Claro Advisors LLC Sells in Q3 2025

Claro Advisors LLC

  • $633 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Calamos ETF Tr
-940
- 5.25%
N/A
17K $0
Calamos ETF Tr
-475
- 4.3%
N/A
10.6K $0
UNP
Union Pacific Corp

Industrials
-29
- 2.41%
$214.91 - $237.16 $6.23K - $6.88K
1.18K $277K
Bitwise Ethereum ETF
-3.06K
- 4.67%
N/A
62.5K $0
Innovator Etfs Trust
-1.46K
- 14.61%
N/A
8.54K $0
SFLR
Innovator Etfs Tr Equity Manag
-224
- 0.78%
N/A
28.7K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-302
- 3.01%
N/A
9.73K $0
Grayscale Bitcoin Mini Tr Et
-66
- 0.13%
N/A
49.5K $0
IWM
Ishares Russell 2000 ETF

ETFs
-1.16K
- 10.79%
$214.92 - $244.84 $250K - $284K
9.6K $2.32M
Graniteshares ETF Tr
-140
- 0.72%
N/A
19.2K $0
Linde PLC
-18
- 2.28%
N/A
771 $0
Bitwise Bitcoin ETF Tr
-262
- 0.38%
N/A
68.2K $0
Mntn Inc
-147
- 0.96%
N/A
15.2K $0
Tidal Trust Ii
-671
- 5.03%
N/A
12.7K $0
Arista Networks Inc
-42
- 1.42%
N/A
2.92K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-227
- 2.58%
$26.38 - $27.95 $5.99K - $6.34K
8.59K $234K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-37
- 0.87%
$107.66 - $112.36 $3.98K - $4.16K
4.2K $467K
NVS
Novartis Ag

Healthcare
-74
- 3.35%
$113.5 - $129.73 $8.4K - $9.6K
2.14K $273K
PFE
Pfizer Inc

Healthcare
-2.15K
- 4.29%
$23.29 - $25.88 $50K - $55.6K
48K $1.22M
QCOM
Qualcomm Inc

Technology
-102
- 3.1%
$145.84 - $173.55 $14.9K - $17.7K
3.19K $531K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-133
- 1.2%
$11.64 - $15.79 $1.55K - $2.1K
10.9K $160K
REET
Ishares Global Reit ETF

ETFs
-15
- 0.16%
$24.45 - $25.91 $367 - $389
9.59K $245K
APH
Amphenol Corp

Technology
-364
- 16.98%
$97.39 - $125.4 $35.4K - $45.6K
1.78K $220K
VEU
Vanguard Ftse All World Ex Us

ETFs
-242
- 3.83%
$66.38 - $71.68 $16.1K - $17.3K
6.08K $433K
YMAR
First Tr Ex Tr Viii Cboe Vest
-235
- 1.07%
$25.23 - $26.26 $5.93K - $6.17K
21.6K $568K
IWX
Ishares Tr Russell 200 Value E

ETFs
-230
- 2.74%
$83.04 - $87.88 $19.1K - $20.2K
8.16K $716K
FDL
First Tr Morningstar Dividend

ETFs
-52
- 0.67%
$41.96 - $44.59 $2.18K - $2.32K
7.68K $333K
SCHW
Schwab Charles Corp

Financial Services
-11
- 0.4%
$91.03 - $98.69 $1K - $1.09K
2.74K $261K
FDN
First Tr Fd Dow Jones

ETFs
-34
- 1.83%
$264.06 - $287.34 $8.98K - $9.77K
1.82K $510K
MRK
Merck & Co., Inc.

Healthcare
-636
- 4.85%
$77.6 - $87.37 $49.4K - $55.6K
12.5K $1.05M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-288
- 2.88%
$39.8 - $42.86 $11.5K - $12.3K
9.7K $415K
MET
Metlife Inc

Financial Services
-155
- 1.2%
$73.82 - $82.37 $11.4K - $12.8K
12.7K $1.05M
VZ
Verizon Communications Inc

Communication Services
-35
- 0.14%
$40.84 - $45.06 $1.43K - $1.58K
25.4K $1.12M
YUM
Yum Brands Inc

Consumer Cyclical
-128
- 1.36%
$139.5 - $153.94 $17.9K - $19.7K
9.27K $1.41M
NEE
Nextera Energy Inc

Utilities
-48
- 1.14%
$69.77 - $77.54 $3.35K - $3.72K
4.15K $313K
BIIB
Biogen Inc.

Healthcare
-45
- 2.37%
$122.68 - $148.84 $5.52K - $6.7K
1.86K $260K
IYW
Ishares Dj Us Tech ETF

ETFs
-44
- 3.26%
$171.38 - $197.01 $7.54K - $8.67K
1.31K $255K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-314
- 3.15%
$42.67 - $46.91 $13.4K - $14.7K
9.64K $451K
FVD
First Tr Value Line Divid Inde

ETFs
-1.28K
- 2.27%
$44.73 - $46.86 $57.1K - $59.8K
54.9K $2.54M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-979
- 1.79%
$14.33 - $15.38 $14K - $15.1K
53.7K $826K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-180
- 1.8%
$42.26 - $47.16 $7.61K - $8.49K
9.8K $454K
VEA
Vanguard Ftse Developed Market

ETFs
-127
- 0.94%
$56.02 - $60.3 $7.11K - $7.66K
13.4K $800K
SSO
Proshares Ultra S&P 500

ETFs
-62
- 2.03%
$97.48 - $112.71 $6.04K - $6.99K
2.99K $334K
PAVE
Global X Fds Us Infrastructure

ETFs
-240
- 1.96%
$44.02 - $47.63 $10.6K - $11.4K
12K $572K
CAT
Caterpillar Inc

Industrials
-20
- 3.72%
$390.92 - $477.15 $7.82K - $9.54K
518 $247K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.66K
- 12.3%
$121.35 - $144.54 $202K - $240K
11.9K $1.71M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-34
- 0.08%
$48.5 - $50.19 $1.65K - $1.71K
43.6K $2.18M
UBER
Uber Technologies, Inc

Technology
-9
- 0.09%
$86.91 - $99.57 $782 - $896
9.77K $957K
TRV
Travelers Companies, Inc.

Financial Services
-87
- 1.42%
$250.62 - $279.43 $21.8K - $24.3K
6.02K $1.68M
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
Track This Portfolio

Track Claro Advisors LLC Portfolio

Follow Claro Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claro Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Claro Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email