Claro Advisors LLC Incresed Positions in Q1 2025

Claro Advisors LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6
+ 0.1%
$51.45 - $58.51 $309 - $351
5.84K $302K
APO
Apollo Global Management, Inc.

Financial Services
164
+ 8.77%
$126.01 - $172.06 $20.7K - $28.2K
2.03K $278K
SCHX
Schwab Strategic Tr Us Large C

ETFs
74
+ 0.25%
$21.75 - $24.28 $1.61K - $1.8K
29.6K $653K
CAT
Caterpillar Inc

Industrials
32
+ 2.38%
$326.75 - $407.63 $10.5K - $13K
1.37K $453K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
67
+ 0.67%
$196.12 - $229.48 $13.1K - $15.4K
10.1K $2.04M
GGAL
Grupo Financiero Galicia Sa

Financial Services
530
+ 5.82%
$54.11 - $72.22 $28.7K - $38.3K
9.64K $525K
RWK
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.04%
$106.43 - $123.29 $319 - $370
7.17K $773K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
357
+ 8.95%
$165.25 - $224.62 $59K - $80.2K
4.35K $721K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
680
+ 5.47%
$14.67 - $22.01 $9.98K - $15K
13.1K $201K
META
Meta Platforms, Inc.

Communication Services
264
+ 1.54%
$576.36 - $736.67 $152K - $194K
17.4K $10M
BMA
Macro Bank Inc.

Financial Services
328
+ 6.06%
$75.51 - $115.85 $24.8K - $38K
5.74K $433K
IWM
Ishares Russell 2000 ETF

ETFs
595
+ 5.86%
$198.1 - $229.79 $118K - $137K
10.8K $2.14M
ORCL
Oracle Corp

Technology
2.14K
+ 14.31%
$139.81 - $186.47 $299K - $399K
17.1K $2.39M
WMT
Walmart Inc.

Consumer Defensive
27
+ 0.06%
$84.5 - $105.05 $2.28K - $2.84K
42.3K $3.71M
NKE
Nike, Inc.

Consumer Cyclical
539
+ 3.72%
$63.29 - $81.72 $34.1K - $44K
15K $954K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.41K
+ 4.3%
$507.05 - $563.67 $1.22M - $1.36M
58.4K $30M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
308
+ 4.02%
$211.47 - $267.17 $65.1K - $82.3K
7.97K $1.69M
VTI
Vanguard Total Stock Market Et

ETFs
269
+ 1.61%
$271.18 - $303.12 $72.9K - $81.5K
17K $4.66M
DIS
Walt Disney CO

Communication Services
252
+ 1.48%
$96.87 - $114.0 $24.4K - $28.7K
17.2K $1.7M
NOW
Service Now, Inc.

Technology
148
+ 12.51%
$783.83 - $1170.39 $116K - $173K
1.33K $1.06M
VB
Vanguard Small Cap ETF

ETFs
617
+ 3.18%
$217.89 - $252.64 $134K - $156K
20K $4.44M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.05K
+ 8.4%
$161.27 - $192.3 $331K - $394K
26.5K $4.27M
ETN
Eaton Corp PLC

Industrials
265
+ 4.77%
$271.83 - $371.23 $72K - $98.4K
5.83K $1.58M
NVO
Novo Nordisk A S

Healthcare
113
+ 0.53%
$69.3 - $90.95 $7.83K - $10.3K
21.4K $1.48M
ACN
Accenture PLC

Technology
40
+ 0.4%
$300.91 - $398.25 $12K - $15.9K
9.96K $3.11M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.33K
+ 2.26%
$24.91 - $29.02 $183K - $213K
332K $8.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
608
+ 2.44%
$468.34 - $539.52 $285K - $328K
25.5K $11.9M
GOOGL
Alphabet Inc.

Communication Services
762
+ 2.22%
$154.33 - $206.19 $118K - $157K
35.1K $5.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.4K
+ 2.36%
$360.07 - $417.26 $503K - $583K
60.5K $21.9M
TSLA
Tesla, Inc.

Consumer Cyclical
1.26K
+ 8.21%
$222.15 - $428.22 $281K - $541K
16.7K $4.32M
AVGO
Broadcom Inc.

Technology
783
+ 2.01%
$167.43 - $244.7 $131K - $192K
39.7K $6.65M
MSFT
Microsoft Corp

Technology
43
+ 0.08%
$375.39 - $447.2 $16.1K - $19.2K
54.1K $20.3M
NVDA
Nvidia Corp

Technology
4.51K
+ 3.75%
$106.98 - $149.43 $482K - $674K
125K $13.5M
AAPL
Apple Inc.

Technology
1.48K
+ 1.19%
$209.68 - $247.1 $311K - $367K
126K $27.9M
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