Claro Advisors LLC Incresed Positions in Q1 2025

Claro Advisors LLC

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

ETFs
642
+ 63.56%
$302.31 - $337.54 $194K - $217K
1.65K $506K
TRV
Travelers Companies, Inc.

Financial Services
117
+ 1.88%
$232.43 - $265.13 $27.2K - $31K
6.33K $1.68M
CSCO
Cisco Systems, Inc.

Technology
1.28K
+ 3.38%
$58.74 - $64.87 $75K - $82.8K
39.1K $2.41M
SPGI
S&P Global Inc.

Financial Services
306
+ 18.2%
$478.26 - $543.77 $146K - $166K
1.99K $1.01M
RING
Ishares Inc Msci Global Gold M

ETFs
807
+ 5.84%
$28.64 - $38.36 $23.1K - $31K
14.6K $560K
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 3.76%
$890.62 - $1076.86 $88.2K - $107K
2.74K $2.59M
VRNA
Verona Pharma PLC

Healthcare
649
+ 8.99%
$44.81 - $69.63 $29.1K - $45.2K
7.87K $499K
GLD
Spdr Gold Trust

ETFs
32
+ 0.96%
$243.19 - $288.14 $7.78K - $9.22K
3.37K $969K
CME
Cme Group Inc.

Financial Services
264
+ 9.69%
$225.82 - $266.54 $59.6K - $70.4K
2.99K $792K
KLAC
Kla Corp

Technology
42
+ 1.59%
$636.62 - $777.63 $26.7K - $32.7K
2.69K $1.83M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
382
+ 38.31%
$408.78 - $448.82 $156K - $171K
1.38K $579K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.19K
+ 5.21%
$54.25 - $57.64 $173K - $184K
64.3K $3.54M
ADSK
Autodesk, Inc.

Technology
610
+ 43.79%
N/A
2K $492K
IBM
International Business Machines Corp

Technology
9
+ 0.18%
$217.4 - $264.74 $1.96K - $2.38K
5.02K $1.25M
FTNT
Fortinet, Inc.

Technology
1.42K
+ 24.27%
$92.49 - $114.57 $131K - $162K
7.26K $698K
BMY
Bristol Myers Squibb CO

Healthcare
766
+ 3.52%
$53.9 - $63.11 $41.3K - $48.3K
22.5K $1.37M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
901
+ 2.68%
$9.49 - $14.83 $8.55K - $13.4K
34.5K $469K
TMUS
T Mobile Us, Inc.

Communication Services
105
+ 4.81%
$211.3 - $272.83 $22.2K - $28.6K
2.29K $609K
VRSN
Verisign Inc

Technology
256
+ 19.8%
$205.1 - $254.74 $52.5K - $65.2K
1.55K $393K
ERJ
Embraer S.A.

Industrials
428
+ 4.03%
$37.11 - $56.4 $15.9K - $24.1K
11.1K $510K
AIG
American International Group, Inc.

Financial Services
641
+ 15.19%
$70.5 - $86.94 $45.2K - $55.7K
4.86K $422K
VO
Vanguard Mid Cap ETF

ETFs
471
+ 32.91%
$251.87 - $277.95 $119K - $131K
1.9K $491K
PFE
Pfizer Inc

Healthcare
6.65K
+ 12.94%
$25.01 - $27.13 $166K - $180K
58.1K $1.47M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
217
+ 53.85%
$634.14 - $744.83 $138K - $162K
620 $393K
TIGR
Up Fintech Holding LTD

Financial Services
3.18K
+ 8.65%
$5.76 - $9.69 $18.3K - $30.8K
40K $343K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
247
+ 17.37%
$208.48 - $244.03 $51.5K - $60.3K
1.67K $407K
THG
Hanover Insurance Group, Inc.

Financial Services
38
+ 0.76%
$147.13 - $174.61 $5.59K - $6.64K
5.01K $871K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.61K
+ 4.09%
$20.64 - $20.73 $95.1K - $95.5K
117K $2.42M
HDV
Ishares Core High Dividend ETF

ETFs
234
+ 3.03%
$110.86 - $121.12 $25.9K - $28.3K
7.95K $963K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.1K
+ 11.84%
$18.36 - $20.51 $57K - $63.6K
29.3K $579K
FCX
Freeport Mcmoran Inc

Basic Materials
2.44K
+ 41.71%
$34.5 - $43.01 $84.3K - $105K
8.3K $314K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.16K
+ 34.3%
$40.03 - $46.81 $126K - $148K
12.4K $504K
MO
Altria Group, Inc.

Consumer Defensive
374
+ 4.42%
$50.81 - $60.02 $19K - $22.4K
8.84K $530K
QFIN
360 Digi Tech, Inc.

Financial Services
568
+ 6.0%
$36.09 - $48.12 $20.5K - $27.3K
10K $450K
UNP
Union Pacific Corp

Industrials
303
+ 19.23%
$225.21 - $254.42 $68.2K - $77.1K
1.88K $443K
SE
Sea LTD

Consumer Cyclical
173
+ 6.94%
$104.87 - $146.31 $18.1K - $25.3K
2.67K $347K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.59K
+ 5.19%
$11.66 - $14.98 $18.5K - $23.8K
32.2K $439K
CHKP
Check Point Software Technologies LTD

Technology
99
+ 7.12%
$179.88 - $231.31 $17.8K - $22.9K
1.49K $339K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
591
+ 31.86%
$126.11 - $135.06 $74.5K - $79.8K
2.45K $315K
RBLX
Roblox Corp

Communication Services
1.29K
+ 36.39%
$53.77 - $75.47 $69.3K - $97.3K
4.83K $281K
MBB
Ishares Tr

ETFs
430
+ 2.47%
$90.37 - $94.08 $38.9K - $40.5K
17.9K $1.67M
MMM
3 M CO

Industrials
145
+ 4.87%
$129.7 - $155.12 $18.8K - $22.5K
3.13K $458K
AXP
American Express CO

Financial Services
485
+ 23.17%
$255.39 - $325.87 $124K - $158K
2.58K $693K
HWM
Howmet Aerospace Inc.

Industrials
83
+ 2.86%
$110.79 - $139.39 $9.2K - $11.6K
2.99K $387K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.43K
+ 12.23%
$19.42 - $19.54 $66.7K - $67.1K
31.5K $613K
BCS
Barclays PLC

Financial Services
288
+ 0.94%
$12.69 - $16.25 $3.65K - $4.68K
30.9K $473K
MUB
Ishares National Muni Bond ETF

ETFs
738
+ 5.48%
$104.71 - $107.69 $77.3K - $79.5K
14.2K $1.5M
GRMN
Garmin LTD

Technology
217
+ 18.07%
$204.55 - $241.93 $44.4K - $52.5K
1.42K $307K
AMD
Advanced Micro Devices Inc

Technology
1.47K
+ 29.32%
$96.63 - $129.55 $142K - $190K
6.47K $664K
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
Track This Portfolio

Track Claro Advisors LLC Portfolio

Follow Claro Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claro Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Claro Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email