Claro Advisors LLC Sells in Q4 2024

Claro Advisors LLC

  • $662 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IDXX
Idexx Laboratories Inc

Healthcare
-9.14K
- 93.5%
$406.92 - $495.42 $3.72M - $4.53M
636 $262K
IEFA
Ishares Tr

ETFs
-42K
- 47.53%
$70.06 - $77.43 $2.94M - $3.25M
46.4K $3.26M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-54.8K
- 16.37%
$45.07 - $47.1 $2.47M - $2.58M
280K $12.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.56K
- 10.53%
$567.81 - $607.81 $2.59M - $2.77M
38.8K $22.7M
MSFT
Microsoft Corp

Technology
-3.44K
- 5.99%
$406.35 - $454.46 $1.4M - $1.56M
54K $22.8M
XEL
Xcel Energy Inc

Utilities
-28.1K
- 84.35%
$62.16 - $72.92 $1.75M - $2.05M
5.22K $352K
NEE
Nextera Energy Inc

Utilities
-17.8K
- 74.74%
$69.77 - $85.43 $1.25M - $1.52M
6.03K $432K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-8.2K
- 10.68%
$176.42 - $186.91 $1.45M - $1.53M
68.6K $12.2M
UNH
Unitedhealth Group Inc

Healthcare
-1.29K
- 13.36%
$485.52 - $625.25 $625K - $805K
8.35K $4.22M
NVO
Novo Nordisk A S

Healthcare
-4.82K
- 18.46%
$85.0 - $120.04 $409K - $578K
21.3K $1.83M
ORCL
Oracle Corp

Technology
-6.54K
- 30.46%
$165.41 - $192.43 $1.08M - $1.26M
14.9K $2.49M
DGRO
Ishares Core Dividend Growth E

ETFs
-16.7K
- 41.03%
$60.73 - $64.94 $1.02M - $1.09M
24.1K $1.48M
XLI
Industrial Sector Spdr

ETFs
-7.74K
- 72.79%
$131.76 - $143.99 $1.02M - $1.11M
2.89K $381K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-14.7K
- 45.61%
$53.86 - $60.27 $793K - $888K
17.6K $947K
LLY
Eli Lilly & CO

Healthcare
-685
- 16.26%
$727.2 - $932.06 $498K - $638K
3.53K $2.72M
VTI
Vanguard Total Stock Market Et

ETFs
-3.8K
- 18.54%
$280.04 - $302.45 $1.06M - $1.15M
16.7K $4.84M
PEP
Pepsico Inc

Consumer Defensive
-3.48K
- 14.78%
$151.29 - $176.1 $526K - $613K
20.1K $3.05M
JNJ
Johnson & Johnson

Healthcare
-3.31K
- 13.27%
$143.34 - $165.86 $475K - $549K
21.6K $3.13M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-17.9K
- 72.05%
$46.68 - $47.95 $834K - $856K
6.93K $325K
XLV
Select Sector Spdr Fund Health

ETFs
-4.73K
- 40.75%
$136.28 - $154.74 $644K - $731K
6.87K $945K
ABBV
Abb Vie Inc.

Healthcare
-1.63K
- 6.59%
$164.99 - $203.87 $269K - $332K
23.1K $4.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-5.45K
- 31.08%
$106.56 - $113.11 $581K - $617K
12.1K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
-2.85K
- 7.59%
$161.05 - $179.7 $459K - $512K
34.7K $5.81M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.91K
- 2.75%
$183.23 - $199.79 $349K - $381K
67.5K $12.5M
CL
Colgate Palmolive CO

Consumer Defensive
-3.93K
- 17.7%
$90.22 - $102.31 $354K - $402K
18.3K $1.66M
LMT
Lockheed Martin Corp

Industrials
-363
- 8.47%
$479.66 - $614.62 $174K - $223K
3.92K $1.91M
ACN
Accenture PLC

Technology
-1.59K
- 13.82%
$343.9 - $376.86 $547K - $599K
9.92K $3.49M
HD
Home Depot, Inc.

Consumer Cyclical
-899
- 6.64%
$385.02 - $431.37 $346K - $388K
12.6K $4.92M
CVS
Cvs Health Corp

Healthcare
-7.17K
- 59.66%
$43.78 - $67.46 $314K - $484K
4.85K $217K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.09K
- 7.48%
$288.47 - $316.54 $315K - $346K
13.5K $3.92M
XLE
Energy Sector Spdr

ETFs
-5.52K
- 22.97%
$83.32 - $97.27 $460K - $537K
18.5K $1.59M
XLK
Technology Sector Spdr

ETFs
-2.59K
- 22.49%
$220.26 - $241.44 $570K - $625K
8.93K $2.08M
SO
Southern CO

Utilities
-3.88K
- 14.8%
$81.5 - $94.15 $316K - $366K
22.4K $1.84M
MRK
Merck & Co., Inc.

Healthcare
-2.53K
- 13.77%
$96.31 - $114.76 $244K - $291K
15.9K $1.58M
CMCSA
Comcast Corp

Communication Services
-9.76K
- 30.8%
$37.39 - $45.14 $365K - $441K
21.9K $823K
HSY
Hershey CO

Consumer Defensive
-2.2K
- 38.52%
$168.67 - $193.65 $371K - $426K
3.51K $594K
AMGN
Amgen Inc

Healthcare
-726
- 14.78%
$258.78 - $328.31 $188K - $238K
4.19K $1.09M
GD
General Dynamics Corp

Industrials
-1.03K
- 21.46%
$260.28 - $314.03 $268K - $323K
3.77K $993K
MDT
Medtronic PLC

Healthcare
-3.25K
- 18.45%
$79.61 - $92.24 $258K - $299K
14.3K $1.15M
KLAC
Kla Corp

Technology
-51
- 1.89%
$614.46 - $829.55 $31.3K - $42.3K
2.64K $1.67M
CI
Cigna Corp

Healthcare
-890
- 35.89%
$265.59 - $358.58 $236K - $319K
1.59K $439K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-28.6K
- 65.85%
$14.26 - $15.2 $407K - $434K
14.8K $222K
IBM
International Business Machines Corp

Technology
-1.68K
- 25.09%
$204.9 - $238.04 $344K - $400K
5.01K $1.1M
NKE
Nike, Inc.

Consumer Cyclical
-2.1K
- 12.65%
$73.36 - $89.13 $154K - $187K
14.5K $1.1M
XLF
Financial Sector Spdr

ETFs
-11.9K
- 17.4%
$44.89 - $51.34 $534K - $611K
56.5K $2.73M
VIG
Vanguard Dividend Appreciation

ETFs
-1.98K
- 50.24%
N/A
1.96K $356K
UBER
Uber Technologies, Inc

Technology
-2.68K
- 19.98%
$59.93 - $86.34 $161K - $231K
10.7K $647K
SBUX
Starbucks Corp

Consumer Cyclical
-2.75K
- 16.23%
$87.44 - $102.5 $241K - $282K
14.2K $1.29M
MAS
Masco Corp

Industrials
-2.7K
- 20.84%
$72.52 - $85.73 $195K - $231K
10.2K $742K
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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