Claro Advisors LLC Purchases in Q1 2025

Claro Advisors LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBS
Ubs Group Ag

Financial Services
559
+ 5.49%
$30.28 - $35.78 $16.9K - $20K
10.7K $328K
FLV
American Centy ETF Tr Focused

ETFs
101
+ 2.75%
$65.71 - $70.81 $6.64K - $7.15K
3.77K $263K
SCHR
Schwab Intermediate Term Us Tr

ETFs
436
+ 3.53%
$24.05 - $24.86 $10.5K - $10.8K
12.8K $317K
HBAN
Huntington Bancshares Inc

Financial Services
2.07K
+ 18.63%
$14.28 - $17.39 $29.5K - $35.9K
13.2K $197K
UL
Unilever PLC

Consumer Defensive
14
+ 0.26%
$54.72 - $60.29 $766 - $844
5.47K $325K
ESS
Essex Property Trust, Inc.

Real Estate
46
+ 2.09%
N/A
2.25K $613K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.23K
+ 4.05%
$29.34 - $31.31 $35.9K - $38.4K
31.5K $933K
EA
Electronic Arts Inc.

Communication Services
111
+ 4.86%
$116.53 - $146.29 $12.9K - $16.2K
2.4K $346K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
20.3K
New
$0.6 - $1.22 $12.2K - $24.7K
20.3K $12K
RL
Ralph Lauren Corp

Consumer Cyclical
93
+ 9.47%
$215.68 - $286.74 $20.1K - $26.7K
1.08K $237K
AZZ
Azz Inc

Industrials
17
+ 0.51%
$82.13 - $99.01 $1.4K - $1.68K
3.37K $281K
IVE
Ishares S&P 500 Value ETF

ETFs
40
+ 1.45%
$185.78 - $198.58 $7.43K - $7.94K
2.8K $533K
EWBC
East West Bancorp Inc

Financial Services
243
+ 8.82%
$84.35 - $103.91 $20.5K - $25.3K
3K $269K
BA
Boeing CO

Industrials
229
+ 4.43%
$148.15 - $186.25 $33.9K - $42.7K
5.4K $921K
NU
Nu Holdings Ltd.

Financial Services
832
+ 3.8%
$10.12 - $13.95 $8.42K - $11.6K
22.8K $232K
AOM
Ishares Tr Core Moderate Alloc

ETFs
50
+ 0.8%
$42.93 - $44.71 $2.15K - $2.24K
6.3K $276K
STEM
Stem, Inc.

Technology
11.1K
New
$0.35 - $1.22 $3.9K - $13.6K
11.1K $3K
DHI
Horton D R Inc

Consumer Cyclical
266
+ 10.99%
$125.29 - $147.65 $33.3K - $39.3K
2.69K $341K
VIG
Vanguard Dividend Appreciation

ETFs
12
+ 0.61%
N/A
1.97K $359K
ERIC
Ericsson Lm Telephone CO

Technology
1.56K
+ 4.86%
$7.47 - $8.9 $11.7K - $13.9K
33.7K $261K
ABC
Amerisourcebergen Corp

Healthcare
12
+ 1.01%
N/A
1.2K $221K
DTC
Solo Brands, Inc.

Consumer Cyclical
11.2K
New
$0.17 - $1.16 $1.9K - $13K
11.2K $1K
PAM
Pampa Energy Inc.

Utilities
657
+ 14.08%
$73.44 - $94.88 $48.3K - $62.3K
5.32K $410K
Lam Research Corp
1.33K
+ 43.4%
N/A
4.41K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
8.99K
+ 47.47%
N/A
27.9K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
14.4K
+ 163.52%
N/A
23.2K $0
Neos ETF Trust
190
+ 3.19%
N/A
6.16K $0
Roundhill ETF Trust
6.75K
New
N/A
6.75K $0
Capital Group New Geography
7.08K
+ 51.81%
N/A
20.8K $0
Calamos ETF Tr
10.2K
New
N/A
10.2K $0
Calamos ETF Tr
12.1K
New
N/A
12.1K $0
Grayscale Bitcoin Mini Tr Et
2.42K
+ 5.69%
N/A
44.9K $0
Tidal Tr Ii
12.8K
New
N/A
12.8K $0
Blackrock Inc
13
+ 0.72%
N/A
1.81K $0
Blackrock ETF Trust
15.8K
New
N/A
15.8K $0
FDV
Federated Hermes ETF Tr U S St
131
+ 0.77%
N/A
17.1K $0
Victory Portfolios Ii
3.23K
+ 27.73%
N/A
14.9K $0
Ishares Bitcoin Trust ETF
4.27K
+ 37.89%
N/A
15.6K $0
Arista Networks Inc
816
+ 9.84%
N/A
9.11K $0
Klaviyo Inc
471K
+ 39.93%
N/A
1.65M $0
Lazard Inc
56
+ 0.47%
N/A
12K $0
Atlassian Corporation
1.9K
New
N/A
1.9K $0
Innovator Etfs Trust
10.7K
New
N/A
10.7K $0
Innovator Etfs Trust
822
+ 7.54%
N/A
11.7K $0
Blackrock ETF Trust Ii
4.14K
New
N/A
4.14K $0
Innovator Etfs Trust
275
+ 1.09%
N/A
25.5K $0
SFLR
Innovator Etfs Tr Equity Manag
968
+ 3.07%
N/A
32.5K $0
Ge Vernova Inc
77
+ 5.85%
N/A
1.39K $0
Fidelity Wise Origin Bitcoin
3.67K
New
N/A
3.67K $0
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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