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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, AAPL, MSFT, IWD, and represent 18.39% of Claro Advisors's stock portfolio.
Added to shares of these 10 stocks: IEMG (+$5.4M), DYNF (+$5.2M), MGC, IWD, SHLD, IWF, VOO, Blackrock Etf Trust, CAIE, Blackrock Etf Trust.
Started 45 new stock positions in SCHK, MDT, SHLD, MMC, INTC, Chewy Inc call, LULU, FLTR, LRN, ZONE.
Reduced shares in these 10 stocks: EMXC, EFV, AAPL, AVGO, RKLB, EFG, VV, MSFT, BKNG, BND.
Sold out of its positions in AA, AIG, AWK, ARM, BKNG, BSX, CMG, ETB, FTNT, GILD. HOLX, ZJUL, VVR, EEM, DGX, SEIC, SCHR, XLC, VGI, RCL.
Claro Advisors was a net buyer of stock by $34M.
Claro Advisors has $686M in assets under management (AUM), dropping by 13.21%.
Central Index Key (CIK): 0001764386

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Portfolio Holdings for Claro Advisors

Claro Advisors holds 397 positions in its portfolio as reported in the September 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)	5.2	$36M	+7%	59k	612.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.7	$25M	+11%	54k	468.41	View chart
Apple (AAPL)	3.3	$23M	-9%	90k	254.63	View chart
Microsoft Corporation (MSFT)	3.1	$21M	-2%	41k	517.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.0	$21M	+21%	102k	203.59	View chart
NVIDIA Corporation (NVDA)	2.8	$19M		102k	186.58	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.3	$16M	+51%	262k	59.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$15M	-2%	23k	666.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$15M		25k	600.37	View chart
Amazon (AMZN)	2.0	$14M		62k	219.57	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.9	$13M		68k	194.50	View chart
JPMorgan Chase & Co. (JPM)	1.8	$12M		39k	315.43	View chart
Ishares Tr Core Total Usd (IUSB)	1.8	$12M	+7%	264k	46.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$12M	-3%	18k	669.32	View chart
Meta Platforms Cl A (META)	1.6	$11M		15k	734.37	View chart
Vanguard World Mega Cap Index (MGC)	1.4	$9.7M	+84%	40k	244.09	View chart
Broadcom (AVGO)	1.3	$9.0M	-18%	27k	329.91	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	1.2	$8.1M		91k	89.77	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$7.7M	+232%	117k	65.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$7.6M	+2%	237k	31.91	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.1	$7.3M	+7%	33k	222.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$6.9M		28k	243.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$6.3M	-2%	26k	243.55	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.9	$6.1M	+24%	162k	37.86	View chart
Tesla Motors (TSLA)	0.8	$5.4M		12k	444.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$5.2M		16k	328.17	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$5.1M		75k	67.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$5.0M	+31%	87k	57.10	View chart
Abbvie (ABBV)	0.7	$4.9M		21k	231.55	View chart
Exxon Mobil Corporation (XOM)	0.7	$4.6M		41k	112.75	View chart
Home Depot (HD)	0.7	$4.6M		11k	405.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$4.5M	-4%	18k	254.28	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.6	$4.2M		68k	62.22	View chart
Procter & Gamble Company (PG)	0.6	$4.1M	-5%	27k	153.65	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.6	$4.0M		65k	61.92	View chart
Johnson & Johnson (JNJ)	0.6	$3.9M		21k	185.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$3.9M	+5%	27k	145.65	View chart
Wal-Mart Stores (WMT)	0.5	$3.6M	+3%	35k	103.06	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$3.5M	+30%	34k	102.99	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$3.5M	+30%	14k	256.45	View chart
McDonald's Corporation (MCD)	0.5	$3.3M		11k	303.89	View chart
Netflix (NFLX)	0.5	$3.3M		2.8k	1198.96	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$3.2M	-46%	47k	67.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$3.2M	-6%	49k	65.26	View chart
Cisco Systems (CSCO)	0.4	$3.1M	-7%	45k	68.42	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$3.0M		9.1k	332.84	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$2.9M	NEW	42k	70.24	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$2.9M	+40%	29k	100.70	View chart
Honeywell International (HON)	0.4	$2.9M		14k	210.50	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$2.9M	-25%	25k	113.88	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$2.9M	+58%	39k	72.77	View chart
Kla Corp Com New (KLAC)	0.4	$2.8M		2.6k	1078.56	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$2.7M	+5%	8.3k	326.35	View chart
Oracle Corporation (ORCL)	0.4	$2.7M	-6%	9.5k	281.23	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.4	$2.6M		32k	80.65	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$2.5M	-2%	55k	46.24	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.4	$2.5M		50k	50.63	View chart
Eaton Corp SHS (ETN)	0.4	$2.4M	+19%	6.5k	374.25	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.3	$2.4M	-2%	114k	20.69	View chart
Eli Lilly & Co. (LLY)	0.3	$2.3M	+6%	3.1k	763.09	View chart
Toronto Dominion Bk Ont Com New (TD)	0.3	$2.3M	-2%	29k	79.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.3M	-10%	9.6k	241.96	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$2.3M		9.4k	246.60	View chart
Bank of America Corporation (BAC)	0.3	$2.2M	+16%	43k	51.59	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$2.2M	+8%	16k	142.41	View chart
UnitedHealth (UNH)	0.3	$2.2M		6.4k	345.33	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$2.2M	+17%	47k	46.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$2.2M		44k	50.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.2M	-6%	25k	87.31	View chart
Pepsi (PEP)	0.3	$2.2M		15k	140.44	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$2.1M	+23%	43k	49.46	View chart
Palo Alto Networks (PANW)	0.3	$2.0M	+2%	9.9k	203.62	View chart
Visa Com Cl A (V)	0.3	$2.0M	-3%	5.8k	341.40	View chart
Blackrock (BLK)	0.3	$2.0M		1.7k	1166.13	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$2.0M	+39%	37k	53.24	View chart
Rocket Lab Corp (RKLB)	0.3	$1.9M	-38%	40k	47.91	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.3	$1.9M	-4%	43k	43.78	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.3	$1.9M	-4%	63k	29.82	View chart
Costco Wholesale Corporation (COST)	0.3	$1.9M	+2%	2.0k	925.69	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.3	$1.8M	NEW	72k	25.31	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.3	$1.8M		19k	93.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.7M	+4%	3.4k	502.71	View chart
TJX Companies (TJX)	0.3	$1.7M	-12%	12k	144.54	View chart
Travelers Companies (TRV)	0.2	$1.7M		6.0k	279.20	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.7M	+10%	16k	106.49	View chart
Iron Mountain (IRM)	0.2	$1.7M		16k	101.94	View chart
Walt Disney Company (DIS)	0.2	$1.6M		14k	114.50	View chart
McKesson Corporation (MCK)	0.2	$1.6M		2.1k	772.38	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.2	$1.6M	+70%	32k	49.72	View chart
Draftkings Com Cl A (DKNG)	0.2	$1.5M		40k	37.40	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.5M		12k	123.75	View chart
American Electric Power Company (AEP)	0.2	$1.4M		13k	112.50	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$1.4M	-15%	25k	57.52	View chart
Yum! Brands (YUM)	0.2	$1.4M		9.3k	152.00	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.4M	-4%	14k	95.14	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$1.3M	+9%	42k	31.88	View chart
Emerson Electric (EMR)	0.2	$1.3M	-5%	10k	131.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$1.3M	+12%	47k	27.64	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.3M	+4%	7.8k	167.33	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.3M		2.7k	479.68	View chart
Chubb (CB)	0.2	$1.3M		4.6k	282.27	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.3M	+3%	7.1k	182.42	View chart
Northrop Grumman Corporation (NOC)	0.2	$1.3M		2.1k	609.37	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.2	$1.2M	NEW	46k	27.47	View chart
Pfizer (PFE)	0.2	$1.2M	-4%	48k	25.48	View chart
Blackrock Etf Trust Disciplined Vola	0.2	$1.2M	NEW	48k	25.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.2M		42k	27.90	View chart
Coca-Cola Company (KO)	0.2	$1.2M	-5%	18k	66.32	View chart
Novo-nordisk A S Adr (NVO)	0.2	$1.2M		21k	55.49	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.2M	-3%	2.3k	499.30	View chart
Verizon Communications (VZ)	0.2	$1.1M		25k	43.95	View chart
International Business Machines (IBM)	0.2	$1.1M	-2%	3.9k	282.17	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$1.1M	+25%	12k	89.37	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.2	$1.1M	NEW	34k	32.12	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.1M	+9%	8.8k	122.45	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$1.1M	+9%	33k	32.82	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$1.1M	+11%	20k	53.87	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.1M	+4%	2.1k	490.38	View chart
MetLife (MET)	0.2	$1.0M		13k	82.37	View chart
Merck & Co (MRK)	0.2	$1.0M	-4%	13k	83.93	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.0M		10k	99.53	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$1.0M		29k	36.03	View chart
Ge Aerospace Com New (GE)	0.1	$1.0M	+2%	3.4k	300.78	View chart
Enterprise Products Partners (EPD)	0.1	$1.0M		33k	31.27	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.0M		59k	17.16	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.0M	-22%	15k	68.08	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.0M	+197%	11k	88.96	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1000k	+4%	11k	89.34	View chart
Southern Company (SO)	0.1	$972k	-6%	10k	94.77	View chart
Uber Technologies (UBER)	0.1	$958k		9.8k	97.97	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$955k	+2%	8.6k	110.60	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$948k	+29%	15k	65.00	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$941k	-78%	14k	67.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$931k	+3%	48k	19.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$922k		2.6k	355.50	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$921k	+4%	18k	50.99	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$895k		17k	52.30	View chart
Amgen (AMGN)	0.1	$895k	-5%	3.2k	282.20	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$895k		7.2k	125.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$888k	+23%	34k	26.34	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$887k	NEW	21k	43.30	View chart
Roundhill Etf Trust Bitcoin Covered (YBTC)	0.1	$886k	+205%	20k	44.79	View chart
Boeing Company (BA)	0.1	$878k	-3%	4.1k	215.81	View chart
Philip Morris International (PM)	0.1	$874k	-4%	5.4k	162.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$873k	+3%	19k	46.70	View chart
Hanover Insurance (THG)	0.1	$871k		4.8k	181.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$870k	-16%	26k	33.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$869k	-13%	7.3k	118.83	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.1	$869k	-16%	86k	10.12	View chart
Chevron Corporation (CVX)	0.1	$861k	+4%	5.5k	155.30	View chart
At&t (T)	0.1	$848k		30k	28.24	View chart
Neuberger Berman Next Genera Common Stock (NBXG)	0.1	$827k		54k	15.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$822k		6.8k	120.72	View chart
Capital Group New Geography SHS (CGNG)	0.1	$819k	+4%	27k	30.90	View chart
Gitlab Class A Com (GTLB)	0.1	$816k		18k	45.08	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$809k	+15%	16k	51.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$801k		13k	59.92	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$797k	+38%	8.7k	91.75	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$783k	-10%	6.0k	129.72	View chart
Colgate-Palmolive Company (CL)	0.1	$772k	-4%	9.7k	79.94	View chart
Sempra Energy (SRE)	0.1	$767k		8.5k	89.98	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$766k	+8%	42k	18.41	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$763k		23k	33.15	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$758k		16k	48.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$757k	+3%	33k	23.28	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$751k	+17%	2.7k	281.90	View chart
Servicenow (NOW)	0.1	$751k		815.00	920.84	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$747k		5.0k	148.61	View chart
Bristol Myers Squibb (BMY)	0.1	$746k	+2%	17k	45.10	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$743k	-11%	13k	57.47	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$724k	+16%	4.7k	154.23	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$720k		19k	38.29	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$720k	+6%	12k	58.72	View chart
Eversource Energy (ES)	0.1	$719k	+4%	10k	71.14	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$717k	-2%	8.2k	87.88	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$695k	+6%	8.0k	87.21	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$687k		1.5k	463.66	View chart
Roundhill Etf Trust Ether Cvd Cll St (YETH)	0.1	$680k	NEW	26k	26.67	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$673k	-32%	1.7k	391.64	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$667k	NEW	14k	46.24	View chart
MasTec (MTZ)	0.1	$665k	+3%	3.1k	212.81	View chart
Mastercard Incorporated Cl A (MA)	0.1	$657k	-18%	1.2k	568.58	View chart
salesforce (CRM)	0.1	$648k	-4%	2.7k	237.01	View chart
Enovix Corp (ENVX)	0.1	$644k	+2%	65k	9.97	View chart
Qxo Com New (QXO)	0.1	$641k	-2%	34k	19.06	View chart
Applied Materials (AMAT)	0.1	$640k	-2%	3.1k	204.71	View chart
Wells Fargo & Company (WFC)	0.1	$639k	-8%	7.6k	83.82	View chart
Morgan Stanley Com New (MS)	0.1	$631k	+3%	4.0k	158.98	View chart
Lazard Ltd Shs -a - (LAZ)	0.1	$628k		12k	52.78	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$625k	+5%	18k	35.75	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.1	$622k	+12%	22k	28.62	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$619k	+16%	4.1k	150.87	View chart
Essex Property Trust (ESS)	0.1	$603k		2.3k	267.66	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$601k	+43%	6.0k	99.81	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$599k	NEW	7.3k	82.58	View chart
Corning Incorporated (GLW)	0.1	$595k	+9%	7.3k	82.03	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.1	$594k		40k	15.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$591k	+9%	2.7k	215.82	View chart
Rockwell Automation (ROK)	0.1	$586k		1.7k	349.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$583k		2.8k	206.52	View chart
Strategy Cl A New (MSTR)	0.1	$583k	-11%	1.8k	322.21	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$572k		12k	47.63	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$571k	-12%	9.2k	62.12	View chart
Ge Vernova (GEV)	0.1	$569k	+2%	925.00	615.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$568k		22k	26.26	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$562k	+10%	3.3k	170.86	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$558k	-4%	8.9k	62.47	View chart
Analog Devices (ADI)	0.1	$549k	+33%	2.2k	245.70	View chart
Proshares Tr Hgh Yld Int Rate (HYHG)	0.1	$548k	NEW	8.4k	65.14	View chart
General Dynamics Corporation (GD)	0.1	$541k	+2%	1.6k	341.04	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$540k	+27%	5.9k	90.98	View chart
Qualcomm (QCOM)	0.1	$531k	-3%	3.2k	166.36	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$527k	-22%	5.5k	95.16	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.1	$526k	NEW	9.4k	55.90	View chart
Nike CL B (NKE)	0.1	$517k	-2%	7.4k	69.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$516k	-4%	1.8k	279.33	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$510k		1.8k	279.76	View chart
Waste Management (WM)	0.1	$507k	-29%	2.3k	220.85	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$501k	-6%	13k	37.50	View chart
Trane Technologies SHS (TT)	0.1	$500k		1.2k	421.92	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$495k	NEW	12k	40.57	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$492k	+4%	5.0k	98.59	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$492k	-7%	1.3k	365.48	View chart
Starbucks Corporation (SBUX)	0.1	$491k	-8%	5.8k	84.59	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.1	$491k		13k	39.18	View chart
Abbott Laboratories (ABT)	0.1	$488k	-24%	3.6k	133.94	View chart
Autodesk (ADSK)	0.1	$484k		1.5k	317.67	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.1	$481k		14k	34.27	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$479k	-5%	8.4k	57.19	View chart
Oneok (OKE)	0.1	$479k		6.6k	72.97	View chart
Stryker Corporation (SYK)	0.1	$477k	-3%	1.3k	369.75	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$476k	-13%	41k	11.69	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$475k	+9%	7.0k	68.12	View chart
Bank of New York Mellon Corporation (BK)	0.1	$475k	+16%	4.4k	108.96	View chart
Citigroup Com New (C)	0.1	$475k		4.7k	101.49	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$470k	-66%	1.5k	307.86	View chart
Ufp Industries (UFPI)	0.1	$468k		5.0k	93.49	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$468k		4.2k	111.46	View chart
Prospect Capital Corporation (PSEC)	0.1	$467k	+525%	170k	2.75	View chart
Applovin Corp Com Cl A (APP)	0.1	$465k	+3%	647.00	718.54	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$459k		8.2k	55.87	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	0.1	$457k		18k	25.39	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$454k		9.8k	46.32	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$453k	+2%	2.5k	178.72	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$451k	-3%	9.6k	46.81	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$451k		5.9k	76.01	View chart
Chewy Call Call Option (Principal)	0.1	$445k	NEW	11k	40.45	View chart
Advanced Micro Devices (AMD)	0.1	$442k	-15%	2.7k	161.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$434k	-3%	6.1k	71.37	View chart
Calamos Etf Tr S&p 500 Structu (CPSD)	0.1	$433k	-5%	17k	25.53	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$430k	-3%	47k	9.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$429k	-21%	1.5k	293.69	View chart
PNC Financial Services (PNC)	0.1	$427k		2.1k	200.92	View chart
Genesis Energy Unit Ltd Partn (GEL)	0.1	$426k		26k	16.71	View chart
Arista Networks Com Shs (ANET)	0.1	$425k		2.9k	145.71	View chart
Monster Beverage Corp (MNST)	0.1	$419k	-9%	6.2k	67.31	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.1	$416k	-13%	5.0k	83.20	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$415k	-2%	9.7k	42.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$411k		4.1k	99.96	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$401k	NEW	7.9k	50.75	View chart
Calamos Etf Tr Nasdaq 100 Stru (CPNQ)	0.1	$398k	-4%	15k	26.13	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$396k	+28%	8.0k	49.19	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$395k	-7%	8.7k	45.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$393k	-52%	5.3k	74.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$393k	-35%	5.3k	73.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$391k	+7%	3.9k	100.25	View chart
United Rentals (URI)	0.1	$389k		407.00	954.73	View chart
American Express Company (AXP)	0.1	$384k	-4%	1.2k	332.17	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$376k		630.00	596.48	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.1	$375k		15k	25.07	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$372k		7.5k	49.79	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$371k		8.2k	45.21	View chart
Goldman Sachs (GS)	0.1	$369k		464.00	795.86	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$369k		3.9k	93.64	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$369k	-10%	16k	23.47	View chart
AZZ Incorporated (AZZ)	0.1	$368k		3.4k	109.13	View chart
Paychex (PAYX)	0.1	$367k	-8%	2.9k	126.76	View chart
Linde SHS (LIN)	0.1	$366k	-2%	771.00	475.25	View chart
Xcel Energy (XEL)	0.1	$365k		4.5k	80.65	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$364k	-8%	4.7k	78.07	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$362k		4.6k	78.33	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$361k		23k	16.01	View chart
Overstock (BBBY)	0.1	$358k	+54%	37k	9.79	View chart
General Motors Company (GM)	0.1	$358k	-2%	5.9k	60.97	View chart
Thermo Fisher Scientific (TMO)	0.1	$355k		731.00	485.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$354k	-12%	3.9k	91.41	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$354k	NEW	14k	25.57	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$354k	-15%	6.2k	57.25	View chart
Comcast Corp Cl A (CMCSA)	0.1	$350k	-16%	11k	31.42	View chart
Anthem (ELV)	0.1	$350k	+30%	1.1k	323.02	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$349k	+2%	2.1k	164.57	View chart
Cme (CME)	0.1	$347k	-3%	1.3k	270.25	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$345k		3.7k	93.38	View chart
United Parcel Service CL B (UPS)	0.0	$339k	+5%	4.1k	83.52	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.0	$336k	-5%	13k	26.46	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$335k	-2%	3.0k	112.13	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$333k		7.7k	43.41	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$333k	-3%	9.7k	34.17	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$328k	NEW	5.7k	57.10	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$325k	-10%	36k	9.05	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$322k		5.0k	65.01	View chart
Intercontinental Exchange (ICE)	0.0	$317k		1.9k	168.50	View chart
Yum China Holdings (YUMC)	0.0	$316k		7.4k	42.92	View chart
IDEXX Laboratories (IDXX)	0.0	$316k		494.00	638.89	View chart
Intuitive Surgical Com New (ISRG)	0.0	$315k	-3%	704.00	447.00	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$314k	+38%	1.3k	239.55	View chart
Nextera Energy (NEE)	0.0	$313k		4.1k	75.49	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$309k	-9%	5.2k	59.40	View chart
Parker-Hannifin Corporation (PH)	0.0	$307k		405.00	758.98	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$305k		6.4k	47.58	View chart
Lam Research Corp Com New (LRCX)	0.0	$303k	+6%	2.3k	133.92	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$302k		1.4k	209.34	View chart
Snowflake Com Shs (SNOW)	0.0	$300k	-7%	1.3k	225.55	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$299k	-22%	5.4k	55.33	View chart
3M Company (MMM)	0.0	$298k	+2%	1.9k	155.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$297k	+25%	15k	19.71	View chart
Adobe Systems Incorporated (ADBE)	0.0	$293k	+16%	831.00	352.92	View chart
Fastenal Company (FAST)	0.0	$293k		6.0k	49.04	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.0	$291k		4.7k	61.67	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$291k		5.4k	54.20	View chart
Blackrock Science & Technolo SHS (BST)	0.0	$289k	-18%	7.0k	41.36	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNS)	0.0	$285k	-4%	11k	26.95	View chart
Unilever Spon Adr New (UL)	0.0	$285k	-6%	4.8k	59.28	View chart
Roblox Corp Cl A (RBLX)	0.0	$282k		2.0k	138.52	View chart
MNTN Cl A (MNTN)	0.0	$282k		15k	18.55	View chart
Nasdaq Omx (NDAQ)	0.0	$280k		3.2k	88.45	View chart
Invesco Actively Managed Exc Short Duration T (GTOS)	0.0	$280k	+2%	11k	25.08	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.0	$279k	NEW	9.8k	28.59	View chart
Union Pacific Corporation (UNP)	0.0	$278k	-2%	1.2k	236.45	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$278k	-16%	2.2k	125.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$277k	-19%	1.5k	186.52	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.0	$274k	+12%	5.4k	50.67	View chart
Novartis Sponsored Adr (NVS)	0.0	$274k	-3%	2.1k	128.27	View chart
Ecolab (ECL)	0.0	$274k	-7%	1.0k	273.81	View chart
Ishares Tr Europe Etf (IEV)	0.0	$271k	-18%	4.1k	65.48	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$269k	NEW	5.1k	52.28	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$262k		5.3k	49.95	View chart
ConocoPhillips (COP)	0.0	$262k		2.8k	94.59	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$262k	NEW	12k	22.34	View chart
Charles Schwab Corporation (SCHW)	0.0	$262k		2.7k	95.47	View chart
Biogen Idec (BIIB)	0.0	$260k	-2%	1.9k	140.08	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$256k	NEW	455.00	562.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$256k	-3%	1.3k	195.93	View chart
AmerisourceBergen (COR)	0.0	$254k	-23%	814.00	312.49	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$251k	NEW	5.9k	42.37	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$250k	+6%	2.9k	84.83	View chart
Caterpillar (CAT)	0.0	$247k	-3%	518.00	476.91	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$245k		9.6k	25.56	View chart
Innovator Etfs Trust Us Small Cap Pwr (KMAR)	0.0	$237k	-14%	8.5k	27.80	View chart
Global X Fds Cybrscurty Etf (BUG)	0.0	$236k		6.7k	35.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$235k	-2%	8.6k	27.30	View chart
Automatic Data Processing (ADP)	0.0	$233k	-4%	795.00	293.62	View chart
East West Ban (EWBC)	0.0	$233k		2.2k	106.45	View chart
Capital Group Core Balanced SHS (CGBL)	0.0	$232k		6.7k	34.72	View chart
Skyworks Solutions (SWKS)	0.0	$229k		3.0k	76.98	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$228k	NEW	4.0k	57.52	View chart
Baidu Spon Adr Rep A (BIDU)	0.0	$227k	NEW	1.7k	131.77	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.0	$227k	-13%	8.2k	27.74	View chart
Lowe's Companies (LOW)	0.0	$227k	-19%	901.00	251.45	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$226k	+4%	12k	19.53	View chart
Altria (MO)	0.0	$225k	NEW	3.4k	66.07	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$224k	+4%	3.5k	65.00	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.0	$224k		9.7k	23.06	View chart
Marsh & McLennan Companies (MMC)	0.0	$224k	NEW	1.1k	201.56	View chart
Chime Finl Com Shs Cl A (CHYM)	0.0	$224k	-4%	11k	20.17	View chart
Lululemon Athletica (LULU)	0.0	$224k	NEW	1.3k	177.98	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.0	$224k	NEW	6.5k	34.55	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.0	$221k	-6%	2.2k	98.93	View chart
Amphenol Corp Cl A (APH)	0.0	$220k	-16%	1.8k	123.78	View chart
Medtronic SHS (MDT)	0.0	$220k	NEW	2.3k	95.26	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.0	$219k	NEW	9.0k	24.30	View chart
Intel Corporation (INTC)	0.0	$218k	NEW	6.5k	33.55	View chart
American Tower Reit (AMT)	0.0	$218k	-14%	1.1k	192.35	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$218k	-25%	6.1k	35.48	View chart
New York Life Invts Active E Nyli Mackay Muni (MMIN)	0.0	$214k	NEW	9.0k	23.81	View chart
Freeport-mcmoran CL B (FCX)	0.0	$214k	-2%	5.4k	39.22	View chart
Electronic Arts (EA)	0.0	$213k	NEW	1.1k	201.72	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$213k	NEW	9.1k	23.40	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.0	$212k		7.4k	28.75	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.0	$211k	NEW	1.9k	111.56	View chart
Dupont De Nemours (DD)	0.0	$209k	NEW	2.7k	77.89	View chart
Fiserv (FI)	0.0	$209k	+7%	1.6k	128.93	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.0	$209k	NEW	8.8k	23.63	View chart
Paypal Holdings (PYPL)	0.0	$208k	+13%	3.1k	67.06	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$207k	NEW	1.8k	112.38	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$205k	NEW	3.2k	64.71	View chart
Expeditors International of Washington (EXPD)	0.0	$204k	-9%	1.7k	122.61	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$203k	NEW	4.0k	50.73	View chart
Labcorp Holdings Com Shs (LH)	0.0	$202k	NEW	705.00	286.89	View chart
Dell Technologies CL C (DELL)	0.0	$202k	NEW	1.4k	141.79	View chart
Stride (LRN)	0.0	$202k	NEW	1.4k	148.94	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$163k	NEW	11k	14.98	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$161k		11k	14.68	View chart
Cleveland-cliffs (CLF)	0.0	$151k		12k	12.20	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.0	$144k	NEW	15k	9.94	View chart
Icahn Enterprises Depositary Unit (IEP)	0.0	$143k	+61%	17k	8.42	View chart
Cleancore Solutions Class B Com Shs (ZONE)	0.0	$21k	NEW	11k	2.02	View chart

Past Filings by Claro Advisors

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

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
Claro Advisors 2022 Q3 filed Nov. 14, 2022

View all past filings

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