Claro Advisors LLC Reduced Holdings in Q1 2025

Claro Advisors LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EQIX
Equinix Inc

Real Estate
-17
- 6.27%
$803.0 - $959.97 $13.7K - $16.3K
254 $207K
SHW
Sherwin Williams CO

Basic Materials
-196
- 7.73%
$330.16 - $365.55 $64.7K - $71.6K
2.34K $817K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-6.25K
- 20.4%
$8.29 - $8.97 $51.8K - $56.1K
24.4K $209K
APD
Air Products & Chemicals, Inc.

Basic Materials
-190
- 7.28%
$283.24 - $338.07 $53.8K - $64.2K
2.42K $713K
TXN
Texas Instruments Inc

Technology
-225
- 8.78%
N/A
2.34K $455K
URI
United Rentals, Inc.

Industrials
-12
- 2.64%
$594.17 - $789.56 $7.13K - $9.47K
443 $277K
NEE
Nextera Energy Inc

Utilities
-521
- 8.64%
$66.96 - $76.16 $34.9K - $39.7K
5.51K $390K
FDN
First Tr Fd Dow Jones

ETFs
-15
- 0.82%
$221.38 - $266.86 $3.32K - $4K
1.81K $401K
ADP
Automatic Data Processing Inc

Industrials
-222
- 10.35%
$286.85 - $318.64 $63.7K - $70.7K
1.92K $587K
DCI
Donaldson CO Inc

Industrials
-524
- 5.91%
$66.51 - $72.28 $34.9K - $37.9K
8.34K $558K
EOG
Eog Resources Inc

Energy
-565
- 8.95%
$120.54 - $138.05 $68.1K - $78K
5.75K $737K
NJR
New Jersey Resources Corp

Utilities
-1.37K
- 11.02%
$45.25 - $49.37 $62K - $67.7K
11.1K $543K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-818
- 9.23%
$48.31 - $49.23 $39.5K - $40.3K
8.04K $395K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-134
- 5.63%
$101.98 - $115.66 $13.7K - $15.5K
2.25K $229K
VNQ
Vanguard Specialized Funds Van

ETFs
-433
- 8.38%
$85.55 - $94.34 $37K - $40.8K
4.73K $428K
AWK
American Water Works Company, Inc.

Utilities
-1.06K
- 19.38%
$121.01 - $149.31 $129K - $159K
4.42K $651K
FXR
First Trust Industrials/Produc

ETFs
-67
- 1.36%
$68.3 - $79.81 $4.58K - $5.35K
4.87K $339K
DD
Du Pont De Nemours, Inc.

Basic Materials
-270
- 5.7%
$72.7 - $84.32 $19.6K - $22.8K
4.47K $333K
ASX
Ase Technology Holding Co., Ltd.

Technology
-1.12K
- 8.28%
$8.76 - $11.36 $9.8K - $12.7K
12.4K $108K
CEG
Constellation Energy Corp

Utilities
-14
- 1.37%
$201.63 - $347.44 $2.82K - $4.86K
1.01K $203K
OKE
Oneok Inc

Energy
-167
- 2.29%
$89.57 - $109.85 $15K - $18.3K
7.14K $708K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-1.02K
- 0.98%
$9.88 - $10.25 $10.1K - $10.5K
104K $1.03M
USXF
Ishares Esg Advanced Msci Usa

Technology
-41
- 0.6%
$46.38 - $52.65 $1.9K - $2.16K
6.74K $314K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
-159
- 1.49%
$7.95 - $11.79 $1.26K - $1.87K
10.5K $83K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
-3.22K
- 10.1%
$7.58 - $7.94 $24.4K - $25.6K
28.6K $221K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-535
- 7.76%
N/A
6.36K $258K
VVR
Invesco Senior Income Trust

Financial Services
-1.4K
- 1.72%
$3.55 - $4.15 $4.97K - $5.81K
79.8K $299K
SPOT
Spotify Technology S.A.

Communication Services
-173
- 23.38%
$457.79 - $648.32 $79.2K - $112K
567 $311K
WEN
Wendy'S CO

Consumer Cyclical
-75
- 0.68%
$14.17 - $16.17 $1.06K - $1.21K
10.9K $159K
GD
General Dynamics Corp

Industrials
-194
- 5.15%
$241.94 - $272.58 $46.9K - $52.9K
3.58K $974K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-58
- 1.7%
$64.88 - $72.1 $3.76K - $4.18K
3.35K $219K
EXPD
Expeditors International Of Washington Inc

Industrials
-550
- 9.49%
$109.09 - $126.48 $60K - $69.6K
5.25K $630K
SYY
Sysco Corp

Consumer Defensive
-86
- 2.9%
$70.0 - $77.13 $6.02K - $6.63K
2.88K $215K
BRO
Brown & Brown, Inc.

Financial Services
-1.35K
- 18.88%
$100.54 - $124.4 $136K - $168K
5.8K $721K
C
Citigroup Inc

Financial Services
-175
- 2.04%
$67.23 - $84.63 $11.8K - $14.8K
8.38K $595K
XLP
Consumer Staples Sector Spdr

ETFs
-73
- 2.87%
N/A
2.47K $187K
CL
Colgate Palmolive CO

Consumer Defensive
-604
- 3.31%
$85.68 - $97.5 $51.8K - $58.9K
17.7K $1.65M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-425
- 3.43%
$22.42 - $23.22 $9.53K - $9.87K
12K $275K
CIG
Energy CO Of Minas Gerais

Utilities
-2.62K
- 7.1%
$1.71 - $1.98 $4.49K - $5.19K
34.3K $60K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-11
- 0.42%
$83.18 - $89.27 $915 - $982
2.58K $215K
TJX
Tjx Companies Inc

Consumer Cyclical
-211
- 0.91%
$112.81 - $126.16 $23.8K - $26.6K
22.9K $2.78M
VTV
Vanguard Value ETF

ETFs
-58
- 2.64%
$167.73 - $179.21 $9.73K - $10.4K
2.14K $368K
FISV
Fiserv Inc

Technology
-5
- 0.25%
N/A
1.98K $247K
Blackrock ETF Trust Ii
-751
- 1.78%
N/A
41.5K $0
Bitwise Bitcoin ETF Tr
-891
- 1.56%
N/A
56.2K $0
Bitwise Ethereum ETF
-7.94K
- 8.69%
N/A
83.4K $0
BFB
Brown Forman Corp Cl B
-286
- 2.6%
N/A
10.7K $0
Natwest Group PLC
-1.09K
- 6.86%
N/A
14.8K $0
Calamos ETF Tr
-200
- 1.72%
N/A
11.4K $0
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
Track This Portfolio

Track Claro Advisors LLC Portfolio

Follow Claro Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claro Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Claro Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email