Claro Advisors LLC Reduced Holdings in Q1 2025

Claro Advisors LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-1.24K
- 1.6%
$190.26 - $242.06 $235K - $299K
75.9K $14.4M
GOOG
Alphabet Inc.

Communication Services
-423
- 1.31%
$156.06 - $207.71 $66K - $87.9K
32K $5M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.17K
- 2.03%
$62.43 - $84.12 $136K - $183K
105K $6.82M
EFG
Msci Eafe Growth ETF

ETFs
-11.6K
- 24.94%
$96.1 - $106.37 $1.12M - $1.24M
35K $3.5M
XLK
Technology Sector Spdr

ETFs
-2.21K
- 24.75%
$206.38 - $242.18 $456K - $535K
6.72K $1.39M
VV
Vanguard Large Cap ETF

ETFs
-1.83K
- 28.49%
$253.32 - $282.66 $465K - $518K
4.6K $1.18M
XLE
Energy Sector Spdr

ETFs
-7.26K
- 39.23%
$85.7 - $93.96 $622K - $682K
11.3K $1.05M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.29K
- 66.12%
$74.85 - $84.89 $546K - $619K
3.74K $305K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.76K
- 35.22%
$85.29 - $92.57 $491K - $533K
10.6K $963K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-4.93K
- 51.95%
$90.0 - $96.32 $444K - $475K
4.56K $420K
HD
Home Depot, Inc.

Consumer Cyclical
-269
- 2.13%
$347.25 - $424.87 $93.4K - $114K
12.4K $4.53M
DGRO
Ishares Core Dividend Growth E

ETFs
-6.07K
- 25.23%
$60.46 - $64.42 $367K - $391K
18K $1.11M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.84K
- 43.08%
$95.85 - $99.25 $368K - $382K
5.08K $502K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2K
- 4.56%
$36.64 - $45.76 $73.4K - $91.7K
41.9K $1.57M
FV
First Trust Dorsey Wright Focu

ETFs
-60
- 0.08%
$53.91 - $63.03 $3.23K - $3.78K
76.5K $4.2M
IRM
Iron Mountain Inc

Real Estate
-49
- 0.3%
$82.79 - $111.31 $4.06K - $5.45K
16.5K $1.42M
MSTR
Microstrategy Inc

Technology
-1.05K
- 20.94%
$239.27 - $396.5 $252K - $418K
3.98K $1.15M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.86K
- 24.37%
$49.25 - $50.66 $289K - $297K
18.2K $902K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.64K
- 3.13%
$57.21 - $65.8 $93.8K - $108K
50.7K $2.96M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.64K
- 17.95%
$65.15 - $91.81 $107K - $150K
7.49K $488K
LMT
Lockheed Martin Corp

Industrials
-308
- 7.85%
$423.19 - $506.29 $130K - $156K
3.62K $1.62M
XLY
Select Sector Spdr Consumer Di

ETFs
-665
- 11.28%
$192.6 - $233.2 $128K - $155K
5.23K $1.03M
ADI
Analog Devices Inc

Technology
-1.06K
- 16.57%
$201.56 - $243.82 $213K - $258K
5.33K $1.07M
TROW
Price T Rowe Group Inc

Financial Services
-1.62K
- 26.04%
$91.57 - $116.93 $148K - $189K
4.6K $422K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.15K
- 26.21%
$71.17 - $73.66 $295K - $305K
11.7K $857K
HON
Honeywell International Inc

Industrials
-287
- 1.97%
$202.75 - $226.52 $58.2K - $65K
14.3K $3.02M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.67K
- 47.54%
$47.79 - $59.89 $175K - $219K
4.05K $203K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-6.86K
- 10.49%
$44.68 - $46.49 $306K - $319K
58.5K $2.71M
BX
Blackstone Inc.

Financial Services
-310
- 5.17%
$136.53 - $186.74 $42.3K - $57.9K
5.69K $795K
MRK
Merck & Co., Inc.

Healthcare
-914
- 5.77%
$83.01 - $101.02 $75.9K - $92.3K
14.9K $1.34M
GTLB
Gitlab Inc.

Technology
-686
- 3.3%
$47.0 - $73.14 $32.2K - $50.2K
20.1K $945K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.24K
- 29.43%
$56.12 - $68.15 $294K - $357K
12.6K $851K
IWP
Ishares Russell Mid Cap Growth

ETFs
-434
- 2.61%
$114.9 - $139.6 $49.9K - $60.6K
16.2K $1.9M
EMR
Emerson Electric CO

Industrials
-164
- 1.28%
$108.64 - $131.17 $17.8K - $21.5K
12.7K $1.39M
AVSC
American Centy ETF Tr Avantis
-2.19K
- 15.08%
$48.08 - $56.12 $105K - $123K
12.3K $597K
SRE
Sempra Energy

Utilities
-463
- 4.94%
$67.85 - $87.67 $31.4K - $40.6K
8.9K $635K
IVW
Ishares S&P 500 Growth ETF

ETFs
-889
- 7.95%
$92.45 - $106.69 $82.2K - $94.8K
10.3K $955K
TGT
Target Corp

Consumer Defensive
-798
- 25.42%
$103.65 - $142.5 $82.7K - $114K
2.34K $244K
DAL
Delta Air Lines, Inc.

Industrials
-96
- 0.93%
$43.6 - $69.06 $4.19K - $6.63K
10.2K $445K
BAC
Bank Of America Corp

Financial Services
-1.64K
- 3.45%
$39.61 - $47.74 $65K - $78.4K
45.9K $1.92M
ITW
Illinois Tool Works Inc

Industrials
-619
- 17.55%
$244.9 - $274.48 $152K - $170K
2.91K $721K
TTC
Toro CO

Industrials
-1.61K
- 23.32%
$71.86 - $87.28 $116K - $141K
5.31K $386K
DE
Deere & CO

Industrials
-447
- 44.08%
$408.57 - $509.27 $183K - $228K
567 $266K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-3.4K
- 22.25%
$44.81 - $46.22 $152K - $157K
11.9K $535K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-186
- 1.43%
$102.49 - $119.96 $19.1K - $22.3K
12.8K $1.34M
AVUV
American Centy ETF Tr Avantis

ETFs
-796
- 8.68%
$84.95 - $100.62 $67.6K - $80.1K
8.37K $729K
NVS
Novartis Ag

Healthcare
-1.84K
- 46.41%
$97.14 - $115.57 $178K - $212K
2.12K $236K
RMD
Resmed Inc

Healthcare
-564
- 15.63%
$219.7 - $257.65 $124K - $145K
3.05K $681K
ADBE
Adobe Inc.

Technology
-157
- 11.51%
$377.84 - $464.11 $59.3K - $72.9K
1.21K $462K
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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