Claro Advisors LLC Purchases in Q3 2024

Claro Advisors LLC

  • $706 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
117K
+ 1732.41%
$207.23 - $234.82 $24.2M - $27.4M
123K $28.7M
MSFT
Microsoft Corp

Technology
52.9K
+ 1176.36%
$395.15 - $467.56 $20.9M - $24.8M
57.4K $24.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
34K
+ 363.92%
$517.38 - $573.86 $17.6M - $19.5M
43.3K $24.9M
NVDA
Nvidia Corp

Technology
117K
+ 3334.44%
$98.91 - $134.91 $11.5M - $15.7M
120K $14.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
73.8K
+ 2476.25%
$162.64 - $179.3 $12M - $13.2M
76.8K $13.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
258K
+ 336.34%
$44.83 - $47.42 $11.6M - $12.2M
335K $15.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
104K
+ 1882.16%
$92.63 - $105.69 $9.63M - $11M
109K $11.4M
META
Meta Platforms, Inc.

Communication Services
16.8K
+ 8829.47%
$453.41 - $572.44 $7.61M - $9.6M
17K $9.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
16.3K
+ 198.32%
$434.77 - $502.96 $7.08M - $8.19M
24.5K $12M
AVGO
Broadcom Inc.

Technology
44.9K
+ 4842.89%
$136.27 - $1745.86 $6.12M - $78.5M
45.9K $7.91M
AMZN
Amazon Com Inc

Consumer Cyclical
38.5K
+ 103.09%
$161.02 - $200.0 $6.19M - $7.69M
75.8K $14.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
144K
+ 1413.14%
$44.24 - $49.47 $6.38M - $7.13M
154K $7.64M
IEFA
Ishares Tr

ETFs
86K
+ 3571.8%
$70.09 - $78.74 $6.03M - $6.77M
88.4K $6.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
15.8K
+ 41.43%
$332.02 - $382.76 $5.24M - $6.04M
53.8K $20.2M
PG
Procter & Gamble CO

Consumer Defensive
29.6K
+ 376.03%
$160.76 - $177.82 $4.76M - $5.27M
37.5K $6.5M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
98.7K
+ 1088.4%
$42.59 - $60.56 $4.2M - $5.98M
108K $5.44M
XOM
Exxon Mobil Corp

Energy
38.5K
+ 368.04%
$109.72 - $119.0 $4.23M - $4.59M
49K $5.74M
GOOG
Alphabet Inc.

Communication Services
26.5K
+ 261.5%
$149.54 - $192.66 $3.96M - $5.1M
36.6K $6.12M
FV
First Trust Dorsey Wright Focu

ETFs
71.7K
+ 1451.58%
$51.35 - $59.82 $3.68M - $4.29M
76.6K $4.46M
MCD
Mcdonalds Corp

Consumer Cyclical
12.8K
+ 681.82%
$245.82 - $304.51 $3.13M - $3.88M
14.6K $4.45M
GOOGL
Alphabet Inc.

Communication Services
22.9K
+ 159.78%
$148.65 - $191.18 $3.41M - $4.39M
37.3K $6.19M
JNJ
Johnson & Johnson

Healthcare
23.4K
+ 1549.31%
$145.48 - $167.38 $3.41M - $3.92M
25K $4.04M
RDVY
First Trust Rising Dividend Ac

ETFs
57.8K
+ 1172.99%
$53.68 - $59.24 $3.1M - $3.43M
62.8K $3.72M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
19.4K
+ 519.36%
$152.9 - $180.39 $2.96M - $3.49M
23.1K $4.03M
EFG
Msci Eafe Growth ETF

ETFs
30.3K
+ 391.22%
$96.84 - $108.77 $2.94M - $3.3M
38.1K $4.1M
HD
Home Depot, Inc.

Consumer Cyclical
7.83K
+ 137.06%
$333.64 - $405.2 $2.61M - $3.17M
13.5K $5.49M
NVO
Novo Nordisk A S

Healthcare
23.6K
+ 957.48%
$119.07 - $145.42 $2.81M - $3.43M
26.1K $3.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
42.7K
+ 576.14%
$57.32 - $62.65 $2.45M - $2.68M
50.1K $3.12M
PEP
Pepsico Inc

Consumer Defensive
14.8K
+ 169.17%
$161.9 - $179.3 $2.39M - $2.65M
23.5K $4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
41.5K
+ 358.7%
$54.98 - $59.51 $2.28M - $2.47M
53K $3.15M
BAC
Bank Of America Corp

Financial Services
56.9K
+ 1687.02%
$36.65 - $44.13 $2.09M - $2.51M
60.3K $2.39M
XLF
Financial Sector Spdr

ETFs
47.6K
+ 228.9%
$40.84 - $45.74 $1.94M - $2.18M
68.4K $3.1M
SO
Southern CO

Utilities
22.9K
+ 682.26%
$77.0 - $90.52 $1.76M - $2.07M
26.2K $2.37M
TJX
Tjx Companies Inc

Consumer Cyclical
17.3K
+ 788.2%
$107.93 - $120.23 $1.87M - $2.08M
19.5K $2.29M
CL
Colgate Palmolive CO

Consumer Defensive
19.1K
+ 630.81%
$95.54 - $108.77 $1.83M - $2.08M
22.2K $2.3M
DGRO
Ishares Core Dividend Growth E

ETFs
28.5K
+ 232.18%
$57.47 - $62.76 $1.64M - $1.79M
40.8K $2.56M
IDXX
Idexx Laboratories Inc

Healthcare
3.43K
+ 54.11%
$455.08 - $517.19 $1.56M - $1.78M
9.78K $4.94M
FVD
First Tr Value Line Divid Inde

ETFs
36.4K
+ 160.17%
$40.45 - $45.49 $1.47M - $1.66M
59.2K $2.69M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.9K
+ 278.87%
$113.41 - $125.62 $1.46M - $1.62M
17.5K $2.2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
34K
+ 476.05%
$42.22 - $48.62 $1.43M - $1.65M
41.1K $1.91M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.8K
+ 1047.98%
$89.91 - $101.33 $1.33M - $1.5M
16.2K $1.59M
DIS
Walt Disney CO

Communication Services
14.8K
+ 480.08%
$85.6 - $98.61 $1.27M - $1.46M
17.9K $1.72M
CVX
Chevron Corp

Energy
9.39K
+ 535.12%
$137.88 - $161.97 $1.29M - $1.52M
11.1K $1.64M
KO
Coca Cola CO

Consumer Defensive
18.6K
+ 282.57%
$62.69 - $73.01 $1.17M - $1.36M
25.2K $1.81M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
21.8K
+ 71.42%
$56.04 - $62.99 $1.22M - $1.37M
52.4K $3.2M
BMY
Bristol Myers Squibb CO

Healthcare
24.6K
+ 15076.69%
$39.66 - $51.75 $975K - $1.27M
24.7K $1.28M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
19.7K
+ 156.72%
$55.51 - $61.51 $1.09M - $1.21M
32.3K $1.97M
NEE
Nextera Energy Inc

Utilities
13.6K
+ 132.59%
$69.9 - $84.97 $951K - $1.16M
23.9K $2.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.73K
+ 405.42%
$105.53 - $118.34 $1.03M - $1.15M
12.1K $1.42M
Activity Summary
Buys All Purchases 220 New Holdings 2 Increased Positions 218 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 1 Puts 1
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