Claro Advisors LLC Reduced Holdings in Q1 2025

Claro Advisors LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Calamos ETF Tr
-300
- 1.78%
N/A
16.6K $0
Calamos ETF Tr
-47
- 0.36%
N/A
12.9K $0
Calamos ETF Tr
-690
- 3.48%
N/A
19.2K $0
Invesco Actively Managed Exc
-678
- 5.37%
N/A
12K $0
Grayscale Ethereum Trust ETF
-5.83K
- 22.86%
N/A
19.7K $0
Tema ETF Trust
-2.51K
- 18.23%
N/A
11.2K $0
Qxo Inc
-80
- 0.23%
N/A
35.2K $0
WEC
Wec Energy Group, Inc.

Utilities
-1.11K
- 13.67%
$92.12 - $108.98 $103K - $121K
7.04K $766K
KMI
Kinder Morgan, Inc.

Energy
-272
- 3.34%
$26.1 - $31.22 $7.1K - $8.49K
7.87K $224K
ECL
Ecolab Inc.

Basic Materials
-270
- 7.37%
$229.72 - $269.82 $62K - $72.9K
3.39K $860K
YMAR
First Tr Ex Tr Viii Cboe Vest
-957
- 4.11%
$22.77 - $24.61 $21.8K - $23.6K
22.3K $534K
ICL
Icl Group Ltd.

Basic Materials
-1.38K
- 7.49%
$4.96 - $6.45 $6.86K - $8.92K
17.1K $97K
BR
Broadridge Financial Solutions, Inc.

Technology
-38
- 3.35%
$221.46 - $244.83 $8.42K - $9.3K
1.1K $265K
BSX
Boston Scientific Corp

Healthcare
-161
- 5.89%
$89.38 - $106.18 $14.4K - $17.1K
2.57K $259K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-22
- 0.3%
$33.84 - $37.77 $744 - $831
7.27K $264K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-42
- 0.35%
$105.1 - $109.61 $4.41K - $4.6K
12K $1.31M
CI
Cigna Corp

Healthcare
-163
- 10.25%
$274.49 - $329.0 $44.7K - $53.6K
1.43K $469K
LYG
Lloyds Banking Group PLC

Financial Services
-2.46K
- 6.19%
$2.58 - $3.9 $6.35K - $9.6K
37.3K $142K
ES
Eversource Energy

Utilities
-103
- 1.09%
$55.63 - $63.8 $5.73K - $6.57K
9.35K $580K
MA
Mastercard Inc

Financial Services
-79
- 2.02%
$504.67 - $576.31 $39.9K - $45.5K
3.84K $2.1M
PAYX
Paychex Inc

Industrials
-482
- 5.53%
$136.06 - $154.52 $65.6K - $74.5K
8.24K $1.27M
SBUX
Starbucks Corp

Consumer Cyclical
-449
- 3.16%
$91.75 - $115.81 $41.2K - $52K
13.8K $1.35M
MDT
Medtronic PLC

Healthcare
-965
- 6.73%
$79.84 - $94.5 $77K - $91.2K
13.4K $1.2M
WRB
Berkley W R Corp

Financial Services
-1.08K
- 9.91%
$56.7 - $71.27 $61.1K - $76.8K
9.79K $696K
EPD
Enterprise Products Partners L.P.

Energy
-107
- 0.38%
$31.75 - $34.14 $3.4K - $3.65K
28.1K $960K
RTX
Raytheon Technologies Corp

Industrials
-650
- 6.08%
$114.1 - $135.66 $74.2K - $88.2K
10K $1.33M
PGR
Progressive Corp

Financial Services
-20
- 0.75%
$235.61 - $291.22 $4.71K - $5.82K
2.65K $749K
ABT
Abbott Laboratories

Healthcare
-609
- 5.97%
$111.1 - $140.22 $67.7K - $85.4K
9.59K $1.27M
CB
Chubb LTD

Financial Services
-241
- 3.17%
$257.71 - $301.99 $62.1K - $72.8K
7.37K $2.23M
SO
Southern CO

Utilities
-702
- 3.14%
$80.96 - $92.96 $56.8K - $65.3K
21.7K $1.99M
NFLX
Netflix Inc

Communication Services
-7
- 0.18%
$828.4 - $1058.6 $5.8K - $7.41K
3.8K $3.54M
MCK
Mckesson Corp

Healthcare
-141
- 5.48%
$566.21 - $672.99 $79.8K - $94.9K
2.43K $1.64M
PM
Philip Morris International Inc.

Consumer Defensive
-726
- 9.56%
$117.15 - $158.79 $85.1K - $115K
6.87K $1.09M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-137
- 4.46%
$402.49 - $513.76 $55.1K - $70.4K
2.94K $1.42M
KO
Coca Cola CO

Consumer Defensive
-719
- 2.84%
$60.81 - $72.32 $43.7K - $52K
24.6K $1.76M
GILD
Gilead Sciences, Inc.

Healthcare
-285
- 2.55%
$89.14 - $117.41 $25.4K - $33.5K
10.9K $1.22M
AMGN
Amgen Inc

Healthcare
-66
- 1.58%
$258.59 - $327.36 $17.1K - $21.6K
4.12K $1.28M
TD
Toronto Dominion Bank

Financial Services
-200
- 0.63%
$53.12 - $61.15 $10.6K - $12.2K
31.6K $1.89M
CVX
Chevron Corp

Energy
-64
- 0.66%
$146.71 - $167.97 $9.39K - $10.8K
9.65K $1.61M
ABBV
Abb Vie Inc.

Healthcare
-480
- 2.08%
$169.2 - $216.66 $81.2K - $104K
22.6K $4.74M
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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