Claro Advisors LLC Reduced Holdings in Q2 2025

Claro Advisors LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
THG
Hanover Insurance Group, Inc.

Financial Services
-215
- 4.29%
$150.66 - $178.04 $32.4K - $38.3K
4.8K $814K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.58K
- 19.99%
$54.19 - $67.22 $85.6K - $106K
6.32K $424K
MET
Metlife Inc

Financial Services
-686
- 5.05%
$68.42 - $82.49 $46.9K - $56.6K
12.9K $1.04M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-120
- 0.12%
$9.4 - $10.12 $1.13K - $1.21K
103K $981K
EWBC
East West Bancorp Inc

Financial Services
-814
- 27.14%
$71.03 - $101.75 $57.8K - $82.8K
2.19K $220K
VTV
Vanguard Value ETF

ETFs
-287
- 13.44%
$153.67 - $176.74 $44.1K - $50.7K
1.85K $326K
TRV
Travelers Companies, Inc.

Financial Services
-225
- 3.55%
$233.83 - $276.34 $52.6K - $62.2K
6.11K $1.63M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-542
- 4.64%
$72.02 - $73.82 $39K - $40K
11.1K $819K
DGX
Quest Diagnostics Inc

Healthcare
-249
- 13.8%
N/A
1.56K $213K
BA
Boeing CO

Industrials
-1.17K
- 21.64%
$136.59 - $217.51 $160K - $254K
4.23K $887K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-714
- 11.01%
$65.66 - $77.49 $46.9K - $55.3K
5.77K $437K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-455
- 9.98%
$81.46 - $94.63 $37.1K - $43.1K
4.11K $388K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-634
- 7.88%
$48.5 - $49.35 $30.7K - $31.3K
7.41K $364K
MTZ
Mastec Inc

Industrials
-1.65K
- 35.37%
$106.07 - $171.99 $175K - $284K
3.01K $513K
BSX
Boston Scientific Corp

Healthcare
-427
- 16.59%
$89.7 - $107.41 $38.3K - $45.9K
2.15K $230K
ABC
Amerisourcebergen Corp

Healthcare
-139
- 11.61%
N/A
1.06K $195K
PSEC
Prospect Capital Corp

Financial Services
-3
- 0.01%
$3.14 - $4.06 $9.42 - $12.2
27.2K $86K
IDXX
Idexx Laboratories Inc

Healthcare
-194
- 28.2%
$361.04 - $536.34 $70K - $104K
494 $264K
FVD
First Tr Value Line Divid Inde

ETFs
-597
- 1.05%
$40.62 - $45.12 $24.3K - $26.9K
56.2K $2.51M
NVO
Novo Nordisk A S

Healthcare
-162
- 0.76%
$58.08 - $81.05 $9.41K - $13.1K
21.2K $1.46M
UBER
Uber Technologies, Inc

Technology
-3.01K
- 23.51%
$64.62 - $93.3 $194K - $280K
9.78K $912K
SHOP
Shopify Inc.

Technology
-1.24K
- 19.75%
$76.89 - $115.35 $95.1K - $143K
5.03K $579K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-1.88K
- 15.05%
$12.03 - $14.44 $22.6K - $27.1K
10.6K $153K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-202
- 12.23%
$272.36 - $339.57 $55K - $68.6K
1.45K $492K
BK
Bank Of New York Mellon Corp

Financial Services
-467
- 11.1%
$73.31 - $91.62 $34.2K - $42.8K
3.74K $340K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-580
- 0.49%
$20.66 - $20.74 $12K - $12K
117K $2.41M
EEM
Ishares Msci Emerging Markets

ETFs
-673
- 13.48%
$38.52 - $48.28 $25.9K - $32.5K
4.32K $208K
UL
Unilever PLC

Consumer Defensive
-308
- 5.63%
$57.9 - $65.43 $17.8K - $20.2K
5.16K $315K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-433
- 17.27%
$113.67 - $150.4 $49.2K - $65.1K
2.07K $311K
ESS
Essex Property Trust, Inc.

Real Estate
-16
- 0.71%
N/A
2.23K $608K
IGM
Ishares Expanded Tech Sector E

ETFs
-684
- 20.66%
$79.8 - $112.34 $54.6K - $76.8K
2.63K $295K
Blackrock Inc
-102
- 5.64%
N/A
1.71K $0
Victory Portfolios Ii
-656
- 4.41%
N/A
14.2K $0
Bitwise Ethereum ETF
-17.8K
- 21.37%
N/A
65.6K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-553
- 5.22%
N/A
10K $0
Arista Networks Inc
-6.15K
- 67.52%
N/A
2.96K $0
Calamos ETF Tr
-705
- 4.25%
N/A
15.9K $0
Calamos ETF Tr
-390
- 3.41%
N/A
11K $0
Calamos ETF Tr
-1.26K
- 6.59%
N/A
17.9K $0
EMLP
First Tr Exchange Traded Iv

ETFs
-21
- 0.11%
$33.62 - $37.89 $706 - $796
18.7K $700K
CSHI
Shp ETF Tr Neos Enhanced Incom
-4.66K
- 20.1%
N/A
18.5K $0
Grayscale Ethereum Trust ETF
-5.65K
- 28.7%
N/A
14K $0
Innovator Etfs Trust
-2.84K
- 11.12%
N/A
22.7K $0
Blackrock ETF Trust Ii
-15K
- 36.23%
N/A
26.5K $0
Lazard Inc
-56
- 0.47%
N/A
11.9K $0
Lam Research Corp
-2.3K
- 52.06%
N/A
2.11K $0
SFLR
Innovator Etfs Tr Equity Manag
-3.66K
- 11.24%
N/A
28.9K $0
Innovator Etfs Trust
-655
- 6.15%
N/A
10K $0
Ishares Bitcoin Trust ETF
-4.29K
- 27.56%
N/A
11.3K $0
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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