CLAUDIA M.P. BATLLE, CRP LLC

RIA/Wealth

CLAUDIA M.P. BATLLE, CRP LLC is a RIA/Wealth based in Coral Gables, FL led by Eduardo Enrique Bello, reporting $1.4B in AUM as of Q3 2025 with QQQ as the largest holding (4% allocation).

Managing PartnerEduardo Enrique Bello

Portfolio Value: $270.7M
Positions: 75
Top Holding: QQQ at 4.3%
Last Reported: Q3 2025

Address2 Alhambra Plaza, Suite 802, Coral Gables, FL, 33134, United States

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CLAUDIA M.P. BATLLE, CRP LLC's latest filing

See all changes

GthenC

Market Value

$270.7M

Prior: $471.8M

Q/Q Change

-42.61%

-$201.0M

Net Flows % of MV

-93.44%

Turnover Ratio

53.84%

New Purchases

4 stocks

$3.2M

Added To

12 stocks

+$13.9M

Sold Out Of

64 stocks

$82.0M

Reduced Holdings

56 stocks

-$188.0M

Increased Positions

Position	Shares Δ	Change
1 Invesco S&P SmallCap Momentum XSMO	New	0 → 15.8K +$1.2M
2 Invesco BulletShares 2029 High Yield Corporate Bond BSJT	New	0 → 36.8K +$794.2K
3 QQQI NEOS Nasdaq 100 High Income ETF QQQI	New	0 → 11.1K +$600.6K
4 First Trust BuyWrite Income FTHI	New	0 → 25.0K +$591.6K
5 American Express AXP	+527.84%	3.9K → 24.4K +$6.8M

Decreased Positions

Position	Shares Δ	Change
1 Berkshire Hathaway BRK.B	Sold	31.3K → 0 −$15.2M
2 Eli Lilly LLY	Sold	13.2K → 0 −$10.3M
3 Progressive PGR	Sold	34.5K → 0 −$9.2M
4 Invesco S&P 500 Low Volatility SPLV	Sold	86.4K → 0 −$6.3M
5 PHYS Sprott Physical Gold Trust PHYS	Sold	97.9K → 0 −$2.5M