Claris Advisors, LLC New Holdings in Q3 2024

Claris Advisors, LLC

  • $196 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
665
New
$772.14 - $960.02 $513K - $638K
665 $589K
KO
Coca Cola CO

Consumer Defensive
3.57K
New
$62.69 - $73.01 $224K - $261K
3.57K $256K
PFE
Pfizer Inc

Healthcare
8.5K
New
$27.7 - $31.39 $235K - $267K
8.5K $245K
JPM
Jpmorgan Chase & CO

Financial Services
1.04K
New
$194.9 - $224.8 $203K - $234K
1.04K $219K
TTD
Trade Desk, Inc.

Technology
1.86K
New
$83.08 - $110.79 $155K - $206K
1.86K $204K
DFAR
Dimensional ETF Tr Dimensional

ETFs
7.97K
New
$21.91 - $26.03 $175K - $207K
7.97K $204K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.89K
New
$60.13 - $68.17 $174K - $197K
2.89K $195K
AVEM
American Centy ETF Tr Avantis

ETFs
2.94K
New
$57.2 - $65.59 $168K - $193K
2.94K $190K
SPY
Spdr S&P 500 ETF Trust

ETFs
328
New
$517.38 - $573.86 $170K - $188K
328 $188K
GD
General Dynamics Corp

Industrials
600
New
$279.51 - $308.09 $168K - $185K
600 $181K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.37K
New
$112.99 - $126.45 $154K - $173K
1.37K $172K
BAC
Bank Of America Corp

Financial Services
4.07K
New
$36.65 - $44.13 $149K - $180K
4.07K $161K
NUE
Nucor Corp

Basic Materials
1.01K
New
$137.77 - $166.14 $139K - $168K
1.01K $151K
XLK
Technology Sector Spdr

ETFs
642
New
$197.34 - $237.68 $127K - $153K
642 $144K
AEE
Ameren Corp

Utilities
1.51K
New
$70.45 - $87.46 $106K - $132K
1.51K $132K
AVUV
American Centy ETF Tr Avantis

ETFs
1.38K
New
$88.24 - $99.7 $122K - $137K
1.38K $132K
TGT
Target Corp

Consumer Defensive
811
New
$133.47 - $159.25 $108K - $129K
811 $126K
VEA
Vanguard Ftse Developed Market

ETFs
2.23K
New
$47.6 - $53.31 $106K - $119K
2.23K $117K
CL
Colgate Palmolive CO

Consumer Defensive
1.12K
New
$95.54 - $108.77 $107K - $122K
1.12K $116K
CBSH
Commerce Bancshares Inc

Financial Services
1.95K
New
$55.02 - $65.08 $107K - $127K
1.95K $115K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.34K
New
$79.29 - $84.02 $106K - $113K
1.34K $112K
VZ
Verizon Communications Inc

Communication Services
2.44K
New
$38.89 - $45.0 $95K - $110K
2.44K $109K
PG
Procter & Gamble CO

Consumer Defensive
633
New
$160.76 - $177.82 $102K - $113K
633 $109K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.96K
New
$46.9 - $51.96 $92.1K - $102K
1.96K $101K
STE
Steris PLC

Healthcare
405
New
$213.51 - $247.14 $86.5K - $100K
405 $98K
RTX
Raytheon Technologies Corp

Industrials
800
New
$99.55 - $123.34 $79.6K - $98.7K
800 $96K
IWF
Ishares Russell 1000 Gr ETF

ETFs
248
New
$332.02 - $382.76 $82.3K - $94.9K
248 $93K
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
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
OLN
Olin Corp

Basic Materials
1.6K
New
$40.38 - $50.21 $64.6K - $80.3K
1.6K $76K
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
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
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