Claro Advisors
Latest statistics and disclosures from Claro Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KVYO, AAPL, VOO, SPY, MSFT, and represent 19.46% of Claro Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$7.2M), IUSB (+$5.2M), IWF, VOO, NVDA, MSFT, XLF, RDDT, EFV, META.
- Started 106 new stock positions in Calamos Etf Tr, TEVA, LULU, NDAQ, SYY, HWM, SPYD, WEN, PNR, MTZ.
- Reduced shares in these 10 stocks: SPGP, KVYO, SCHP, SPY, BSTZ, BDJ, , VTC, EWJ, CFLT.
- 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 buyer of stock by $94M.
- 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 | |
|---|---|---|---|---|---|---|
| Klaviyo Com Ser A (KVYO) | 5.6 | $44M | -3% | 1.2M | 35.38 |
|
| Apple (AAPL) | 3.7 | $29M | +4% | 123k | 233.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.7 | $29M | +10% | 54k | 527.67 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $25M | -3% | 43k | 573.76 |
|
| Microsoft Corporation (MSFT) | 3.2 | $25M | +8% | 57k | 430.30 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.6 | $20M | +15% | 54k | 375.38 |
|
| Ishares Tr Core Total Usd (IUSB) | 2.0 | $16M | +49% | 335k | 47.12 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $15M | +17% | 120k | 121.44 |
|
| Amazon (AMZN) | 1.8 | $14M | +11% | 76k | 186.33 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.8 | $14M | +10% | 77k | 179.30 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.7 | $13M | +9% | 69k | 189.80 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $12M | +6% | 25k | 488.08 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.5 | $11M | 110k | 104.18 |
|
|
| Meta Platforms Cl A (META) | 1.3 | $9.7M | +18% | 17k | 572.43 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $9.4M | +3% | 45k | 210.86 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $8.4M | +7% | 15k | 576.82 |
|
| Broadcom (AVGO) | 1.0 | $7.9M | +1046% | 46k | 172.50 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 1.0 | $7.6M | +15% | 154k | 49.47 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $6.9M | 88k | 78.05 |
|
|
| Procter & Gamble Company (PG) | 0.8 | $6.5M | +5% | 38k | 173.20 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $6.2M | +16% | 37k | 165.85 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $6.1M | +9% | 37k | 167.19 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $5.8M | +2% | 21k | 283.16 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $5.7M | +10% | 49k | 117.22 |
|
| UnitedHealth (UNH) | 0.7 | $5.6M | -3% | 9.6k | 584.68 |
|
| Home Depot (HD) | 0.7 | $5.5M | +6% | 14k | 405.21 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.7 | $5.4M | 108k | 50.50 |
|
|
| IDEXX Laboratories (IDXX) | 0.6 | $4.9M | -4% | 9.8k | 505.22 |
|
| Abbvie (ABBV) | 0.6 | $4.9M | +6% | 25k | 197.48 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.6 | $4.5M | 77k | 58.27 |
|
|
| McDonald's Corporation (MCD) | 0.6 | $4.5M | +6% | 15k | 304.51 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $4.4M | +6% | 19k | 237.21 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $4.1M | +17% | 38k | 107.65 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $4.1M | +6% | 12k | 353.48 |
|
| Johnson & Johnson (JNJ) | 0.5 | $4.0M | +10% | 25k | 162.06 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.5 | $4.0M | +15% | 23k | 174.50 |
|
| Pepsi (PEP) | 0.5 | $4.0M | +5% | 24k | 170.05 |
|
| Tesla Motors (TSLA) | 0.5 | $3.9M | +31% | 15k | 261.63 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $3.7M | +10% | 4.2k | 885.96 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.5 | $3.7M | +29% | 63k | 59.21 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $3.7M | +75% | 64k | 57.53 |
|
| Oracle Corporation (ORCL) | 0.5 | $3.7M | +24% | 22k | 170.40 |
|
| Wal-Mart Stores (WMT) | 0.4 | $3.5M | +12% | 43k | 80.75 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.4 | $3.2M | +20% | 52k | 61.11 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $3.2M | +5% | 53k | 59.51 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $3.2M | +4% | 67k | 47.21 |
|
| Honeywell International (HON) | 0.4 | $3.1M | -4% | 15k | 206.71 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.1M | +5% | 50k | 62.32 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $3.1M | +10% | 26k | 119.07 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $3.1M | +179% | 68k | 45.32 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.0M | +11% | 6.4k | 460.26 |
|
| Us Bancorp Del Com New (USB) | 0.4 | $2.9M | 64k | 45.73 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.3 | $2.7M | -4% | 59k | 45.49 |
|
| Netflix (NFLX) | 0.3 | $2.6M | +47% | 3.7k | 709.29 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $2.6M | +14% | 12k | 225.76 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $2.6M | +101% | 41k | 62.69 |
|
| Visa Com Cl A (V) | 0.3 | $2.5M | +42% | 9.2k | 274.95 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $2.5M | +7% | 4.3k | 584.54 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $2.5M | +21% | 2.8k | 886.51 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.4M | +43% | 60k | 39.68 |
|
| Southern Company (SO) | 0.3 | $2.4M | +4% | 26k | 90.18 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.3 | $2.3M | -8% | 43k | 53.53 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $2.3M | +6% | 22k | 103.81 |
|
| TJX Companies (TJX) | 0.3 | $2.3M | -3% | 20k | 117.54 |
|
| Chubb (CB) | 0.3 | $2.3M | +9% | 7.9k | 288.38 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $2.2M | +6% | 18k | 125.62 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.2M | +23% | 4.4k | 493.76 |
|
| Xcel Energy (XEL) | 0.3 | $2.2M | +23% | 33k | 65.30 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.1M | +4% | 24k | 87.80 |
|
| Merck & Co (MRK) | 0.3 | $2.1M | +12% | 18k | 113.56 |
|
| Kla Corp Com New (KLAC) | 0.3 | $2.1M | +7% | 2.7k | 774.51 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.0M | -2% | 9.2k | 220.90 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $2.0M | 32k | 63.26 |
|
|
| Nextera Energy (NEE) | 0.3 | $2.0M | +11% | 24k | 84.53 |
|
| Iron Mountain (IRM) | 0.3 | $2.0M | 17k | 118.83 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $2.0M | +19% | 18k | 112.98 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.3 | $2.0M | +196% | 32k | 60.93 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $2.0M | -2% | 17k | 117.29 |
|
| Cisco Systems (CSCO) | 0.3 | $2.0M | +9% | 37k | 53.22 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $1.9M | +8% | 27k | 70.06 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.2 | $1.9M | +8% | 41k | 46.52 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.9M | +164% | 20k | 95.81 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.9M | 7.1k | 263.29 |
|
|
| Reddit Cl A (RDDT) | 0.2 | $1.9M | NEW | 29k | 65.92 |
|
| Eaton Corp SHS (ETN) | 0.2 | $1.9M | +4% | 5.6k | 331.41 |
|
| Coca-Cola Company (KO) | 0.2 | $1.8M | 25k | 71.86 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.8M | +17% | 12k | 154.02 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.8M | 31k | 57.41 |
|
|
| BlackRock (BLK) | 0.2 | $1.7M | +9% | 1.8k | 949.35 |
|
| Walt Disney Company (DIS) | 0.2 | $1.7M | +16% | 18k | 96.19 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.7M | +5% | 6.9k | 245.47 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.7M | +22% | 4.9k | 341.80 |
|
| Starbucks Corporation (SBUX) | 0.2 | $1.7M | +35% | 17k | 97.49 |
|
| Chevron Corporation (CVX) | 0.2 | $1.6M | 11k | 147.27 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $1.6M | -12% | 16k | 98.10 |
|
| Medtronic SHS (MDT) | 0.2 | $1.6M | +18% | 18k | 90.03 |
|
| Amgen (AMGN) | 0.2 | $1.6M | +4% | 4.9k | 322.21 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.6M | 7.9k | 200.37 |
|
|
| Verizon Communications (VZ) | 0.2 | $1.6M | 35k | 44.91 |
|
|
| Analog Devices (ADI) | 0.2 | $1.5M | +14% | 6.7k | 230.16 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.5M | 13k | 115.30 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.5M | +29% | 14k | 108.63 |
|
| Travelers Companies (TRV) | 0.2 | $1.5M | +19% | 6.4k | 234.13 |
|
| salesforce (CRM) | 0.2 | $1.5M | +39% | 5.5k | 273.70 |
|
| International Business Machines (IBM) | 0.2 | $1.5M | +18% | 6.7k | 221.08 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.5M | 12k | 121.16 |
|
|
| Bitwise Ethereum Etf SHS | 0.2 | $1.5M | NEW | 79k | 18.62 |
|
| Nike CL B (NKE) | 0.2 | $1.5M | 17k | 88.40 |
|
|
| General Dynamics Corporation (GD) | 0.2 | $1.5M | +5% | 4.8k | 302.18 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $1.4M | -21% | 11k | 135.44 |
|
| Spdr S&p 500 Etf Tr Put Put Option (Principal) | 0.2 | $1.4M | 2.5k | 573.76 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $1.4M | 12k | 123.62 |
|
|
| Stryker Corporation (SYK) | 0.2 | $1.4M | +8% | 3.9k | 361.22 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.4M | +9% | 12k | 116.96 |
|
| Emerson Electric (EMR) | 0.2 | $1.4M | -4% | 13k | 109.37 |
|
| Yum! Brands (YUM) | 0.2 | $1.4M | +8% | 9.9k | 139.71 |
|
| Paychex (PAYX) | 0.2 | $1.3M | 10k | 134.19 |
|
|
| Linde SHS (LIN) | 0.2 | $1.3M | +21% | 2.8k | 476.85 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.3M | +60% | 32k | 41.77 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $1.3M | +24% | 2.5k | 527.97 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.3M | +6% | 25k | 51.74 |
|
| American Electric Power Company (AEP) | 0.2 | $1.3M | +7% | 12k | 102.60 |
|
| Pfizer (PFE) | 0.2 | $1.2M | +2% | 42k | 28.94 |
|
| Qualcomm (QCOM) | 0.2 | $1.2M | +17% | 7.0k | 170.06 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.2 | $1.2M | +43% | 25k | 48.06 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.2M | +9% | 3.1k | 383.88 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $1.2M | +5% | 3.1k | 381.71 |
|
| McKesson Corporation (MCK) | 0.2 | $1.2M | +11% | 2.4k | 494.33 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.2M | +10% | 16k | 73.67 |
|
| Ecolab (ECL) | 0.2 | $1.2M | +15% | 4.6k | 255.31 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | -11% | 12k | 95.75 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.1M | 13k | 91.31 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $1.1M | +7% | 55k | 20.65 |
|
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $1.1M | +15% | 107k | 10.56 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.1M | +24% | 2.4k | 465.08 |
|
| MetLife (MET) | 0.1 | $1.1M | +2% | 14k | 82.48 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.1M | +30% | 22k | 51.12 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $1.1M | +4% | 32k | 34.59 |
|
| Hershey Company (HSY) | 0.1 | $1.1M | 5.7k | 191.77 |
|
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.1 | $1.1M | +73% | 22k | 49.80 |
|
| Masco Corporation (MAS) | 0.1 | $1.1M | +4% | 13k | 83.94 |
|
| At&t (T) | 0.1 | $1.1M | +64% | 49k | 22.00 |
|
| Clorox Company (CLX) | 0.1 | $1.1M | +2% | 6.6k | 162.90 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.1M | +2% | 21k | 51.50 |
|
| Servicenow (NOW) | 0.1 | $1.1M | +31% | 1.2k | 894.39 |
|
| S&p Global (SPGI) | 0.1 | $1.0M | -4% | 2.0k | 516.70 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.0M | +12% | 9.1k | 114.01 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.0M | +16% | 3.9k | 262.06 |
|
| ResMed (RMD) | 0.1 | $1.0M | +8% | 4.2k | 244.13 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.0M | 10k | 101.27 |
|
|
| Uber Technologies (UBER) | 0.1 | $1.0M | 13k | 75.16 |
|
|
| Brown & Brown (BRO) | 0.1 | $1.0M | -2% | 9.7k | 103.60 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $982k | 9.1k | 107.66 |
|
|
| Snap-on Incorporated (SNA) | 0.1 | $972k | +2% | 3.4k | 289.68 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $963k | -3% | 12k | 83.63 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $960k | 18k | 52.81 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $952k | +4% | 14k | 67.85 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $946k | +29% | 20k | 46.83 |
|
| EOG Resources (EOG) | 0.1 | $945k | +21% | 7.7k | 122.92 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.1 | $942k | 23k | 41.41 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $938k | 13k | 75.11 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $937k | +2% | 44k | 21.12 |
|
| American Water Works (AWK) | 0.1 | $935k | +13% | 6.4k | 146.25 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $933k | +5% | 6.1k | 153.12 |
|
| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.1 | $925k | +10% | 29k | 31.81 |
|
| Wec Energy Group (WEC) | 0.1 | $924k | +9% | 9.6k | 96.18 |
|
| Air Products & Chemicals (APD) | 0.1 | $920k | -8% | 3.1k | 297.73 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $915k | +17% | 7.0k | 131.41 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $911k | -9% | 7.7k | 117.62 |
|
| Wells Fargo & Company (WFC) | 0.1 | $910k | +15% | 16k | 56.49 |
|
| Neuberger Berman Next Genera Common Stock (NBXG) | 0.1 | $905k | 71k | 12.83 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $904k | +13% | 4.8k | 188.59 |
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.1 | $883k | -9% | 102k | 8.68 |
|
| Advanced Micro Devices (AMD) | 0.1 | $881k | 5.4k | 164.08 |
|
|
| Northern Trust Corporation (NTRS) | 0.1 | $878k | +6% | 9.8k | 90.03 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $875k | +7% | 15k | 57.83 |
|
| Applied Materials (AMAT) | 0.1 | $874k | 4.3k | 202.03 |
|
|
| T. Rowe Price (TROW) | 0.1 | $868k | +13% | 8.0k | 108.92 |
|
| Philip Morris International (PM) | 0.1 | $867k | -9% | 7.1k | 121.40 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $864k | +7% | 9.0k | 95.95 |
|
| Becton, Dickinson and (BDX) | 0.1 | $863k | +27% | 3.6k | 241.07 |
|
| Cigna Corp (CI) | 0.1 | $859k | +40% | 2.5k | 346.39 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $856k | -15% | 3.5k | 243.05 |
|
| Microstrategy Cl A New (MSTR) | 0.1 | $853k | +892% | 5.1k | 168.60 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.1 | $838k | 7.2k | 116.32 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $833k | +2% | 8.0k | 104.24 |
|
| Enterprise Products Partners (EPD) | 0.1 | $823k | 28k | 29.11 |
|
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $817k | +4% | 16k | 51.23 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $813k | +3% | 13k | 65.16 |
|
| Gitlab Class A Com (GTLB) | 0.1 | $811k | NEW | 16k | 51.54 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $804k | +75% | 1.3k | 618.59 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $801k | +56% | 2.9k | 276.77 |
|
| Gra (GGG) | 0.1 | $794k | 9.1k | 87.51 |
|
|
| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.1 | $793k | +81% | 27k | 29.25 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $792k | +55% | 14k | 56.73 |
|
| Sempra Energy (SRE) | 0.1 | $790k | 9.4k | 83.63 |
|
|
| Citigroup Com New (C) | 0.1 | $786k | +18% | 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 |
|
| Hanover Insurance (THG) | 0.1 | $759k | +6% | 5.1k | 148.12 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $756k | +27% | 12k | 62.88 |
|
| Donaldson Company (DCI) | 0.1 | $755k | +2% | 10k | 73.70 |
|
| Progressive Corporation (PGR) | 0.1 | $749k | +117% | 3.0k | 253.73 |
|
| New Jersey Resources Corporation (NJR) | 0.1 | $746k | 16k | 47.20 |
|
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.1 | $734k | -5% | 14k | 54.02 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $727k | 16k | 45.71 |
|
|
| Gilead Sciences (GILD) | 0.1 | $717k | +16% | 8.6k | 83.84 |
|
| Nordson Corporation (NDSN) | 0.1 | $717k | +4% | 2.7k | 262.66 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $716k | +2% | 8.0k | 89.83 |
|
| Eversource Energy (ES) | 0.1 | $713k | +7% | 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 Msci Gbl Sus Dev (SDG) | 0.1 | $708k | -4% | 8.4k | 84.79 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $703k | +25% | 24k | 29.89 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $703k | -9% | 12k | 57.22 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $699k | +3% | 18k | 39.20 |
|
| Boeing Company (BA) | 0.1 | $697k | +203% | 4.6k | 152.03 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.1 | $697k | 28k | 25.04 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $687k | +31% | 1.3k | 517.94 |
|
| Booking Holdings (BKNG) | 0.1 | $687k | +81% | 163.00 | 4212.33 |
|
| Caterpillar (CAT) | 0.1 | $686k | +8% | 1.8k | 391.13 |
|
| Paypal Holdings (PYPL) | 0.1 | $682k | +54% | 8.7k | 78.03 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $676k | +3% | 18k | 37.20 |
|
| Cme (CME) | 0.1 | $670k | NEW | 3.0k | 220.66 |
|
| Waste Management (WM) | 0.1 | $664k | +13% | 3.2k | 207.57 |
|
| Polaris Industries (PII) | 0.1 | $656k | +3% | 7.9k | 83.24 |
|
| Oneok (OKE) | 0.1 | $650k | 7.1k | 91.12 |
|
|
| Essex Property Trust (ESS) | 0.1 | $644k | 2.2k | 295.48 |
|
|
| Target Corporation (TGT) | 0.1 | $643k | +85% | 4.1k | 155.85 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $642k | 52k | 12.38 |
|
|
| Lowe's Companies (LOW) | 0.1 | $638k | +36% | 2.4k | 270.81 |
|
| Toro Company (TTC) | 0.1 | $634k | +2% | 7.3k | 86.73 |
|
| Grayscale Ethereum Tr Eth SHS (ETHE) | 0.1 | $633k | NEW | 29k | 21.89 |
|
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.1 | $626k | -10% | 43k | 14.43 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $619k | 18k | 33.60 |
|
|
| Qxo Com New (QXO) | 0.1 | $612k | NEW | 39k | 15.77 |
|
| Grayscale Bitcoin Mini Tr Bt SHS | 0.1 | $604k | NEW | 107k | 5.63 |
|
| Arista Networks (ANET) | 0.1 | $602k | +166% | 1.6k | 383.82 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.1 | $599k | 12k | 50.38 |
|
|
| American Express Company (AXP) | 0.1 | $599k | +8% | 2.2k | 271.22 |
|
| Dupont De Nemours (DD) | 0.1 | $597k | +42% | 6.7k | 89.11 |
|
| Innovator Etfs Trust Nasdaq 100 Mana (QFLR) | 0.1 | $597k | +41% | 22k | 27.56 |
|
| Unilever Spon Adr New (UL) | 0.1 | $596k | +27% | 9.2k | 64.96 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $596k | +34% | 1.2k | 491.27 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $594k | +172% | 12k | 50.79 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $594k | +16% | 2.9k | 206.59 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $590k | +39% | 2.9k | 206.63 |
|
| Schwab Strategic Tr Long Term Us (SCHQ) | 0.1 | $589k | +36% | 17k | 34.99 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $588k | 3.0k | 197.16 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $587k | 14k | 41.16 |
|
Past Filings by Claro Advisors
SEC 13F filings are viewable for Claro Advisors going back to 2018
- 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
- 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