Claro Advisors LLC Purchases in Q3 2025

Claro Advisors LLC

  • $633 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
171
+ 2.02%
$98.99 - $112.2 $16.9K - $19.2K
8.64K $955K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.15K
+ 15.68%
$50.81 - $51.07 $109K - $110K
15.9K $809K
XLY
Select Sector Spdr Consumer Di

ETFs
365
+ 38.54%
$216.09 - $242.18 $78.9K - $88.4K
1.31K $314K
LLY
Eli Lilly & CO

Healthcare
200
+ 6.95%
$625.65 - $812.69 $125K - $163K
3.08K $2.35M
CVX
Chevron Corp

Energy
250
+ 4.72%
$145.57 - $161.83 $36.4K - $40.5K
5.54K $860K
ES
Eversource Energy

Utilities
399
+ 4.11%
$62.86 - $71.14 $25.1K - $28.4K
10.1K $718K
MCK
Mckesson Corp

Healthcare
21
+ 1.0%
$659.01 - $772.54 $13.8K - $16.2K
2.12K $1.64M
WBD
Warner Bros. Discovery, Inc.

Communication Services
484
+ 4.36%
$10.78 - $19.82 $5.22K - $9.59K
11.6K $226K
DUK
Duke Energy Corp

Utilities
223
+ 1.92%
$116.31 - $125.93 $25.9K - $28.1K
11.9K $1.47M
MS
Morgan Stanley

Financial Services
141
+ 3.69%
$139.09 - $161.16 $19.6K - $22.7K
3.97K $630K
XLE
Energy Sector Spdr

ETFs
477
+ 4.45%
$84.25 - $91.99 $40.2K - $43.9K
11.2K $999K
GD
General Dynamics Corp

Industrials
35
+ 2.26%
$293.92 - $341.0 $10.3K - $11.9K
1.59K $540K
XLU
Utilities Sector Spdr

ETFs
467
+ 6.22%
$81.14 - $87.32 $37.9K - $40.8K
7.97K $695K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.03%
$42.88 - $49.1 $172 - $196
15.7K $757K
C
Citigroup Inc

Financial Services
6
+ 0.13%
$85.57 - $103.49 $513 - $621
4.68K $474K
IVW
Ishares S&P 500 Growth ETF

ETFs
33
+ 0.49%
$108.97 - $121.65 $3.6K - $4.01K
6.81K $821K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
650
+ 3.6%
$44.4 - $46.72 $28.9K - $30.4K
18.7K $873K
IYH
Ishares Tr

ETFs
764
+ 6.65%
$54.36 - $58.96 $41.5K - $45K
12.3K $719K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.09K
+ 25.74%
$19.61 - $19.79 $60.5K - $61.1K
15.1K $297K
TDIV
First Trust Nasdaq Technology

ETFs
193
+ 4.02%
$89.27 - $100.33 $17.2K - $19.4K
4.99K $492K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
990
+ 3.14%
$21.69 - $23.34 $21.5K - $23.1K
32.5K $756K
IEP
Icahn Enterprises L.P.

Industrials
6.5K
+ 61.73%
$8.14 - $9.68 $52.9K - $62.9K
17K $143K
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 0.02%
$162.08 - $182.1 $162 - $182
4.8K $871K
XEL
Xcel Energy Inc

Utilities
1
+ 0.02%
$67.56 - $80.65 $67.6 - $80.7
4.53K $365K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
586
+ 9.17%
$64.17 - $68.19 $37.6K - $40K
6.98K $475K
VRT
Vertiv Holdings CO

Industrials
582
+ 16.54%
N/A
4.1K $355K
AZZ
Azz Inc

Industrials
3
+ 0.09%
$96.74 - $119.54 $290 - $359
3.37K $367K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 1.53%
$696.56 - $806.32 $4.88K - $5.64K
464 $369K
USTB
Victory Portfolios Ii Victorys

ETFs
800
+ 4.64%
$50.54 - $51.1 $40.4K - $40.9K
18.1K $920K
FAST
Fastenal CO

Industrials
23
+ 0.39%
$42.47 - $50.39 $977 - $1.16K
5.97K $292K
VIG
Vanguard Dividend Appreciation

ETFs
227
+ 9.04%
N/A
2.74K $498K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
15
+ 0.18%
$50.48 - $57.12 $757 - $857
8.21K $458K
PANW
Palo Alto Networks Inc

Technology
247
+ 2.56%
$167.06 - $208.19 $41.3K - $51.4K
9.88K $2.01M
PHYL
Pgim ETF Tr

ETFs
924
+ 5.58%
$35.14 - $35.8 $32.5K - $33.1K
17.5K $625K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
48
+ 2.31%
$148.97 - $165.88 $7.15K - $7.96K
2.12K $349K
IVE
Ishares S&P 500 Value ETF

ETFs
16
+ 0.57%
$194.44 - $206.51 $3.11K - $3.3K
2.83K $583K
PNC
Pnc Financial Services Group, Inc.

Financial Services
16
+ 0.76%
$185.88 - $207.44 $2.97K - $3.32K
2.13K $426K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
278
+ 7.67%
$97.75 - $100.75 $27.2K - $28K
3.9K $391K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.47K
+ 3.19%
$19.49 - $19.61 $28.7K - $28.8K
47.6K $931K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.06%
$328.67 - $358.52 $329 - $359
1.68K $585K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
3.31K
+ 8.64%
$18.41 - $20.12 $60.9K - $66.6K
41.6K $766K
ELV
Elevance Health, Inc.

Healthcare
256
+ 30.92%
$274.66 - $395.76 $70.3K - $101K
1.08K $350K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2
+ 0.04%
$72.65 - $78.68 $145 - $157
4.62K $361K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9
+ 0.22%
$94.17 - $99.95 $848 - $900
4.11K $411K
EMLP
First Tr Exchange Traded Iv

ETFs
149
+ 0.8%
$36.99 - $38.38 $5.51K - $5.72K
18.8K $720K
ADBE
Adobe Inc.

Technology
119
+ 16.71%
$333.65 - $392.1 $39.7K - $46.7K
831 $293K
COP
Conocophillips

Energy
51
+ 1.88%
$91.0 - $98.99 $4.64K - $5.05K
2.77K $261K
EFA
Ishares Tr Msci Eafe ETF

ETFs
28
+ 0.76%
$87.29 - $93.61 $2.44K - $2.62K
3.7K $345K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
180
+ 6.51%
$81.76 - $86.36 $14.7K - $15.5K
2.94K $249K
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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