Claro Advisors LLC Purchases in Q3 2025

Claro Advisors LLC

  • $633 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
88.5K
+ 51.12%
$54.35 - $59.32 $4.81M - $5.25M
262K $15.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.19K
+ 7.68%
$567.77 - $614.76 $2.38M - $2.57M
58.7K $35.9M
MGC
Vanguard Mega Cap ETF

ETFs
18.2K
+ 84.24%
$224.2 - $245.55 $4.08M - $4.47M
39.8K $9.73M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.75K
+ 11.86%
$420.11 - $472.68 $2.42M - $2.72M
54.2K $25.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
17.8K
+ 21.16%
$192.76 - $203.86 $3.42M - $3.62M
102K $20.7M
IEMG
Ishares Inc

ETFs
81.8K
+ 232.74%
N/A
117K $6.27M
NVDA
Nvidia Corp

Technology
600
+ 0.59%
$153.3 - $186.58 $92K - $112K
102K $19.1M
GOOGL
Alphabet Inc.

Communication Services
53
+ 0.19%
$174.36 - $254.72 $9.24K - $13.5K
28.4K $6.91M
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 0.26%
$293.94 - $444.72 $9.41K - $14.2K
12.2K $5.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
384
+ 1.58%
$546.99 - $602.2 $210K - $231K
24.7K $14.9M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.27K
+ 7.37%
$195.29 - $223.85 $443K - $508K
33.1K $7.35M
JEPI
J P Morgan Exchange Traded Fd

ETFs
20.9K
+ 31.45%
$55.61 - $57.37 $1.16M - $1.2M
87.3K $4.98M
JPM
Jpmorgan Chase & CO

Financial Services
512
+ 1.32%
$282.78 - $316.06 $145K - $162K
39.4K $12.4M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
33.8K
New
$29.8 - $32.29 $1.01M - $1.09M
33.8K $1.09M
ABBV
Abb Vie Inc.

Healthcare
208
+ 0.99%
$184.85 - $231.54 $38.4K - $48.2K
21.3K $4.92M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.18K
+ 30.42%
$236.25 - $257.69 $751K - $819K
13.6K $3.49M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
17.7K
+ 7.2%
$45.6 - $46.92 $808K - $831K
264K $12.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
510
+ 0.75%
$182.33 - $194.5 $93K - $99.2K
68.3K $13.3M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
20.5K
New
$42.75 - $43.37 $875K - $888K
20.5K $886K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.96K
+ 30.44%
$98.52 - $103.93 $784K - $827K
34.1K $3.51M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.39K
+ 40.48%
$100.37 - $100.74 $842K - $845K
29.1K $2.93M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.25K
+ 2.27%
$28.92 - $32.19 $152K - $169K
237K $7.57M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.51K
+ 197.14%
$84.28 - $89.46 $633K - $672K
11.3K $1.01M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
14.4K
New
$45.26 - $46.63 $653K - $673K
14.4K $666K
IXUS
Ishares Tr

ETFs
7.25K
New
$76.35 - $82.58 $554K - $599K
7.25K $598K
HYHG
Proshares High Yield Interest

ETFs
8.41K
New
$64.04 - $65.34 $539K - $550K
8.41K $547K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
9.4K
New
$46.93 - $58.5 $441K - $550K
9.4K $519K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
405
+ 5.14%
$275.84 - $326.36 $112K - $132K
8.28K $2.7M
ETN
Eaton Corp PLC

Industrials
1.08K
+ 19.76%
$342.99 - $392.76 $369K - $423K
6.52K $2.44M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
12.2K
New
$39.58 - $40.74 $482K - $497K
12.2K $494K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.47K
+ 5.77%
$135.0 - $146.02 $198K - $214K
26.8K $3.91M
BAC
Bank Of America Corp

Financial Services
6.05K
+ 16.38%
$44.92 - $52.42 $272K - $317K
43K $2.22M
HD
Home Depot, Inc.

Consumer Cyclical
53
+ 0.47%
$357.4 - $423.42 $18.9K - $22.4K
11.2K $4.55M
VTI
Vanguard Total Stock Market Et

ETFs
139
+ 0.89%
$303.93 - $329.86 $42.2K - $45.9K
15.8K $5.19M
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.91K
New
$50.52 - $50.75 $399K - $401K
7.91K $401K
BNDX
Vanguard Total International B

ETFs
8.13K
+ 23.53%
$49.0 - $49.51 $398K - $402K
42.7K $2.11M
PSEC
Prospect Capital Corp

Financial Services
143K
+ 525.31%
$2.59 - $3.47 $370K - $495K
170K $467K
PLTR
Palantir Technologies Inc.

Technology
233
+ 3.4%
$130.68 - $186.97 $30.4K - $43.6K
7.09K $1.29M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.08K
+ 17.92%
$45.72 - $47.27 $324K - $335K
46.6K $2.19M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
13.8K
New
$25.39 - $25.57 $351K - $354K
13.8K $353K
OSTK
Overstock.Com, Inc

Consumer Cyclical
12.9K
+ 54.22%
N/A
36.6K $935K
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.75K
New
$54.85 - $58.99 $315K - $339K
5.75K $328K
WMT
Walmart Inc.

Consumer Defensive
1.24K
+ 3.63%
$94.4 - $104.27 $117K - $129K
35.3K $3.64M
HYMU
Blackrock ETF Tr Ii High Yield
11.7K
New
N/A
11.7K $269K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.15K
New
$50.9 - $52.37 $262K - $269K
5.15K $269K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
455
New
$534.91 - $598.71 $243K - $272K
455 $255K
SLV
I Shares Silver Trust

ETFs
5.93K
New
$32.73 - $42.5 $194K - $252K
5.93K $251K
GLW
Corning Inc

Technology
623
+ 9.4%
$51.6 - $82.03 $32.1K - $51.1K
7.25K $594K
APP
App Lovin Corp

Technology
20
+ 3.19%
$335.1 - $718.54 $6.7K - $14.4K
647 $464K
Activity Summary
Buys All Purchases 200 New Holdings 44 Increased Positions 156 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 1 Puts 0
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