Claris Advisors, LLC Portfolio Holdings
Claris Advisors, LLC
- $232 Million
- Q1 2025
Claris Advisors, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $232 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $66.9M, Dimensional ETF Tr with a value of $18.6M, Dimensional ETF Tr Us Marketwi with a value of $17.6M, Dimensional ETF Tr U S Equity with a value of $15.1M, and Dimensional ETF Tr with a value of $14.8M.
Examining the 13F form we can see an increase of $5.47M in the current position value, from $227M to 232M.
Below you can find more details about Claris Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$232 Million
ETFs: $188 Million
Technology: $6.6 Million
Financial Services: $4.7 Million
Industrials: $3.46 Million
Healthcare: $3.42 Million
Consumer Cyclical: $2.69 Million
Communication Services: $1.95 Million
Consumer Defensive: $1.72 Million
Other: $1.51 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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