Claro Advisors LLC Reduced Holdings in Q3 2025

Claro Advisors LLC

  • $633 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-50.8K
- 78.47%
$62.54 - $68.42 $3.18M - $3.48M
13.9K $941K
EFV
Msci Eafe Value ETF

ETFs
-40.2K
- 46.01%
$62.79 - $68.42 $2.53M - $2.75M
47.2K $3.2M
EFG
Msci Eafe Growth ETF

ETFs
-8.83K
- 25.78%
$106.99 - $114.46 $945K - $1.01M
25.4K $2.89M
VV
Vanguard Large Cap ETF

ETFs
-3.04K
- 66.54%
$285.05 - $309.14 $865K - $938K
1.53K $469K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-828
- 32.52%
$366.54 - $479.53 $303K - $397K
1.72K $672K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.85K
- 52.56%
$72.57 - $74.72 $425K - $437K
5.28K $392K
PG
Procter & Gamble CO

Consumer Defensive
-1.57K
- 5.53%
$150.47 - $161.22 $236K - $253K
26.8K $4.12M
NFLX
Netflix Inc

Communication Services
-5
- 0.18%
$1147.87 - $1297.18 $5.74K - $6.49K
2.77K $3.33M
HON
Honeywell International Inc

Industrials
-25
- 0.18%
$207.7 - $240.4 $5.19K - $6.01K
13.9K $2.92M
CSCO
Cisco Systems, Inc.

Technology
-3.78K
- 7.79%
$66.2 - $71.79 $250K - $271K
44.8K $3.06M
MSTR
Microstrategy Inc

Technology
-236
- 11.55%
$300.7 - $455.9 $71K - $108K
1.81K $582K
WM
Waste Management Inc

Industrials
-957
- 29.43%
$213.88 - $237.1 $205K - $227K
2.3K $506K
DKNG
Draft Kings Inc.

Consumer Cyclical
-270
- 0.68%
$37.4 - $48.23 $10.1K - $13K
39.6K $1.48M
DGRO
Ishares Core Dividend Growth E

ETFs
-4.27K
- 22.37%
$64.12 - $68.08 $274K - $291K
14.8K $1.01M
AVGO
Broadcom Inc.

Technology
-6.13K
- 18.34%
$264.74 - $369.57 $1.62M - $2.26M
27.3K $9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.9K
- 35.18%
$68.24 - $73.73 $198K - $214K
5.35K $392K
ABT
Abbott Laboratories

Healthcare
-1.15K
- 24.03%
$120.51 - $136.62 $139K - $157K
3.64K $487K
AMZN
Amazon Com Inc

Consumer Cyclical
-779
- 1.24%
$211.65 - $238.24 $165K - $186K
62.2K $13.7M
V
Visa Inc.

Financial Services
-225
- 3.73%
$332.09 - $358.86 $74.7K - $80.7K
5.8K $1.98M
DIS
Walt Disney CO

Communication Services
-176
- 1.21%
$112.25 - $124.0 $19.8K - $21.8K
14.3K $1.64M
PM
Philip Morris International Inc.

Consumer Defensive
-245
- 4.35%
$157.77 - $183.27 $38.7K - $44.9K
5.39K $874K
KO
Coca Cola CO

Consumer Defensive
-959
- 5.15%
$65.67 - $71.67 $63K - $68.7K
17.7K $1.17M
CL
Colgate Palmolive CO

Consumer Defensive
-415
- 4.12%
$79.36 - $93.33 $32.9K - $38.7K
9.66K $771K
MBB
Ishares Tr

ETFs
-1.59K
- 22.31%
$92.46 - $95.73 $147K - $152K
5.54K $526K
MA
Mastercard Inc

Financial Services
-261
- 18.42%
$550.18 - $598.96 $144K - $156K
1.16K $657K
CRM
Salesforce, Inc.

Technology
-123
- 4.31%
$231.66 - $273.65 $28.5K - $33.7K
2.73K $647K
CMCSA
Comcast Corp

Communication Services
-2.28K
- 16.98%
$31.41 - $36.33 $71.6K - $82.9K
11.2K $350K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-5.04K
- 16.22%
$31.79 - $33.42 $160K - $168K
26K $869K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-17.6K
- 16.98%
$9.39 - $10.12 $165K - $178K
85.8K $868K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-4.64K
- 15.79%
$51.78 - $57.89 $240K - $269K
24.8K $1.42M
EMR
Emerson Electric CO

Industrials
-555
- 5.17%
$128.6 - $149.63 $71.4K - $83K
10.2K $1.33M
VO
Vanguard Mid Cap ETF

ETFs
-411
- 21.98%
$279.83 - $293.74 $115K - $121K
1.46K $428K
PAYX
Paychex Inc

Industrials
-258
- 8.19%
$126.69 - $147.99 $32.7K - $38.2K
2.89K $366K
SBUX
Starbucks Corp

Consumer Cyclical
-513
- 8.12%
$81.9 - $96.86 $42K - $49.7K
5.81K $491K
IBM
International Business Machines Corp

Technology
-117
- 2.91%
$234.77 - $292.47 $27.5K - $34.2K
3.9K $1.1M
ISRG
Intuitive Surgical Inc

Healthcare
-23
- 3.16%
$433.66 - $544.47 $9.97K - $12.5K
704 $314K
AMT
American Tower Corp

Real Estate
-193
- 14.53%
$192.32 - $232.35 $37.1K - $44.8K
1.14K $218K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-401
- 4.3%
$60.9 - $70.75 $24.4K - $28.4K
8.93K $557K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.73K
- 11.79%
$55.15 - $58.11 $95.2K - $100K
12.9K $742K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.53K
- 22.04%
$52.12 - $55.33 $79.5K - $84.4K
5.4K $298K
OKE
Oneok Inc

Energy
-38
- 0.58%
$71.36 - $83.47 $2.71K - $3.17K
6.57K $479K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-1.32K
- 12.57%
$57.15 - $62.12 $75.6K - $82.1K
9.19K $571K
IEFA
Ishares Tr

ETFs
-1.82K
- 6.81%
$81.7 - $87.53 $148K - $159K
24.9K $2.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.15K
- 13.62%
$108.46 - $120.63 $125K - $139K
7.31K $869K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-6.45K
- 13.67%
$11.04 - $11.83 $71.2K - $76.3K
40.7K $476K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-727
- 10.74%
$122.57 - $132.57 $89.1K - $96.4K
6.04K $783K
SYK
Stryker Corp

Healthcare
-48
- 3.59%
$368.57 - $403.53 $17.7K - $19.4K
1.29K $476K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.57K
- 2.2%
$20.66 - $20.74 $53K - $53.2K
114K $2.36M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-2.07K
- 25.2%
$32.53 - $35.69 $67.3K - $73.8K
6.14K $217K
Activity Summary
Buys All Purchases 200 New Holdings 44 Increased Positions 156 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 1 Puts 0
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