Claro Advisors LLC Incresed Positions in Q3 2025

Claro Advisors LLC

  • $633 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
3.31K
+ 8.64%
$18.41 - $20.12 $60.9K - $66.6K
41.6K $766K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.06%
$328.67 - $358.52 $329 - $359
1.68K $585K
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
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
ADBE
Adobe Inc.

Technology
119
+ 16.71%
$333.65 - $392.1 $39.7K - $46.7K
831 $293K
EFAV
Ishares Msci Eafe Min Vol Fact

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

Technology
116
+ 7.7%
N/A
1.62K $203K
AOM
Ishares Tr Core Moderate Alloc

ETFs
50
+ 0.79%
$45.4 - $47.61 $2.27K - $2.38K
6.4K $304K
MMM
3 M CO

Industrials
44
+ 2.35%
$144.41 - $160.2 $6.35K - $7.05K
1.92K $297K
SWKS
Skyworks Solutions, Inc.

Technology
3
+ 0.1%
$67.52 - $82.97 $203 - $249
2.98K $229K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
69
+ 0.93%
$49.05 - $49.99 $3.38K - $3.45K
7.48K $372K
ESS
Essex Property Trust, Inc.

Real Estate
23
+ 1.03%
N/A
2.25K $614K
PYPL
Pay Pal Holdings, Inc.

Financial Services
367
+ 13.46%
$65.64 - $78.22 $24.1K - $28.7K
3.09K $207K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
28
+ 0.47%
$70.85 - $76.96 $1.98K - $2.15K
5.93K $450K
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
NDAQ
Nasdaq, Inc.

Financial Services
55
+ 1.77%
$86.73 - $96.94 $4.77K - $5.33K
3.16K $279K
Capital Group New Geography
1.26K
+ 4.99%
N/A
26.5K $0
Neos ETF Trust
100
+ 1.9%
N/A
5.37K $0
Lam Research Corp
147
+ 6.96%
N/A
2.26K $0
Blackrock ETF Trust Ii
1.76K
+ 28.06%
N/A
8.05K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
13K
+ 70.41%
N/A
31.6K $0
Blackrock ETF Trust
31.6K
+ 24.18%
N/A
162K $0
YEAR
Ab Active Etfs Inc Ultra Short
611
+ 12.72%
N/A
5.42K $0
Ge Vernova Inc
20
+ 2.21%
N/A
925 $0
Ishares Bitcoin Trust ETF
3.32K
+ 29.43%
N/A
14.6K $0
Roundhill ETF Trust
13.3K
+ 205.72%
N/A
19.8K $0
Grayscale Ethereum Mini Tr E
90
+ 0.72%
N/A
12.5K $0
Innovator Etfs Trust
330
+ 1.46%
N/A
23K $0
Fidelity Wise Origin Bitcoin
1.83K
+ 43.81%
N/A
6.02K $0
FDV
Federated Hermes ETF Tr U S St
2.43K
+ 12.59%
N/A
21.7K $0
Innovator Etfs Trust
3.56K
+ 9.26%
N/A
42K $0
Blackrock ETF Trust Ii
10.3K
+ 39.03%
N/A
36.8K $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
Invesco Actively Managed Exc
240
+ 2.2%
N/A
11.1K $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
META
Meta Platforms, Inc.

Communication Services
56
+ 0.39%
$695.21 - $791.73 $38.9K - $44.3K
14.5K $10.6M
CB
Chubb LTD

Financial Services
74
+ 1.63%
$265.99 - $289.59 $19.7K - $21.4K
4.61K $1.3M
T
At&T Inc.

Communication Services
18
+ 0.06%
$26.94 - $29.62 $485 - $533
30K $848K
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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