Claro Advisors LLC Reduced Holdings in Q1 2025

Claro Advisors LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CLX
Clorox CO

Consumer Defensive
-409
- 7.69%
$141.76 - $162.89 $58K - $66.6K
4.91K $723K
PANW
Palo Alto Networks Inc

Technology
-90
- 0.86%
$167.82 - $208.28 $15.1K - $18.7K
10.3K $1.76M
BDX
Becton Dickinson & CO

Healthcare
-576
- 17.29%
$222.79 - $249.08 $128K - $143K
2.76K $631K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-119
- 13.19%
$283.06 - $421.16 $33.7K - $50.1K
783 $221K
MS
Morgan Stanley

Financial Services
-544
- 8.18%
$111.68 - $141.08 $60.8K - $76.7K
6.1K $712K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-257
- 2.98%
$96.3 - $112.23 $24.7K - $28.8K
8.38K $816K
VUG
Vanguard Growth ETF

ETFs
-21
- 0.77%
$369.1 - $427.61 $7.75K - $8.98K
2.71K $1M
NTRS
Northern Trust Corp

Financial Services
-835
- 10.6%
$96.09 - $113.81 $80.2K - $95K
7.04K $694K
SNA
Snap On Inc

Industrials
-303
- 10.69%
$324.09 - $358.62 $98.2K - $109K
2.53K $852K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-155
- 0.37%
$23.16 - $27.04 $3.59K - $4.19K
41.9K $981K
GGG
Graco Inc

Industrials
-1.17K
- 15.42%
$80.53 - $87.54 $93.9K - $102K
6.4K $534K
SYK
Stryker Corp

Healthcare
-391
- 11.04%
$355.18 - $399.9 $139K - $156K
3.15K $1.17M
PG
Procter & Gamble CO

Consumer Defensive
-1.16K
- 3.35%
$158.56 - $176.26 $184K - $205K
33.5K $5.71M
IEMG
Ishares Inc

ETFs
-1.89K
- 5.79%
N/A
30.7K $1.65M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-362
- 3.3%
$117.4 - $131.02 $42.5K - $47.4K
10.6K $1.27M
HSY
Hershey CO

Consumer Defensive
-586
- 16.69%
$144.74 - $186.36 $84.8K - $109K
2.93K $500K
IEFA
Ishares Tr

ETFs
-4.48K
- 9.66%
$69.57 - $78.65 $312K - $353K
41.9K $3.17M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-9.42K
- 12.89%
$8.24 - $8.68 $77.6K - $81.8K
63.7K $525K
WM
Waste Management Inc

Industrials
-949
- 20.7%
$200.54 - $233.78 $190K - $222K
3.64K $841K
IYE
Ishares Tr

ETFs
-2.25K
- 30.53%
$45.23 - $49.95 $102K - $112K
5.11K $251K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.9K
- 18.05%
$58.01 - $64.46 $110K - $122K
8.6K $534K
HOLX
Hologic Inc

Healthcare
-683
- 17.05%
$60.7 - $73.77 $41.5K - $50.4K
3.32K $205K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-1.22K
- 15.81%
$69.64 - $76.33 $84.8K - $93K
6.49K $469K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-16
- 0.1%
$40.15 - $47.73 $642 - $764
15.9K $646K
MAS
Masco Corp

Industrials
-681
- 6.65%
$68.67 - $81.85 $46.8K - $55.7K
9.56K $664K
NDSN
Nordson Corp

Industrials
-305
- 13.9%
$200.12 - $224.07 $61K - $68.3K
1.89K $381K
DKNG
Draft Kings Inc.

Consumer Cyclical
-68
- 0.38%
$33.21 - $53.49 $2.26K - $3.64K
18K $598K
EWJ
Ishares Msci Japan ETF

ETFs
-1.29K
- 14.6%
$65.24 - $71.7 $83.9K - $92.2K
7.52K $515K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
-122
- 0.8%
$12.14 - $19.82 $1.48K - $2.42K
15.2K $184K
MU
Micron Technology Inc

Technology
-940
- 24.99%
$86.89 - $109.38 $81.7K - $103K
2.82K $245K
BST
Black Rock Science & Technology Trust

Financial Services
-1.08K
- 11.27%
$32.99 - $38.94 $35.6K - $42K
8.5K $280K
EFV
Msci Eafe Value ETF

ETFs
-8.57K
- 12.7%
$51.88 - $60.73 $445K - $521K
59K $3.47M
PH
Parker Hannifin Corp

Industrials
-74
- 9.83%
$591.65 - $707.05 $43.8K - $52.3K
679 $412K
PAVE
Global X Fds Us Infrastructure

ETFs
-724
- 5.08%
$37.31 - $43.82 $27K - $31.7K
13.5K $510K
ISRG
Intuitive Surgical Inc

Healthcare
-59
- 4.72%
$476.63 - $610.45 $28.1K - $36K
1.19K $589K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-2.45K
- 18.93%
$24.41 - $24.65 $59.9K - $60.5K
10.5K $257K
APH
Amphenol Corp

Technology
-278
- 2.64%
$61.62 - $78.55 $17.1K - $21.8K
10.3K $673K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-1.87K
- 2.81%
$12.17 - $13.83 $22.7K - $25.8K
64.6K $790K
PLTR
Palantir Technologies Inc.

Technology
-2.22K
- 15.1%
$64.98 - $124.62 $144K - $277K
12.5K $1.05M
DGX
Quest Diagnostics Inc

Healthcare
-417
- 18.77%
N/A
1.81K $247K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-288
- 3.5%
$48.37 - $55.84 $13.9K - $16.1K
7.95K $388K
AOS
Smith A O Corp

Industrials
-590
- 9.69%
$65.16 - $72.69 $38.4K - $42.9K
5.5K $359K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-174
- 6.49%
$126.86 - $146.45 $22.1K - $25.5K
2.51K $318K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.92K
- 22.09%
$17.53 - $17.87 $51.1K - $52.1K
10.3K $180K
TDIV
First Trust Nasdaq Technology

ETFs
-395
- 8.0%
$73.39 - $83.95 $29K - $33.2K
4.54K $334K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-2.34K
- 15.76%
$13.63 - $15.28 $31.8K - $35.7K
12.5K $170K
LOW
Lowes Companies Inc

Consumer Cyclical
-86
- 3.84%
$222.66 - $268.42 $19.1K - $23.1K
2.16K $502K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-513
- 8.78%
$59.79 - $67.15 $30.7K - $34.4K
5.33K $323K
INTC
Intel Corp

Technology
-3.65K
- 28.13%
$19.1 - $27.39 $69.7K - $100K
9.33K $211K
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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