Claro Advisors
Latest statistics and disclosures from Claro Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KVYO, AAPL, VOO, IWF, MSFT, and represent 21.13% of Claro Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHG (+$6.0M), IWF, MTUM, BLK, Grayscale Bitcoin Mini Trust Etf, BITB, BSCP, VOO, PANW, PHYL.
- Started 53 new stock positions in CGBL, Calamos S&P 500 Structured ALT ETF, Grayscale Bitcoin Mini Trust Etf, HELO, ABNB, TMDX, CHKP, RBLX, RCL, KMX.
- Reduced shares in these 10 stocks: IDXX, IEFA, USB, SPY, IUSB, KVYO, XEL, RDDT, , AVGO.
- Sold out of its positions in AFL, ATSG, AQN, APPF, ANET, AZN, BTOP, BlackRock, BSTZ, BCAT.
- Claro Advisors was a net seller of stock by $-41M.
- Claro Advisors has $740M in assets under management (AUM), dropping by -4.37%.
- Central Index Key (CIK): 0001764386
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Portfolio Holdings for Claro Advisors
Claro Advisors holds 487 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Klaviyo Com Ser A (KVYO) | 6.6 | $49M | -4% | 1.2M | 41.24 |
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Apple (AAPL) | 4.2 | $31M | 124k | 250.42 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.1 | $30M | +3% | 56k | 538.81 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 3.2 | $24M | +9% | 59k | 401.58 |
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Microsoft Corporation (MSFT) | 3.1 | $23M | -5% | 54k | 421.50 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.1 | $23M | -10% | 39k | 586.09 |
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Amazon (AMZN) | 2.3 | $17M | 77k | 219.39 |
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NVIDIA Corporation (NVDA) | 2.2 | $16M | 120k | 134.29 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $13M | 25k | 511.24 |
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Ishares Tr Core Total Usd (IUSB) | 1.7 | $13M | -16% | 280k | 45.20 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 1.7 | $13M | -2% | 68k | 185.13 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.7 | $12M | -10% | 69k | 178.08 |
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JPMorgan Chase & Co. (JPM) | 1.4 | $10M | -4% | 43k | 239.71 |
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Meta Platforms Cl A (META) | 1.4 | $10M | 17k | 585.50 |
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Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $9.1M | +5% | 15k | 588.66 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.2 | $9.0M | +196% | 325k | 27.87 |
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Broadcom (AVGO) | 1.2 | $9.0M | -15% | 39k | 231.84 |
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Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.2 | $8.7M | +9% | 170k | 51.25 |
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.1 | $7.9M | 107k | 74.02 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $6.5M | -7% | 34k | 189.30 |
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Tesla Motors (TSLA) | 0.8 | $6.2M | +4% | 15k | 403.84 |
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Alphabet Cap Stk Cl C (GOOG) | 0.8 | $6.2M | -11% | 32k | 190.44 |
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Procter & Gamble Company (PG) | 0.8 | $5.8M | -7% | 35k | 167.65 |
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Home Depot (HD) | 0.7 | $4.9M | -6% | 13k | 389.00 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $4.8M | -18% | 17k | 289.81 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $4.7M | +4% | 19k | 240.28 |
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Exxon Mobil Corporation (XOM) | 0.6 | $4.5M | -14% | 42k | 107.57 |
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.6 | $4.5M | 77k | 59.06 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $4.5M | +22% | 47k | 96.83 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.6 | $4.5M | +5% | 24k | 184.88 |
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UnitedHealth (UNH) | 0.6 | $4.2M | -13% | 8.3k | 505.87 |
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Abbvie (ABBV) | 0.6 | $4.1M | -6% | 23k | 177.70 |
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First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.5 | $4.0M | +8% | 68k | 59.14 |
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McDonald's Corporation (MCD) | 0.5 | $3.9M | -7% | 14k | 289.88 |
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Wal-Mart Stores (WMT) | 0.5 | $3.8M | 42k | 90.35 |
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Ishares Tr Eafe Value Etf (EFV) | 0.5 | $3.5M | +4% | 68k | 52.47 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $3.5M | -13% | 9.9k | 351.80 |
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Netflix (NFLX) | 0.5 | $3.4M | +3% | 3.8k | 891.34 |
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Ishares Msci Emrg Chn (EMXC) | 0.5 | $3.4M | +16% | 61k | 55.45 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $3.3M | +7% | 57k | 57.53 |
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Honeywell International (HON) | 0.4 | $3.3M | -4% | 15k | 225.89 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.3M | +4% | 52k | 62.31 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $3.3M | -47% | 46k | 70.28 |
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Johnson & Johnson (JNJ) | 0.4 | $3.1M | -13% | 22k | 144.62 |
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Pepsi (PEP) | 0.4 | $3.0M | -14% | 20k | 152.06 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $3.0M | -2% | 65k | 45.34 |
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Visa Com Cl A (V) | 0.4 | $3.0M | 9.4k | 316.05 |
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.4 | $2.9M | +80% | 57k | 50.85 |
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TJX Companies (TJX) | 0.4 | $2.8M | +18% | 23k | 120.81 |
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Select Sector Spdr Tr Financial (XLF) | 0.4 | $2.7M | -17% | 57k | 48.33 |
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Eli Lilly & Co. (LLY) | 0.4 | $2.7M | -16% | 3.5k | 772.08 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.6M | -10% | 5.8k | 453.28 |
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Oracle Corporation (ORCL) | 0.3 | $2.5M | -30% | 15k | 166.64 |
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First Tr Value Line Divid In SHS (FVD) | 0.3 | $2.5M | -4% | 57k | 43.64 |
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Costco Wholesale Corporation (COST) | 0.3 | $2.4M | -5% | 2.6k | 916.37 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $2.3M | +105% | 113k | 20.65 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.3M | 18k | 128.62 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.2M | +9% | 10k | 220.96 |
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Cisco Systems (CSCO) | 0.3 | $2.2M | +3% | 38k | 59.20 |
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Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.3 | $2.2M | -2% | 42k | 52.02 |
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Bitwise Ethereum Etf SHS (ETHW) | 0.3 | $2.2M | +15% | 91k | 23.97 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $2.1M | 17k | 126.75 |
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Chubb (CB) | 0.3 | $2.1M | -4% | 7.6k | 276.29 |
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Bank of America Corporation (BAC) | 0.3 | $2.1M | -21% | 48k | 43.95 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $2.1M | NEW | 10k | 206.93 |
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Select Sector Spdr Tr Technology (XLK) | 0.3 | $2.1M | -22% | 8.9k | 232.53 |
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Mastercard Incorporated Cl A (MA) | 0.3 | $2.1M | -11% | 3.9k | 526.62 |
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Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $2.0M | 28k | 71.43 |
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Pacer Fds Tr Pacer Us Small (CALF) | 0.3 | $1.9M | +6% | 44k | 44.01 |
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Lockheed Martin Corporation (LMT) | 0.3 | $1.9M | -8% | 3.9k | 485.95 |
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Palo Alto Networks (PANW) | 0.3 | $1.9M | +112% | 10k | 181.96 |
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Walt Disney Company (DIS) | 0.3 | $1.9M | -5% | 17k | 111.35 |
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salesforce (CRM) | 0.3 | $1.9M | +2% | 5.6k | 334.35 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $1.9M | +11% | 7.7k | 242.16 |
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Eaton Corp SHS (ETN) | 0.2 | $1.8M | 5.6k | 331.88 |
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Blackrock (BLK) | 0.2 | $1.8M | NEW | 1.8k | 1025.38 |
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Southern Company (SO) | 0.2 | $1.8M | -14% | 22k | 82.32 |
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Novo-nordisk A S Adr (NVO) | 0.2 | $1.8M | -18% | 21k | 86.02 |
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Grayscale Bitcoin Mini Tr Et Shs New | 0.2 | $1.8M | NEW | 43k | 41.87 |
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Iron Mountain (IRM) | 0.2 | $1.7M | 17k | 105.11 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.7M | -9% | 6.4k | 269.70 |
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Ishares Core Msci Emkt (IEMG) | 0.2 | $1.7M | +6% | 33k | 52.22 |
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Toronto Dominion Bk Ont Com New (TD) | 0.2 | $1.7M | 32k | 53.24 |
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Kla Corp Com New (KLAC) | 0.2 | $1.7M | 2.6k | 630.06 |
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Colgate-Palmolive Company (CL) | 0.2 | $1.7M | -17% | 18k | 90.91 |
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Ishares Tr Mbs Etf (MBB) | 0.2 | $1.6M | -12% | 17k | 91.68 |
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Emerson Electric (EMR) | 0.2 | $1.6M | 13k | 123.93 |
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Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.6M | -22% | 19k | 85.66 |
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Merck & Co (MRK) | 0.2 | $1.6M | -13% | 16k | 99.48 |
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Coca-Cola Company (KO) | 0.2 | $1.6M | 25k | 62.26 |
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Travelers Companies (TRV) | 0.2 | $1.5M | -3% | 6.2k | 240.90 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.5M | +7% | 13k | 115.22 |
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Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.5M | -41% | 24k | 61.34 |
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McKesson Corporation (MCK) | 0.2 | $1.5M | +7% | 2.6k | 569.89 |
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Microstrategy Cl A New (MSTR) | 0.2 | $1.5M | 5.0k | 289.63 |
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Ishares Tr National Mun Etf (MUB) | 0.2 | $1.4M | -3% | 14k | 106.55 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $1.4M | 16k | 87.33 |
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Chevron Corporation (CVX) | 0.2 | $1.4M | -12% | 9.7k | 144.84 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $1.4M | -5% | 11k | 124.97 |
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Pfizer (PFE) | 0.2 | $1.4M | +23% | 51k | 26.53 |
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Analog Devices (ADI) | 0.2 | $1.4M | -5% | 6.4k | 212.46 |
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Verizon Communications (VZ) | 0.2 | $1.3M | -3% | 34k | 39.99 |
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Duke Energy Corp Com New (DUK) | 0.2 | $1.3M | -6% | 12k | 107.74 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.3M | -25% | 5.9k | 224.34 |
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Starbucks Corporation (SBUX) | 0.2 | $1.3M | -16% | 14k | 91.25 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.3M | -31% | 12k | 106.84 |
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Yum! Brands (YUM) | 0.2 | $1.3M | -3% | 9.6k | 134.15 |
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Stryker Corporation (SYK) | 0.2 | $1.3M | -10% | 3.5k | 360.02 |
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Servicenow (NOW) | 0.2 | $1.3M | 1.2k | 1060.12 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.2M | +26% | 3.1k | 402.70 |
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Raytheon Technologies Corp (RTX) | 0.2 | $1.2M | -12% | 11k | 115.73 |
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Bristol Myers Squibb (BMY) | 0.2 | $1.2M | -12% | 22k | 56.56 |
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Paychex (PAYX) | 0.2 | $1.2M | -12% | 8.7k | 140.23 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.2M | +10% | 24k | 50.13 |
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Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.2 | $1.2M | +48% | 40k | 29.76 |
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Spdr S&p 500 Etf Tr Put Put Option (Principal) | 0.2 | $1.2M | -20% | 2.0k | 586.08 |
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Gitlab Class A Com (GTLB) | 0.2 | $1.2M | +32% | 21k | 56.35 |
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Abbott Laboratories (ABT) | 0.2 | $1.2M | +11% | 10k | 113.11 |
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Medtronic SHS (MDT) | 0.2 | $1.1M | -18% | 14k | 79.88 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.1M | +2% | 13k | 88.79 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.1M | +26% | 16k | 71.91 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.1M | -7% | 11k | 101.53 |
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Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.1M | -12% | 2.7k | 410.49 |
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Qualcomm (QCOM) | 0.2 | $1.1M | +3% | 7.3k | 153.63 |
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Palantir Technologies Cl A (PLTR) | 0.2 | $1.1M | -19% | 15k | 75.63 |
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MetLife (MET) | 0.1 | $1.1M | 14k | 81.88 |
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International Business Machines (IBM) | 0.1 | $1.1M | -25% | 5.0k | 219.81 |
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Nike CL B (NKE) | 0.1 | $1.1M | -12% | 15k | 75.67 |
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Amgen (AMGN) | 0.1 | $1.1M | -14% | 4.2k | 260.64 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.1M | +102% | 42k | 25.86 |
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American Electric Power Company (AEP) | 0.1 | $1.1M | -3% | 12k | 92.23 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | +12% | 18k | 59.73 |
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Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $1.1M | -2% | 105k | 10.10 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.0M | 6.0k | 172.43 |
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Gilead Sciences (GILD) | 0.1 | $1.0M | +30% | 11k | 92.37 |
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Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.1 | $1.0M | +8% | 32k | 32.65 |
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Northrop Grumman Corporation (NOC) | 0.1 | $1.0M | -13% | 2.1k | 469.32 |
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Wells Fargo & Company (WFC) | 0.1 | $1.0M | -11% | 14k | 70.24 |
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At&t (T) | 0.1 | $1.0M | -10% | 44k | 22.77 |
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General Dynamics Corporation (GD) | 0.1 | $993k | -21% | 3.8k | 263.50 |
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Linde SHS (LIN) | 0.1 | $978k | -16% | 2.3k | 418.60 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $977k | +14% | 17k | 56.48 |
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Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.1 | $963k | NEW | 28k | 34.74 |
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Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $962k | +18% | 19k | 50.82 |
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Snap-on Incorporated (SNA) | 0.1 | $962k | -15% | 2.8k | 339.52 |
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.1 | $955k | 23k | 41.98 |
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Ishares Tr Core Msci Euro (IEUR) | 0.1 | $948k | -45% | 18k | 53.98 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $945k | -40% | 6.9k | 137.57 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $938k | -5% | 8.6k | 108.61 |
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Waste Management (WM) | 0.1 | $925k | +43% | 4.6k | 201.79 |
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $921k | +28% | 30k | 30.47 |
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Arista Networks Com Shs | 0.1 | $916k | NEW | 8.3k | 110.53 |
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Boeing Company (BA) | 0.1 | $916k | +12% | 5.2k | 177.00 |
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Philip Morris International (PM) | 0.1 | $915k | +6% | 7.6k | 120.35 |
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Illinois Tool Works (ITW) | 0.1 | $894k | -10% | 3.5k | 253.55 |
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Enterprise Products Partners (EPD) | 0.1 | $885k | 28k | 31.36 |
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American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $885k | 9.2k | 96.53 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $879k | +61% | 9.5k | 92.59 |
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.1 | $873k | +22% | 34k | 25.52 |
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Ishares Tr Core High Dv Etf (HDV) | 0.1 | $866k | 7.7k | 112.27 |
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Booking Holdings (BKNG) | 0.1 | $865k | +6% | 174.00 | 4968.85 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $865k | -10% | 8.9k | 96.90 |
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Clorox Company (CLX) | 0.1 | $864k | -19% | 5.3k | 162.40 |
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Sherwin-Williams Company (SHW) | 0.1 | $863k | -18% | 2.5k | 340.00 |
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Ecolab (ECL) | 0.1 | $858k | -19% | 3.7k | 234.31 |
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Neuberger Berman Next Genera Common Stock (NBXG) | 0.1 | $846k | -5% | 66k | 12.74 |
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S&p Global (SPGI) | 0.1 | $837k | -17% | 1.7k | 498.16 |
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Morgan Stanley Com New (MS) | 0.1 | $836k | -16% | 6.6k | 125.72 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $834k | -4% | 11k | 75.61 |
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Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.1 | $833k | 7.2k | 116.23 |
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ResMed (RMD) | 0.1 | $825k | -13% | 3.6k | 228.72 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $823k | -30% | 22k | 37.53 |
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Ishares Tr S&p 100 Etf (OEF) | 0.1 | $823k | 2.8k | 288.86 |
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Sempra Energy (SRE) | 0.1 | $822k | 9.4k | 87.72 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $807k | -5% | 3.3k | 242.16 |
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Northern Trust Corporation (NTRS) | 0.1 | $807k | -19% | 7.9k | 102.50 |
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Applied Materials (AMAT) | 0.1 | $798k | +13% | 4.9k | 162.63 |
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Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.1 | $791k | +31% | 12k | 66.39 |
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American Centy Etf Tr Avantis Us Small (AVSC) | 0.1 | $790k | +6% | 15k | 54.36 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $788k | +39% | 4.0k | 197.50 |
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Paypal Holdings (PYPL) | 0.1 | $779k | +4% | 9.1k | 85.35 |
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EOG Resources (EOG) | 0.1 | $774k | -17% | 6.3k | 122.59 |
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Hanover Insurance (THG) | 0.1 | $769k | -3% | 5.0k | 154.66 |
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Wec Energy Group (WEC) | 0.1 | $766k | -15% | 8.1k | 94.04 |
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Air Products & Chemicals (APD) | 0.1 | $757k | -15% | 2.6k | 289.99 |
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Becton, Dickinson and (BDX) | 0.1 | $756k | -6% | 3.3k | 226.87 |
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Masco Corporation (MAS) | 0.1 | $743k | -20% | 10k | 72.57 |
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Innovator Etfs Trust Nasdaq 100 Mana (QFLR) | 0.1 | $738k | +16% | 25k | 29.24 |
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Ishares Gold Tr Ishares New (IAU) | 0.1 | $734k | NEW | 15k | 49.51 |
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Oneok (OKE) | 0.1 | $734k | +2% | 7.3k | 100.39 |
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Amphenol Corp Cl A (APH) | 0.1 | $732k | -15% | 11k | 69.45 |
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Brown & Brown (BRO) | 0.1 | $729k | -26% | 7.1k | 102.02 |
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $727k | 16k | 45.76 |
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Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $715k | -11% | 26k | 28.02 |
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T. Rowe Price (TROW) | 0.1 | $704k | -21% | 6.2k | 113.08 |
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $697k | -24% | 15k | 45.62 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $684k | +110% | 30k | 23.18 |
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American Water Works (AWK) | 0.1 | $682k | -14% | 5.5k | 124.48 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $676k | -22% | 14k | 47.82 |
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Draftkings Com Cl A (DKNG) | 0.1 | $673k | 18k | 37.20 |
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First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $661k | 19k | 35.65 |
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Tapestry (TPR) | 0.1 | $660k | -15% | 10k | 65.33 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $653k | +3% | 1.3k | 521.96 |
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Uber Technologies (UBER) | 0.1 | $647k | -19% | 11k | 60.32 |
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Expeditors International of Washington (EXPD) | 0.1 | $642k | -16% | 5.8k | 110.77 |
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Progressive Corporation (PGR) | 0.1 | $640k | -9% | 2.7k | 239.59 |
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Vanguard World Mega Cap Index (MGC) | 0.1 | $639k | +5% | 3.0k | 212.69 |
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Gra (GGG) | 0.1 | $638k | -16% | 7.6k | 84.29 |
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W.R. Berkley Corporation (WRB) | 0.1 | $636k | -22% | 11k | 58.52 |
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Cme (CME) | 0.1 | $633k | -10% | 2.7k | 232.25 |
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Ge Aerospace Com New (GE) | 0.1 | $630k | -21% | 3.8k | 166.78 |
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Essex Property Trust (ESS) | 0.1 | $628k | 2.2k | 285.49 |
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Automatic Data Processing (ADP) | 0.1 | $628k | +63% | 2.1k | 292.71 |
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Delta Air Lines Inc Del Com New (DAL) | 0.1 | $624k | -11% | 10k | 60.50 |
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American Express Company (AXP) | 0.1 | $621k | -5% | 2.1k | 296.85 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $619k | -13% | 11k | 58.93 |
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Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.1 | $616k | -28% | 73k | 8.42 |
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Lazard Ltd Shs -a - (LAZ) | 0.1 | $613k | 12k | 51.48 |
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Ufp Industries (UFPI) | 0.1 | $611k | 5.4k | 112.65 |
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Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $610k | 52k | 11.66 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $607k | +2% | 1.4k | 444.81 |
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Advanced Micro Devices (AMD) | 0.1 | $604k | -6% | 5.0k | 120.79 |
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Citigroup Com New (C) | 0.1 | $602k | -31% | 8.6k | 70.39 |
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $598k | NEW | 11k | 53.05 |
|
Donaldson Company (DCI) | 0.1 | $597k | -13% | 8.9k | 67.35 |
|
Hershey Company (HSY) | 0.1 | $595k | -38% | 3.5k | 169.35 |
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Ishares Msci Jpn Etf New (EWJ) | 0.1 | $591k | +32% | 8.8k | 67.10 |
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Vertiv Holdings Com Cl A (VRT) | 0.1 | $589k | 5.2k | 113.61 |
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New Jersey Resources Corporation (NJR) | 0.1 | $580k | -21% | 12k | 46.65 |
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Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $576k | 14k | 40.41 |
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Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.1 | $568k | 9.1k | 62.32 |
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Shopify Cl A (SHOP) | 0.1 | $564k | -6% | 5.3k | 106.33 |
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Qxo Com New (QXO) | 0.1 | $561k | -9% | 35k | 15.90 |
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Toro Company (TTC) | 0.1 | $554k | -5% | 6.9k | 80.10 |
|
Lowe's Companies (LOW) | 0.1 | $553k | -4% | 2.2k | 246.82 |
|
Fortinet (FTNT) | 0.1 | $552k | -6% | 5.8k | 94.48 |
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Ishares Tr Msci Gbl Sus Dev (SDG) | 0.1 | $551k | -7% | 7.7k | 71.56 |
|
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $545k | +94% | 28k | 19.43 |
|
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $545k | -4% | 6.7k | 80.93 |
|
Eversource Energy (ES) | 0.1 | $543k | -9% | 9.5k | 57.43 |
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Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $535k | +61% | 17k | 31.42 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $535k | -3% | 1.6k | 342.16 |
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First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) | 0.1 | $530k | 23k | 22.79 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $526k | -7% | 2.8k | 190.88 |
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Banco Macro Sa Spon Adr B (BMA) | 0.1 | $524k | -2% | 5.4k | 96.76 |
|
Ea Series Trust Bridgeway Blue (BBLU) | 0.1 | $516k | 40k | 13.05 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $506k | -20% | 9.7k | 52.16 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $487k | +54% | 6.4k | 75.69 |
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Caterpillar (CAT) | 0.1 | $487k | -23% | 1.3k | 362.67 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $485k | +94% | 26k | 18.50 |
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Metropcs Communications (TMUS) | 0.1 | $482k | 2.2k | 220.77 |
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Texas Instruments Incorporated (TXN) | 0.1 | $481k | -10% | 2.6k | 187.54 |
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Calamos Etf Tr S&p 500 Structu | 0.1 | $480k | NEW | 20k | 24.18 |
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Parker-Hannifin Corporation (PH) | 0.1 | $479k | 753.00 | 635.65 |
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Rockwell Automation (ROK) | 0.1 | $473k | 1.7k | 285.81 |
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Thermo Fisher Scientific (TMO) | 0.1 | $468k | -30% | 900.00 | 520.42 |
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Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.1 | $465k | -41% | 11k | 42.51 |
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Chipotle Mexican Grill (CMG) | 0.1 | $465k | +14% | 7.7k | 60.30 |
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Ishares Frontier And Sel (FM) | 0.1 | $462k | +10% | 17k | 27.14 |
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United Parcel Service CL B (UPS) | 0.1 | $461k | -6% | 3.7k | 126.10 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $460k | +7% | 5.2k | 89.08 |
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Nordson Corporation (NDSN) | 0.1 | $459k | -19% | 2.2k | 209.27 |
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Federated Hermes Etf Trust Us Strategic Div (FDV) | 0.1 | $451k | 17k | 26.60 |
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Valero Energy Corporation (VLO) | 0.1 | $450k | -30% | 3.7k | 122.59 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $447k | +13% | 7.8k | 57.41 |
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Wisdomtree Tr Us Smallcap Fund (EES) | 0.1 | $444k | 8.2k | 53.94 |
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Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 0.1 | $444k | 18k | 24.68 |
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First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $443k | 1.8k | 243.10 |
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Altria (MO) | 0.1 | $443k | -6% | 8.5k | 52.29 |
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Cigna Corp (CI) | 0.1 | $439k | -35% | 1.6k | 276.09 |
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Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.1 | $438k | -59% | 8.8k | 49.82 |
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Ge Vernova (GEV) | 0.1 | $433k | -10% | 1.3k | 328.99 |
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Nextera Energy (NEE) | 0.1 | $432k | -74% | 6.0k | 71.69 |
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $431k | +2% | 8.9k | 48.67 |
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Deere & Company (DE) | 0.1 | $430k | -21% | 1.0k | 423.73 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $424k | 997.00 | 425.62 |
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Target Corporation (TGT) | 0.1 | $424k | -23% | 3.1k | 135.17 |
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Brown Forman Corp CL B (BF.B) | 0.1 | $418k | +42% | 11k | 37.98 |
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Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $417k | -9% | 4.2k | 99.53 |
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Calamos Etf Tr Nasdaq 100 Stru | 0.1 | $416k | NEW | 17k | 24.63 |
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Applovin Corp Com Cl A (APP) | 0.1 | $415k | NEW | 1.3k | 323.83 |
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A. O. Smith Corporation (AOS) | 0.1 | $415k | -23% | 6.1k | 68.21 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $414k | +3% | 9.2k | 44.92 |
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Autodesk (ADSK) | 0.1 | $412k | 1.4k | 295.57 |
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Pampa Energia S A Spons Adr Lvl I (PAM) | 0.1 | $410k | -8% | 4.7k | 87.94 |
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General Motors Company (GM) | 0.1 | $410k | -20% | 7.7k | 53.27 |
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Goldman Sachs (GS) | 0.1 | $408k | -16% | 713.00 | 572.43 |
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Fiserv (FI) | 0.1 | $407k | -5% | 2.0k | 205.42 |
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Barclays Adr (BCS) | 0.1 | $406k | -3% | 31k | 13.29 |
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Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $398k | NEW | 12k | 34.09 |
|
Marathon Petroleum Corp (MPC) | 0.1 | $396k | +66% | 2.8k | 139.50 |
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Embraer Sponsored Ads (ERJ) | 0.1 | $390k | 11k | 36.68 |
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Trane Technologies SHS (TT) | 0.1 | $389k | -7% | 1.1k | 369.48 |
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Ishares Msci Gbl Gold Mn (RING) | 0.1 | $388k | NEW | 14k | 28.11 |
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First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $387k | 4.9k | 78.46 |
|
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Novartis Sponsored Adr (NVS) | 0.1 | $385k | -14% | 4.0k | 97.31 |
|
3M Company (MMM) | 0.1 | $385k | +5% | 3.0k | 129.11 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $384k | -50% | 2.0k | 195.86 |
|
Select Sector Spdr Tr Indl (XLI) | 0.1 | $381k | -72% | 2.9k | 131.74 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $378k | -3% | 1.4k | 264.09 |
|
First Tr Exchange Traded Consumr Discre (FXD) | 0.1 | $375k | 5.8k | 64.63 |
|
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Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $374k | 5.8k | 64.05 |
|
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Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $374k | -3% | 2.7k | 139.34 |
|
Polaris Industries (PII) | 0.1 | $371k | -18% | 6.4k | 57.62 |
|
Vanguard Index Fds Value Etf (VTV) | 0.1 | $371k | -13% | 2.2k | 169.27 |
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $370k | -3% | 5.8k | 63.45 |
|
First Tr Exchange Traded Indls Prod Dur (FXR) | 0.0 | $369k | 4.9k | 74.81 |
|
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $365k | 9.5k | 38.37 |
|
|
Airbnb Com Cl A (ABNB) | 0.0 | $364k | NEW | 2.8k | 131.41 |
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $363k | +16% | 6.6k | 54.69 |
|
Qifu Technology American Dep (QFIN) | 0.0 | $363k | 9.5k | 38.38 |
|
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Dupont De Nemours (DD) | 0.0 | $361k | -29% | 4.7k | 76.25 |
|
Anthem (ELV) | 0.0 | $360k | -3% | 975.00 | 368.79 |
|
Union Pacific Corporation (UNP) | 0.0 | $359k | -27% | 1.6k | 228.00 |
|
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $359k | -2% | 31k | 11.72 |
|
Yum China Holdings (YUMC) | 0.0 | $357k | 7.4k | 48.17 |
|
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Xcel Energy (XEL) | 0.0 | $353k | -84% | 5.2k | 67.52 |
|
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $352k | -6% | 7.1k | 49.96 |
|
Blackrock Science & Technolo SHS (BST) | 0.0 | $350k | -12% | 9.6k | 36.56 |
|
Lululemon Athletica (LULU) | 0.0 | $345k | +5% | 902.00 | 382.56 |
|
Sap Se Spon Adr (SAP) | 0.0 | $341k | -2% | 1.4k | 246.21 |
|
Capital Group New Geography SHS (CGNG) | 0.0 | $339k | NEW | 14k | 24.77 |
|
D.R. Horton (DHI) | 0.0 | $338k | -8% | 2.4k | 139.84 |
|
Royal Caribbean Cruises (RCL) | 0.0 | $337k | NEW | 1.5k | 230.76 |
|
Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $337k | +15% | 6.8k | 49.72 |
|
Quest Diagnostics Incorporated (DGX) | 0.0 | $335k | +20% | 2.2k | 150.89 |
|
Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $335k | NEW | 7.4k | 45.57 |
|
Verona Pharma Sponsored Ads (VRNA) | 0.0 | $335k | 7.2k | 46.44 |
|
|
Electronic Arts (EA) | 0.0 | $334k | +3% | 2.3k | 146.31 |
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $331k | 8.2k | 40.34 |
|
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Spotify Technology S A SHS (SPOT) | 0.0 | $331k | -41% | 740.00 | 447.38 |
|
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $329k | NEW | 5.8k | 56.38 |
|
Etf Ser Solutions Defiance Connect (SIXG) | 0.0 | $329k | -9% | 6.9k | 47.65 |
|
Calamos Etf Tr S&p 500 Strcturd | 0.0 | $328k | NEW | 13k | 25.29 |
|
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $326k | 34k | 9.72 |
|
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Charles Schwab Corporation (SCHW) | 0.0 | $326k | -4% | 4.4k | 74.01 |
|
Ishares Tr High Yld Systm B (HYDB) | 0.0 | $326k | -72% | 6.9k | 47.01 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $325k | -11% | 1.0k | 322.04 |
|
Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $325k | -10% | 5.7k | 56.77 |
|
Corning Incorporated (GLW) | 0.0 | $323k | -4% | 6.8k | 47.52 |
|
First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $321k | NEW | 2.2k | 148.55 |
|
Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $321k | -27% | 81k | 3.95 |
|
United Rentals (URI) | 0.0 | $321k | -4% | 455.00 | 704.55 |
|
Monster Beverage Corp (MNST) | 0.0 | $318k | -19% | 6.1k | 52.56 |
|
Howmet Aerospace (HWM) | 0.0 | $318k | -19% | 2.9k | 109.37 |
|
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.0 | $318k | +46% | 13k | 24.51 |
|
Micron Technology (MU) | 0.0 | $317k | +9% | 3.8k | 84.16 |
|
Invesco Actively Managed Exc Short Drtn Bond (ISDB) | 0.0 | $315k | 13k | 24.89 |
|
|
Neos Etf Trust Nasdaq 100 High (QQQI) | 0.0 | $312k | +9% | 6.0k | 52.37 |
|
Unilever Spon Adr New (UL) | 0.0 | $309k | -40% | 5.5k | 56.70 |
|
First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $309k | -4% | 1.6k | 188.29 |
|
Apollo Global Mgmt (APO) | 0.0 | $309k | 1.9k | 165.16 |
|
|
Ubs Group SHS (UBS) | 0.0 | $309k | -5% | 10k | 30.32 |
|
First Tr Morningstar Divid L SHS (FDL) | 0.0 | $308k | 7.7k | 40.26 |
|
|
Innovator Etfs Trust International Dv (IOCT) | 0.0 | $307k | -7% | 11k | 29.30 |
|
American Intl Group Com New (AIG) | 0.0 | $307k | -14% | 4.2k | 72.80 |
|
Wabtec Corporation (WAB) | 0.0 | $304k | -11% | 1.6k | 189.63 |
|
Bank of New York Mellon Corporation (BK) | 0.0 | $303k | -5% | 3.9k | 76.83 |
|
Tema Etf Trust Luxury Etf (LUX) | 0.0 | $302k | -4% | 14k | 22.00 |
|
Marsh & McLennan Companies (MMC) | 0.0 | $302k | +8% | 1.4k | 212.44 |
|
MercadoLibre (MELI) | 0.0 | $301k | -6% | 177.00 | 1700.44 |
|
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $300k | +47% | 12k | 24.29 |
|
Transmedics Group (TMDX) | 0.0 | $297k | NEW | 4.8k | 62.35 |
|
Calamos Etf Tr Nasdaq 100 Struc (CPNS) | 0.0 | $295k | -4% | 12k | 25.38 |
|
PNC Financial Services (PNC) | 0.0 | $295k | -25% | 1.5k | 192.79 |
|
ConocoPhillips (COP) | 0.0 | $293k | -29% | 3.0k | 99.16 |
|
Ishares Tr Global Reit Etf (REET) | 0.0 | $291k | +3% | 12k | 23.97 |
|
General Mills (GIS) | 0.0 | $289k | -23% | 4.5k | 63.78 |
|
Hologic (HOLX) | 0.0 | $289k | +2% | 4.0k | 72.09 |
|
Zoom Communications Cl A (ZM) | 0.0 | $288k | -10% | 3.5k | 81.61 |
|
Regeneron Pharmaceuticals (REGN< |