Claro Advisors LLC Sells in Q3 2025

Claro Advisors LLC

  • $633 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEV
Ishares Tr Europe ETF

ETFs
-930
- 18.37%
$61.37 - $65.49 $57.1K - $60.9K
4.13K $270K
VTV
Vanguard Value ETF

ETFs
-361
- 19.53%
$175.51 - $186.57 $63.4K - $67.4K
1.49K $277K
ABC
Amerisourcebergen Corp

Healthcare
-244
- 23.06%
N/A
814 $150K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-653
- 4.36%
$92.18 - $95.14 $60.2K - $62.1K
14.3K $1.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.2K
- 6.19%
$62.09 - $66.51 $199K - $213K
48.5K $3.16M
AMGN
Amgen Inc

Healthcare
-187
- 5.57%
$271.18 - $309.22 $50.7K - $57.8K
3.17K $895K
VNQ
Vanguard Specialized Funds Van

ETFs
-571
- 12.85%
$88.47 - $93.24 $50.5K - $53.2K
3.87K $354K
BST
Black Rock Science & Technology Trust

Financial Services
-1.62K
- 18.84%
$38.01 - $41.55 $61.5K - $67.3K
6.98K $288K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.81K
- 10.36%
$22.9 - $23.58 $41.5K - $42.8K
15.7K $368K
SO
Southern CO

Utilities
-743
- 6.76%
$90.83 - $96.0 $67.5K - $71.3K
10.3K $971K
UL
Unilever PLC

Consumer Defensive
-359
- 6.96%
$58.43 - $65.01 $21K - $23.3K
4.8K $284K
UFPI
Ufp Industries Inc

Basic Materials
-3
- 0.06%
$91.8 - $108.49 $275 - $325
5K $467K
FCX
Freeport Mcmoran Inc

Basic Materials
-146
- 2.61%
$35.34 - $47.21 $5.16K - $6.89K
5.45K $213K
TT
Trane Technologies PLC

Industrials
-17
- 1.41%
$398.96 - $472.54 $6.78K - $8.03K
1.19K $500K
NKE
Nike, Inc.

Consumer Cyclical
-209
- 2.74%
$69.24 - $79.24 $14.5K - $16.6K
7.41K $516K
ADP
Automatic Data Processing Inc

Industrials
-37
- 4.45%
$288.69 - $310.94 $10.7K - $11.5K
795 $233K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-772
- 13.38%
$75.87 - $83.26 $58.6K - $64.3K
5K $415K
SNOW
Snowflake Inc.

Technology
-105
- 7.31%
$191.73 - $241.0 $20.1K - $25.3K
1.33K $300K
LOW
Lowes Companies Inc

Consumer Cyclical
-213
- 19.12%
$215.01 - $273.02 $45.8K - $58.2K
901 $226K
AVSC
American Centy ETF Tr Avantis
-1.1K
- 15.08%
$51.33 - $58.63 $56.3K - $64.3K
6.17K $353K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-4.06K
- 10.15%
$8.57 - $9.09 $34.8K - $36.9K
35.9K $324K
IRM
Iron Mountain Inc

Real Estate
-92
- 0.56%
$89.46 - $104.46 $8.23K - $9.61K
16.2K $1.65M
CME
Cme Group Inc.

Financial Services
-48
- 3.61%
$258.83 - $287.1 $12.4K - $13.8K
1.28K $346K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-116
- 1.55%
$42.56 - $49.08 $4.94K - $5.69K
7.36K $315K
OEF
Ishares S&P 100 ETF

ETFs
-70
- 0.76%
N/A
9.12K $2.43M
IGM
Ishares Expanded Tech Sector E

ETFs
-421
- 16.03%
$110.96 - $127.67 $46.7K - $53.7K
2.21K $277K
AMD
Advanced Micro Devices Inc

Technology
-501
- 15.49%
$134.8 - $184.42 $67.5K - $92.4K
2.73K $442K
ECL
Ecolab Inc.

Basic Materials
-76
- 7.06%
$259.39 - $285.47 $19.7K - $21.7K
1K $273K
FXR
First Trust Industrials/Produc

ETFs
-437
- 8.58%
$75.64 - $80.06 $33.1K - $35K
4.66K $363K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
-155
- 6.5%
$96.91 - $101.22 $15K - $15.7K
2.23K $220K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-574
- 9.94%
$55.81 - $60.32 $32K - $34.6K
5.2K $308K
BUG
Global X Fds Cybersecurity ETF

ETFs
-10
- 0.15%
$32.23 - $37.41 $322 - $374
6.7K $235K
MNST
Monster Beverage Corp

Consumer Defensive
-682
- 9.87%
$58.65 - $67.31 $40K - $45.9K
6.23K $419K
GTLB
Gitlab Inc.

Technology
-240
- 1.31%
$38.82 - $50.43 $9.32K - $12.1K
18.1K $815K
BA
Boeing CO

Industrials
-166
- 3.92%
$209.79 - $237.38 $34.8K - $39.4K
4.07K $877K
EXPD
Expeditors International Of Washington Inc

Industrials
-178
- 9.68%
$111.37 - $124.95 $19.8K - $22.2K
1.66K $203K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-1.78K
- 3.64%
$8.7 - $9.11 $15.5K - $16.2K
47.2K $430K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-55
- 1.15%
N/A
4.73K $191K
SPMD
Spdr Portfolio

ETFs
-492
- 5.55%
$54.43 - $58.29 $26.8K - $28.7K
8.38K $479K
AXP
American Express CO

Financial Services
-55
- 4.54%
$294.27 - $342.31 $16.2K - $18.8K
1.16K $383K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-673
- 7.19%
$41.97 - $45.5 $28.2K - $30.6K
8.69K $394K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-104
- 7.17%
$339.37 - $366.46 $35.3K - $38.1K
1.35K $491K
ADSK
Autodesk, Inc.

Technology
-1
- 0.07%
N/A
1.53K $374K
Qxo Inc
-950
- 2.75%
N/A
33.6K $0
Chime Finl Inc
-555
- 4.77%
N/A
11.1K $0
Blackrock Inc
-21
- 1.23%
N/A
1.69K $0
Innovator Etfs Trust
-1.27K
- 13.44%
N/A
8.17K $0
Rocket Lab Corp
-25K
- 38.39%
N/A
40.1K $0
Calamos ETF Tr
-650
- 4.09%
N/A
15.2K $0
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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