Claro Advisors LLC Incresed Positions in Q4 2024

Claro Advisors LLC

  • $662 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.32K
+ 9.87%
$370.24 - $418.94 $1.97M - $2.23M
59.2K $23.8M
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 1.76%
$180.88 - $232.93 $241K - $310K
77.1K $16.9M
AAPL
Apple Inc.

Technology
953
+ 0.77%
$221.69 - $259.02 $211K - $247K
124K $31.1M
TSLA
Tesla, Inc.

Consumer Cyclical
637
+ 4.32%
$213.65 - $479.86 $136K - $306K
15.4K $6.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.87K
+ 3.45%
$521.84 - $558.82 $976K - $1.05M
56K $30.2M
NVDA
Nvidia Corp

Technology
162
+ 0.13%
$117.0 - $148.88 $19K - $24.1K
120K $16.1M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
57.7K
+ 105.03%
$20.6 - $20.71 $1.19M - $1.19M
113K $2.32M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15.3K
+ 9.91%
$49.03 - $53.35 $750K - $817K
170K $8.7M
NFLX
Netflix Inc

Communication Services
126
+ 3.42%
$687.65 - $936.56 $86.6K - $118K
3.81K $3.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
381
+ 1.56%
$481.22 - $538.17 $183K - $205K
24.9K $12.7M
TJX
Tjx Companies Inc

Consumer Cyclical
3.57K
+ 18.31%
$112.15 - $127.2 $400K - $454K
23.1K $2.79M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.32K
+ 5.7%
$170.03 - $192.78 $224K - $254K
24.4K $4.51M
V
Visa Inc.

Financial Services
156
+ 1.7%
$273.87 - $320.91 $42.7K - $50.1K
9.35K $2.95M
EFG
Msci Eafe Growth ETF

ETFs
8.58K
+ 22.53%
$96.83 - $106.88 $831K - $917K
46.6K $4.52M
META
Meta Platforms, Inc.

Communication Services
153
+ 0.9%
$554.08 - $632.68 $84.8K - $96.8K
17.1K $10.1M
CRM
Salesforce, Inc.

Technology
122
+ 2.23%
$270.87 - $367.87 $33K - $44.9K
5.6K $1.87M
GTLB
Gitlab Inc.

Technology
5.07K
+ 32.24%
$48.76 - $67.19 $247K - $341K
20.8K $1.17M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.6K
+ 61.06%
$91.94 - $100.02 $331K - $360K
9.49K $879K
RDVY
First Trust Rising Dividend Ac

ETFs
5.42K
+ 8.63%
$58.65 - $64.37 $318K - $349K
68.2K $4.03M
GILD
Gilead Sciences, Inc.

Healthcare
2.62K
+ 30.59%
$83.95 - $97.9 $220K - $256K
11.2K $1.03M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.12K
+ 39.23%
$172.07 - $207.36 $193K - $233K
3.99K $787K
CSCO
Cisco Systems, Inc.

Technology
1.18K
+ 3.23%
$52.45 - $60.02 $62K - $70.9K
37.8K $2.24M
MCK
Mckesson Corp

Healthcare
183
+ 7.66%
$482.27 - $628.5 $88.3K - $115K
2.57K $1.47M
ADP
Automatic Data Processing Inc

Industrials
829
+ 63.04%
$280.08 - $307.97 $232K - $255K
2.14K $627K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.7K
+ 94.94%
$19.38 - $19.58 $265K - $268K
28.1K $545K
WM
Waste Management Inc

Industrials
1.39K
+ 43.38%
$201.79 - $228.46 $280K - $317K
4.58K $925K
VB
Vanguard Small Cap ETF

ETFs
815
+ 4.38%
$233.76 - $261.58 $191K - $213K
19.4K $4.67M
BA
Boeing CO

Industrials
589
+ 12.85%
$138.14 - $180.72 $81.4K - $106K
5.17K $915K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.7K
+ 28.49%
$29.73 - $30.81 $199K - $207K
30.2K $921K
PANW
Palo Alto Networks Inc

Technology
5.51K
+ 112.19%
$181.96 - $405.9 $1M - $2.24M
10.4K $1.9M
BALT
Innovator Etfs Tr
6.49K
+ 61.47%
$30.76 - $31.55 $199K - $205K
17K $535K
IWM
Ishares Russell 2000 ETF

ETFs
919
+ 9.95%
$216.13 - $242.4 $199K - $223K
10.2K $2.24M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.33K
+ 26.68%
$71.75 - $75.11 $239K - $250K
15.8K $1.14M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.74K
+ 16.67%
$55.45 - $61.08 $484K - $534K
61.1K $3.39M
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 6.75%
$4100.99 - $5300.34 $45.1K - $58.3K
174 $864K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
6.39K
+ 22.94%
$24.94 - $25.74 $159K - $164K
34.2K $873K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
799
+ 11.64%
$238.25 - $261.28 $190K - $209K
7.67K $1.86M
PFE
Pfizer Inc

Healthcare
9.65K
+ 23.11%
$24.8 - $30.19 $239K - $291K
51.4K $1.36M
XLU
Utilities Sector Spdr

ETFs
2.28K
+ 54.95%
$74.89 - $82.93 $171K - $189K
6.43K $486K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.23K
+ 4.44%
$61.68 - $67.87 $137K - $151K
52.4K $3.26M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.18K
+ 7.88%
$57.53 - $60.83 $240K - $254K
57.2K $3.29M
RELY
Remitly Global, Inc.

Technology
629
+ 5.21%
$12.69 - $23.07 $7.98K - $14.5K
12.7K $286K
MPC
Marathon Petroleum Corp

Energy
1.13K
+ 66.14%
$131.65 - $174.84 $149K - $198K
2.84K $396K
EWJ
Ishares Msci Japan ETF

ETFs
2.14K
+ 32.14%
$66.18 - $71.84 $142K - $154K
8.81K $590K
ABT
Abbott Laboratories

Healthcare
1.07K
+ 11.73%
$111.93 - $119.39 $120K - $128K
10.2K $1.15M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
48
+ 5.62%
$260.53 - $404.79 $12.5K - $19.4K
902 $344K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
650
+ 26.8%
$396.64 - $516.74 $258K - $336K
3.08K $1.24M
IEMG
Ishares Inc

ETFs
2.07K
+ 6.76%
N/A
32.6K $1.75M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.18K
+ 14.41%
$56.06 - $61.35 $122K - $134K
17.3K $977K
Activity Summary
Buys All Purchases 181 New Holdings 53 Increased Positions 128 Sells All Sells 291 Reductions 291 Sold out 0 Options Calls 0 Puts 1
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