Claro Advisors LLC Sells in Q4 2024

Claro Advisors LLC

  • $662 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TD
Toronto Dominion Bank

Financial Services
-366
- 1.14%
$51.56 - $63.8 $18.9K - $23.4K
31.8K $1.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-650
- 10.1%
$442.29 - $483.08 $287K - $314K
5.79K $2.62M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-399
- 30.72%
$501.29 - $612.85 $200K - $245K
900 $468K
SHW
Sherwin Williams CO

Basic Materials
-568
- 18.29%
$338.75 - $399.71 $192K - $227K
2.54K $862K
MBB
Ishares Tr

ETFs
-2.5K
- 12.56%
$91.26 - $95.82 $229K - $240K
17.4K $1.6M
ECL
Ecolab Inc.

Basic Materials
-893
- 19.6%
$234.32 - $261.43 $209K - $233K
3.66K $858K
BAC
Bank Of America Corp

Financial Services
-12.7K
- 21.09%
$39.22 - $47.77 $499K - $608K
47.6K $2.09M
AOS
Smith A O Corp

Industrials
-1.88K
- 23.61%
$68.02 - $88.94 $128K - $167K
6.09K $415K
NOC
Northrop Grumman Corp

Industrials
-331
- 13.42%
$466.52 - $543.88 $154K - $180K
2.14K $1M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-33K
- 51.82%
$8.1 - $9.04 $267K - $298K
30.7K $253K
PII
Polaris Inc.

Consumer Cyclical
-1.44K
- 18.22%
$56.74 - $83.06 $81.5K - $119K
6.45K $371K
VEA
Vanguard Ftse Developed Market

ETFs
-4.03K
- 22.19%
$47.57 - $52.44 $192K - $211K
14.1K $676K
BRO
Brown & Brown, Inc.

Financial Services
-2.56K
- 26.41%
$100.93 - $113.42 $259K - $291K
7.15K $728K
AMD
Advanced Micro Devices Inc

Technology
-366
- 6.82%
$118.88 - $172.8 $43.5K - $63.2K
5K $604K
GE
General Electric CO

Industrials
-1.02K
- 21.25%
$159.95 - $194.23 $163K - $198K
3.78K $629K
EXPD
Expeditors International Of Washington Inc

Industrials
-1.17K
- 16.74%
$110.5 - $128.26 $129K - $149K
5.8K $641K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-28.6K
- 28.15%
$8.36 - $8.71 $239K - $249K
73.1K $615K
VLO
Valero Energy Corp

Energy
-1.6K
- 30.31%
$118.59 - $144.02 $189K - $230K
3.67K $449K
NDSN
Nordson Corp

Industrials
-535
- 19.6%
$208.83 - $264.36 $112K - $141K
2.19K $459K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.98K
- 25.15%
$194.8 - $239.43 $386K - $474K
5.89K $1.32M
AWK
American Water Works Company, Inc.

Utilities
-910
- 14.24%
$123.83 - $146.07 $113K - $133K
5.48K $682K
NXPI
Nxp Semiconductors N.V.

Technology
-890
- 44.02%
$207.27 - $255.58 $184K - $227K
1.13K $235K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-4.92K
- 24.37%
$45.38 - $46.88 $223K - $231K
15.3K $697K
IRM
Iron Mountain Inc

Real Estate
-119
- 0.71%
$101.62 - $128.14 $12.1K - $15.2K
16.6K $1.74M
RTX
Raytheon Technologies Corp

Industrials
-1.49K
- 12.2%
$114.45 - $127.21 $170K - $189K
10.7K $1.24M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.97K
- 29.37%
$75.95 - $88.05 $150K - $173K
4.74K $361K
CVX
Chevron Corp

Energy
-1.43K
- 12.79%
$141.15 - $162.53 $201K - $232K
9.72K $1.41M
ASX
Ase Technology Holding Co., Ltd.

Technology
-23.6K
- 63.63%
$9.49 - $10.74 $224K - $254K
13.5K $136K
MRNA
Moderna, Inc.

Healthcare
-1.18K
- 17.38%
$36.85 - $63.93 $43.6K - $75.7K
5.63K $233K
VZ
Verizon Communications Inc

Communication Services
-1.24K
- 3.56%
$39.6 - $45.21 $49K - $55.9K
33.5K $1.34M
TGT
Target Corp

Consumer Defensive
-988
- 23.94%
$121.59 - $160.69 $120K - $159K
3.14K $424K
FVD
First Tr Value Line Divid Inde

ETFs
-2.49K
- 4.21%
$43.4 - $46.7 $108K - $116K
56.7K $2.47M
WEN
Wendy'S CO

Consumer Cyclical
-11.5K
- 51.28%
$16.26 - $20.42 $188K - $236K
11K $178K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-75
- 15.69%
$701.85 - $1046.91 $52.6K - $78.5K
403 $287K
SPGI
S&P Global Inc.

Financial Services
-349
- 17.19%
$480.36 - $529.17 $168K - $185K
1.68K $837K
CLX
Clorox CO

Consumer Defensive
-1.28K
- 19.37%
$156.51 - $169.74 $200K - $217K
5.32K $864K
CAT
Caterpillar Inc

Industrials
-412
- 23.49%
$360.37 - $416.88 $148K - $172K
1.34K $486K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.58K
- 20.97%
$52.1 - $57.26 $134K - $147K
9.71K $506K
DUK
Duke Energy Corp

Utilities
-885
- 6.72%
$105.76 - $120.76 $93.6K - $107K
12.3K $1.32M
ADI
Analog Devices Inc

Technology
-342
- 5.08%
$206.35 - $236.48 $70.6K - $80.9K
6.39K $1.36M
IGRO
Ishares Tr International Divid

ETFs
-2.27K
- 41.64%
$67.76 - $74.48 $153K - $169K
3.17K $215K
CB
Chubb LTD

Financial Services
-335
- 4.22%
$271.57 - $301.89 $91K - $101K
7.61K $2.1M
RMD
Resmed Inc

Healthcare
-544
- 13.1%
$228.69 - $256.07 $124K - $139K
3.61K $825K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.34K
- 2.01%
$45.17 - $47.23 $60.7K - $63.4K
65.4K $2.96M
C
Citigroup Inc

Financial Services
-4K
- 31.86%
$61.31 - $72.5 $245K - $290K
8.56K $602K
UNP
Union Pacific Corp

Industrials
-585
- 27.07%
$223.15 - $249.32 $131K - $146K
1.58K $359K
EOG
Eog Resources Inc

Energy
-1.38K
- 17.88%
$118.22 - $136.54 $163K - $188K
6.32K $774K
AEP
American Electric Power CO Inc

Utilities
-474
- 3.87%
$90.91 - $102.21 $43.1K - $48.4K
11.8K $1.09M
ES
Eversource Energy

Utilities
-1.01K
- 9.68%
$55.9 - $67.73 $56.7K - $68.7K
9.46K $543K
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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