Claro Advisors LLC Purchases in Q3 2025

Claro Advisors LLC

  • $633 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
116
+ 7.7%
N/A
1.62K $203K
MMM
3 M CO

Industrials
44
+ 2.35%
$144.41 - $160.2 $6.35K - $7.05K
1.92K $297K
AOM
Ishares Tr Core Moderate Alloc

ETFs
50
+ 0.79%
$45.4 - $47.61 $2.27K - $2.38K
6.4K $304K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
69
+ 0.93%
$49.05 - $49.99 $3.38K - $3.45K
7.48K $372K
SWKS
Skyworks Solutions, Inc.

Technology
3
+ 0.1%
$67.52 - $82.97 $203 - $249
2.98K $229K
ESS
Essex Property Trust, Inc.

Real Estate
23
+ 1.03%
N/A
2.25K $614K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
28
+ 0.47%
$70.85 - $76.96 $1.98K - $2.15K
5.93K $450K
PYPL
Pay Pal Holdings, Inc.

Financial Services
367
+ 13.46%
$65.64 - $78.22 $24.1K - $28.7K
3.09K $207K
CRWD
Crowd Strike Holdings, Inc.

Technology
87
+ 4.22%
$412.46 - $514.1 $35.9K - $44.7K
2.15K $1.05M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
126
+ 1.31%
$23.03 - $23.12 $2.9K - $2.91K
9.72K $224K
Calamos ETF Tr
45.5K
New
N/A
45.5K $0
YEAR
Ab Active Etfs Inc Ultra Short
611
+ 12.72%
N/A
5.42K $0
Fidelity Wise Origin Bitcoin
1.83K
+ 43.81%
N/A
6.02K $0
Blackrock ETF Trust
48.1K
New
N/A
48.1K $0
FDV
Federated Hermes ETF Tr U S St
2.43K
+ 12.59%
N/A
21.7K $0
Blackrock ETF Trust Ii
1.76K
+ 28.06%
N/A
8.05K $0
Blackrock ETF Trust
71.5K
New
N/A
71.5K $0
Blackrock ETF Trust
31.6K
+ 24.18%
N/A
162K $0
Blackrock ETF Trust Ii
10.3K
+ 39.03%
N/A
36.8K $0
Cleancore Solutions Inc
10.5K
New
N/A
10.5K $0
Capital Group New Geography
1.26K
+ 4.99%
N/A
26.5K $0
Labcorp Holdings Inc
705
New
N/A
705 $0
Roundhill ETF Trust
13.3K
+ 205.72%
N/A
19.8K $0
Ishares Bitcoin Trust ETF
3.32K
+ 29.43%
N/A
14.6K $0
Pgim Rock ETF Tr
9.77K
New
N/A
9.77K $0
Lam Research Corp
147
+ 6.96%
N/A
2.26K $0
J P Morgan Exchange Traded F
150
+ 4.55%
N/A
3.45K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
200
+ 1.18%
N/A
17.1K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
13K
+ 70.41%
N/A
31.6K $0
Neos ETF Trust
100
+ 1.9%
N/A
5.37K $0
Roundhill ETF Trust
25.5K
New
N/A
25.5K $0
Innovator Etfs Trust
3.56K
+ 9.26%
N/A
42K $0
Innovator Etfs Trust
6.47K
New
N/A
6.47K $0
Innovator Etfs Trust
330
+ 1.46%
N/A
23K $0
Invesco Actively Managed Exc
240
+ 2.2%
N/A
11.1K $0
Ge Vernova Inc
20
+ 2.21%
N/A
925 $0
Global X Fds
41.9K
New
N/A
41.9K $0
Grayscale Ethereum Mini Tr E
90
+ 0.72%
N/A
12.5K $0
BMY
Bristol Myers Squibb CO

Healthcare
384
+ 2.38%
$43.31 - $48.98 $16.6K - $18.8K
16.5K $746K
ENVX
Enovix Corp

Industrials
1.85K
+ 2.95%
$8.0 - $15.93 $14.8K - $29.5K
64.6K $643K
CB
Chubb LTD

Financial Services
74
+ 1.63%
$265.99 - $289.59 $19.7K - $21.4K
4.61K $1.3M
META
Meta Platforms, Inc.

Communication Services
56
+ 0.39%
$695.21 - $791.73 $38.9K - $44.3K
14.5K $10.6M
T
At&T Inc.

Communication Services
18
+ 0.06%
$26.94 - $29.62 $485 - $533
30K $848K
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.05%
$167.28 - $188.45 $167 - $188
1.88K $316K
UPS
United Parcel Service Inc

Industrials
203
+ 5.27%
$82.58 - $105.54 $16.8K - $21.4K
4.05K $338K
ET
Energy Transfer LP

Energy
288
+ 0.49%
$17.11 - $18.16 $4.93K - $5.23K
59K $1.01M
NOW
Service Now, Inc.

Technology
3
+ 0.37%
$850.86 - $1044.69 $2.55K - $3.13K
815 $750K
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 2.09%
$915.95 - $994.57 $37.6K - $40.8K
2K $1.85M
ACN
Accenture PLC

Technology
159
+ 1.72%
$232.56 - $304.78 $37K - $48.5K
9.38K $2.31M
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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