Claro Advisors LLC Incresed Positions in Q1 2025

Claro Advisors LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TPR
Tapestry, Inc.

Consumer Cyclical
92
+ 0.91%
$65.63 - $89.21 $6.04K - $8.21K
10.2K $718K
FVD
First Tr Value Line Divid Inde

ETFs
62
+ 0.11%
$42.61 - $45.51 $2.64K - $2.82K
56.8K $2.53M
SCHW
Schwab Charles Corp

Financial Services
461
+ 10.46%
$71.24 - $83.64 $32.8K - $38.6K
4.87K $381K
BK
Bank Of New York Mellon Corp

Financial Services
269
+ 6.83%
$75.42 - $88.95 $20.3K - $23.9K
4.21K $352K
KT
Kt Corp

Communication Services
928
+ 6.55%
$15.57 - $18.63 $14.4K - $17.3K
15.1K $267K
RELX
Relx PLC

Communication Services
335
+ 5.35%
$45.34 - $51.91 $15.2K - $17.4K
6.59K $332K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1K
+ 14.43%
$46.82 - $47.8 $46.8K - $47.8K
7.93K $373K
VRT
Vertiv Holdings CO

Industrials
530
+ 10.22%
N/A
5.72K $495K
VEA
Vanguard Ftse Developed Market

ETFs
64
+ 0.45%
$47.4 - $52.99 $3.03K - $3.39K
14.2K $722K
XLU
Utilities Sector Spdr

ETFs
324
+ 5.04%
$74.7 - $80.27 $24.2K - $26K
6.76K $532K
SPMD
Spdr Portfolio

ETFs
1.34K
+ 20.2%
$50.21 - $57.73 $67.3K - $77.4K
7.98K $408K
PNC
Pnc Financial Services Group, Inc.

Financial Services
400
+ 26.16%
$168.84 - $202.89 $67.5K - $81.2K
1.93K $339K
MNST
Monster Beverage Corp

Consumer Defensive
118
+ 1.95%
$46.16 - $58.58 $5.45K - $6.91K
6.17K $360K
SAP
Sap Se

Technology
45
+ 3.25%
$241.4 - $293.69 $10.9K - $13.2K
1.43K $383K
EMLP
First Tr Exchange Traded Iv

ETFs
145
+ 0.78%
$35.79 - $38.28 $5.19K - $5.55K
18.7K $700K
TMO
Thermo Fisher Scientific Inc.

Healthcare
122
+ 13.56%
$497.6 - $606.74 $60.7K - $74K
1.02K $508K
PHYL
Pgim ETF Tr

ETFs
1.08K
+ 3.91%
$34.67 - $35.44 $37.6K - $38.4K
28.8K $1M
GWRE
Guidewire Software, Inc.

Technology
55
+ 3.96%
$166.74 - $218.22 $9.17K - $12K
1.44K $270K
VLO
Valero Energy Corp

Energy
7
+ 0.19%
$121.76 - $142.99 $852 - $1K
3.68K $485K
IGRO
Ishares Tr International Divid

ETFs
282
+ 8.88%
$66.91 - $73.87 $18.9K - $20.8K
3.46K $250K
ICE
Intercontinental Exchange, Inc.

Financial Services
12
+ 0.85%
$142.8 - $176.36 $1.71K - $2.12K
1.43K $246K
ALL
Allstate Corp

Financial Services
91
+ 8.22%
$180.99 - $210.18 $16.5K - $19.1K
1.2K $248K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
348
+ 23.82%
$203.38 - $274.79 $70.8K - $95.6K
1.81K $371K
SHOP
Shopify Inc.

Technology
957
+ 18.04%
$90.59 - $129.31 $86.7K - $124K
6.26K $597K
VEU
Vanguard Ftse All World Ex Us

ETFs
116
+ 1.49%
$56.51 - $62.98 $6.56K - $7.31K
7.9K $479K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.08K
+ 6.56%
$14.13 - $16.72 $15.2K - $18K
17.5K $271K
ADT
Adt Inc.

Industrials
2.2K
+ 17.19%
$6.87 - $8.23 $15.1K - $18.1K
15K $121K
SWKS
Skyworks Solutions, Inc.

Technology
1.53K
+ 53.87%
$64.12 - $93.96 $98.3K - $144K
4.38K $283K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
30
+ 0.41%
$42.3 - $53.69 $1.27K - $1.61K
7.44K $387K
OVV
Ovintiv Inc.

Energy
419
+ 7.4%
$37.84 - $45.91 $15.9K - $19.2K
6.08K $260K
FAST
Fastenal CO

Industrials
103
+ 2.73%
$71.11 - $79.98 $7.32K - $8.24K
3.88K $300K
F
Ford Motor CO

Consumer Cyclical
2.47K
+ 18.17%
$9.12 - $10.43 $22.5K - $25.8K
16.1K $161K
IDXX
Idexx Laboratories Inc

Healthcare
52
+ 8.18%
$406.29 - $469.04 $21.1K - $24.4K
688 $288K
FDL
First Tr Morningstar Dividend

ETFs
18
+ 0.24%
$39.69 - $43.83 $714 - $789
7.67K $333K
PINS
Pinterest, Inc.

Communication Services
307
+ 3.94%
$29.79 - $40.0 $9.15K - $12.3K
8.09K $250K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.75K
+ 5.12%
$24.66 - $26.1 $43.2K - $45.7K
36K $897K
XEL
Xcel Energy Inc

Utilities
95
+ 1.82%
$63.37 - $72.1 $6.02K - $6.85K
5.32K $376K
REET
Ishares Global Reit ETF

ETFs
790
+ 6.52%
$23.24 - $25.16 $18.4K - $19.9K
12.9K $313K
ABNB
Airbnb, Inc.

Consumer Cyclical
471
+ 17.02%
$119.38 - $161.42 $56.2K - $76K
3.24K $386K
UPS
United Parcel Service Inc

Industrials
744
+ 20.35%
$109.66 - $136.26 $81.6K - $101K
4.4K $483K
PEP
Pepsico Inc

Consumer Defensive
431
+ 2.15%
$142.64 - $156.42 $61.5K - $67.4K
20.5K $3.07M
MPC
Marathon Petroleum Corp

Energy
16
+ 0.56%
$134.72 - $159.03 $2.16K - $2.54K
2.86K $416K
UBS
Ubs Group Ag

Financial Services
559
+ 5.49%
$30.28 - $35.78 $16.9K - $20K
10.7K $328K
FLV
American Centy ETF Tr Focused

ETFs
101
+ 2.75%
$65.71 - $70.81 $6.64K - $7.15K
3.77K $263K
SCHR
Schwab Intermediate Term Us Tr

ETFs
436
+ 3.53%
$24.05 - $24.86 $10.5K - $10.8K
12.8K $317K
HBAN
Huntington Bancshares Inc

Financial Services
2.07K
+ 18.63%
$14.28 - $17.39 $29.5K - $35.9K
13.2K $197K
UL
Unilever PLC

Consumer Defensive
14
+ 0.26%
$54.72 - $60.29 $766 - $844
5.47K $325K
ESS
Essex Property Trust, Inc.

Real Estate
46
+ 2.09%
N/A
2.25K $613K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.23K
+ 4.05%
$29.34 - $31.31 $35.9K - $38.4K
31.5K $933K
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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