Claro Advisors LLC Incresed Positions in Q1 2025

Claro Advisors LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
18.2K
+ 27.0%
$182.82 - $196.21 $3.33M - $3.58M
85.8K $16.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.59K
+ 17.0%
$551.42 - $612.93 $3.64M - $4.04M
45.4K $25.4M
MGC
Vanguard Mega Cap ETF

ETFs
9.51K
+ 316.92%
$199.2 - $222.69 $1.9M - $2.12M
12.5K $2.52M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
17.2K
+ 410.86%
$97.25 - $104.79 $1.67M - $1.8M
21.4K $2.22M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.7K
+ 768.46%
$100.34 - $100.68 $1.68M - $1.68M
18.9K $1.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.88K
+ 14.4%
$168.16 - $186.21 $1.66M - $1.84M
78.5K $13.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
18K
+ 6.41%
$44.72 - $46.25 $803K - $831K
298K $13.7M
UNH
Unitedhealth Group Inc

Healthcare
1.71K
+ 20.47%
$461.52 - $548.18 $788K - $936K
10.1K $5.27M
IAU
Ishares Gold Trust

ETFs
13.7K
+ 92.53%
$49.74 - $58.96 $682K - $809K
28.5K $1.68M
JNJ
Johnson & Johnson

Healthcare
2.35K
+ 10.84%
$142.06 - $167.7 $333K - $394K
24K $3.98M
IVV
Ishares Core S&P 500 ETF

ETFs
1.89K
+ 12.26%
$554.06 - $615.85 $1.05M - $1.16M
17.3K $9.72M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
8.79K
+ 50.03%
$53.69 - $62.68 $472K - $551K
26.3K $1.58M
XOM
Exxon Mobil Corp

Energy
1.15K
+ 2.73%
$105.44 - $118.93 $121K - $137K
43.3K $5.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
261
+ 4.51%
$442.66 - $534.52 $116K - $140K
6.05K $3.22M
OEF
Ishares S&P 100 ETF

ETFs
1.81K
+ 63.46%
N/A
4.66K $1.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.76K
+ 15.31%
$56.17 - $59.71 $492K - $523K
66K $3.77M
V
Visa Inc.

Financial Services
375
+ 4.01%
$306.92 - $362.71 $115K - $136K
9.73K $3.41M
XLI
Industrial Sector Spdr

ETFs
3.42K
+ 118.07%
$128.78 - $141.67 $440K - $484K
6.31K $827K
JPM
Jpmorgan Chase & CO

Financial Services
643
+ 1.51%
$225.19 - $279.95 $145K - $180K
43.4K $10.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.3K
+ 9.61%
$48.06 - $53.73 $784K - $876K
186K $9.07M
VZ
Verizon Communications Inc

Communication Services
4.01K
+ 11.96%
$37.81 - $46.49 $151K - $186K
37.5K $1.7M
LLY
Eli Lilly & CO

Healthcare
202
+ 5.72%
$725.72 - $929.72 $147K - $188K
3.73K $3.08M
GE
General Electric CO

Industrials
1.11K
+ 29.29%
$168.59 - $212.13 $186K - $235K
4.88K $977K
COP
Conocophillips

Energy
3.09K
+ 104.43%
$88.6 - $105.85 $274K - $327K
6.04K $634K
CVS
Cvs Health Corp

Healthcare
3.38K
+ 69.74%
$44.22 - $68.64 $150K - $232K
8.23K $557K
BALT
Innovator Etfs Tr
10.6K
+ 62.02%
$31.31 - $31.89 $331K - $337K
27.6K $866K
MCD
Mcdonalds Corp

Consumer Cyclical
65
+ 0.48%
$279.74 - $321.29 $18.2K - $20.9K
13.6K $4.25M
RDVY
First Trust Rising Dividend Ac

ETFs
5.77K
+ 8.47%
$57.22 - $63.39 $330K - $366K
74K $4.33M
UBER
Uber Technologies, Inc

Technology
2.06K
+ 19.21%
$63.17 - $81.49 $130K - $168K
12.8K $931K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.53K
+ 20.13%
$67.03 - $74.61 $371K - $413K
33K $2.25M
ELV
Elevance Health, Inc.

Healthcare
485
+ 49.74%
$365.9 - $436.25 $177K - $212K
1.46K $635K
T
At&T Inc.

Communication Services
391
+ 0.89%
$21.56 - $28.28 $8.43K - $11.1K
44.3K $1.25M
GM
General Motors CO

Consumer Cyclical
6.24K
+ 81.11%
$45.22 - $54.92 $282K - $343K
13.9K $655K
QCOM
Qualcomm Inc

Technology
1.54K
+ 21.17%
$151.94 - $175.86 $234K - $271K
8.83K $1.36M
YUM
Yum Brands Inc

Consumer Cyclical
71
+ 0.74%
$123.25 - $162.53 $8.75K - $11.5K
9.69K $1.52M
AEP
American Electric Power CO Inc

Utilities
257
+ 2.18%
$90.32 - $109.27 $23.2K - $28.1K
12K $1.31M
TT
Trane Technologies PLC

Industrials
755
+ 71.7%
$332.0 - $400.86 $251K - $303K
1.81K $609K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.65K
+ 12.8%
$87.68 - $94.52 $145K - $156K
14.5K $1.36M
XLF
Financial Sector Spdr

ETFs
2.41K
+ 4.26%
$47.32 - $52.19 $114K - $126K
58.9K $2.93M
XLV
Select Sector Spdr Fund Health

ETFs
1K
+ 14.55%
$137.61 - $149.68 $138K - $150K
7.87K $1.15M
CMCSA
Comcast Corp

Communication Services
5.84K
+ 26.6%
$33.19 - $38.23 $194K - $223K
27.8K $1.02M
DUK
Duke Energy Corp

Utilities
210
+ 1.71%
$105.87 - $121.97 $22.2K - $25.6K
12.5K $1.52M
SNOW
Snowflake Inc.

Technology
1.46K
+ 97.06%
$146.16 - $192.78 $213K - $280K
2.95K $431K
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
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
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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