Claro Advisors LLC Reduced Holdings in Q2 2025

Claro Advisors LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AWK
American Water Works Company, Inc.

Utilities
-2.93K
- 66.23%
$133.82 - $151.96 $392K - $445K
1.49K $207K
KO
Coca Cola CO

Consumer Defensive
-5.94K
- 24.17%
$68.37 - $73.9 $406K - $439K
18.6K $1.32M
HD
Home Depot, Inc.

Consumer Cyclical
-1.19K
- 9.6%
$335.24 - $380.78 $398K - $452K
11.2K $4.1M
AA
Alcoa Corp

Basic Materials
-13.8K
- 51.37%
$22.57 - $30.84 $311K - $426K
13.1K $385K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3.83K
- 36.16%
$103.88 - $123.68 $398K - $474K
6.77K $836K
GOOGL
Alphabet Inc.

Communication Services
-6.77K
- 19.25%
$144.7 - $178.6 $979K - $1.21M
28.4K $5M
CME
Cme Group Inc.

Financial Services
-1.66K
- 55.49%
$252.37 - $290.71 $418K - $482K
1.33K $366K
EXPD
Expeditors International Of Washington Inc

Industrials
-3.41K
- 64.96%
$102.84 - $122.24 $350K - $416K
1.84K $209K
PHYL
Pgim ETF Tr

ETFs
-12.2K
- 42.47%
$33.41 - $35.49 $409K - $434K
16.6K $587K
NKE
Nike, Inc.

Consumer Cyclical
-7.41K
- 49.28%
$53.27 - $72.04 $395K - $534K
7.62K $541K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-109
- 58.6%
$4164.15 - $5789.24 $454K - $631K
77 $445K
COP
Conocophillips

Energy
-3.33K
- 55.02%
$82.66 - $106.1 $275K - $353K
2.72K $243K
T
At&T Inc.

Communication Services
-14.3K
- 32.28%
$26.33 - $28.94 $377K - $414K
30K $868K
WMT
Walmart Inc.

Consumer Defensive
-8.22K
- 19.44%
$81.79 - $99.98 $672K - $822K
34.1K $3.33M
FV
First Trust Dorsey Wright Focu

ETFs
-12K
- 15.65%
$48.43 - $59.26 $580K - $710K
64.5K $3.82M
GM
General Motors CO

Consumer Cyclical
-7.9K
- 56.63%
$42.48 - $50.46 $335K - $398K
6.05K $297K
ACN
Accenture PLC

Technology
-736
- 7.39%
$279.23 - $323.21 $206K - $238K
9.22K $2.76M
BX
Blackstone Inc.

Financial Services
-2.7K
- 47.45%
$120.07 - $151.11 $324K - $408K
2.99K $447K
AMGN
Amgen Inc

Healthcare
-761
- 18.47%
$262.28 - $309.85 $200K - $236K
3.36K $937K
ADP
Automatic Data Processing Inc

Industrials
-1.09K
- 56.71%
$276.76 - $326.81 $302K - $356K
832 $256K
MSTR
Microstrategy Inc

Technology
-1.93K
- 48.58%
$237.95 - $421.61 $459K - $814K
2.04K $826K
ELV
Elevance Health, Inc.

Healthcare
-632
- 43.29%
$372.27 - $452.69 $235K - $286K
828 $322K
GOOG
Alphabet Inc.

Communication Services
-5.55K
- 17.37%
$146.58 - $180.01 $814K - $1M
26.4K $4.69M
AXP
American Express CO

Financial Services
-1.37K
- 53.03%
$231.39 - $318.98 $316K - $436K
1.21K $386K
MRK
Merck & Co., Inc.

Healthcare
-1.84K
- 12.31%
$73.47 - $87.12 $135K - $160K
13.1K $1.04M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-392
- 13.34%
$421.16 - $509.5 $165K - $200K
2.55K $1.13M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.76K
- 63.59%
$57.41 - $74.81 $273K - $356K
2.73K $202K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.41K
- 55.5%
$141.37 - $228.57 $341K - $551K
1.93K $438K
PFE
Pfizer Inc

Healthcare
-7.96K
- 13.7%
$21.59 - $24.84 $172K - $198K
50.1K $1.21M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.04K
- 48.31%
$210.83 - $235.28 $219K - $245K
1.11K $247K
CAT
Caterpillar Inc

Industrials
-836
- 60.84%
$273.94 - $388.21 $229K - $325K
538 $208K
APP
App Lovin Corp

Technology
-1.11K
- 63.94%
$219.37 - $417.89 $244K - $465K
627 $219K
RTX
Raytheon Technologies Corp

Industrials
-2.58K
- 25.66%
$113.75 - $148.48 $293K - $382K
7.46K $1.09M
XLI
Industrial Sector Spdr

ETFs
-2.28K
- 36.05%
$116.42 - $147.52 $265K - $336K
4.04K $595K
NOW
Service Now, Inc.

Technology
-519
- 38.99%
$721.65 - $1040.18 $375K - $540K
812 $834K
AVSC
American Centy ETF Tr Avantis
-5.07K
- 41.06%
$42.39 - $51.76 $215K - $262K
7.27K $374K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.22K
- 25.67%
$63.54 - $68.5 $205K - $221K
9.33K $629K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.94K
- 43.6%
$71.28 - $83.74 $210K - $247K
3.81K $318K
AIG
American International Group, Inc.

Financial Services
-2.42K
- 49.73%
$77.56 - $87.72 $187K - $212K
2.44K $209K
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.52K
- 34.19%
$82.96 - $110.1 $292K - $388K
6.78K $745K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-284
- 27.79%
$390.26 - $489.06 $111K - $139K
738 $299K
AMD
Advanced Micro Devices Inc

Technology
-3.24K
- 50.02%
$78.21 - $143.81 $253K - $465K
3.23K $458K
C
Citigroup Inc

Financial Services
-3.71K
- 44.29%
$58.13 - $85.12 $216K - $316K
4.67K $397K
ISRG
Intuitive Surgical Inc

Healthcare
-464
- 38.96%
$451.58 - $565.94 $210K - $263K
727 $395K
VRT
Vertiv Holdings CO

Industrials
-2.2K
- 38.44%
N/A
3.52K $304K
ADBE
Adobe Inc.

Technology
-495
- 41.01%
$340.0 - $420.68 $168K - $208K
712 $275K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-23.7K
- 37.26%
$7.2 - $8.65 $171K - $205K
40K $345K
AMT
American Tower Corp

Real Estate
-834
- 38.58%
$203.96 - $228.19 $170K - $190K
1.33K $293K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.22K
- 41.47%
$86.13 - $108.53 $191K - $241K
3.13K $339K
Activity Summary
Buys All Purchases 113 New Holdings 27 Increased Positions 86 Sells All Sells 255 Reductions 255 Sold out 0 Options Calls 0 Puts 0
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