Claro Advisors LLC Incresed Positions in Q4 2024

Claro Advisors LLC

  • $662 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
28
+ 0.21%
$78.15 - $88.25 $2.19K - $2.47K
13.5K $1.11M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2
+ 0.13%
$134.53 - $150.65 $269 - $301
1.52K $205K
TDIV
First Trust Nasdaq Technology

ETFs
6
+ 0.12%
$78.03 - $82.13 $468 - $493
4.94K $387K
CDC
Victory Portfolios Ii Shs Inco

ETFs
34
+ 0.83%
$61.65 - $67.55 $2.1K - $2.3K
4.11K $257K
CIG
Energy CO Of Minas Gerais

Utilities
679
+ 1.87%
$1.77 - $2.07 $1.2K - $1.41K
37K $65K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
81
+ 0.66%
$22.65 - $23.8 $1.83K - $1.93K
12.4K $281K
ICE
Intercontinental Exchange, Inc.

Financial Services
20
+ 1.43%
$148.29 - $166.93 $2.97K - $3.34K
1.42K $211K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
172
+ 1.84%
$38.37 - $42.82 $6.6K - $7.37K
9.51K $365K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
127
+ 1.77%
$34.13 - $37.35 $4.33K - $4.74K
7.29K $248K
REET
Ishares Global Reit ETF

ETFs
445
+ 3.81%
$23.43 - $26.54 $10.4K - $11.8K
12.1K $290K
HOLX
Hologic Inc

Healthcare
81
+ 2.06%
$70.76 - $83.72 $5.73K - $6.78K
4.01K $288K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
414
+ 0.8%
$11.39 - $12.41 $4.72K - $5.14K
52.3K $609K
BBY
Best Buy CO Inc

Consumer Cyclical
154
+ 5.69%
$85.2 - $101.35 $13.1K - $15.6K
2.86K $245K
ETR
Entergy Corp

Utilities
1.19K
+ 51.59%
$73.19 - $156.4 $86.8K - $185K
3.49K $264K
MU
Micron Technology Inc

Technology
326
+ 9.49%
$84.16 - $113.41 $27.4K - $37K
3.76K $316K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.7K
+ 94.04%
$18.41 - $40.87 $234K - $519K
26.2K $484K
QCOM
Qualcomm Inc

Technology
267
+ 3.8%
$150.4 - $178.04 $40.2K - $47.5K
7.29K $1.12M
AMAT
Applied Materials Inc

Technology
582
+ 13.46%
$161.44 - $213.89 $94K - $124K
4.91K $797K
ADBE
Adobe Inc.

Technology
38
+ 2.87%
$437.39 - $552.96 $16.6K - $21K
1.36K $606K
UFPI
Ufp Industries Inc

Basic Materials
6
+ 0.11%
$112.19 - $139.02 $673 - $834
5.42K $610K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.92K
+ 12.06%
$59.25 - $72.99 $113K - $140K
17.8K $1.06M
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.97K
+ 47.44%
$24.19 - $50.58 $96.1K - $201K
12.3K $299K
EFV
Msci Eafe Value ETF

ETFs
3.16K
+ 4.91%
$51.78 - $57.15 $164K - $181K
67.5K $3.54M
TLT
Ishares Barclays 20+ Year Trea

ETFs
149
+ 0.92%
$87.1 - $98.49 $13K - $14.7K
16.3K $1.43M
KO
Coca Cola CO

Consumer Defensive
34
+ 0.13%
$61.74 - $71.71 $2.1K - $2.44K
25.3K $1.57M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.5K
+ 110.35%
$22.4 - $68.28 $347K - $1.06M
29.5K $683K
SCHG
Schwab Strategic Tr Us Large C

ETFs
215K
+ 196.49%
$25.93 - $105.3 $5.58M - $22.6M
325K $9.04M
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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