Claro Advisors LLC New Holdings in Q4 2024

Claro Advisors LLC

  • $662 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
10K
New
$201.32 - $217.44 $2.02M - $2.18M
10K $2.08M
PHYL
Pgim ETF Tr

ETFs
27.7K
New
$34.74 - $35.59 $963K - $986K
27.7K $962K
IAU
Ishares Gold Trust

ETFs
14.8K
New
$48.37 - $52.65 $717K - $781K
14.8K $734K
APP
App Lovin Corp

Technology
1.28K
New
$130.67 - $401.5 $168K - $515K
1.28K $415K
RING
Ishares Inc Msci Global Gold M

ETFs
13.8K
New
$27.93 - $36.45 $386K - $504K
13.8K $388K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.77K
New
$125.36 - $147.37 $347K - $408K
2.77K $363K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.46K
New
$173.13 - $258.09 $253K - $377K
1.46K $337K
IYE
Ishares Tr

ETFs
7.36K
New
$43.93 - $51.37 $323K - $378K
7.36K $335K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.83K
New
$53.94 - $58.15 $315K - $339K
5.83K $328K
FXL
First Tr Exchange Traded Fd Fi

ETFs
2.16K
New
$136.18 - $158.26 $294K - $342K
2.16K $321K
IQV
Iqvia Holdings Inc.

Healthcare
1.43K
New
$190.97 - $236.63 $273K - $338K
1.43K $280K
SMAR
Smartsheet Inc

Technology
4.75K
New
$55.35 - $56.51 $263K - $269K
4.75K $266K
SE
Sea LTD

Consumer Cyclical
2.49K
New
$93.56 - $117.41 $233K - $293K
2.49K $264K
INTC
Intel Corp

Technology
13K
New
$19.07 - $26.23 $247K - $340K
13K $260K
ERIC
Ericsson Lm Telephone CO

Technology
32.2K
New
$7.36 - $8.59 $237K - $276K
32.2K $259K
CHKP
Check Point Software Technologies LTD

Technology
1.39K
New
$170.18 - $209.01 $237K - $291K
1.39K $259K
INCY
Incyte Corp

Healthcare
3.7K
New
$65.08 - $83.38 $241K - $308K
3.7K $255K
BSX
Boston Scientific Corp

Healthcare
2.74K
New
$83.62 - $91.5 $229K - $250K
2.74K $244K
INFY
Infosys LTD

Technology
11.1K
New
$20.71 - $23.42 $230K - $260K
11.1K $243K
LHX
L3 Harris Technologies, Inc.

Industrials
1.14K
New
$208.94 - $264.22 $239K - $302K
1.14K $240K
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.17K
New
$60.38 - $78.79 $191K - $250K
3.17K $238K
TIGR
Up Fintech Holding LTD

Financial Services
36.8K
New
$5.5 - $12.39 $202K - $456K
36.8K $237K
SNOW
Snowflake Inc.

Technology
1.5K
New
$109.65 - $186.51 $164K - $280K
1.5K $231K
OVV
Ovintiv Inc.

Energy
5.66K
New
$37.74 - $46.71 $214K - $264K
5.66K $229K
PINS
Pinterest, Inc.

Communication Services
7.78K
New
$28.24 - $34.15 $220K - $266K
7.78K $225K
KMI
Kinder Morgan, Inc.

Energy
8.14K
New
$22.59 - $28.54 $184K - $232K
8.14K $223K
SQ
Block, Inc.

Technology
2.59K
New
$65.06 - $98.92 $169K - $256K
2.59K $220K
IOSP
Innospec Inc.

Basic Materials
2K
New
$107.78 - $124.9 $216K - $250K
2K $220K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.59K
New
$83.09 - $89.28 $215K - $231K
2.59K $220K
TREX
Trex CO Inc

Industrials
3.18K
New
$62.94 - $79.88 $200K - $254K
3.18K $219K
KT
Kt Corp

Communication Services
14.2K
New
$14.79 - $18.29 $210K - $259K
14.2K $219K
KMX
Carmax Inc

Consumer Cyclical
2.64K
New
$71.11 - $87.2 $188K - $230K
2.64K $215K
MEDP
Medpace Holdings, Inc.

Healthcare
621
New
$308.93 - $363.58 $192K - $226K
621 $206K
RBLX
Roblox Corp

Communication Services
3.54K
New
$39.86 - $61.45 $141K - $218K
3.54K $204K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.1K
New
$9.71 - $15.34 $107K - $170K
11.1K $146K
PATH
Ui Path, Inc.

Technology
11.1K
New
$11.95 - $15.5 $133K - $173K
11.1K $141K
ADT
Adt Inc.

Industrials
12.8K
New
$6.71 - $8.14 $85.7K - $104K
12.8K $88K
Srivaru Holding Limited
465K
New
N/A
465K $0
Victory Portfolios Ii
11.7K
New
N/A
11.7K $0
Lam Research Corp
3.07K
New
N/A
3.07K $0
Arista Networks Inc
8.29K
New
N/A
8.29K $0
Calamos ETF Tr
16.9K
New
N/A
16.9K $0
Calamos ETF Tr
13K
New
N/A
13K $0
Calamos ETF Tr
19.8K
New
N/A
19.8K $0
Capital Group Core Balanced
6.64K
New
N/A
6.64K $0
Capital Group New Geography
13.7K
New
N/A
13.7K $0
Grayscale Bitcoin Mini Tr Et
42.5K
New
N/A
42.5K $0
Innovator Etfs Trust
10.9K
New
N/A
10.9K $0
Ishares Bitcoin Trust ETF
11.3K
New
N/A
11.3K $0
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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