K $900K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.24K
+ 62.97%
$73.26 - $84.19 $237K - $273K
8.39K $706K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
8.21K
New
$26.69 - $33.44 $219K - $274K
8.21K $269K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
973
+ 1.92%
$51.16 - $62.02 $49.8K - $60.3K
51.7K $3.21M
IEMG
Ishares Inc

ETFs
4.4K
+ 14.3%
N/A
35.1K $1.88M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
2.39K
New
$84.34 - $99.49 $201K - $237K
2.39K $235K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
12K
New
$19.49 - $19.66 $234K - $236K
12K $235K
IYW
Ishares Dj Us Tech ETF

ETFs
1.35K
New
$122.57 - $173.27 $165K - $234K
1.35K $233K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
24.6K
+ 100.8%
$7.6 - $8.89 $187K - $219K
49K $435K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
9.59K
New
$22.87 - $23.14 $219K - $222K
9.59K $221K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.95K
+ 16.54%
$23.45 - $26.56 $140K - $158K
41.9K $1.11M
AVUV
American Centy ETF Tr Avantis

ETFs
1.99K
+ 23.81%
$75.17 - $91.21 $150K - $182K
10.4K $944K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.92K
+ 6.98%
$32.0 - $39.87 $93.6K - $117K
44.8K $1.79M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
7.38K
New
$21.8 - $27.71 $161K - $205K
7.38K $203K
SEIC
Sei Investments CO

Financial Services
2.24K
New
$66.45 - $89.86 $149K - $201K
2.24K $201K
VUG
Vanguard Growth ETF

ETFs
24
+ 0.89%
$329.49 - $438.4 $7.91K - $10.5K
2.73K $1.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.83K
+ 9.67%
$100.35 - $100.71 $183K - $184K
20.7K $2.09M
IWM
Ishares Russell 2000 ETF

ETFs
10
+ 0.09%
$174.82 - $215.79 $1.75K - $2.16K
10.8K $2.32M
USTB
Victory Portfolios Ii Victorys

ETFs
3.45K
+ 24.96%
$50.21 - $50.82 $173K - $175K
17.3K $876K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.11K
+ 53.6%
$22.68 - $23.28 $139K - $142K
17.5K $407K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.52K
+ 32.12%
$91.43 - $91.74 $139K - $140K
6.27K $575K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.72K
+ 37.37%
$32.66 - $40.75 $88.7K - $111K
9.99K $404K
ROK
Rockwell Automation, Inc

Industrials
19
+ 1.15%
$218.97 - $332.17 $4.16K - $6.31K
1.67K $556K
WBD
Warner Bros. Discovery, Inc.

Communication Services
11.1K
New
$7.69 - $11.46 $85.4K - $127K
11.1K $127K
Activity Summary
Buys All Purchases 113 New Holdings 27 Increased Positions 86 Sells All Sells 255 Reductions 255 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Claro Advisors LLC Portfolio

Follow Claro Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claro Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Claro Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email