Claro Advisors LLC Purchases and Sells in Q3 2025

Claro Advisors LLC

$633 Million
Q3 2025

Top Buys

Incresed Positions

156 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	88.5K + 51.12%	$54.35 - $59.32 $4.81M - $5.25M	262K $15.5M
VOO	4.19K + 7.68%	$567.77 - $614.76 $2.38M - $2.57M	58.7K $35.9M
MGC	18.2K + 84.24%	$224.2 - $245.55 $4.08M - $4.47M	39.8K $9.73M
IWF	5.75K + 11.86%	$420.11 - $472.68 $2.42M - $2.72M	54.2K $25.4M
IWD	17.8K + 21.16%	$192.76 - $203.86 $3.42M - $3.62M	102K $20.7M
IEMG	81.8K + 232.74%	N/A	117K $6.27M

New Holdings

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHK	33.8K New	$29.8 - $32.29 $1.01M - $1.09M	33.8K $1.09M
SHYG	20.5K New	$42.75 - $43.37 $875K - $888K	20.5K $886K
FBND	14.4K New	$45.26 - $46.63 $653K - $673K	14.4K $666K
IXUS	7.25K New	$76.35 - $82.58 $554K - $599K	7.25K $598K
HYHG	8.41K New	$64.04 - $65.34 $539K - $550K	8.41K $547K
GDLC	9.4K New	$46.93 - $58.5 $441K - $550K	9.4K $519K

Top Sells

Reduced Positions

173 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMXC	-50.8K - 78.47%	$62.54 - $68.42 $3.18M - $3.48M	13.9K $941K
EFV	-40.2K - 46.01%	$62.79 - $68.42 $2.53M - $2.75M	47.2K $3.2M
EFG	-8.83K - 25.78%	$106.99 - $114.46 $945K - $1.01M	25.4K $2.89M
VV	-3.04K - 66.54%	$285.05 - $309.14 $865K - $938K	1.53K $469K
VRTX	-828 - 32.52%	$366.54 - $479.53 $303K - $397K	1.72K $672K
BND	-5.85K - 52.56%	$72.57 - $74.72 $425K - $437K	5.28K $392K

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CHEWY INC	11K New	N/A	11K $0

Activity Summary All Purchases 200 New Holdings 44 Increased Positions 156 All Sells 173 Reductions 173 Sold out 0 Calls 1 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Claro Advisors LLC with notifications on news.