Claro Advisors LLC Incresed Positions in Q4 2024

Claro Advisors LLC

  • $662 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSMP
Invesco Bulletshares 2025 Muni

ETFs
4.09K
+ 46.09%
$24.45 - $24.62 $100K - $101K
13K $317K
ITOT
Ishares Core S&P Total U.S. St

ETFs
348
+ 1.99%
$124.26 - $134.12 $43.2K - $46.7K
17.9K $2.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.37K
+ 10.91%
$49.79 - $51.14 $118K - $121K
24K $1.21M
PYPL
Pay Pal Holdings, Inc.

Financial Services
385
+ 4.4%
$77.25 - $91.3 $29.7K - $35.2K
9.13K $779K
OKE
Oneok Inc

Energy
176
+ 2.47%
$92.28 - $117.05 $16.2K - $20.6K
7.31K $733K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
851
+ 7.02%
$113.92 - $127.38 $96.9K - $108K
13K $1.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
961
+ 14.24%
$55.73 - $66.16 $53.6K - $63.6K
7.71K $464K
ISRG
Intuitive Surgical Inc

Healthcare
37
+ 3.05%
$471.27 - $550.62 $17.4K - $20.4K
1.25K $652K
AVSC
American Centy ETF Tr Avantis
946
+ 6.97%
$52.7 - $59.57 $49.9K - $56.4K
14.5K $789K
DGX
Quest Diagnostics Inc

Healthcare
378
+ 20.5%
N/A
2.22K $304K
MGC
Vanguard Mega Cap ETF

ETFs
149
+ 5.22%
$204.21 - $220.18 $30.4K - $32.8K
3K $638K
PM
Philip Morris International Inc.

Consumer Defensive
459
+ 6.43%
$118.38 - $133.06 $54.3K - $61.1K
7.6K $914K
USXF
Ishares Esg Advanced Msci Usa

Technology
892
+ 15.15%
$48.45 - $52.57 $43.2K - $46.9K
6.78K $337K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
70
+ 0.26%
$69.3 - $74.3 $4.85K - $5.2K
27.5K $1.96M
EMLP
First Tr Exchange Traded Iv

ETFs
133
+ 0.72%
$33.69 - $38.24 $4.48K - $5.09K
18.5K $660K
FM
Ishares Msci Frontier And Sele

ETFs
1.64K
+ 10.66%
$27.11 - $27.7 $44.4K - $45.4K
17K $461K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
59
+ 0.8%
$43.37 - $51.46 $2.56K - $3.04K
7.41K $356K
ICL
Icl Group Ltd.

Basic Materials
2.87K
+ 18.43%
$3.92 - $5.13 $11.3K - $14.7K
18.5K $91K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.84K
+ 6.92%
$43.84 - $48.76 $125K - $139K
43.9K $1.93M
AVUV
American Centy ETF Tr Avantis

ETFs
159
+ 1.76%
$94.37 - $106.41 $15K - $16.9K
9.17K $884K
BR
Broadridge Financial Solutions, Inc.

Technology
23
+ 2.07%
$209.64 - $236.44 $4.82K - $5.44K
1.13K $256K
EA
Electronic Arts Inc.

Communication Services
75
+ 3.39%
$140.69 - $167.97 $10.6K - $12.6K
2.29K $334K
AOM
Ishares Tr Core Moderate Alloc

ETFs
600
+ 10.62%
$43.44 - $45.05 $26.1K - $27K
6.25K $271K
SCHA
Schwab Strategic Tr Us Small C

ETFs
21.2K
+ 102.22%
$25.33 - $51.16 $538K - $1.09M
42K $1.09M
VEU
Vanguard Ftse All World Ex Us

ETFs
912
+ 13.28%
$57.29 - $63.1 $52.2K - $57.5K
7.78K $446K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
112
+ 8.55%
$209.89 - $233.24 $23.5K - $26.1K
1.42K $302K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
293
+ 3.29%
$44.33 - $49.55 $13K - $14.5K
9.21K $413K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
10
+ 0.17%
$62.07 - $66.61 $621 - $666
5.84K $374K
PH
Parker Hannifin Corp

Industrials
7
+ 0.94%
$621.74 - $709.46 $4.35K - $4.97K
753 $478K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
249
+ 2.89%
$48.48 - $49.47 $12.1K - $12.3K
8.86K $431K
ESS
Essex Property Trust, Inc.

Real Estate
20
+ 0.92%
N/A
2.2K $600K
FAST
Fastenal CO

Industrials
43
+ 1.15%
$69.99 - $84.35 $3.01K - $3.63K
3.77K $271K
SLV
I Shares Silver Trust

ETFs
775
+ 10.45%
$26.33 - $31.74 $20.4K - $24.6K
8.19K $215K
VRT
Vertiv Holdings CO

Industrials
30
+ 0.58%
N/A
5.19K $449K
Bitwise Bitcoin ETF Tr
25.4K
+ 80.02%
N/A
57.1K $0
BFB
Brown Forman Corp Cl B
3.27K
+ 42.31%
N/A
11K $0
FDV
Federated Hermes ETF Tr U S St
154
+ 0.92%
N/A
17K $0
Lazard Inc
1
+ 0.01%
N/A
11.9K $0
Graniteshares ETF Tr
2.86K
+ 31.59%
N/A
11.9K $0
Neos ETF Trust
530
+ 9.75%
N/A
5.97K $0
Innovator Etfs Trust
3.57K
+ 16.47%
N/A
25.2K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
2.99K
+ 18.78%
N/A
18.9K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
330
+ 0.84%
N/A
39.5K $0
Bitwise Ethereum ETF
12.2K
+ 15.34%
N/A
91.4K $0
Innovator Etfs Trust
13.1K
+ 48.42%
N/A
40.3K $0
SFLR
Innovator Etfs Tr Equity Manag
2.49K
+ 8.58%
N/A
31.6K $0
MMM
3 M CO

Industrials
145
+ 5.11%
$124.74 - $137.12 $18.1K - $19.9K
2.98K $384K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
302
+ 2.4%
$88.59 - $94.57 $26.8K - $28.6K
12.9K $1.14M
VNQ
Vanguard Specialized Funds Van

ETFs
379
+ 7.92%
$87.85 - $98.6 $33.3K - $37.4K
5.17K $460K
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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