Claro Advisors
Latest statistics and disclosures from Claro Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LAZ, ARKK, VOO, ABBV, MUFG, and represent 19.46% of Claro Advisors's stock portfolio.
- Added to shares of these 10 stocks: LAZ (+$43M), ARKK (+$27M), REET (+$16M), MUB (+$15M), FLV (+$13M), MEGI (+$12M), ABBV (+$12M), MUFG (+$11M), HYDB (+$9.9M), SCHA (+$9.3M).
- Started 106 new stock positions in NWL, CINF, VRNA, VOE, IVZ, SPYD, SHOP, Bitwise Ethereum Etf, RGLD, AMCR.
- Reduced shares in these 10 stocks: KVYO (-$261M), BMY (-$97M), LYG (-$36M), META (-$29M), IUSB (-$26M), AAPL (-$26M), ASX (-$14M), QUAL (-$13M), EPD (-$12M), NVO (-$11M).
- Sold out of its positions in ANGI, AETH, BIGZ, BSX, CX, KOF, CTSH, CFLT, BSEP, INTC. SPGP, HYG, MAR, EDU, PBR, PSX, SHEL, XAR, SCHP, SNOW, VTC.
- Claro Advisors was a net seller of stock by $-431M.
- Claro Advisors has $774M in assets under management (AUM), dropping by 20.82%.
- Central Index Key (CIK): 0001764386
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Portfolio Holdings for Claro Advisors
Claro Advisors holds 512 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Claro Advisors has 512 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Claro Advisors Sept. 30, 2024 positions
- Download the Claro Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lazard Ltd Shs -a - (LAZ) | 5.6 | $44M | +10306% | 1.2M | 35.38 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 3.7 | $29M | +1588% | 123k | 233.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.7 | $29M | +10% | 54k | 527.67 |
|
| Abbvie (ABBV) | 3.2 | $25M | +86% | 43k | 573.76 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 3.2 | $25M | +84% | 57k | 430.30 |
|
| Ishares Tr Global Reit Etf (REET) | 2.6 | $20M | +421% | 54k | 375.38 |
|
| Ishares Tr National Mun Etf (MUB) | 2.0 | $16M | +3019% | 335k | 47.12 |
|
| Mainstay Cbre Global (MEGI) | 1.9 | $15M | +534% | 120k | 121.44 |
|
| American Centy Etf Tr Focused Lrg Cap (FLV) | 1.8 | $14M | +1969% | 76k | 186.33 |
|
| Ishares Tr Core Total Usd (IUSB) | 1.8 | $14M | -65% | 77k | 179.30 |
|
| Ishares Tr High Yld Systm B (HYDB) | 1.7 | $13M | +302% | 69k | 189.80 |
|
| Iron Mountain (IRM) | 1.5 | $12M | +47% | 25k | 488.08 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.5 | $11M | +438% | 110k | 104.18 |
|
| Microchip Technology (MCHP) | 1.3 | $9.7M | +254% | 17k | 572.43 |
|
| Klaviyo Com Ser A (KVYO) | 1.2 | $9.4M | -96% | 45k | 210.86 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 1.1 | $8.4M | +447% | 15k | 576.82 |
|
| Brown Forman Corp CL B (BF.B) | 1.0 | $7.9M | NEW | 46k | 172.50 |
|
| Blackrock Science & Technolo SHS (BST) | 1.0 | $7.6M | +1008% | 154k | 49.47 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $6.9M | +140% | 88k | 78.05 |
|
| Prologis (PLD) | 0.8 | $6.5M | NEW | 38k | 173.20 |
|
| Amazon (AMZN) | 0.8 | $6.2M | -45% | 37k | 165.85 |
|
| Amcor Ord (AMCR) | 0.8 | $6.1M | NEW | 37k | 167.19 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $5.8M | +2% | 21k | 283.16 |
|
| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 0.7 | $5.7M | +188% | 49k | 117.22 |
|
| UnitedHealth (UNH) | 0.7 | $5.6M | -3% | 9.6k | 584.68 |
|
| Hp (HPQ) | 0.7 | $5.5M | +119% | 14k | 405.21 |
|
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.7 | $5.4M | +1058% | 108k | 50.50 |
|
| Illumina (ILMN) | 0.6 | $4.9M | NEW | 9.8k | 505.22 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $4.9M | +2345% | 25k | 197.48 |
|
| First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.6 | $4.5M | +2290% | 77k | 58.27 |
|
| Medtronic SHS (MDT) | 0.6 | $4.5M | 15k | 304.51 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $4.4M | +6% | 19k | 237.21 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $4.1M | -18% | 38k | 107.65 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.5 | $4.1M | -60% | 12k | 353.48 |
|
| Kla Corp Com New (KLAC) | 0.5 | $4.0M | +894% | 25k | 162.06 |
|
| Fifth Third Ban (FITB) | 0.5 | $4.0M | NEW | 23k | 174.50 |
|
| Philip Morris International (PM) | 0.5 | $4.0M | +199% | 24k | 170.05 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.5 | $3.9M | -7% | 15k | 261.63 |
|
| Emerson Electric (EMR) | 0.5 | $3.7M | -68% | 4.2k | 885.96 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.5 | $3.7M | +234% | 63k | 59.21 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $3.7M | 64k | 57.53 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $3.7M | +53% | 22k | 170.40 |
|
| Wal-Mart Stores (WMT) | 0.4 | $3.5M | +12% | 43k | 80.75 |
|
| Ishares Silver Tr Ishares (SLV) | 0.4 | $3.2M | +557% | 52k | 61.11 |
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.4 | $3.2M | NEW | 53k | 59.51 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $3.2M | +4% | 67k | 47.21 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.4 | $3.1M | NEW | 15k | 206.71 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $3.1M | +241% | 50k | 62.32 |
|
| Nutanix Cl A (NTNX) | 0.4 | $3.1M | NEW | 26k | 119.07 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $3.1M | +765% | 68k | 45.32 |
|
| Bitwise Ethereum Etf SHS | 0.4 | $3.0M | NEW | 6.4k | 460.26 |
|
| Us Bancorp Del Com New (USB) | 0.4 | $2.9M | 64k | 45.73 |
|
|
| Ford Motor Company (F) | 0.3 | $2.7M | +333% | 59k | 45.49 |
|
| New Jersey Resources Corporation (NJR) | 0.3 | $2.6M | -76% | 3.7k | 709.29 |
|
| Servicenow (NOW) | 0.3 | $2.6M | +1169% | 12k | 225.76 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.6M | +200% | 41k | 62.69 |
|
| Visa Com Cl A (V) | 0.3 | $2.5M | +42% | 9.2k | 274.95 |
|
| Lululemon Athletica (LULU) | 0.3 | $2.5M | NEW | 4.3k | 584.54 |
|
| CSX Corporation (CSX) | 0.3 | $2.5M | -60% | 2.8k | 886.51 |
|
| Becton, Dickinson and (BDX) | 0.3 | $2.4M | +2053% | 60k | 39.68 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.4M | +533% | 26k | 90.18 |
|
| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.3 | $2.3M | -12% | 43k | 53.53 |
|
| ConocoPhillips (COP) | 0.3 | $2.3M | +550% | 22k | 103.81 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $2.3M | +2531% | 20k | 117.54 |
|
| Cintas Corporation (CTAS) | 0.3 | $2.3M | NEW | 7.9k | 288.38 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.3 | $2.2M | NEW | 18k | 125.62 |
|
| McKesson Corporation (MCK) | 0.3 | $2.2M | +106% | 4.4k | 493.76 |
|
| Xcel Energy (XEL) | 0.3 | $2.2M | +23% | 33k | 65.30 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $2.1M | +78% | 24k | 87.80 |
|
| MetLife (MET) | 0.3 | $2.1M | +39% | 18k | 113.56 |
|
| Lam Research Corporation (LRCX) | 0.3 | $2.1M | +1183% | 2.7k | 774.51 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.3 | $2.0M | +97% | 9.2k | 220.90 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $2.0M | 32k | 63.26 |
|
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.3 | $2.0M | -32% | 24k | 84.53 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $2.0M | -44% | 17k | 118.83 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $2.0M | NEW | 18k | 112.98 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.3 | $2.0M | +512% | 32k | 60.93 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.3 | $2.0M | +40% | 17k | 117.29 |
|
| Clorox Company (CLX) | 0.3 | $2.0M | +469% | 37k | 53.22 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $1.9M | +8% | 27k | 70.06 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.9M | +133% | 41k | 46.52 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.9M | +466% | 20k | 95.81 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.9M | 7.1k | 263.29 |
|
|
| Reinsurance Grp Of America I Com New (RGA) | 0.2 | $1.9M | NEW | 29k | 65.92 |
|
| Ecolab (ECL) | 0.2 | $1.9M | +43% | 5.6k | 331.41 |
|
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 0.2 | $1.8M | +105% | 25k | 71.86 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.8M | +15% | 12k | 154.02 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $1.8M | -29% | 31k | 57.41 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.7M | -68% | 1.8k | 949.35 |
|
| Dow (DOW) | 0.2 | $1.7M | +293% | 18k | 96.19 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.7M | +5% | 6.9k | 245.47 |
|
| Park Hotels & Resorts Inc-wi (PK) | 0.2 | $1.7M | NEW | 4.9k | 341.80 |
|
| Starbucks Corporation (SBUX) | 0.2 | $1.7M | +35% | 17k | 97.49 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.2 | $1.6M | -69% | 11k | 147.27 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $1.6M | +481% | 16k | 98.10 |
|
| Merck & Co (MRK) | 0.2 | $1.6M | +8% | 18k | 90.03 |
|
| Apollo Global Mgmt (APO) | 0.2 | $1.6M | +177% | 4.9k | 322.21 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.6M | -20% | 7.9k | 200.37 |
|
| Verizon Communications (VZ) | 0.2 | $1.6M | 35k | 44.91 |
|
|
| Apple (AAPL) | 0.2 | $1.5M | -94% | 6.7k | 230.16 |
|
| East West Ban (EWBC) | 0.2 | $1.5M | NEW | 13k | 115.30 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $1.5M | +12% | 14k | 108.63 |
|
| Travelers Companies (TRV) | 0.2 | $1.5M | +19% | 6.4k | 234.13 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $1.5M | +5% | 5.5k | 273.70 |
|
| Invesco Actively Managed Exc Short Drtn Bond (ISDB) | 0.2 | $1.5M | -48% | 6.7k | 221.08 |
|
| salesforce (CRM) | 0.2 | $1.5M | +210% | 12k | 121.16 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $1.5M | -42% | 79k | 18.62 |
|
| Nordson Corporation (NDSN) | 0.2 | $1.5M | +535% | 17k | 88.40 |
|
| Gilead Sciences (GILD) | 0.2 | $1.5M | -34% | 4.8k | 302.18 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.4M | +283% | 11k | 135.44 |
|
| Abbott Laboratories Put Option (Principal) (ABT) | 0.2 | $1.4M | -69% | 2.5k | 573.76 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.4M | -77% | 12k | 123.62 |
|
| Stryker Corporation (SYK) | 0.2 | $1.4M | +8% | 3.9k | 361.22 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.4M | +61% | 12k | 116.96 |
|
| EOG Resources (EOG) | 0.2 | $1.4M | +103% | 13k | 109.37 |
|
| Yum! Brands (YUM) | 0.2 | $1.4M | +8% | 9.9k | 139.71 |
|
| Pentair SHS (PNR) | 0.2 | $1.3M | NEW | 10k | 134.19 |
|
| Logitech Intl S A SHS (LOGI) | 0.2 | $1.3M | +23% | 2.8k | 476.85 |
|
| Constellation Energy (CEG) | 0.2 | $1.3M | NEW | 32k | 41.77 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.3M | -89% | 2.5k | 527.97 |
|
| Brown & Brown (BRO) | 0.2 | $1.3M | +147% | 25k | 51.74 |
|
| American Tower Reit (AMT) | 0.2 | $1.3M | +639% | 12k | 102.60 |
|
| PNC Financial Services (PNC) | 0.2 | $1.2M | NEW | 42k | 28.94 |
|
| Qxo Com New (QXO) | 0.2 | $1.2M | NEW | 7.0k | 170.06 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.2M | +727% | 25k | 48.06 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.2M | +9% | 3.1k | 383.88 |
|
| Skyworks Solutions (SWKS) | 0.2 | $1.2M | +4% | 3.1k | 381.71 |
|
| MercadoLibre (MELI) | 0.2 | $1.2M | +1163% | 2.4k | 494.33 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.2M | +104% | 16k | 73.67 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | +18% | 4.6k | 255.31 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.2M | -3% | 12k | 95.75 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $1.1M | +15% | 13k | 91.31 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $1.1M | +568% | 55k | 20.65 |
|
| Ishares Msci World Etf (URTH) | 0.1 | $1.1M | NEW | 107k | 10.56 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.1M | +24% | 2.4k | 465.08 |
|
| Micron Technology (MU) | 0.1 | $1.1M | +377% | 14k | 82.48 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.1M | +30% | 22k | 51.12 |
|
| Blackrock Capital Allocation Trust (BCAT) | 0.1 | $1.1M | +101% | 32k | 34.59 |
|
| Home Depot (HD) | 0.1 | $1.1M | -54% | 5.7k | 191.77 |
|
| Netflix (NFLX) | 0.1 | $1.1M | +776% | 22k | 49.80 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | +259% | 13k | 83.94 |
|
| Avadel Pharmaceuticals Com Shs (AVDL) | 0.1 | $1.1M | +379% | 49k | 22.00 |
|
| Coca-Cola Company (KO) | 0.1 | $1.1M | -73% | 6.6k | 162.90 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.1M | -14% | 21k | 51.50 |
|
| Shopify Cl A (SHOP) | 0.1 | $1.1M | NEW | 1.2k | 894.39 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $1.0M | +42% | 2.0k | 516.70 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.0M | -15% | 9.1k | 114.01 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $1.0M | -62% | 3.9k | 262.06 |
|
| Rockwell Automation (ROK) | 0.1 | $1.0M | +145% | 4.2k | 244.13 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.0M | +1350% | 10k | 101.27 |
|
| Uber Technologies (UBER) | 0.1 | $1.0M | 13k | 75.16 |
|
|
| Calamos Etf Tr Russell 2000 Str | 0.1 | $1.0M | NEW | 9.7k | 103.60 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $982k | -78% | 9.1k | 107.66 |
|
| Southern Company (SO) | 0.1 | $972k | -86% | 3.4k | 289.68 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.1 | $963k | +75% | 12k | 83.63 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $960k | 18k | 52.81 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $952k | -38% | 14k | 67.85 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $946k | +29% | 20k | 46.83 |
|
| Etf Ser Solutions Defiance Connect (SIXG) | 0.1 | $945k | -5% | 7.7k | 122.92 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $942k | -63% | 23k | 41.41 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $938k | 13k | 75.11 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.1 | $937k | +400% | 44k | 21.12 |
|
| Analog Devices (ADI) | 0.1 | $935k | +8% | 6.4k | 146.25 |
|
| Boston Beer Cl A (SAM) | 0.1 | $933k | NEW | 6.1k | 153.12 |
|
| International Business Machines (IBM) | 0.1 | $925k | +413% | 29k | 31.81 |
|
| Wec Energy Group (WEC) | 0.1 | $924k | +9% | 9.6k | 96.18 |
|
| Allstate Corporation (ALL) | 0.1 | $920k | NEW | 3.1k | 297.73 |
|
| Fastenal Company (FAST) | 0.1 | $915k | +84% | 7.0k | 131.41 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $911k | -76% | 7.7k | 117.62 |
|
| Wells Fargo & Company (WFC) | 0.1 | $910k | +15% | 16k | 56.49 |
|
| Newell Rubbermaid (NWL) | 0.1 | $905k | NEW | 71k | 12.83 |
|
| General Mills (GIS) | 0.1 | $904k | +17% | 4.8k | 188.59 |
|
| Anthem (ELV) | 0.1 | $883k | +14229% | 102k | 8.68 |
|
| Air Products & Chemicals (APD) | 0.1 | $881k | +59% | 5.4k | 164.08 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $878k | NEW | 9.8k | 90.03 |
|
| Palo Alto Networks (PANW) | 0.1 | $875k | +277% | 15k | 57.83 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $874k | +145% | 4.3k | 202.03 |
|
| Progressive Corporation (PGR) | 0.1 | $868k | +486% | 8.0k | 108.92 |
|
| Polaris Industries (PII) | 0.1 | $867k | -6% | 7.1k | 121.40 |
|
| American Intl Group Com New (AIG) | 0.1 | $864k | NEW | 9.0k | 95.95 |
|
| Best Buy (BBY) | 0.1 | $863k | NEW | 3.6k | 241.07 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $859k | 2.5k | 346.39 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $856k | -61% | 3.5k | 243.05 |
|
| Moderna (MRNA) | 0.1 | $853k | -8% | 5.1k | 168.60 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.1 | $838k | -38% | 7.2k | 116.32 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $833k | +52% | 8.0k | 104.24 |
|
| Essex Property Trust (ESS) | 0.1 | $823k | +1209% | 28k | 29.11 |
|
| Neuberger Berman Next Genera Common Stock (NBXG) | 0.1 | $817k | -77% | 16k | 51.23 |
|
| Appfolio Com Cl A (APPF) | 0.1 | $813k | NEW | 13k | 65.16 |
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.1 | $811k | +111% | 16k | 51.54 |
|
| Cigna Corp (CI) | 0.1 | $804k | -26% | 1.3k | 618.59 |
|
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.1 | $801k | -66% | 2.9k | 276.77 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $794k | -91% | 9.1k | 87.51 |
|
| Intuit (INTU) | 0.1 | $793k | +7393% | 27k | 29.25 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $792k | -53% | 14k | 56.73 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $790k | +219% | 9.4k | 83.63 |
|
| Cme (CME) | 0.1 | $786k | NEW | 13k | 62.60 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $782k | +44% | 12k | 64.74 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $780k | +10% | 3.9k | 198.04 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $759k | NEW | 5.1k | 148.12 |
|
| Deere & Company (DE) | 0.1 | $756k | +936% | 12k | 62.88 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $755k | -20% | 10k | 73.70 |
|
| Prospect Capital Corporation (PSEC) | 0.1 | $749k | -93% | 3.0k | 253.73 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $746k | NEW | 16k | 47.20 |
|
| American Electric Power Company (AEP) | 0.1 | $734k | +19% | 14k | 54.02 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $727k | -68% | 16k | 45.71 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $717k | -40% | 8.6k | 83.84 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $717k | +37% | 2.7k | 262.66 |
|
| Sofi Technologies (SOFI) | 0.1 | $716k | -56% | 8.0k | 89.83 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $713k | -76% | 11k | 68.05 |
|
| Valero Energy Corporation (VLO) | 0.1 | $711k | +69% | 5.3k | 135.03 |
|
| Ufp Industries (UFPI) | 0.1 | $711k | 5.4k | 131.21 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $708k | -2% | 8.4k | 84.79 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $703k | +151% | 24k | 29.89 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $703k | -39% | 12k | 57.22 |
|
| Ea Series Trust Bridgeway Blue (BBLU) | 0.1 | $699k | -67% | 18k | 39.20 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $697k | NEW | 4.6k | 152.03 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.1 | $697k | +22% | 28k | 25.04 |
|
| AFLAC Incorporated (AFL) | 0.1 | $687k | NEW | 1.3k | 517.94 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $687k | -99% | 163.00 | 4212.33 |
|
| Chevron Corporation (CVX) | 0.1 | $686k | -84% | 1.8k | 391.13 |
|
| Pepsi (PEP) | 0.1 | $682k | -60% | 8.7k | 78.03 |
|
| Pampa Energia S A Spons Adr Lvl I (PAM) | 0.1 | $676k | +253% | 18k | 37.20 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $670k | -85% | 3.0k | 220.66 |
|
| Waste Management (WM) | 0.1 | $664k | +13% | 3.2k | 207.57 |
|
| Procter & Gamble Company (PG) | 0.1 | $656k | -77% | 7.9k | 83.24 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $650k | -81% | 7.1k | 91.12 |
|
| Exchange Traded Concepts Tru Bitwise Crypto (BITQ) | 0.1 | $644k | -86% | 2.2k | 295.48 |
|
| Tapestry (TPR) | 0.1 | $643k | NEW | 4.1k | 155.85 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $642k | +3084% | 52k | 12.38 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $638k | +82% | 2.4k | 270.81 |
|
| Toro Company (TTC) | 0.1 | $634k | +2% | 7.3k | 86.73 |
|
| Hanover Insurance (THG) | 0.1 | $633k | +503% | 29k | 21.89 |
|
| Electronic Arts (EA) | 0.1 | $626k | +1865% | 43k | 14.43 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.1 | $619k | -34% | 18k | 33.60 |
|
| Reddit Cl A (RDDT) | 0.1 | $612k | NEW | 39k | 15.77 |
|
| Grayscale Ethereum Tr Eth SHS (ETHE) | 0.1 | $604k | NEW | 107k | 5.63 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $602k | -95% | 1.6k | 383.82 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $599k | +197% | 12k | 50.38 |
|
| American Water Works (AWK) | 0.1 | $599k | -60% | 2.2k | 271.22 |
|
| Eaton Corp SHS (ETN) | 0.1 | $597k | +23% | 6.7k | 89.11 |
|
| Intercontinental Exchange (ICE) | 0.1 | $597k | +1275% | 22k | 27.56 |
|
| Unilever Spon Adr New (UL) | 0.1 | $596k | +27% | 9.2k | 64.96 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $596k | -92% | 1.2k | 491.27 |
|
| Docusign (DOCU) | 0.1 | $594k | NEW | 12k | 50.79 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $594k | NEW | 2.9k | 206.59 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $590k | +39% | 2.9k | 206.63 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $589k | NEW | 17k | 34.99 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $588k | -95% | 3.0k | 197.16 |
|
| Gra (GGG) | 0.1 | $587k | +60% | 14k | 41.16 |
|
Past Filings by Claro Advisors
SEC 13F filings are viewable for Claro Advisors going back to 2018
- 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
- Claro Advisors 2022 Q3 filed Nov. 14, 2022
- Claro Advisors 2022 Q2 filed Aug. 12, 2022
- Claro Advisors 2022 Q1 filed May 16, 2022
- Claro Advisors 2021 Q4 filed Feb. 14, 2022
- Claro Advisors 2021 Q3 filed Nov. 15, 2021
- Claro Advisors 2021 Q2 filed Aug. 13, 2021