Claro Advisors LLC Purchases in Q3 2025

Claro Advisors LLC

  • $633 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NOC
Northrop Grumman Corp

Industrials
2
+ 0.09%
$498.9 - $609.32 $998 - $1.22K
2.12K $1.29M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.47K
+ 25.25%
$85.01 - $90.35 $210K - $223K
12.3K $1.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.96K
New
$53.81 - $57.52 $213K - $227K
3.96K $227K
BIDU
Baidu, Inc.

Communication Services
1.73K
New
$85.86 - $137.83 $148K - $238K
1.73K $227K
XOM
Exxon Mobil Corp

Energy
230
+ 0.57%
$105.83 - $117.22 $24.3K - $27K
40.7K $4.59M
MO
Altria Group, Inc.

Consumer Defensive
3.41K
New
$57.75 - $67.68 $197K - $231K
3.41K $225K
UNH
Unitedhealth Group Inc

Healthcare
39
+ 0.62%
$237.77 - $353.61 $9.27K - $13.8K
6.38K $2.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.11K
New
$196.15 - $217.83 $218K - $242K
1.11K $224K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.26K
New
$159.87 - $247.68 $201K - $311K
1.26K $223K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.51K
+ 23.95%
$24.46 - $26.5 $159K - $173K
33.7K $887K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.18K
+ 8.2%
$137.51 - $145.26 $162K - $171K
15.5K $2.21M
MDT
Medtronic PLC

Healthcare
2.3K
New
$87.67 - $95.74 $202K - $221K
2.3K $219K
INTC
Intel Corp

Technology
6.51K
New
$19.31 - $35.5 $126K - $231K
6.51K $218K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
9K
New
$23.69 - $24.32 $213K - $219K
9K $218K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
9K
New
$22.83 - $23.85 $205K - $215K
9K $214K
RTX
Raytheon Technologies Corp

Industrials
327
+ 4.38%
$144.19 - $167.33 $47.2K - $54.7K
7.79K $1.3M
EA
Electronic Arts Inc.

Communication Services
1.06K
New
$147.79 - $202.05 $156K - $214K
1.06K $213K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
9.1K
New
$23.27 - $23.51 $212K - $214K
9.1K $213K
ARKQ
Ark Autonomous Technology & Ro

ETFs
1.89K
New
$86.2 - $111.56 $163K - $211K
1.89K $211K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.69K
New
$69.9 - $78.26 $188K - $210K
2.69K $209K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
8.84K
New
$23.48 - $23.7 $207K - $209K
8.84K $208K
FIW
First Trust Water ETF

ETFs
1.84K
New
$107.54 - $115.08 $198K - $212K
1.84K $206K
RING
Ishares Inc Msci Global Gold M

ETFs
3.16K
New
$42.96 - $64.71 $136K - $205K
3.16K $204K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4K
New
$50.47 - $50.74 $202K - $203K
4K $202K
LRN
Stride, Inc.

Consumer Defensive
1.36K
New
$128.23 - $169.81 $174K - $230K
1.36K $201K
DELL
Dell Technologies Inc.

Technology
1.42K
New
$120.96 - $141.77 $172K - $202K
1.42K $201K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.3K
+ 12.64%
$26.52 - $27.64 $141K - $146K
47.2K $1.31M
MUB
Ishares National Muni Bond ETF

ETFs
1.49K
+ 10.46%
$103.24 - $106.68 $154K - $159K
15.8K $1.68M
XLK
Technology Sector Spdr

ETFs
401
+ 17.71%
$250.97 - $282.66 $101K - $113K
2.67K $751K
FV
First Trust Dorsey Wright Focu

ETFs
45
+ 0.07%
$59.23 - $62.14 $2.67K - $2.8K
64.6K $4M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
59
+ 2.39%
$103.83 - $179.9 $6.13K - $10.6K
2.53K $452K
GE
General Electric CO

Industrials
82
+ 2.48%
$244.75 - $305.63 $20.1K - $25.1K
3.39K $1.02M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
10.9K
New
$14.8 - $15.15 $161K - $165K
10.9K $162K
MTZ
Mastec Inc

Industrials
113
+ 3.75%
$168.23 - $212.81 $19K - $24K
3.13K $665K
ADI
Analog Devices Inc

Technology
560
+ 33.45%
$220.68 - $255.63 $124K - $143K
2.23K $548K
BHK
Blackrock Core Bond Trust

Financial Services
14.5K
New
$9.42 - $9.94 $136K - $144K
14.5K $143K
MCD
Mcdonalds Corp

Consumer Cyclical
46
+ 0.42%
$291.67 - $316.99 $13.4K - $14.6K
11K $3.35M
PEP
Pepsico Inc

Consumer Defensive
91
+ 0.59%
$133.81 - $152.16 $12.2K - $13.8K
15.4K $2.17M
XLF
Financial Sector Spdr

ETFs
2.06K
+ 11.74%
$51.37 - $54.25 $106K - $112K
19.6K $1.06M
BK
Bank Of New York Mellon Corp

Financial Services
622
+ 16.63%
$90.65 - $109.75 $56.4K - $68.3K
4.36K $475K
HDV
Ishares Core High Dividend ETF

ETFs
739
+ 9.14%
$118.16 - $123.66 $87.3K - $91.4K
8.82K $1.08M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
1.28K
+ 27.6%
$87.51 - $91.22 $112K - $117K
5.94K $540K
AEP
American Electric Power CO Inc

Utilities
182
+ 1.46%
$103.26 - $115.0 $18.8K - $20.9K
12.7K $1.43M
XLI
Industrial Sector Spdr

ETFs
655
+ 16.23%
$147.94 - $154.99 $96.9K - $102K
4.69K $723K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
135
+ 4.11%
$459.11 - $506.91 $62K - $68.4K
3.42K $1.72M
SRE
Sempra Energy

Utilities
2
+ 0.02%
$74.14 - $89.98 $148 - $180
8.52K $766K
BALT
Innovator Etfs Tr
2.96K
+ 9.95%
$32.11 - $32.82 $95.2K - $97.3K
32.8K $1.08M
SCHA
Schwab Strategic Tr Us Small C

ETFs
261
+ 0.62%
$25.29 - $28.33 $6.6K - $7.39K
42.4K $1.18M
BX
Blackstone Inc.

Financial Services
301
+ 10.07%
$152.77 - $188.68 $46K - $56.8K
3.29K $562K
Activity Summary
Buys All Purchases 200 New Holdings 44 Increased Positions 156 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 1 Puts 0
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