Claris Advisors, LLC Sells in Q4 2025

Claris Advisors, LLC

  • $290 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
-22.6K
- 4.95%
$44.77 - $47.01 $1.01M - $1.06M
434K $20M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-23.5K
- 1.41%
$37.61 - $39.41 $885K - $927K
1.65M $63.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
-18.9K
- 8.14%
$35.06 - $36.3 $663K - $686K
213K $7.67M
WMT
Walmart Inc.

Consumer Defensive
-5.11K
- 52.07%
$101.18 - $109.03 $517K - $558K
4.71K $484K
PCAR
Paccar Inc

Industrials
-2.67K
- 37.61%
$93.0 - $101.08 $248K - $270K
4.43K $423K
EMR
Emerson Electric CO

Industrials
-1.68K
- 43.06%
$126.01 - $140.03 $211K - $235K
2.22K $282K
DFAX
Dimensional ETF Tr
-14.5K
- 3.19%
$30.71 - $32.34 $446K - $469K
440K $14.1M
JNJ
Johnson & Johnson

Healthcare
-1.1K
- 31.98%
$185.98 - $199.58 $204K - $219K
2.34K $466K
PFE
Pfizer Inc

Healthcare
-5.92K
- 23.89%
$24.23 - $27.37 $144K - $162K
18.9K $473K
AAPL
Apple Inc.

Technology
-828
- 11.56%
$245.27 - $275.25 $203K - $228K
6.34K $1.69M
UNH
Unitedhealth Group Inc

Healthcare
-24
- 1.42%
$320.52 - $369.92 $7.69K - $8.88K
1.66K $533K
XOM
Exxon Mobil Corp

Energy
-584
- 12.6%
$110.64 - $119.78 $64.6K - $70K
4.05K $476K
CVX
Chevron Corp

Energy
-261
- 10.58%
$148.9 - $157.72 $38.9K - $41.2K
2.21K $341K
CI
Cigna Corp

Healthcare
-64
- 7.05%
$244.41 - $311.0 $15.6K - $19.9K
844 $229K
PEP
Pepsico Inc

Consumer Defensive
-291
- 11.69%
$138.84 - $153.71 $40.4K - $44.7K
2.2K $325K
JPM
Jpmorgan Chase & CO

Financial Services
-11
- 0.97%
$294.11 - $320.41 $3.24K - $3.52K
1.12K $335K
KO
Coca Cola CO

Consumer Defensive
-404
- 12.3%
$66.1 - $71.61 $26.7K - $28.9K
2.88K $203K
AVEM
American Centy ETF Tr Avantis

ETFs
-170
- 5.6%
$73.09 - $78.36 $12.4K - $13.3K
2.87K $222K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-226
- 2.31%
$32.24 - $33.72 $7.29K - $7.62K
9.55K $318K
VTI
Vanguard Total Stock Market Et

ETFs
-22
- 0.64%
$321.8 - $337.95 $7.08K - $7.43K
3.4K $1.12M
CSCO
Cisco Systems, Inc.

Technology
-130
- 1.85%
$67.46 - $78.0 $8.77K - $10.1K
6.9K $536K
AMZN
Amazon Com Inc

Consumer Cyclical
-110
- 1.41%
$213.04 - $254.0 $23.4K - $27.9K
7.67K $1.8M
DFIV
Dimensional ETF Tr

ETFs
-7.86K
- 2.09%
$45.13 - $48.25 $355K - $379K
368K $17.7M
Activity Summary
Buys All Purchases 36 New Holdings 2 Increased Positions 34 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Claris Advisors, LLC Portfolio

Follow Claris Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claris Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Claris Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email