Claro Advisors LLC New Holdings in Q1 2025

Claro Advisors LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RKLB
Rocket Lab Usa, Inc.

Industrials
65.1K
New
$17.12 - $31.57 $1.11M - $2.06M
65.1K $1.16M
AA
Alcoa Corp

Basic Materials
26.9K
New
$30.5 - $39.53 $819K - $1.06M
26.9K $819K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.32K
New
$169.43 - $182.84 $732K - $790K
4.32K $748K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
35.8K
New
$17.15 - $21.07 $613K - $753K
35.8K $715K
USTB
Victory Portfolios Ii Victorys

ETFs
13.8K
New
$50.08 - $50.71 $692K - $700K
13.8K $699K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.8K
New
$50.72 - $50.92 $647K - $649K
12.8K $648K
SCHQ
Schwab Strategic Tr Long Term

ETFs
19.7K
New
$30.72 - $33.22 $605K - $655K
19.7K $645K
ZTS
Zoetis Inc.

Healthcare
3.57K
New
$156.48 - $175.67 $559K - $627K
3.57K $587K
MTZ
Mastec Inc

Industrials
4.66K
New
$108.66 - $160.79 $507K - $750K
4.66K $544K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.41K
New
$314.47 - $431.35 $444K - $609K
1.41K $517K
ITM
Vaneck Intermediate Muni ETF

ETFs
9.62K
New
$45.21 - $46.67 $435K - $449K
9.62K $437K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.75K
New
$91.45 - $91.75 $434K - $435K
4.75K $435K
IWX
Ishares Tr Russell 200 Value E

ETFs
5.15K
New
$78.54 - $84.86 $404K - $437K
5.15K $422K
BIIB
Biogen Inc.

Healthcare
2.88K
New
$133.43 - $153.27 $384K - $441K
2.88K $393K
FXU
First Tr Exchange Traded Fd Ut

ETFs
8.94K
New
$37.42 - $41.14 $335K - $368K
8.94K $366K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.7K
New
$27.01 - $28.54 $344K - $363K
12.7K $355K
VNET
Vnet Group, Inc.

Technology
40.2K
New
$4.95 - $14.68 $199K - $590K
40.2K $329K
LYFT
Lyft, Inc.

Technology
27.4K
New
$11.27 - $15.12 $309K - $414K
27.4K $325K
HYG
Ishares Tr

ETFs
4.08K
New
$78.51 - $80.11 $320K - $327K
4.08K $322K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.3K
New
$49.78 - $53.19 $314K - $335K
6.3K $321K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.99K
New
$157.71 - $180.77 $313K - $359K
1.99K $318K
IGM
Ishares Expanded Tech Sector E

ETFs
3.31K
New
$90.67 - $108.46 $300K - $359K
3.31K $300K
FXO
First Tr Exchange Traded Fd Fi

ETFs
5.41K
New
$50.93 - $57.24 $276K - $310K
5.41K $286K
EIX
Edison International

Utilities
4.83K
New
$50.06 - $80.01 $242K - $386K
4.83K $284K
DHR
Danaher Corp

Healthcare
1.38K
New
$201.62 - $250.59 $278K - $346K
1.38K $283K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5.15K
New
$47.66 - $57.45 $246K - $296K
5.15K $280K
MOH
Molina Healthcare, Inc.

Healthcare
824
New
$266.57 - $333.27 $220K - $275K
824 $271K
D
Dominion Energy, Inc

Utilities
4.81K
New
$52.85 - $57.43 $254K - $276K
4.81K $269K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.4K
New
$22.46 - $23.26 $256K - $265K
11.4K $264K
MMYT
Make My Trip LTD

Consumer Cyclical
2.86K
New
N/A
2.86K $245K
TER
Teradyne, Inc

Technology
2.94K
New
$82.6 - $140.0 $243K - $411K
2.94K $242K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.85K
New
$45.92 - $47.58 $223K - $231K
4.85K $230K
SBAC
Sba Communications Corp

Real Estate
1.05K
New
$192.76 - $224.91 $202K - $235K
1.05K $230K
RGLD
Royal Gold Inc

Basic Materials
1.39K
New
$132.55 - $163.51 $184K - $227K
1.39K $227K
TRGP
Targa Resources Corp.

Energy
1.12K
New
$178.44 - $217.22 $200K - $243K
1.12K $224K
AFL
Aflac Inc

Financial Services
2.02K
New
$100.99 - $111.19 $204K - $224K
2.02K $224K
PSO
Pearson PLC

Communication Services
13.9K
New
$15.45 - $17.75 $214K - $246K
13.9K $222K
KC
Kingsoft Cloud Holdings LTD

Technology
15.3K
New
$9.15 - $20.81 $140K - $318K
15.3K $219K
EEM
Ishares Msci Emerging Markets

ETFs
4.99K
New
$40.81 - $45.34 $204K - $226K
4.99K $218K
DASH
Door Dash, Inc.

Communication Services
1.2K
New
$168.37 - $213.38 $202K - $256K
1.2K $218K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.79K
New
$69.81 - $78.9 $195K - $220K
2.79K $217K
AXS
Axis Capital Holdings LTD

Financial Services
2.15K
New
$85.54 - $100.24 $184K - $216K
2.15K $215K
SSO
Proshares Ultra S&P 500

ETFs
2.6K
New
$80.57 - $100.21 $209K - $261K
2.6K $215K
SHEL
Shell PLC

Energy
2.86K
New
$62.84 - $73.29 $180K - $209K
2.86K $209K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.58K
New
$80.53 - $147.57 $127K - $234K
1.58K $209K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.51K
New
$74.75 - $89.13 $187K - $223K
2.51K $209K
MSCI
Msci Inc.

Financial Services
371
New
$541.46 - $628.34 $201K - $233K
371 $209K
ALLE
Allegion PLC

Industrials
1.6K
New
$123.79 - $135.5 $197K - $216K
1.6K $208K
MSI
Motorola Solutions, Inc.

Technology
474
New
$411.73 - $482.1 $195K - $229K
474 $207K
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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