Claro Advisors LLC Incresed Positions in Q2 2025

Claro Advisors LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
9.11K
+ 72.81%
$179.23 - $224.92 $1.63M - $2.05M
21.6K $4.86M
EFV
Msci Eafe Value ETF

ETFs
28.5K
+ 48.38%
$52.4 - $64.65 $1.49M - $1.84M
87.5K $5.55M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
4.34K
+ 16.41%
$139.8 - $197.22 $607K - $857K
30.8K $6.08M
IVV
Ishares Core S&P 500 ETF

ETFs
1.13K
+ 6.54%
$498.8 - $620.9 $564K - $702K
18.4K $11.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
25.5K
+ 139.95%
$48.13 - $49.85 $1.23M - $1.27M
43.6K $2.14M
OEF
Ishares S&P 100 ETF

ETFs
4.54K
+ 97.42%
N/A
9.19K $2.45M
DKNG
Draft Kings Inc.

Consumer Cyclical
21.9K
+ 121.44%
$31.67 - $42.89 $693K - $939K
39.9K $1.71M
CSCO
Cisco Systems, Inc.

Technology
9.44K
+ 24.14%
$53.19 - $69.38 $502K - $655K
48.5K $3.37M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.03K
+ 24.72%
$108.12 - $135.04 $544K - $679K
25.4K $3.43M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
450
+ 0.7%
$50.08 - $63.14 $22.5K - $28.4K
64.8K $4.09M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
333
+ 3.29%
$180.84 - $240.32 $60.2K - $80K
10.4K $2.51M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.74K
+ 22.14%
$97.29 - $105.63 $461K - $501K
26.1K $2.66M
RDVY
First Trust Rising Dividend Ac

ETFs
1.41K
+ 1.91%
$51.6 - $62.74 $73K - $88.7K
75.4K $4.73M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5.36K
+ 104.08%
$48.22 - $60.41 $259K - $324K
10.5K $628K
CRWD
Crowd Strike Holdings, Inc.

Technology
29
+ 1.43%
$321.63 - $509.31 $9.33K - $14.8K
2.06K $1.05M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.6K
+ 46.46%
$19.44 - $19.56 $285K - $286K
46.1K $900K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.24K
+ 62.97%
$73.26 - $84.19 $237K - $273K
8.39K $706K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
973
+ 1.92%
$51.16 - $62.02 $49.8K - $60.3K
51.7K $3.21M
IEMG
Ishares Inc

ETFs
4.4K
+ 14.3%
N/A
35.1K $1.88M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
24.6K
+ 100.8%
$7.6 - $8.89 $187K - $219K
49K $435K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.95K
+ 16.54%
$23.45 - $26.56 $140K - $158K
41.9K $1.11M
AVUV
American Centy ETF Tr Avantis

ETFs
1.99K
+ 23.81%
$75.17 - $91.21 $150K - $182K
10.4K $944K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.92K
+ 6.98%
$32.0 - $39.87 $93.6K - $117K
44.8K $1.79M
VUG
Vanguard Growth ETF

ETFs
24
+ 0.89%
$329.49 - $438.4 $7.91K - $10.5K
2.73K $1.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.83K
+ 9.67%
$100.35 - $100.71 $183K - $184K
20.7K $2.09M
IWM
Ishares Russell 2000 ETF

ETFs
10
+ 0.09%
$174.82 - $215.79 $1.75K - $2.16K
10.8K $2.32M
USTB
Victory Portfolios Ii Victorys

ETFs
3.45K
+ 24.96%
$50.21 - $50.82 $173K - $175K
17.3K $876K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.11K
+ 53.6%
$22.68 - $23.28 $139K - $142K
17.5K $407K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.72K
+ 37.37%
$32.66 - $40.75 $88.7K - $111K
9.99K $404K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.52K
+ 32.12%
$91.43 - $91.74 $139K - $140K
6.27K $575K
ROK
Rockwell Automation, Inc

Industrials
19
+ 1.15%
$218.97 - $332.17 $4.16K - $6.31K
1.67K $556K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.21K
+ 7.54%
$17.76 - $22.1 $39.2K - $48.8K
31.5K $696K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.27K
+ 37.97%
$58.41 - $72.69 $74.2K - $92.3K
4.62K $335K
DGRO
Ishares Core Dividend Growth E

ETFs
1.11K
+ 6.19%
$55.22 - $63.94 $61.5K - $71.2K
19.1K $1.22M
FDN
First Tr Fd Dow Jones

ETFs
49
+ 2.71%
$200.29 - $269.33 $9.81K - $13.2K
1.86K $500K
VIG
Vanguard Dividend Appreciation

ETFs
541
+ 27.45%
N/A
2.51K $457K
ICE
Intercontinental Exchange, Inc.

Financial Services
449
+ 31.4%
$151.62 - $183.47 $68.1K - $82.4K
1.88K $344K
TDIV
First Trust Nasdaq Technology

ETFs
257
+ 5.66%
$64.41 - $90.17 $16.6K - $23.2K
4.8K $432K
BALT
Innovator Etfs Tr
2.2K
+ 7.95%
$30.33 - $32.1 $66.6K - $70.5K
29.8K $955K
SCHA
Schwab Strategic Tr Us Small C

ETFs
245
+ 0.59%
$20.42 - $25.3 $5K - $6.2K
42.1K $1.07M
SSO
Proshares Ultra S&P 500

ETFs
447
+ 17.19%
$64.8 - $97.72 $29K - $43.7K
3.05K $297K
XLU
Utilities Sector Spdr

ETFs
751
+ 11.12%
$73.09 - $82.77 $54.9K - $62.2K
7.51K $613K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
74
+ 1.27%
$57.46 - $75.58 $4.25K - $5.59K
5.9K $445K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
103
+ 7.47%
$376.48 - $440.65 $38.8K - $45.4K
1.48K $653K
SPMD
Spdr Portfolio

ETFs
887
+ 11.11%
$44.89 - $54.38 $39.8K - $48.2K
8.87K $482K
MNST
Monster Beverage Corp

Consumer Defensive
741
+ 12.01%
$55.01 - $64.24 $40.8K - $47.6K
6.91K $432K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
890
+ 56.22%
$99.37 - $134.05 $88.4K - $119K
2.47K $280K
NDAQ
Nasdaq, Inc.

Financial Services
208
+ 7.18%
$66.4 - $89.42 $13.8K - $18.6K
3.11K $277K
VXF
Vanguard Extended Market ETF

ETFs
150
+ 11.59%
$150.43 - $192.71 $22.6K - $28.9K
1.44K $278K
Activity Summary
Buys All Purchases 113 New Holdings 27 Increased Positions 86 Sells All Sells 255 Reductions 255 Sold out 0 Options Calls 0 Puts 0
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