Claro Advisors LLC Purchases in Q1 2025

Claro Advisors LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HMY
Harmony Gold Mining CO LTD

Basic Materials
1.31K
+ 4.83%
$8.25 - $14.77 $10.8K - $19.4K
28.5K $420K
WFC
Wells Fargo & Company

Financial Services
2.41K
+ 16.87%
$66.78 - $81.42 $161K - $196K
16.7K $1.2M
PCG
Pg&E Corp

Utilities
11.3K
New
$15.16 - $20.4 $171K - $230K
11.3K $193K
AMT
American Tower Corp

Real Estate
644
+ 42.42%
$173.46 - $217.6 $112K - $140K
2.16K $470K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
3.9K
+ 67.43%
$46.18 - $47.84 $180K - $186K
9.67K $459K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.48K
+ 13.9%
$120.29 - $134.6 $299K - $334K
20.3K $2.48M
CRWD
Crowd Strike Holdings, Inc.

Technology
469
+ 30.03%
$308.86 - $455.36 $145K - $214K
2.03K $716K
IWB
Ishares Tr Russell 1000 ETF

ETFs
642
+ 63.56%
$302.31 - $337.54 $194K - $217K
1.65K $506K
TRV
Travelers Companies, Inc.

Financial Services
117
+ 1.88%
$232.43 - $265.13 $27.2K - $31K
6.33K $1.68M
CSCO
Cisco Systems, Inc.

Technology
1.28K
+ 3.38%
$58.74 - $64.87 $75K - $82.8K
39.1K $2.41M
RING
Ishares Inc Msci Global Gold M

ETFs
807
+ 5.84%
$28.64 - $38.36 $23.1K - $31K
14.6K $560K
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 3.76%
$890.62 - $1076.86 $88.2K - $107K
2.74K $2.59M
VRNA
Verona Pharma PLC

Healthcare
649
+ 8.99%
$44.81 - $69.63 $29.1K - $45.2K
7.87K $499K
GLD
Spdr Gold Trust

ETFs
32
+ 0.96%
$243.19 - $288.14 $7.78K - $9.22K
3.37K $969K
CME
Cme Group Inc.

Financial Services
264
+ 9.69%
$225.82 - $266.54 $59.6K - $70.4K
2.99K $792K
KLAC
Kla Corp

Technology
42
+ 1.59%
$636.62 - $777.63 $26.7K - $32.7K
2.69K $1.83M
NOC
Northrop Grumman Corp

Industrials
131
+ 6.13%
$433.45 - $513.82 $56.8K - $67.3K
2.27K $1.16M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
382
+ 38.31%
$408.78 - $448.82 $156K - $171K
1.38K $579K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.19K
+ 5.21%
$54.25 - $57.64 $173K - $184K
64.3K $3.54M
ADSK
Autodesk, Inc.

Technology
610
+ 43.79%
N/A
2K $492K
IBM
International Business Machines Corp

Technology
9
+ 0.18%
$217.4 - $264.74 $1.96K - $2.38K
5.02K $1.25M
FTNT
Fortinet, Inc.

Technology
1.42K
+ 24.27%
$92.49 - $114.57 $131K - $162K
7.26K $698K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
901
+ 2.68%
$9.49 - $14.83 $8.55K - $13.4K
34.5K $469K
BMY
Bristol Myers Squibb CO

Healthcare
766
+ 3.52%
$53.9 - $63.11 $41.3K - $48.3K
22.5K $1.37M
TMUS
T Mobile Us, Inc.

Communication Services
105
+ 4.81%
$211.3 - $272.83 $22.2K - $28.6K
2.29K $609K
VRSN
Verisign Inc

Technology
256
+ 19.8%
$205.1 - $254.74 $52.5K - $65.2K
1.55K $393K
ERJ
Embraer S.A.

Industrials
428
+ 4.03%
$37.11 - $56.4 $15.9K - $24.1K
11.1K $510K
AIG
American International Group, Inc.

Financial Services
641
+ 15.19%
$70.5 - $86.94 $45.2K - $55.7K
4.86K $422K
VO
Vanguard Mid Cap ETF

ETFs
471
+ 32.91%
$251.87 - $277.95 $119K - $131K
1.9K $491K
PFE
Pfizer Inc

Healthcare
6.65K
+ 12.94%
$25.01 - $27.13 $166K - $180K
58.1K $1.47M
TIGR
Up Fintech Holding LTD

Financial Services
3.18K
+ 8.65%
$5.76 - $9.69 $18.3K - $30.8K
40K $343K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
217
+ 53.85%
$634.14 - $744.83 $138K - $162K
620 $393K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
247
+ 17.37%
$208.48 - $244.03 $51.5K - $60.3K
1.67K $407K
THG
Hanover Insurance Group, Inc.

Financial Services
38
+ 0.76%
$147.13 - $174.61 $5.59K - $6.64K
5.01K $871K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.61K
+ 4.09%
$20.64 - $20.73 $95.1K - $95.5K
117K $2.42M
HDV
Ishares Core High Dividend ETF

ETFs
234
+ 3.03%
$110.86 - $121.12 $25.9K - $28.3K
7.95K $963K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.1K
+ 11.84%
$18.36 - $20.51 $57K - $63.6K
29.3K $579K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.16K
+ 34.3%
$40.03 - $46.81 $126K - $148K
12.4K $504K
FCX
Freeport Mcmoran Inc

Basic Materials
2.44K
+ 41.71%
$34.5 - $43.01 $84.3K - $105K
8.3K $314K
MO
Altria Group, Inc.

Consumer Defensive
374
+ 4.42%
$50.81 - $60.02 $19K - $22.4K
8.84K $530K
QFIN
360 Digi Tech, Inc.

Financial Services
568
+ 6.0%
$36.09 - $48.12 $20.5K - $27.3K
10K $450K
UNP
Union Pacific Corp

Industrials
303
+ 19.23%
$225.21 - $254.42 $68.2K - $77.1K
1.88K $443K
SE
Sea LTD

Consumer Cyclical
173
+ 6.94%
$104.87 - $146.31 $18.1K - $25.3K
2.67K $347K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.59K
+ 5.19%
$11.66 - $14.98 $18.5K - $23.8K
32.2K $439K
CHKP
Check Point Software Technologies LTD

Technology
99
+ 7.12%
$179.88 - $231.31 $17.8K - $22.9K
1.49K $339K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
591
+ 31.86%
$126.11 - $135.06 $74.5K - $79.8K
2.45K $315K
RBLX
Roblox Corp

Communication Services
1.29K
+ 36.39%
$53.77 - $75.47 $69.3K - $97.3K
4.83K $281K
MBB
Ishares Tr

ETFs
430
+ 2.47%
$90.37 - $94.08 $38.9K - $40.5K
17.9K $1.67M
MMM
3 M CO

Industrials
145
+ 4.87%
$129.7 - $155.12 $18.8K - $22.5K
3.13K $458K
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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