Claro Advisors LLC Sells in Q2 2025

Claro Advisors LLC

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-22.1K
- 48.66%
$496.48 - $617.85 $11M - $13.6M
23.3K $14.4M
AAPL
Apple Inc.

Technology
-26.8K
- 21.34%
$172.42 - $223.89 $4.63M - $6.01M
98.9K $20.3M
UNH
Unitedhealth Group Inc

Healthcare
-3.72K
- 36.97%
$274.35 - $599.47 $1.02M - $2.23M
6.34K $1.98M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-52.2K
- 17.49%
$45.12 - $46.23 $2.35M - $2.41M
246K $11.4M
XLF
Financial Sector Spdr

ETFs
-41.3K
- 70.18%
$43.92 - $52.37 $1.81M - $2.16M
17.6K $919K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.76K
- 45.7%
$483.48 - $539.8 $1.34M - $1.49M
3.28K $1.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-100K
- 30.14%
$22.27 - $29.21 $2.23M - $2.92M
232K $6.77M
MA
Mastercard Inc

Financial Services
-2.42K
- 63.1%
$479.92 - $590.74 $1.16M - $1.43M
1.42K $796K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12.1K
- 19.91%
$320.42 - $424.58 $3.86M - $5.12M
48.5K $20.6M
V
Visa Inc.

Financial Services
-3.7K
- 38.01%
$308.27 - $373.31 $1.14M - $1.38M
6.03K $2.14M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-20K
- 75.74%
$53.75 - $67.21 $1.07M - $1.34M
6.39K $423K
TJX
Tjx Companies Inc

Consumer Cyclical
-9.33K
- 40.83%
$119.13 - $135.03 $1.11M - $1.26M
13.5K $1.67M
PEP
Pepsico Inc

Consumer Defensive
-5.13K
- 25.04%
$128.02 - $151.37 $657K - $777K
15.4K $2.03M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.62K
- 19.25%
$285.55 - $321.23 $747K - $840K
11K $3.21M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10.6K
- 13.55%
$152.42 - $182.82 $1.62M - $1.94M
67.8K $12.4M
MBB
Ishares Tr

ETFs
-10.7K
- 60.08%
$91.41 - $94.22 $981K - $1.01M
7.13K $669K
SO
Southern CO

Utilities
-10.7K
- 49.21%
$84.91 - $92.56 $905K - $986K
11K $1.01M
IEFA
Ishares Tr

ETFs
-15.2K
- 36.34%
$67.83 - $84.09 $1.03M - $1.28M
26.7K $2.23M
CB
Chubb LTD

Financial Services
-2.83K
- 38.46%
$274.32 - $302.46 $777K - $857K
4.54K $1.31M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-19K
- 32.51%
$45.2 - $46.6 $860K - $887K
39.5K $1.83M
GILD
Gilead Sciences, Inc.

Healthcare
-7.69K
- 70.59%
$96.91 - $113.0 $745K - $868K
3.2K $355K
CVX
Chevron Corp

Energy
-4.36K
- 45.17%
$133.73 - $168.51 $583K - $735K
5.29K $757K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-7.81K
- 64.87%
$105.23 - $109.61 $822K - $856K
4.23K $463K
LLY
Eli Lilly & CO

Healthcare
-853
- 22.86%
$713.71 - $898.95 $609K - $767K
2.88K $2.24M
ABBV
Abb Vie Inc.

Healthcare
-1.57K
- 6.93%
$170.16 - $206.27 $267K - $323K
21.1K $3.91M
QCOM
Qualcomm Inc

Technology
-5.53K
- 62.67%
$124.66 - $159.48 $690K - $882K
3.3K $524K
XLY
Select Sector Spdr Consumer Di

ETFs
-4.28K
- 81.89%
$176.34 - $218.59 $755K - $936K
947 $205K
XLK
Technology Sector Spdr

ETFs
-4.45K
- 66.3%
$179.73 - $253.23 $801K - $1.13M
2.26K $573K
PAYX
Paychex Inc

Industrials
-5.09K
- 61.74%
$137.01 - $159.78 $697K - $813K
3.15K $458K
XOM
Exxon Mobil Corp

Energy
-2.8K
- 6.47%
$99.93 - $119.04 $280K - $334K
40.5K $4.36M
SBUX
Starbucks Corp

Consumer Cyclical
-7.44K
- 54.05%
$79.69 - $99.41 $592K - $739K
6.32K $579K
CL
Colgate Palmolive CO

Consumer Defensive
-7.58K
- 42.93%
$87.57 - $96.0 $664K - $727K
10.1K $915K
JNJ
Johnson & Johnson

Healthcare
-2.67K
- 11.12%
$146.36 - $159.82 $390K - $426K
21.3K $3.26M
CRM
Salesforce, Inc.

Technology
-2.68K
- 48.42%
$236.26 - $291.15 $633K - $781K
2.86K $778K
ADI
Analog Devices Inc

Technology
-3.65K
- 68.58%
$164.6 - $238.02 $601K - $869K
1.67K $398K
COST
Costco Wholesale Corp

Consumer Defensive
-773
- 28.26%
$908.13 - $1056.85 $702K - $817K
1.96K $1.94M
SYK
Stryker Corp

Healthcare
-1.81K
- 57.54%
$337.37 - $395.63 $612K - $717K
1.34K $529K
BMY
Bristol Myers Squibb CO

Healthcare
-6.37K
- 28.29%
$44.12 - $59.6 $281K - $380K
16.2K $748K
ABT
Abbott Laboratories

Healthcare
-4.79K
- 49.98%
$123.95 - $138.08 $594K - $662K
4.8K $652K
AMZN
Amazon Com Inc

Consumer Cyclical
-12.9K
- 16.99%
$167.32 - $223.3 $2.16M - $2.88M
63K $13.8M
VZ
Verizon Communications Inc

Communication Services
-12.1K
- 32.23%
$41.67 - $45.62 $504K - $552K
25.4K $1.1M
ECL
Ecolab Inc.

Basic Materials
-2.32K
- 68.29%
$225.65 - $270.95 $523K - $628K
1.08K $289K
CMCSA
Comcast Corp

Communication Services
-14.3K
- 51.63%
$32.84 - $36.72 $471K - $526K
13.4K $479K
WFC
Wells Fargo & Company

Financial Services
-8.3K
- 49.75%
$60.98 - $80.12 $506K - $665K
8.38K $671K
GD
General Dynamics Corp

Industrials
-2.02K
- 56.62%
$247.68 - $291.66 $501K - $590K
1.55K $452K
LMT
Lockheed Martin Corp

Industrials
-1.23K
- 33.88%
$430.82 - $486.45 $528K - $596K
2.39K $1.11M
FTNT
Fortinet, Inc.

Technology
-5.21K
- 71.76%
$84.71 - $108.69 $441K - $566K
2.05K $216K
APH
Amphenol Corp

Technology
-8.12K
- 79.12%
$59.09 - $98.75 $480K - $802K
2.14K $211K
TSLA
Tesla, Inc.

Consumer Cyclical
-4.5K
- 27.01%
$221.86 - $362.89 $998K - $1.63M
12.2K $3.86M
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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