Claris Advisors, LLC Purchases in Q3 2024

Claris Advisors, LLC

  • $196 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
484
New
$173.36 - $189.8 $83.9K - $91.9K
484 $91K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.42K
New
$56.47 - $63.69 $80.1K - $90.4K
1.42K $89K
SPG
Simon Property Group Inc

Real Estate
521
New
$146.09 - $170.11 $76.1K - $88.6K
521 $88K
WMT
Walmart Inc.

Consumer Defensive
102
+ 1.71%
$66.91 - $81.4 $6.82K - $8.3K
6.07K $489K
CMA
Comerica Inc

Financial Services
1.44K
New
$49.93 - $61.49 $71.9K - $88.6K
1.44K $86K
COP
Conocophillips

Energy
813
New
$102.3 - $116.61 $83.2K - $94.8K
813 $85K
MCD
Mcdonalds Corp

Consumer Cyclical
276
New
$245.82 - $304.51 $67.8K - $84K
276 $84K
V
Visa Inc.

Financial Services
293
New
$253.74 - $291.56 $74.3K - $85.4K
293 $80K
CNC
Centene Corp

Healthcare
1.06K
New
$64.89 - $80.23 $68.6K - $84.8K
1.06K $79K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 14.11%
$405.19 - $478.57 $36.5K - $43.1K
728 $335K
PRFT
Perficient Inc

Technology
1K
New
$74.77 - $75.61 $74.8K - $75.6K
1K $75K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.56K
New
$41.9 - $48.26 $65.5K - $75.4K
1.56K $74K
SU
Suncor Energy Inc

Energy
2K
New
$36.06 - $41.7 $72.1K - $83.4K
2K $73K
STEW
Boulder Growth & Income Fund

Financial Services
4.52K
New
$14.33 - $15.97 $64.7K - $72.1K
4.52K $71K
CLX
Clorox CO

Consumer Defensive
424
New
$131.73 - $166.97 $55.9K - $70.8K
424 $69K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.9K
New
$32.65 - $36.69 $62K - $69.7K
1.9K $69K
IEMG
Ishares Inc

ETFs
1.26K
New
$53.64 - $53.64 $67.5K - $67.5K
1.26K $67K
EMR
Emerson Electric CO

Industrials
614
+ 27.83%
$98.19 - $118.87 $60.3K - $73K
2.82K $308K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.04K
New
$57.32 - $62.65 $59.3K - $64.8K
1.04K $64K
IYR
Ishares Tr

ETFs
634
New
$86.93 - $103.61 $55.1K - $65.7K
634 $64K
MDLZ
Mondelez International, Inc.

Consumer Defensive
871
New
$64.35 - $75.71 $56K - $65.9K
871 $64K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
700
New
$91.42 - $91.82 $64K - $64.3K
700 $64K
CARR
Carrier Global Corp

Industrials
800
New
$61.9 - $80.88 $49.5K - $64.7K
800 $64K
MO
Altria Group, Inc.

Consumer Defensive
1.24K
New
$45.95 - $54.71 $56.9K - $67.8K
1.24K $63K
HPQ
Hp Inc

Technology
1.76K
New
$32.02 - $38.11 $56.3K - $67K
1.76K $63K
WRB
Berkley W R Corp

Financial Services
1.1K
New
$51.54 - $79.62 $56.9K - $87.9K
1.1K $62K
CF
Cf Industries Holdings, Inc.

Basic Materials
730
New
$69.38 - $85.8 $50.6K - $62.6K
730 $62K
PM
Philip Morris International Inc.

Consumer Defensive
516
New
$101.25 - $127.45 $52.2K - $65.8K
516 $62K
HD
Home Depot, Inc.

Consumer Cyclical
152
New
$333.64 - $405.2 $50.7K - $61.6K
152 $61K
MA
Mastercard Inc

Financial Services
125
New
$429.6 - $500.99 $53.7K - $62.6K
125 $61K
ITW
Illinois Tool Works Inc

Industrials
231
New
$233.14 - $263.97 $53.9K - $61K
231 $60K
EFSC
Enterprise Financial Services Corp

Financial Services
3
+ 0.05%
$38.94 - $54.0 $117 - $162
5.62K $288K
GS
Goldman Sachs Group Inc

Financial Services
116
New
$459.02 - $510.25 $53.2K - $59.2K
116 $57K
VGT
Vanguard Information Technolog

ETFs
98
New
$514.43 - $606.85 $50.4K - $59.5K
98 $57K
RF
Regions Financial Corp

Financial Services
2.43K
New
$19.51 - $23.42 $47.5K - $57K
2.43K $56K
STX
Seagate Technology Holdings PLC

Technology
515
New
$92.1 - $110.76 $47.4K - $57K
515 $56K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
475
New
$105.53 - $118.34 $50.1K - $56.2K
475 $55K
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.18%
$255.18 - $283.2 $1.53K - $1.7K
3.43K $969K
AMD
Advanced Micro Devices Inc

Technology
332
New
$128.67 - $183.96 $42.7K - $61.1K
332 $54K
CTVA
Corteva, Inc.

Basic Materials
920
New
$50.72 - $58.78 $46.7K - $54.1K
920 $54K
IVV
Ishares Core S&P 500 ETF

ETFs
93
New
$520.18 - $576.82 $48.4K - $53.6K
93 $53K
QCOM
Qualcomm Inc

Technology
315
New
$156.12 - $209.64 $49.2K - $66K
315 $53K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.14K
New
$40.45 - $47.24 $45.9K - $53.6K
1.14K $53K
LNG
Cheniere Energy, Inc.

Energy
285
New
$172.24 - $186.09 $49.1K - $53K
285 $51K
XLF
Financial Sector Spdr

ETFs
1.11K
New
$40.84 - $45.74 $45.1K - $50.5K
1.11K $50K
DD
Du Pont De Nemours, Inc.

Basic Materials
571
New
$77.22 - $89.49 $44.1K - $51.1K
571 $50K
AFG
American Financial Group Inc

Financial Services
365
New
$119.65 - $137.03 $43.7K - $50K
365 $49K
IXUS
Ishares Tr

ETFs
683
New
$64.9 - $73.35 $44.3K - $50.1K
683 $49K
HSY
Hershey CO

Consumer Defensive
252
New
$182.45 - $203.25 $46K - $51.2K
252 $48K
Activity Summary
Buys All Purchases 1220 New Holdings 1180 Increased Positions 40 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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