Claro Advisors LLC Purchases in Q4 2024

Claro Advisors LLC

  • $662 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.32K
+ 9.87%
$370.24 - $418.94 $1.97M - $2.23M
59.2K $23.8M
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 1.76%
$180.88 - $232.93 $241K - $310K
77.1K $16.9M
AAPL
Apple Inc.

Technology
953
+ 0.77%
$221.69 - $259.02 $211K - $247K
124K $31.1M
TSLA
Tesla, Inc.

Consumer Cyclical
637
+ 4.32%
$213.65 - $479.86 $136K - $306K
15.4K $6.22M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
10K
New
$201.32 - $217.44 $2.02M - $2.18M
10K $2.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.87K
+ 3.45%
$521.84 - $558.82 $976K - $1.05M
56K $30.2M
NVDA
Nvidia Corp

Technology
162
+ 0.13%
$117.0 - $148.88 $19K - $24.1K
120K $16.1M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
57.7K
+ 105.03%
$20.6 - $20.71 $1.19M - $1.19M
113K $2.32M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15.3K
+ 9.91%
$49.03 - $53.35 $750K - $817K
170K $8.7M
PHYL
Pgim ETF Tr

ETFs
27.7K
New
$34.74 - $35.59 $963K - $986K
27.7K $962K
QQQ
Invesco Qqq Trust, Series 1

ETFs
381
+ 1.56%
$481.22 - $538.17 $183K - $205K
24.9K $12.7M
IAU
Ishares Gold Trust

ETFs
14.8K
New
$48.37 - $52.65 $717K - $781K
14.8K $734K
IVV
Ishares Core S&P 500 ETF

ETFs
800
+ 5.48%
$570.51 - $610.59 $456K - $488K
15.4K $9.07M
TJX
Tjx Companies Inc

Consumer Cyclical
3.57K
+ 18.31%
$112.15 - $127.2 $400K - $454K
23.1K $2.79M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.32K
+ 5.7%
$170.03 - $192.78 $224K - $254K
24.4K $4.51M
V
Visa Inc.

Financial Services
156
+ 1.7%
$273.87 - $320.91 $42.7K - $50.1K
9.35K $2.95M
EFG
Msci Eafe Growth ETF

ETFs
8.58K
+ 22.53%
$96.83 - $106.88 $831K - $917K
46.6K $4.52M
APP
App Lovin Corp

Technology
1.28K
New
$130.67 - $401.5 $168K - $515K
1.28K $415K
RING
Ishares Inc Msci Global Gold M

ETFs
13.8K
New
$27.93 - $36.45 $386K - $504K
13.8K $388K
META
Meta Platforms, Inc.

Communication Services
153
+ 0.9%
$554.08 - $632.68 $84.8K - $96.8K
17.1K $10.1M
CRM
Salesforce, Inc.

Technology
122
+ 2.23%
$270.87 - $367.87 $33K - $44.9K
5.6K $1.87M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.77K
New
$125.36 - $147.37 $347K - $408K
2.77K $363K
GTLB
Gitlab Inc.

Technology
5.07K
+ 32.24%
$48.76 - $67.19 $247K - $341K
20.8K $1.17M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.46K
New
$173.13 - $258.09 $253K - $377K
1.46K $337K
IYE
Ishares Tr

ETFs
7.36K
New
$43.93 - $51.37 $323K - $378K
7.36K $335K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.83K
New
$53.94 - $58.15 $315K - $339K
5.83K $328K
FXL
First Tr Exchange Traded Fd Fi

ETFs
2.16K
New
$136.18 - $158.26 $294K - $342K
2.16K $321K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.6K
+ 61.06%
$91.94 - $100.02 $331K - $360K
9.49K $879K
RDVY
First Trust Rising Dividend Ac

ETFs
5.42K
+ 8.63%
$58.65 - $64.37 $318K - $349K
68.2K $4.03M
GILD
Gilead Sciences, Inc.

Healthcare
2.62K
+ 30.59%
$83.95 - $97.9 $220K - $256K
11.2K $1.03M
TMDX
Trans Medics Group, Inc.

Healthcare
4.76K
New
$59.28 - $144.9 $282K - $689K
4.76K $296K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.12K
+ 39.23%
$172.07 - $207.36 $193K - $233K
3.99K $787K
CSCO
Cisco Systems, Inc.

Technology
1.18K
+ 3.23%
$52.45 - $60.02 $62K - $70.9K
37.8K $2.24M
MCK
Mckesson Corp

Healthcare
183
+ 7.66%
$482.27 - $628.5 $88.3K - $115K
2.57K $1.47M
IQV
Iqvia Holdings Inc.

Healthcare
1.43K
New
$190.97 - $236.63 $273K - $338K
1.43K $280K
SMAR
Smartsheet Inc

Technology
4.75K
New
$55.35 - $56.51 $263K - $269K
4.75K $266K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.7K
+ 94.94%
$19.38 - $19.58 $265K - $268K
28.1K $545K
SE
Sea LTD

Consumer Cyclical
2.49K
New
$93.56 - $117.41 $233K - $293K
2.49K $264K
ADP
Automatic Data Processing Inc

Industrials
829
+ 63.04%
$280.08 - $307.97 $232K - $255K
2.14K $627K
WM
Waste Management Inc

Industrials
1.39K
+ 43.38%
$201.79 - $228.46 $280K - $317K
4.58K $925K
INTC
Intel Corp

Technology
13K
New
$19.07 - $26.23 $247K - $340K
13K $260K
CHKP
Check Point Software Technologies LTD

Technology
1.39K
New
$170.18 - $209.01 $237K - $291K
1.39K $259K
ERIC
Ericsson Lm Telephone CO

Technology
32.2K
New
$7.36 - $8.59 $237K - $276K
32.2K $259K
INCY
Incyte Corp

Healthcare
3.7K
New
$65.08 - $83.38 $241K - $308K
3.7K $255K
VB
Vanguard Small Cap ETF

ETFs
815
+ 4.38%
$233.76 - $261.58 $191K - $213K
19.4K $4.67M
BSX
Boston Scientific Corp

Healthcare
2.74K
New
$83.62 - $91.5 $229K - $250K
2.74K $244K
INFY
Infosys LTD

Technology
11.1K
New
$20.71 - $23.42 $230K - $260K
11.1K $243K
LHX
L3 Harris Technologies, Inc.

Industrials
1.14K
New
$208.94 - $264.22 $239K - $302K
1.14K $240K
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.17K
New
$60.38 - $78.79 $191K - $250K
3.17K $238K
Activity Summary
Buys All Purchases 181 New Holdings 53 Increased Positions 128 Sells All Sells 291 Reductions 291 Sold out 0 Options Calls 0 Puts 1
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