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Claro Advisors

Latest statistics and disclosures from Claro Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, IWF, IWD, AAPL, MSFT, and represent 19.04% of Claro Advisors's stock portfolio.
Added to shares of these 10 stocks: IWD (+$6.0M), IEMG, IWF, CSHI, MTUM, VOO, IGSB, PFG, NFLX, DYNF.
Started 52 new stock positions in BDX, VOE, MU, SCHR, FEX, NEM, NXDT, COF, EIX, MOAT.
Reduced shares in these 10 stocks: QUAL, BSCP, RKLB, SCHK, EFG, UNH, AVGO, FBND, DGRW, SCHG.
Sold out of its positions in MO, BIIB, BHK, SHYM, CLF, DELL, DD, Bitwise Crypto Industry Innovators Etf, FBND, FIW.
Claro Advisors was a net buyer of stock by $46M.
Claro Advisors has $734M in assets under management (AUM), dropping by 7.05%.
Central Index Key (CIK): 0001764386

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Portfolio Holdings for Claro Advisors

Claro Advisors holds 418 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.4	$39M	+7%	63k	627.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.9	$29M	+11%	60k	473.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.7	$27M	+27%	130k	210.34	View chart
Apple (AAPL)	3.3	$24M		89k	271.86	View chart
Microsoft Corporation (MSFT)	2.8	$20M	+2%	42k	483.62	View chart
NVIDIA Corporation (NVDA)	2.6	$19M		104k	186.50	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.5	$18M	+14%	298k	60.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$16M		25k	614.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$15M		22k	681.92	View chart
Amazon (AMZN)	2.0	$15M	+4%	65k	230.82	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.9	$14M	+15%	306k	46.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$13M	+7%	19k	684.95	View chart
JPMorgan Chase & Co. (JPM)	1.7	$12M	-2%	39k	322.22	View chart
Vanguard World Mega Cap Index (MGC)	1.6	$11M	+14%	45k	251.17	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$11M	+42%	167k	67.22	View chart
Meta Platforms Cl A (META)	1.4	$10M	+5%	15k	660.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$9.7M	-28%	49k	198.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$9.0M		29k	313.00	View chart
Broadcom (AVGO)	1.2	$8.8M	-7%	25k	346.10	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.1	$8.2M	+10%	37k	224.67	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$8.2M		26k	313.80	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$7.2M	-6%	221k	32.62	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.0	$7.1M	+14%	185k	38.56	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.8	$6.2M		90k	68.36	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.8	$6.0M	+76%	24k	250.31	View chart
Tesla Motors (TSLA)	0.8	$5.5M		12k	449.71	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$5.5M	+5%	79k	69.47	View chart
Exxon Mobil Corporation (XOM)	0.7	$5.0M	+2%	42k	120.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$5.0M	-6%	15k	335.28	View chart
Abbvie (ABBV)	0.7	$4.9M		22k	228.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$4.7M	-5%	83k	57.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$4.7M	+3%	18k	257.95	View chart
Johnson & Johnson (JNJ)	0.6	$4.5M		22k	206.95	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.6	$4.3M	+175%	87k	49.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$4.2M	+4%	28k	148.69	View chart
Wal-Mart Stores (WMT)	0.6	$4.1M	+4%	37k	111.41	View chart
Home Depot (HD)	0.5	$4.0M	+3%	12k	344.11	View chart
Procter & Gamble Company (PG)	0.5	$4.0M	+2%	28k	143.31	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.5	$3.8M	-5%	61k	62.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$3.6M	+12%	55k	66.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$3.5M	+10%	43k	81.17	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$3.5M	+11%	10k	342.97	View chart
Cisco Systems (CSCO)	0.5	$3.5M		45k	77.03	View chart
McDonald's Corporation (MCD)	0.5	$3.4M		11k	305.62	View chart
Eli Lilly & Co. (LLY)	0.5	$3.4M		3.1k	1074.60	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$3.3M	-4%	33k	101.67	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.4	$3.2M		68k	47.56	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$3.2M	+8%	8.9k	360.13	View chart
Kla Corp Com New (KLAC)	0.4	$3.1M		2.6k	1215.16	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$3.1M	-8%	43k	71.41	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$3.1M	+12%	47k	64.79	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$2.9M		29k	100.38	View chart
Spdr Series Trust State Street Spd (SPTM)	0.4	$2.9M	+9%	35k	82.50	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$2.8M	+28%	60k	47.08	View chart
Toronto Dominion Bk Ont Com New (TD)	0.4	$2.8M		29k	94.20	View chart
Honeywell International (HON)	0.4	$2.7M		14k	195.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$2.6M	+19%	52k	50.29	View chart
Netflix (NFLX)	0.4	$2.6M	+894%	28k	93.76	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$2.6M	+2%	9.6k	268.29	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$2.5M	NEW	47k	52.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.5M	+10%	28k	89.46	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$2.4M	+25%	46k	52.77	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$2.4M	-5%	52k	46.08	View chart
Principal Financial (PFG)	0.3	$2.4M	NEW	27k	88.21	View chart
Bank of America Corporation (BAC)	0.3	$2.4M		43k	55.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.3M	-3%	9.2k	246.17	View chart
Pepsi (PEP)	0.3	$2.3M		16k	143.52	View chart
Oracle Corporation (ORCL)	0.3	$2.2M	+20%	11k	194.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$2.2M	+6%	46k	48.32	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$2.1M		15k	136.94	View chart
Visa Com Cl A (V)	0.3	$2.0M		5.8k	350.72	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.9M	+15%	18k	107.11	View chart
TJX Companies (TJX)	0.3	$1.9M	+6%	13k	153.61	View chart
Eaton Corp SHS (ETN)	0.3	$1.9M	-7%	6.0k	318.51	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$1.9M	-35%	17k	113.92	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.3	$1.9M	+54%	70k	26.74	View chart
Palo Alto Networks (PANW)	0.3	$1.9M	+2%	10k	184.20	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.3	$1.9M	-2%	42k	44.37	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.3	$1.9M	NEW	32k	58.76	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.3	$1.9M	-2%	48k	38.73	View chart
Costco Wholesale Corporation (COST)	0.2	$1.8M	+5%	2.1k	862.42	View chart
Blackrock (BLK)	0.2	$1.8M		1.7k	1070.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.8M	+3%	3.5k	502.62	View chart
Travelers Companies (TRV)	0.2	$1.7M		6.0k	290.07	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$1.7M	+16%	29k	59.28	View chart
Walt Disney Company (DIS)	0.2	$1.7M	+4%	15k	113.77	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.2	$1.7M		19k	88.01	View chart
McKesson Corporation (MCK)	0.2	$1.6M	-5%	2.0k	820.14	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.6M	+28%	9.1k	177.75	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.2	$1.6M	-13%	62k	25.61	View chart
Chubb (CB)	0.2	$1.6M	+9%	5.1k	312.15	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$1.5M	+12%	47k	32.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$1.5M	+15%	54k	28.24	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.5M	+4%	8.1k	183.40	View chart
American Electric Power Company (AEP)	0.2	$1.5M		13k	115.31	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.5M	+8%	16k	94.16	View chart
Yum! Brands (YUM)	0.2	$1.4M		9.3k	151.28	View chart
Rocket Lab Corp (RKLB)	0.2	$1.4M	-49%	20k	69.76	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.4M		12k	117.21	View chart
Iron Mountain (IRM)	0.2	$1.4M		17k	82.95	View chart
Emerson Electric (EMR)	0.2	$1.4M		10k	132.71	View chart
Draftkings Com Cl A (DKNG)	0.2	$1.3M		39k	34.46	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.2	$1.3M		63k	21.27	View chart
Capital Group New Geography SHS (CGNG)	0.2	$1.3M	+57%	42k	31.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.3M		2.7k	487.94	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.3M	+27%	19k	69.42	View chart
UnitedHealth (UNH)	0.2	$1.3M	-38%	3.9k	330.08	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$1.3M	+16%	38k	33.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.3M	+24%	3.2k	396.34	View chart
Coca-Cola Company (KO)	0.2	$1.3M	+3%	18k	69.91	View chart
Merck & Co (MRK)	0.2	$1.3M	-3%	12k	105.26	View chart
International Business Machines (IBM)	0.2	$1.3M	+9%	4.3k	296.23	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.2M	+22%	2.6k	468.76	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$1.2M	+13%	14k	87.16	View chart
Northrop Grumman Corporation (NOC)	0.2	$1.2M		2.1k	570.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.2M	+13%	12k	101.98	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.2	$1.2M	+32%	113k	10.37	View chart
Pfizer (PFE)	0.2	$1.2M		47k	24.90	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.2M	+3%	2.4k	483.67	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$1.2M	+23%	59k	19.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.1M	-10%	38k	28.48	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$1.1M	-10%	43k	24.81	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.1M		21k	50.88	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.1M		8.7k	121.61	View chart
Amgen (AMGN)	0.1	$1.0M		3.2k	327.30	View chart
Enterprise Products Partners (EPD)	0.1	$1.0M		33k	32.06	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.0M	-3%	19k	54.77	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$1.0M		28k	36.86	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$1.0M	+30%	11k	91.38	View chart
MetLife (MET)	0.1	$1.0M	+3%	13k	78.94	View chart
Verizon Communications (VZ)	0.1	$1.0M		25k	40.73	View chart
Ge Aerospace Com New (GE)	0.1	$1.0M	-3%	3.3k	308.06	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.0M	+101%	23k	44.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.0M		8.8k	113.72	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$995k	+8%	20k	50.84	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$986k		60k	16.49	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$962k	+9%	22k	42.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$959k	+7%	28k	34.26	View chart
Bristol Myers Squibb (BMY)	0.1	$937k	+4%	17k	53.94	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$921k	-9%	13k	72.68	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$914k	+21%	9.9k	91.86	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$909k	+147%	39k	23.37	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$904k		17k	52.53	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$903k		7.1k	126.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$898k		33k	26.91	View chart
Philip Morris International (PM)	0.1	$896k	+3%	5.6k	160.40	View chart
Southern Company (SO)	0.1	$892k		10k	87.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$882k		7.3k	120.17	View chart
Boeing Company (BA)	0.1	$880k		4.1k	217.10	View chart
Hanover Insurance (THG)	0.1	$871k		4.8k	182.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$869k	-2%	18k	47.57	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$860k	+124%	6.0k	143.97	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$854k	+7%	45k	19.13	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.1	$854k	+199%	29k	29.22	View chart
Chevron Corporation (CVX)	0.1	$846k		5.5k	152.40	View chart
Qxo Com New (QXO)	0.1	$839k	+29%	44k	19.29	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$833k	+5%	24k	34.28	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$817k		5.1k	160.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$813k	-3%	6.6k	123.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$810k	-2%	13k	62.47	View chart
Proshares Tr Hgh Yld Int Rate (HYHG)	0.1	$807k	+49%	13k	64.40	View chart
Applied Materials (AMAT)	0.1	$806k		3.1k	256.99	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$806k	+36%	13k	64.39	View chart
Uber Technologies (UBER)	0.1	$805k		9.9k	81.71	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$803k		12k	65.10	View chart
MasTec (MTZ)	0.1	$798k	+17%	3.7k	217.37	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$793k		16k	50.95	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$784k	+130%	18k	42.69	View chart
Colgate-Palmolive Company (CL)	0.1	$784k	+2%	9.9k	79.02	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$776k	+25%	22k	35.48	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$773k		1.7k	453.32	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.1	$771k	+23%	27k	28.61	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$767k		13k	60.17	View chart
Neuberger Next Generation Common Stock (NBXG)	0.1	$765k		53k	14.44	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$763k		16k	48.72	View chart
salesforce (CRM)	0.1	$758k	+4%	2.9k	264.95	View chart
Sempra Energy (SRE)	0.1	$753k		8.5k	88.29	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$753k	NEW	50k	15.00	View chart
Wells Fargo & Company (WFC)	0.1	$728k	+2%	7.8k	93.20	View chart
Gitlab Class A Com (GTLB)	0.1	$718k	+5%	19k	37.53	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$718k		19k	37.87	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$712k		1.5k	480.55	View chart
Morgan Stanley Com New (MS)	0.1	$702k		4.0k	177.51	View chart
Mastercard Incorporated Cl A (MA)	0.1	$697k	+5%	1.2k	570.93	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$696k	+4%	4.3k	162.00	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$694k	-12%	5.3k	131.59	View chart
General Dynamics Corporation (GD)	0.1	$691k	+29%	2.1k	336.70	View chart
Servicenow (NOW)	0.1	$690k	+452%	4.5k	153.19	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$688k	-11%	29k	24.04	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$659k	-9%	4.2k	155.13	View chart
Rockwell Automation (ROK)	0.1	$653k		1.7k	389.13	View chart
Eversource Energy (ES)	0.1	$652k	-4%	9.7k	67.33	View chart
Corning Incorporated (GLW)	0.1	$635k		7.2k	87.56	View chart
At&t (T)	0.1	$627k	-15%	25k	24.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$609k		2.9k	212.07	View chart
Analog Devices (ADI)	0.1	$608k		2.2k	271.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$603k		2.7k	219.77	View chart
Ge Vernova (GEV)	0.1	$602k		920.00	653.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$601k	+53%	8.1k	74.07	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$597k	-17%	12k	49.65	View chart
Essex Property Trust (ESS)	0.1	$595k		2.3k	261.64	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$584k	NEW	5.1k	115.09	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$582k	+3%	1.9k	303.95	View chart
Advanced Micro Devices (AMD)	0.1	$579k		2.7k	214.16	View chart
Lazard Ltd Shs -a - (LAZ)	0.1	$577k		12k	48.56	View chart
Qualcomm (QCOM)	0.1	$562k	+2%	3.3k	171.04	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$560k	-2%	12k	47.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$557k	-4%	21k	27.02	View chart
Citigroup Com New (C)	0.1	$554k		4.7k	116.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFH)	0.1	$542k	NEW	26k	20.86	View chart
Roundhill Etf Trust Ether Cvd Cll St (YETH)	0.1	$542k	+21%	31k	17.51	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$541k	+7%	1.4k	373.44	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$540k		5.9k	91.01	View chart
Waste Management (WM)	0.1	$522k	+3%	2.4k	219.67	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$510k		3.3k	154.16	View chart
Bank of New York Mellon Corporation (BK)	0.1	$509k		4.4k	116.09	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$507k	+29%	10k	48.68	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$505k	NEW	2.1k	241.28	View chart
Prospect Capital Corporation (PSEC)	0.1	$498k	+13%	192k	2.59	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$491k		1.8k	269.11	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$490k		41k	12.02	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$489k		6.9k	70.98	View chart
Stryker Corporation (SYK)	0.1	$488k	+7%	1.4k	351.42	View chart
Oneok (OKE)	0.1	$485k		6.6k	73.50	View chart
Starbucks Corporation (SBUX)	0.1	$484k		5.7k	84.21	View chart
Abbott Laboratories (ABT)	0.1	$483k	+5%	3.9k	125.27	View chart
United Parcel Service CL B (UPS)	0.1	$482k	+19%	4.9k	99.19	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$482k	+61%	24k	19.74	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$481k		8.3k	57.91	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$480k		1.5k	314.80	View chart
General Motors Company (GM)	0.1	$479k		5.9k	81.32	View chart
Monster Beverage Corp (MNST)	0.1	$478k		6.2k	76.67	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$467k		6.1k	76.23	View chart
Trane Technologies SHS (TT)	0.1	$462k		1.2k	389.23	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$461k		9.8k	46.86	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$460k	+61%	3.6k	129.16	View chart
Autodesk (ADSK)	0.1	$459k		1.6k	296.01	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$458k		9.8k	46.81	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$458k	-54%	5.1k	89.43	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	0.1	$457k		18k	25.39	View chart
Roundhill Etf Trust Bitcoin Covered (YBTC)	0.1	$457k	-18%	16k	28.45	View chart
Ufp Industries (UFPI)	0.1	$457k		5.0k	91.05	View chart
PNC Financial Services (PNC)	0.1	$456k	+2%	2.2k	208.69	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$454k	+21%	9.1k	49.99	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$452k	-6%	8.4k	53.83	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.1	$449k	+64%	8.9k	50.48	View chart
Thermo Fisher Scientific (TMO)	0.1	$447k	+5%	771.00	579.31	View chart
Enovix Corp (ENVX)	0.1	$444k	-6%	61k	7.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$441k	+87%	16k	27.43	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$437k		9.8k	44.41	View chart
American Express Company (AXP)	0.1	$432k		1.2k	369.97	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$432k	-10%	4.5k	96.84	View chart
Calamos Etf Tr S&p 500 Structu (CPSD)	0.1	$432k	-2%	17k	26.02	View chart
Applovin Corp Com Cl A (APP)	0.1	$430k		638.00	673.82	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$430k	+22%	557.00	771.43	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$424k		5.9k	71.45	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$424k		4.1k	102.55	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$421k	-20%	11k	39.38	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$419k	-6%	5.7k	73.56	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.1	$416k	+18%	15k	28.06	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.1	$415k		4.9k	84.22	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.1	$413k	NEW	18k	22.84	View chart
Goldman Sachs (GS)	0.1	$412k		469.00	878.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$410k		5.4k	75.43	View chart
Nike CL B (NKE)	0.1	$409k	-13%	6.4k	63.71	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$408k	NEW	3.9k	103.56	View chart
Intuitive Surgical Com New (ISRG)	0.1	$407k		718.00	566.36	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$401k	-14%	7.0k	56.93	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$399k	-10%	42k	9.48	View chart
Genesis Energy Unit Ltd Partn (GEL)	0.1	$398k		26k	15.60	View chart
Calamos Etf Tr Nasdaq 100 Stru (CPNQ)	0.1	$397k		15k	26.55	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$393k	+5%	2.7k	146.57	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.1	$389k		9.4k	41.32	View chart
Lam Research Corp Com New (LRCX)	0.1	$386k		2.3k	171.19	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$385k		8.2k	46.92	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$380k		23k	16.74	View chart
Arista Networks Com Shs (ANET)	0.1	$377k		2.9k	131.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$373k	-4%	3.7k	99.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$369k	NEW	17k	22.24	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$369k		4.6k	80.22	View chart
Boston Scientific Corporation (BSX)	0.0	$367k	NEW	3.8k	95.35	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$365k		3.9k	92.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$364k	-13%	1.3k	290.14	View chart
Anthem (ELV)	0.0	$364k	-4%	1.0k	350.59	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.0	$364k	-6%	8.1k	45.01	View chart
Chewy Call Call Option (Principal)	0.0	$364k		11k	33.05	View chart
AZZ Incorporated (AZZ)	0.0	$362k		3.4k	107.19	View chart
Linde SHS (LIN)	0.0	$360k	+9%	844.00	426.39	View chart
Parker-Hannifin Corporation (PH)	0.0	$358k		407.00	878.95	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$357k	-6%	592.00	603.28	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$354k	NEW	2.3k	154.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$353k		3.7k	96.03	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$353k	-23%	3.2k	110.20	View chart
Yum China Holdings (YUMC)	0.0	$353k		7.4k	47.74	View chart
Cme (CME)	0.0	$350k		1.3k	273.13	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.0	$346k	NEW	4.3k	80.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$345k		3.9k	88.49	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.0	$345k	-3%	12k	28.35	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.0	$344k	NEW	3.8k	89.76	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$344k	+99%	5.9k	57.92	View chart
Nextera Energy (NEE)	0.0	$344k	+3%	4.3k	80.29	View chart
Comcast Corp Cl A (CMCSA)	0.0	$342k	+2%	11k	29.89	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$342k		14k	24.37	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$341k		7.7k	44.34	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$339k		9.7k	34.86	View chart
ConocoPhillips (COP)	0.0	$339k	+30%	3.6k	93.61	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$338k	+7%	5.6k	60.35	View chart
IDEXX Laboratories (IDXX)	0.0	$337k		498.00	676.53	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.0	$335k	NEW	7.8k	42.79	View chart
Xcel Energy (XEL)	0.0	$335k		4.5k	73.86	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.0	$334k	NEW	2.6k	129.55	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$334k		5.0k	67.13	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$333k	NEW	13k	25.08	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$331k	-7%	2.0k	167.98	View chart
United Rentals (URI)	0.0	$330k		408.00	809.38	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$329k	-9%	5.6k	58.74	View chart
Paychex (PAYX)	0.0	$329k		2.9k	112.19	View chart
Freeport-mcmoran CL B (FCX)	0.0	$327k	+18%	6.4k	50.79	View chart
Doordash Cl A (DASH)	0.0	$324k	NEW	1.4k	226.48	View chart
Newmont Mining Corporation (NEM)	0.0	$324k	NEW	3.2k	99.85	View chart
3M Company (MMM)	0.0	$321k	+4%	2.0k	160.09	View chart
Caterpillar (CAT)	0.0	$316k	+6%	552.00	572.96	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$308k		6.5k	47.73	View chart
Nasdaq Omx (NDAQ)	0.0	$307k		3.2k	97.13	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.0	$303k		4.7k	63.83	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$302k		1.4k	209.12	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	0.0	$298k	NEW	15k	19.93	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$296k	-43%	3.1k	95.22	View chart
Snowflake Com Shs (SNOW)	0.0	$292k		1.3k	219.36	View chart
Purecycle Technologies (PCT)	0.0	$291k	NEW	34k	8.59	View chart
Danaher Corporation (DHR)	0.0	$290k	NEW	1.3k	228.92	View chart
Novartis Sponsored Adr (NVS)	0.0	$289k		2.1k	137.90	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$288k	-12%	31k	9.22	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNS)	0.0	$288k		11k	27.22	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$287k		5.3k	53.86	View chart
Blackrock Science & Technolo SHS (BST)	0.0	$287k		7.1k	40.54	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$287k	NEW	4.2k	68.74	View chart
Marsh & McLennan Companies	0.0	$285k	+38%	1.5k	185.48	View chart
Spdr Series Trust State Street Spd (BILS)	0.0	$284k	NEW	2.9k	99.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$283k		1.5k	191.01	View chart
Invesco Actively Managed Exc Short Duration T (GTOS)	0.0	$283k		11k	25.17	View chart
Union Pacific Corporation (UNP)	0.0	$282k	+3%	1.2k	231.28	View chart
Strategy Cl A New (MSTR)	0.0	$282k	+2%	1.9k	151.95	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$280k		5.3k	53.37	View chart
Unilever Spon Adr New (UL)	0.0	$279k	NEW	4.3k	65.40	View chart
Intercontinental Exchange (ICE)	0.0	$279k	-8%	1.7k	161.98	View chart
Paypal Holdings (PYPL)	0.0	$277k	+53%	4.7k	58.38	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.0	$276k	+20%	7.8k	35.29	View chart
AmerisourceBergen (COR)	0.0	$275k		816.00	337.55	View chart
Charles Schwab Corporation (SCHW)	0.0	$275k		2.7k	99.91	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$274k	NEW	6.3k	43.25	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$274k	+74%	2.3k	119.42	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$273k	+4%	1.4k	199.75	View chart
Ishares Tr Europe Etf (IEV)	0.0	$272k	-4%	4.0k	68.60	View chart
Micron Technology (MU)	0.0	$272k	NEW	951.00	285.52	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$271k	+27%	12k	23.34	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$270k	-19%	9.4k	28.82	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$269k	-29%	4.2k	64.42	View chart
Roundhill Etf Trust Russell 2000 0dt (RDTE)	0.0	$265k	NEW	9.0k	29.36	View chart
Overstock (BBBY)	0.0	$263k	+31%	48k	5.46	View chart
Bitwise Solana Staking Etf Com Shs Of Benef (BSOL)	0.0	$261k	NEW	16k	16.40	View chart
Capital One Financial (COF)	0.0	$261k	NEW	1.1k	242.44	View chart
American Tower Reit (AMT)	0.0	$261k	+30%	1.5k	175.63	View chart
Expeditors International of Washington (EXPD)	0.0	$260k	+5%	1.7k	148.98	View chart
Ecolab (ECL)	0.0	$259k		987.00	262.50	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$259k	NEW	2.7k	96.28	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$258k	-57%	3.1k	84.65	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$254k		2.9k	86.25	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.0	$252k	+16%	2.2k	114.68	View chart
East West Ban (EWBC)	0.0	$250k		2.2k	112.39	View chart
Amphenol Corp Cl A (APH)	0.0	$246k	+2%	1.8k	135.11	View chart
Chipotle Mexican Grill (CMG)	0.0	$243k	NEW	6.6k	37.00	View chart
Adobe Systems Incorporated (ADBE)	0.0	$242k	-16%	692.00	349.99	View chart
Intel Corporation (INTC)	0.0	$241k		6.5k	36.90	View chart
Fastenal Company (FAST)	0.0	$240k		6.0k	40.13	View chart
Edison International (EIX)	0.0	$239k	NEW	4.0k	60.02	View chart
Capital Group Core Balanced SHS (CGBL)	0.0	$238k		6.7k	35.33	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$237k		3.2k	73.65	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$230k		4.0k	58.12	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$229k		3.5k	66.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$228k	NEW	5.1k	44.91	View chart
Baidu Spon Adr Rep A (BIDU)	0.0	$226k		1.7k	130.66	View chart
FedEx Corporation (FDX)	0.0	$225k	NEW	779.00	288.71	View chart
Illumina (ILMN)	0.0	$221k	NEW	1.7k	131.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$221k	NEW	1.5k	143.50	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$219k	-8%	8.8k	24.95	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.0	$219k		9.0k	24.33	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.0	$217k	-2%	7.2k	30.27	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$217k	-7%	5.7k	38.05	View chart
Block Cl A (XYZ)	0.0	$217k	NEW	3.3k	65.10	View chart
PG&E Corporation (PCG)	0.0	$216k	NEW	14k	16.07	View chart
Electronic Arts (EA)	0.0	$216k		1.1k	204.35	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.0	$216k	-7%	7.6k	28.46	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$216k		11k	19.71	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.0	$216k		9.0k	23.94	View chart
Natixis Etf Tr Gateway Quality (GQI)	0.0	$215k	NEW	3.8k	57.07	View chart
Lowe's Companies (LOW)	0.0	$212k	-2%	881.00	241.14	View chart
Medtronic SHS (MDT)	0.0	$210k	-4%	2.2k	96.05	View chart
Automatic Data Processing (ADP)	0.0	$210k	+2%	817.00	257.36	View chart
Chime Finl Com Shs Cl A (CHYM)	0.0	$210k	-24%	8.3k	25.17	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$208k	-48%	4.1k	50.58	View chart
Becton, Dickinson and (BDX)	0.0	$207k	NEW	1.1k	193.99	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$207k	-23%	4.0k	52.41	View chart
Atlassian Corporation Cl A (TEAM)	0.0	$206k	NEW	1.3k	162.14	View chart
Figma Class A Com Stk (FIG)	0.0	$206k	NEW	5.5k	37.37	View chart
Centene Corporation (CNC)	0.0	$205k	NEW	5.0k	41.15	View chart
Global X Fds Cybrscurty Etf (BUG)	0.0	$204k		6.7k	30.46	View chart
Datadog Cl A Com (DDOG)	0.0	$204k	NEW	1.5k	135.99	View chart
Booking Holdings (BKNG)	0.0	$204k	NEW	38.00	5355.34	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$203k	NEW	1.7k	118.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$202k	NEW	1.1k	177.37	View chart
S&p Global (SPGI)	0.0	$201k	NEW	385.00	522.75	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.0	$164k	-72%	11k	15.26	View chart
Icahn Enterprises Depositary Unit (IEP)	0.0	$129k		17k	7.55	View chart
Epsilon Energy (EPSN)	0.0	$54k	NEW	12k	4.64	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.0	$44k	NEW	11k	3.83	View chart
Rezolve Ai Ord Shs (RZLV)	0.0	$36k	NEW	14k	2.57	View chart
Cleancore Solutions Class B Com Shs (ZONE)	0.0	$18k	+551%	68k	0.26	View chart

Past Filings by Claro Advisors

SEC 13F filings are viewable for Claro Advisors going back to 2018

Claro Advisors 2025 Q4 filed Feb. 17, 2026
Claro Advisors 2025 Q3 filed Nov. 12, 2025
Claro Advisors 2025 Q2 filed Aug. 5, 2025
Claro Advisors 2025 Q1 filed May 12, 2025
Claro Advisors 2024 Q4 filed Jan. 13, 2025
Claro Advisors 2024 Q3 restated filed Nov. 7, 2024
Claro Advisors 2024 Q3 filed Oct. 17, 2024
Claro Advisors 2024 Q2 filed July 31, 2024
Claro Advisors 2024 Q1 filed April 18, 2024
Claro Advisors 2023 Q4 filed Jan. 22, 2024
Claro Advisors 2023 Q3 filed Oct. 10, 2023
Claro Advisors 2023 Q2 filed Aug. 8, 2023
Claro Advisors 2023 Q1 filed April 17, 2023
Claro Advisors 2022 Q4 restated filed March 13, 2023
Claro Advisors 2022 Q4 filed Feb. 14, 2023
Claro Advisors 2022 Q3 restated filed Nov. 18, 2022

View all past filings

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