Claro Advisors LLC Buys SPDR S&P 500, First Trust DJ Internet Index Fund, iShares Russell 2000, Sells First Trust Enhanced Short Maturity ETF, First Trust Health Care AlphaDEX, Amgen Inc

Investment company Claro Advisors LLC (Current Portfolio) buys SPDR S&P 500, First Trust DJ Internet Index Fund, iShares Russell 2000, iShares MSCI EAFE, iShares MSCI ACWI Ex US Index Fund, sells First Trust Enhanced Short Maturity ETF, First Trust Health Care AlphaDEX, Amgen Inc, AdvisorShares Dorsey Wright ADR, US Bancorp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Claro Advisors LLC. As of 2019Q2, Claro Advisors LLC owns 151 stocks with a total value of $101 million. These are the details of the buys and sells.

For the details of Claro Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/claro+advisors+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of Claro Advisors LLC
  1. SPDR S&P 500 (SPY) - 17,296 shares, 5.04% of the total portfolio. Shares added by 45.04%
  2. Apple Inc (AAPL) - 22,371 shares, 4.40% of the total portfolio. Shares added by 3.12%
  3. Microsoft Corp (MSFT) - 24,242 shares, 3.23% of the total portfolio. Shares added by 5.76%
  4. First Trust Enhanced Short Maturity ETF (FTSM) - 45,525 shares, 2.72% of the total portfolio. Shares reduced by 43.77%
  5. Pfizer Inc (PFE) - 57,004 shares, 2.45% of the total portfolio. Shares added by 1.39%
New Purchase: First Trust DJ Internet Index Fund (FDN)

Claro Advisors LLC initiated holding in First Trust DJ Internet Index Fund. The purchase prices were between $132.96 and $149.21, with an estimated average price of $142.74. The stock is now traded at around $149.77. The impact to a portfolio due to this purchase was 0.63%. The holding were 4,380 shares as of .

New Purchase: iShares MSCI EAFE (EFA)

Claro Advisors LLC initiated holding in iShares MSCI EAFE. The purchase prices were between $62.06 and $65.73, with an estimated average price of $64.28. The stock is now traded at around $65.99. The impact to a portfolio due to this purchase was 0.46%. The holding were 7,076 shares as of .

New Purchase: iShares MSCI ACWI Ex US Index Fund (ACWX)

Claro Advisors LLC initiated holding in iShares MSCI ACWI Ex US Index Fund. The purchase prices were between $44.9 and $47.73, with an estimated average price of $46.48. The stock is now traded at around $47.07. The impact to a portfolio due to this purchase was 0.36%. The holding were 7,843 shares as of .

New Purchase: Ford Motor Co (F)

Claro Advisors LLC initiated holding in Ford Motor Co. The purchase prices were between $8.98 and $10.45, with an estimated average price of $9.85. The stock is now traded at around $10.33. The impact to a portfolio due to this purchase was 0.33%. The holding were 32,139 shares as of .

New Purchase: Stryker Corp (SYK)

Claro Advisors LLC initiated holding in Stryker Corp. The purchase prices were between $180.24 and $205.58, with an estimated average price of $190.72. The stock is now traded at around $213.34. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,559 shares as of .

New Purchase: Qualcomm Inc (QCOM)

Claro Advisors LLC initiated holding in Qualcomm Inc. The purchase prices were between $55.9 and $89.29, with an estimated average price of $73.23. The stock is now traded at around $75.87. The impact to a portfolio due to this purchase was 0.31%. The holding were 4,051 shares as of .

Added: SPDR S&P 500 (SPY)

Claro Advisors LLC added to a holding in SPDR S&P 500 by 45.04%. The purchase prices were between $274.57 and $295.86, with an estimated average price of $287.91. The stock is now traded at around $301.16. The impact to a portfolio due to this purchase was 1.57%. The holding were 17,296 shares as of .

Added: iShares Russell 2000 (IWM)

Claro Advisors LLC added to a holding in iShares Russell 2000 by 125.78%. The purchase prices were between $145.35 and $160.15, with an estimated average price of $153.69. The stock is now traded at around $157.15. The impact to a portfolio due to this purchase was 0.57%. The holding were 6,568 shares as of .

Added: Vanguard Total Stock Market (VTI)

Claro Advisors LLC added to a holding in Vanguard Total Stock Market by 50.47%. The purchase prices were between $140.41 and $150.7, with an estimated average price of $147.25. The stock is now traded at around $154.03. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,715 shares as of .

Added: United Technologies Corp (UTX)

Claro Advisors LLC added to a holding in United Technologies Corp by 29.85%. The purchase prices were between $122.94 and $142.61, with an estimated average price of $132.92. The stock is now traded at around $134.25. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,371 shares as of .

Added: BlackRock Inc (BLK)

Claro Advisors LLC added to a holding in BlackRock Inc by 33.99%. The purchase prices were between $415.56 and $485.24, with an estimated average price of $452.3. The stock is now traded at around $477.15. The impact to a portfolio due to this purchase was 0.1%. The holding were 816 shares as of .

Added: SPDR Gold Trust (GLD)

Claro Advisors LLC added to a holding in SPDR Gold Trust by 38.98%. The purchase prices were between $119.94 and $134.2, with an estimated average price of $123.59. The stock is now traded at around $134.34. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,774 shares as of .

Sold Out: First Trust Health Care AlphaDEX (FXH)

Claro Advisors LLC sold out a holding in First Trust Health Care AlphaDEX. The sale prices were between $70.97 and $77.5, with an estimated average price of $74.33.

Sold Out: Amgen Inc (AMGN)

Claro Advisors LLC sold out a holding in Amgen Inc. The sale prices were between $166.7 and $195.41, with an estimated average price of $178.91.

Sold Out: US Bancorp (USB)

Claro Advisors LLC sold out a holding in US Bancorp. The sale prices were between $49.07 and $53.48, with an estimated average price of $51.52.

Sold Out: Welltower Inc (WELL)

Claro Advisors LLC sold out a holding in Welltower Inc. The sale prices were between $71.76 and $84.63, with an estimated average price of $78.57.

Sold Out: FireEye Inc (FEYE)

Claro Advisors LLC sold out a holding in FireEye Inc. The sale prices were between $14.03 and $16.97, with an estimated average price of $15.32.

Sold Out: Eaton Vance Tax-mangd Glo Buy-write Oppo (ETW)

Claro Advisors LLC sold out a holding in Eaton Vance Tax-mangd Glo Buy-write Oppo. The sale prices were between $9.3 and $10.05, with an estimated average price of $9.78.



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