Claro Advisors LLC Reduced Holdings in Q4 2024

Claro Advisors LLC

  • $662 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-301
- 8.13%
$66.77 - $71.52 $20.1K - $21.5K
3.4K $234K
VO
Vanguard Mid Cap ETF

ETFs
-58
- 3.9%
$261.5 - $284.63 $15.2K - $16.5K
1.43K $377K
FLV
American Centy ETF Tr Focused

ETFs
-39
- 1.05%
$66.11 - $71.93 $2.58K - $2.81K
3.67K $245K
OEF
Ishares S&P 100 ETF

ETFs
-46
- 1.59%
N/A
2.85K $757K
FISV
Fiserv Inc

Technology
-106
- 5.08%
N/A
1.98K $248K
GS
Goldman Sachs Group Inc

Financial Services
-136
- 16.02%
$486.1 - $608.57 $66.1K - $82.8K
713 $408K
ABC
Amerisourcebergen Corp

Healthcare
-66
- 5.28%
N/A
1.19K $219K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-272
- 2.02%
$17.65 - $18.18 $4.8K - $4.94K
13.2K $233K
TRV
Travelers Companies, Inc.

Financial Services
-223
- 3.46%
$225.97 - $266.66 $50.4K - $59.5K
6.22K $1.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-64
- 3.34%
$126.68 - $134.74 $8.11K - $8.62K
1.86K $236K
ALL
Allstate Corp

Financial Services
-59
- 5.06%
$181.25 - $208.2 $10.7K - $12.3K
1.11K $213K
XLP
Consumer Staples Sector Spdr

ETFs
-87
- 3.31%
N/A
2.55K $193K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-461
- 6.14%
$46.94 - $51.62 $21.6K - $23.8K
7.05K $352K
AZZ
Azz Inc

Industrials
-24
- 0.71%
$75.86 - $96.0 $1.82K - $2.3K
3.35K $274K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-33
- 0.46%
$114.67 - $126.49 $3.78K - $4.17K
7.17K $833K
ADSK
Autodesk, Inc.

Technology
-12
- 0.85%
N/A
1.39K $342K
Linde PLC
-447
- 16.06%
N/A
2.34K $0
Aegon LTD
-281
- 0.95%
N/A
29.5K $0
Blackrock ETF Trust Ii
-1.11K
- 2.56%
N/A
42.3K $0
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-11
- 0.07%
$44.2 - $49.46 $486 - $544
15.9K $727K
Invesco Actively Managed Exc
-233
- 1.81%
N/A
12.6K $0
Tema ETF Trust
-712
- 4.93%
N/A
13.7K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-807
- 7.15%
N/A
10.5K $0
Calamos ETF Tr
-500
- 4.12%
N/A
11.6K $0
Natwest Group PLC
-377
- 2.32%
N/A
15.9K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-13K
- 59.72%
N/A
8.8K $0
Grayscale Ethereum Trust ETF
-3.41K
- 11.77%
N/A
25.5K $0
Labcorp Holdings Inc
-294
- 23.73%
N/A
945 $0
Klaviyo Inc
-57.5K
- 4.65%
N/A
1.18M $0
Qxo Inc
-3.5K
- 9.02%
N/A
35.3K $0
Ge Vernova Inc
-148
- 10.1%
N/A
1.32K $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4
- 0.4%
$417.69 - $450.94 $1.67K - $1.8K
997 $424K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-29
- 1.2%
$107.41 - $115.71 $3.11K - $3.36K
2.38K $262K
MS
Morgan Stanley

Financial Services
-1.35K
- 16.85%
$104.42 - $134.99 $141K - $182K
6.65K $835K
GLW
Corning Inc

Technology
-312
- 4.38%
$44.11 - $49.76 $13.8K - $15.5K
6.81K $323K
BK
Bank Of New York Mellon Corp

Financial Services
-224
- 5.38%
$70.82 - $81.87 $15.9K - $18.3K
3.94K $302K
FDS
Factset Research Systems Inc

Financial Services
-14
- 3.19%
$449.69 - $495.72 $6.3K - $6.94K
425 $204K
EQIX
Equinix Inc

Real Estate
-12
- 4.24%
$865.69 - $985.0 $10.4K - $11.8K
271 $255K
GRMN
Garmin LTD

Technology
-175
- 12.72%
$161.91 - $220.77 $28.3K - $38.6K
1.2K $247K
BUG
Global X Fds Cybersecurity ETF

ETFs
-98
- 1.42%
$30.13 - $34.51 $2.95K - $3.38K
6.82K $218K
NDAQ
Nasdaq, Inc.

Financial Services
-60
- 2.15%
$70.87 - $83.05 $4.25K - $4.98K
2.73K $210K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-93
- 3.35%
$129.96 - $144.97 $12.1K - $13.5K
2.68K $373K
THG
Hanover Insurance Group, Inc.

Financial Services
-155
- 3.02%
$144.81 - $165.01 $22.4K - $25.6K
4.97K $768K
ERJ
Embraer S.A.

Industrials
-107
- 1.0%
$32.46 - $40.0 $3.47K - $4.28K
10.6K $389K
DLR
Digital Realty Trust, Inc.

Real Estate
-52
- 3.78%
$156.46 - $195.69 $8.14K - $10.2K
1.32K $234K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-204
- 3.38%
$58.39 - $67.04 $11.9K - $13.7K
5.83K $369K
ZM
Zoom Video Communications, Inc.

Technology
-420
- 10.62%
$67.21 - $89.03 $28.2K - $37.4K
3.53K $288K
SAP
Sap Se

Technology
-38
- 2.67%
$218.13 - $255.54 $8.29K - $9.71K
1.39K $341K
AXP
American Express CO

Financial Services
-116
- 5.25%
$267.35 - $305.57 $31K - $35.4K
2.09K $621K
Activity Summary
Buys All Purchases 181 New Holdings 53 Increased Positions 128 Sells All Sells 291 Reductions 291 Sold out 0 Options Calls 0 Puts 1
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