Claro Advisors LLC Incresed Positions in Q2 2025

Claro Advisors LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
562
+ 5.98%
$34.72 - $42.74 $19.5K - $24K
9.95K $425K
PNC
Pnc Financial Services Group, Inc.

Financial Services
180
+ 9.33%
$149.76 - $186.42 $27K - $33.6K
2.11K $393K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
952
+ 7.47%
$50.52 - $50.92 $48.1K - $48.5K
13.7K $697K
EPD
Enterprise Products Partners L.P.

Energy
4.44K
+ 15.78%
$28.95 - $34.22 $129K - $152K
32.6K $1.01M
BST
Black Rock Science & Technology Trust

Financial Services
99
+ 1.17%
$29.62 - $38.3 $2.93K - $3.79K
8.59K $328K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
450
+ 3.1%
$85.42 - $94.39 $38.4K - $42.5K
15K $1.41M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
625
+ 9.92%
$45.11 - $52.34 $28.2K - $32.7K
6.92K $362K
FXR
First Trust Industrials/Produc

ETFs
225
+ 4.62%
$60.85 - $74.22 $13.7K - $16.7K
5.1K $378K
ES
Eversource Energy

Utilities
347
+ 3.71%
$54.25 - $65.89 $18.8K - $22.9K
9.7K $617K
AZZ
Azz Inc

Industrials
1
+ 0.03%
$75.58 - $95.07 $75.6 - $95.1
3.37K $318K
NVS
Novartis Ag

Healthcare
91
+ 4.29%
$101.96 - $121.01 $9.28K - $11K
2.21K $267K
FXU
First Tr Exchange Traded Fd Ut

ETFs
418
+ 4.68%
$37.86 - $43.29 $15.8K - $18.1K
9.36K $396K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
248
+ 3.12%
$42.54 - $50.99 $10.5K - $12.6K
8.2K $417K
IJS
Ishares S&P Smallcap 600 Value

ETFs
87
+ 1.04%
$83.54 - $100.04 $7.27K - $8.7K
8.47K $842K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
2.55K
+ 7.13%
$17.17 - $19.9 $43.8K - $50.7K
38.3K $737K
AOM
Ishares Tr Core Moderate Alloc

ETFs
50
+ 0.79%
$41.55 - $46.04 $2.08K - $2.3K
6.35K $292K
IVE
Ishares S&P 500 Value ETF

ETFs
12
+ 0.43%
$168.34 - $195.42 $2.02K - $2.35K
2.81K $548K
JEPI
J P Morgan Exchange Traded Fd

ETFs
459
+ 0.7%
$51.14 - $57.0 $23.5K - $26.2K
66.4K $3.78M
Blackrock ETF Trust
115K
+ 727.55%
N/A
131K $0
Bitwise Bitcoin ETF Tr
12.2K
+ 21.69%
N/A
68.4K $0
Blackrock ETF Trust Ii
2.14K
+ 51.67%
N/A
6.28K $0
Capital Group Core Balanced
40
+ 0.6%
N/A
6.68K $0
Capital Group New Geography
4.48K
+ 21.59%
N/A
25.2K $0
Tidal Tr Ii
507
+ 3.95%
N/A
13.4K $0
FDV
Federated Hermes ETF Tr U S St
2.23K
+ 13.02%
N/A
19.3K $0
Innovator Etfs Trust
760
+ 9.9%
N/A
8.44K $0
Grayscale Bitcoin Mini Tr Et
4.68K
+ 10.43%
N/A
49.6K $0
Graniteshares ETF Tr
6.57K
+ 51.45%
N/A
19.3K $0
Fidelity Wise Origin Bitcoin
520
+ 14.18%
N/A
4.19K $0
MUB
Ishares National Muni Bond ETF

ETFs
65
+ 0.46%
$102.31 - $105.8 $6.65K - $6.88K
14.3K $1.49M
FDL
First Tr Morningstar Dividend

ETFs
58
+ 0.76%
$38.19 - $43.19 $2.22K - $2.51K
7.73K $323K
HDV
Ishares Core High Dividend ETF

ETFs
132
+ 1.66%
$108.41 - $120.51 $14.3K - $15.9K
8.08K $947K
AEP
American Electric Power CO Inc

Utilities
470
+ 3.91%
$98.59 - $109.11 $46.3K - $51.3K
12.5K $1.3M
FAST
Fastenal CO

Industrials
2.07K
+ 53.42%
$40.65 - $83.16 $84.1K - $172K
5.95K $249K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
37
+ 0.5%
$41.37 - $53.28 $1.53K - $1.97K
7.47K $334K
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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