Claro Advisors LLC Incresed Positions in Q3 2025

Claro Advisors LLC

  • $633 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
AVUV
American Centy ETF Tr Avantis

ETFs
52
+ 0.5%
$90.37 - $102.12 $4.7K - $5.31K
10.4K $1.04M
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
XEL
Xcel Energy Inc

Utilities
1
+ 0.02%
$67.56 - $80.65 $67.6 - $80.7
4.53K $365K
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 0.02%
$162.08 - $182.1 $162 - $182
4.8K $871K
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
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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