Claris Advisors, LLC Purchases in Q3 2024

Claris Advisors, LLC

  • $196 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
99
New
$434.77 - $502.96 $43K - $49.8K
99 $48K
CTAS
Cintas Corp

Industrials
232
New
$201.38 - $819.83 $46.7K - $190K
232 $47K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
474
+ 10.57%
$76.94 - $79.54 $36.5K - $37.7K
4.96K $393K
PSX
Phillips 66

Energy
352
New
$125.0 - $147.17 $44K - $51.8K
352 $46K
HIG
Hartford Financial Services Group, Inc.

Financial Services
380
New
$98.71 - $117.61 $37.5K - $44.7K
380 $44K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
621
New
$64.0 - $72.54 $39.7K - $45K
621 $44K
AMP
Ameriprise Financial Inc

Financial Services
93
New
$391.53 - $469.81 $36.4K - $43.7K
93 $43K
OTIS
Otis Worldwide Corp

Industrials
407
New
$91.43 - $104.43 $37.2K - $42.5K
407 $42K
NVO
Novo Nordisk A S

Healthcare
346
New
$119.07 - $145.42 $41.2K - $50.3K
346 $41K
GOOG
Alphabet Inc.

Communication Services
248
New
$149.54 - $192.66 $37.1K - $47.8K
248 $41K
MCO
Moodys Corp

Financial Services
83
New
$421.49 - $494.67 $35K - $41.1K
83 $39K
ALGN
Align Technology Inc

Healthcare
151
New
$204.03 - $257.2 $30.8K - $38.8K
151 $38K
MPC
Marathon Petroleum Corp

Energy
239
New
$158.61 - $180.75 $37.9K - $43.2K
239 $38K
DUK
Duke Energy Corp

Utilities
327
New
$99.35 - $117.71 $32.5K - $38.5K
327 $37K
LMT
Lockheed Martin Corp

Industrials
63
New
$460.3 - $584.56 $29K - $36.8K
63 $36K
VNQ
Vanguard Specialized Funds Van

ETFs
374
New
$82.97 - $98.97 $31K - $37K
374 $36K
HPE
Hewlett Packard Enterprise CO

Technology
1.77K
New
$16.1 - $21.44 $28.6K - $38K
1.77K $36K
JNJ
Johnson & Johnson

Healthcare
72
+ 5.06%
$145.48 - $167.38 $10.5K - $12.1K
1.5K $242K
XLV
Select Sector Spdr Fund Health

ETFs
226
New
$143.3 - $157.24 $32.4K - $35.5K
226 $34K
USRT
Ishares Core U.S. Reit ETF

ETFs
544
New
$53.07 - $62.66 $28.9K - $34.1K
544 $33K
GM
General Motors CO

Consumer Cyclical
746
New
$39.95 - $49.9 $29.8K - $37.2K
746 $33K
DOW
Dow Inc.

Basic Materials
619
New
$50.15 - $55.41 $31K - $34.3K
619 $33K
MUB
Ishares National Muni Bond ETF

ETFs
303
New
$106.13 - $108.7 $32.2K - $32.9K
303 $32K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
763
New
$41.34 - $43.55 $31.5K - $33.2K
763 $32K
UPS
United Parcel Service Inc

Industrials
231
New
$123.32 - $147.38 $28.5K - $34K
231 $31K
NSC
Norfolk Southern Corp

Industrials
127
New
$213.75 - $259.69 $27.1K - $33K
127 $31K
IWM
Ishares Russell 2000 ETF

ETFs
137
New
$200.87 - $224.6 $27.5K - $30.8K
137 $30K
T
At&T Inc.

Communication Services
1.37K
New
$18.21 - $22.28 $25K - $30.6K
1.37K $30K
SO
Southern CO

Utilities
338
New
$77.0 - $90.52 $26K - $30.6K
338 $30K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
387
New
$76.38 - $78.87 $29.6K - $30.5K
387 $30K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
754
New
$36.07 - $43.12 $27.2K - $32.5K
754 $30K
SHW
Sherwin Williams CO

Basic Materials
78
New
$294.65 - $384.0 $23K - $30K
78 $29K
ENB
Enbridge Inc

Energy
738
New
$35.27 - $41.18 $26K - $30.4K
738 $29K
VGSH
Vanguard

ETFs
502
New
$57.74 - $59.13 $29K - $29.7K
502 $29K
WPC
W. P. Carey Inc.

Real Estate
455
New
$54.63 - $63.96 $24.9K - $29.1K
455 $28K
GOOGL
Alphabet Inc.

Communication Services
280
+ 24.31%
$148.65 - $191.18 $41.6K - $53.5K
1.43K $237K
QUAL
Ishares Msci Usa Quality Facto

ETFs
157
New
$162.64 - $179.3 $25.5K - $28.2K
157 $28K
PEP
Pepsico Inc

Consumer Defensive
100
+ 5.22%
$161.9 - $179.3 $16.2K - $17.9K
2.01K $342K
FNDF
Schwab Fundamental Intl Large

ETFs
744
New
$33.67 - $37.71 $25.1K - $28.1K
744 $27K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
322
New
$81.31 - $83.29 $26.2K - $26.8K
322 $26K
EW
Edwards Lifesciences Corp

Healthcare
407
New
$59.7 - $93.78 $24.3K - $38.2K
407 $26K
NMFC
New Mountain Finance Corp

Financial Services
2.19K
New
$11.84 - $12.5 $25.9K - $27.4K
2.19K $26K
TAP
Molson Coors Beverage CO

Consumer Defensive
446
New
$49.94 - $57.52 $22.3K - $25.7K
446 $25K
KMI
Kinder Morgan, Inc.

Energy
1.15K
New
$19.72 - $22.22 $22.7K - $25.6K
1.15K $25K
TIP
Ishares Tr Tips Bd ETF

ETFs
235
New
$105.92 - $110.83 $24.9K - $26K
235 $25K
FCX
Freeport Mcmoran Inc

Basic Materials
510
New
$39.52 - $51.92 $20.2K - $26.5K
510 $25K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
300
New
$77.02 - $85.06 $23.1K - $25.5K
300 $25K
XOM
Exxon Mobil Corp

Energy
118
+ 2.74%
$109.72 - $119.0 $12.9K - $14K
4.43K $518K
WFC
Wells Fargo & Company

Financial Services
424
New
$51.58 - $60.97 $21.9K - $25.9K
424 $23K
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
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