Claro Advisors LLC Purchases in Q3 2024

Claro Advisors LLC

  • $706 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.62K
+ 95.37%
$75.32 - $84.37 $423K - $474K
11.5K $962K
OKE
Oneok Inc

Energy
5.11K
+ 252.72%
$78.62 - $95.27 $402K - $487K
7.13K $649K
SDG
Ishares Trust Ishares Msci Glo

ETFs
5.46K
+ 188.57%
$74.95 - $85.33 $409K - $466K
8.35K $708K
SRE
Sempra Energy

Utilities
5.29K
+ 127.46%
$74.97 - $84.04 $397K - $445K
9.44K $789K
VVR
Invesco Senior Income Trust

Financial Services
105K
+ 1391.67%
$4.02 - $4.41 $420K - $461K
112K $456K
CI
Cigna Corp

Healthcare
1.18K
+ 90.92%
$319.12 - $367.1 $377K - $434K
2.48K $859K
MO
Altria Group, Inc.

Consumer Defensive
7.89K
+ 676.59%
$45.95 - $54.71 $362K - $432K
9.06K $462K
HQH
Tekla Healthcare Investors

Financial Services
21.5K
+ 759.61%
$17.4 - $19.67 $375K - $424K
24.4K $453K
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.68K
+ 67.71%
$95.81 - $109.03 $353K - $402K
9.12K $982K
MMM
3 M CO

Industrials
2.84K
New
$99.69 - $139.42 $283K - $395K
2.84K $387K
TPR
Tapestry, Inc.

Consumer Cyclical
7.78K
+ 188.54%
$36.29 - $47.94 $282K - $373K
11.9K $559K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
29.2K
+ 128.8%
$11.72 - $12.38 $342K - $362K
51.9K $642K
SHOP
Shopify Inc.

Technology
4.49K
+ 375.9%
$52.26 - $80.75 $235K - $363K
5.69K $455K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.52K
+ 54.53%
$96.25 - $101.98 $339K - $359K
9.98K $1.01M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
32.5K
+ 2469.66%
$9.55 - $11.13 $310K - $361K
33.8K $366K
ASX
Ase Technology Holding Co., Ltd.

Technology
35.6K
+ 2268.45%
$8.6 - $12.5 $306K - $445K
37.2K $362K
DUK
Duke Energy Corp

Utilities
2.92K
+ 28.52%
$99.35 - $117.71 $290K - $344K
13.2K $1.52M
EMLP
First Tr Exchange Traded Iv

ETFs
9.8K
+ 113.75%
$30.38 - $34.0 $298K - $333K
18.4K $618K
FTNT
Fortinet, Inc.

Technology
4.19K
+ 200.53%
$55.39 - $77.55 $232K - $325K
6.28K $486K
BCS
Barclays PLC

Financial Services
26.1K
+ 471.57%
$10.59 - $12.45 $277K - $325K
31.6K $384K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.5K
+ 439.49%
$49.83 - $62.75 $274K - $345K
6.75K $388K
GILD
Gilead Sciences, Inc.

Healthcare
3.76K
+ 78.27%
$66.59 - $83.99 $250K - $315K
8.56K $717K
CFG
Citizens Financial Group Inc

Financial Services
7.6K
+ 622.87%
$35.24 - $43.24 $268K - $329K
8.82K $362K
ERJ
Embraer S.A.

Industrials
8.53K
+ 385.93%
$25.9 - $36.95 $221K - $315K
10.7K $379K
RELX
Relx PLC

Communication Services
5.94K
+ 1243.51%
$44.1 - $48.86 $262K - $290K
6.42K $304K
MSTR
Microstrategy Inc

Technology
1.62K
+ 47.26%
$114.3 - $1800.09 $186K - $2.92M
5.06K $853K
MDT
Medtronic PLC

Healthcare
2.97K
+ 20.29%
$76.84 - $91.03 $228K - $270K
17.6K $1.58M
TDIV
First Trust Nasdaq Technology

ETFs
3.1K
+ 169.01%
$70.51 - $81.07 $218K - $251K
4.93K $395K
NU
Nu Holdings Ltd.

Financial Services
18K
+ 388.92%
$10.71 - $15.14 $193K - $273K
22.7K $309K
AVSC
American Centy ETF Tr Avantis
4.52K
+ 49.96%
$49.07 - $56.13 $222K - $254K
13.6K $733K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.82K
+ 165.32%
$36.02 - $41.68 $210K - $243K
9.34K $385K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
9.42K
+ 51.18%
$23.78 - $25.04 $224K - $236K
27.8K $696K
PAVE
Global X Fds Us Infrastructure

ETFs
5.71K
+ 66.73%
$36.39 - $41.16 $208K - $235K
14.3K $587K
USXF
Ishares Esg Advanced Msci Usa

Technology
4.74K
+ 413.87%
$43.59 - $49.35 $207K - $234K
5.89K $289K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.17K
+ 615.88%
$33.74 - $37.96 $208K - $234K
7.17K $269K
HPE
Hewlett Packard Enterprise CO

Technology
10.7K
+ 208.99%
$16.1 - $21.44 $173K - $230K
15.8K $324K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.41K
+ 56.27%
$77.22 - $89.49 $186K - $216K
6.7K $597K
PSEC
Prospect Capital Corp

Financial Services
39.4K
+ 1335.98%
$4.75 - $5.6 $187K - $221K
42.4K $227K
FXD
First Tr Exchange Traded Fd

ETFs
3.32K
+ 134.1%
$56.55 - $63.72 $188K - $212K
5.8K $367K
SPGI
S&P Global Inc.

Financial Services
400
+ 24.54%
$446.32 - $527.38 $179K - $211K
2.03K $1.05M
AOS
Smith A O Corp

Industrials
2.28K
+ 40.09%
$76.95 - $91.98 $175K - $210K
7.97K $715K
BALT
Innovator Etfs Tr
6.6K
+ 167.22%
$29.76 - $30.83 $196K - $204K
10.6K $325K
ANET
Arista Networks, Inc.

Technology
500
+ 46.77%
$311.42 - $388.21 $156K - $194K
1.57K $602K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.76K
+ 81.51%
$48.4 - $50.91 $182K - $191K
8.37K $423K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
14.1K
+ 645.12%
$10.89 - $16.24 $153K - $228K
16.3K $216K
HMY
Harmony Gold Mining CO LTD

Basic Materials
18.2K
+ 196.03%
$8.48 - $11.22 $155K - $205K
27.5K $280K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
9.7K
+ 337.27%
$15.81 - $18.96 $153K - $184K
12.6K $226K
FPE
First Tr Pfd Secs & Income ETF

ETFs
9.39K
+ 230.2%
$17.35 - $18.22 $163K - $171K
13.5K $243K
NDAQ
Nasdaq, Inc.

Financial Services
2.33K
+ 512.53%
$59.48 - $74.31 $139K - $173K
2.79K $203K
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
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