Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Claro Advisors

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

Top 5 stock holdings are VOO, IWF, IWD, VEA, AAPL, and represent 19.83% of Claro Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$30M), VOO (+$7.8M), KLAC (+$7.1M), BLCR (+$5.0M), IALT, IWD, IUSB, HON, DYNF, HONA.
Started 67 new stock positions in SPCX, KMLM, CLX, AGEN, IWC, IALT, CNC, SCHO, AFG, DINO.
Reduced shares in these 10 stocks: QUAL (-$5.7M), XOM (-$5.5M), CORO, TD, Honeywell International, MTUM, THRO, VEA, HUBS, BINC.
Sold out of its positions in BST, BSX, BCO, CSG Systems International, CNX, CALM, CASY, LNG, DHR, EWBC.
Claro Advisors was a net buyer of stock by $61M.
Claro Advisors has $953M in assets under management (AUM), dropping by 14.78%.
Central Index Key (CIK): 0001764386

Tip: Access up to 7 years of quarterly data

Positions held by Claro Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Claro Advisors

Claro Advisors holds 533 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Claro Advisors has 533 total positions. Only the first 250 positions are shown.

Sign up to view all of the Claro Advisors June 30, 2026 positions
Download the Claro Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.3	$60M	+15%	87k	686.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.0	$38M	+402%	305k	124.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.5	$34M	+8%	138k	242.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$30M	-2%	416k	71.25	View chart
Apple (AAPL)	3.0	$28M		98k	289.36	View chart
NVIDIA Corporation (NVDA)	2.5	$24M		119k	200.09	View chart
Amazon (AMZN)	2.2	$21M		87k	238.34	View chart
Microsoft Corporation (MSFT)	2.1	$20M		53k	373.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$19M		26k	736.39	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.9	$18M	+14%	392k	46.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.9	$18M	+9%	261k	68.01	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$16M		21k	746.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$16M		21k	748.90	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	1.4	$14M	-22%	368k	36.60	View chart
JPMorgan Chase & Co. (JPM)	1.4	$13M		40k	327.33	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.3	$12M	+12%	42k	285.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$12M		33k	357.37	View chart
Broadcom (AVGO)	1.2	$11M		30k	377.75	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$11M		30k	353.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$10M		168k	59.69	View chart
Meta Platforms Cl A (META)	1.0	$9.8M	+4%	18k	563.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$9.5M		26k	370.04	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$8.8M	-2%	106k	82.84	View chart
Kla Corp Com New (KLAC)	0.8	$7.9M	+902%	26k	301.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$7.6M	+2%	226k	33.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$7.5M	+24%	11k	655.87	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$6.8M	+5%	84k	81.06	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$6.8M	-20%	20k	342.83	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.7	$6.8M	-17%	157k	43.11	View chart
Tesla Motors (TSLA)	0.7	$6.3M	+3%	15k	420.59	View chart
Abbvie (ABBV)	0.6	$5.9M		23k	251.64	View chart
Johnson & Johnson (JNJ)	0.6	$5.8M		23k	253.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$5.6M	-2%	18k	303.12	View chart
Cisco Systems (CSCO)	0.6	$5.5M	-2%	47k	117.46	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$5.3M	+9%	93k	56.48	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.5	$5.0M	NEW	100k	50.37	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$5.0M	+25%	84k	59.71	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$5.0M		30k	164.27	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$4.8M		13k	365.86	View chart
Wal-Mart Stores (WMT)	0.5	$4.8M		42k	113.26	View chart
Eli Lilly & Co. (LLY)	0.5	$4.7M	+3%	3.9k	1199.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$4.6M	-6%	48k	96.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$4.6M	+4%	60k	77.11	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.5	$4.6M		61k	75.88	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.5	$4.5M		57k	79.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$4.3M	-56%	20k	219.43	View chart
Home Depot (HD)	0.4	$4.2M	-2%	12k	352.68	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$4.1M	+8%	41k	100.35	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.4	$4.0M	+26%	161k	24.66	View chart
Hubspot (HUBS)	0.4	$3.8M	-15%	21k	182.51	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.4	$3.8M		83k	45.52	View chart
Procter & Gamble Company (PG)	0.4	$3.7M	-7%	25k	146.64	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.4	$3.5M	NEW	124k	28.05	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.4	$3.5M	-5%	35k	100.67	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.4	$3.4M		38k	90.79	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$3.3M	+7%	71k	46.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$3.3M	+9%	68k	48.43	View chart
Palo Alto Networks (PANW)	0.3	$3.2M	-4%	9.4k	341.02	View chart
Principal Financial (PFG)	0.3	$3.2M		29k	107.78	View chart
McDonald's Corporation (MCD)	0.3	$3.0M	-2%	11k	270.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.8M	-3%	9.5k	300.45	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$2.8M	+2%	55k	50.58	View chart
Bank of America Corporation (BAC)	0.3	$2.8M	+3%	48k	56.98	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$2.7M	+13%	52k	52.41	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.3	$2.6M	-16%	53k	49.81	View chart
Eaton Corp SHS (ETN)	0.3	$2.6M		6.1k	426.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.4M	+11%	4.9k	500.37	View chart
Applied Materials (AMAT)	0.3	$2.4M		3.3k	722.90	View chart
Travelers Companies (TRV)	0.2	$2.4M		7.2k	330.14	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.3M	+3%	22k	107.62	View chart
Visa Com Cl A (V)	0.2	$2.3M		6.7k	343.07	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.3M	+2%	16k	146.41	View chart
Costco Wholesale Corporation (COST)	0.2	$2.3M		2.4k	935.47	View chart
Advanced Micro Devices (AMD)	0.2	$2.3M	+25%	3.9k	580.91	View chart
TJX Companies (TJX)	0.2	$2.2M		15k	151.50	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$2.2M	+7%	2.8k	763.14	View chart
Netflix (NFLX)	0.2	$2.1M		30k	71.40	View chart
Iron Mountain (IRM)	0.2	$2.1M		17k	126.31	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$2.1M		11k	185.22	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$2.1M	+2%	34k	61.23	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$2.0M	-22%	38k	52.34	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.2	$2.0M	+3%	74k	27.21	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.0M	+14%	26k	75.51	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.2	$2.0M	-5%	39k	50.61	View chart
Corning Incorporated (GLW)	0.2	$1.9M		7.3k	255.41	View chart
McKesson Corporation (MCK)	0.2	$1.8M		2.4k	755.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.8M	+24%	24k	75.79	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$1.8M	+22%	76k	23.52	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.8M	+6%	64k	27.70	View chart
American Electric Power Company (AEP)	0.2	$1.8M		13k	136.81	View chart
Pepsi (PEP)	0.2	$1.8M		13k	135.40	View chart
Chubb (CB)	0.2	$1.7M		5.1k	340.77	View chart
Pgim Rock Etf Tr Ladde S&p 20 Etf (PBFR)	0.2	$1.7M	+33%	56k	30.64	View chart
Oracle Corporation (ORCL)	0.2	$1.7M	+7%	12k	146.55	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$1.7M	-10%	36k	48.18	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$1.7M	-19%	6.2k	273.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.7M	+499%	20k	86.14	View chart
Micron Technology (MU)	0.2	$1.7M	+12%	1.4k	1154.61	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.2	$1.7M	-5%	60k	27.74	View chart
Coca-Cola Company (KO)	0.2	$1.6M	+5%	20k	81.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.6M	+3%	13k	124.76	View chart
Blackrock (BLK)	0.2	$1.6M		1.7k	961.68	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.6M		8.5k	189.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.2	$1.6M	-4%	54k	29.72	View chart
Graniteshares Etf Tr 2x Long Nvda Etf (NVDL)	0.2	$1.6M	+181%	54k	29.81	View chart
Capital Group New Geography SHS (CGNG)	0.2	$1.6M	+6%	43k	37.46	View chart
UnitedHealth (UNH)	0.2	$1.6M	-5%	3.8k	415.63	View chart
International Business Machines (IBM)	0.2	$1.6M	+9%	5.6k	281.20	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$1.6M	+3%	16k	96.46	View chart
MasTec (MTZ)	0.2	$1.6M	-5%	3.7k	416.06	View chart
Honeywell International (HON)	0.2	$1.5M	NEW	6.9k	223.92	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.5M		12k	126.58	View chart
Honeywell Aerospace (HONA)	0.2	$1.5M	NEW	6.9k	221.08	View chart
Merck & Co (MRK)	0.2	$1.5M		12k	128.50	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$1.5M	-4%	4.5k	334.81	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.5M	+72%	65k	23.13	View chart
Yum! Brands (YUM)	0.2	$1.5M		9.4k	159.86	View chart
Ge Aerospace Com New (GE)	0.2	$1.5M	-2%	4.0k	373.73	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.5M		41k	36.13	View chart
Emerson Electric (EMR)	0.2	$1.5M		10k	143.15	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$1.4M	+9%	14k	105.16	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.1	$1.4M	+4%	54k	25.98	View chart
Bristol Myers Squibb (BMY)	0.1	$1.4M	-3%	24k	57.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.4M	-11%	11k	124.42	View chart
Hanover Insurance (THG)	0.1	$1.3M		6.2k	214.13	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$1.3M	NEW	26k	50.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M	-5%	2.6k	509.56	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$1.3M	-18%	38k	33.87	View chart
Chevron Corporation (CVX)	0.1	$1.3M	+17%	7.8k	165.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.3M	-8%	17k	76.55	View chart
MetLife (MET)	0.1	$1.3M		15k	84.61	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.3M	+25%	30k	42.41	View chart
Ge Vernova (GEV)	0.1	$1.3M	+6%	1.1k	1175.34	View chart
Verizon Communications (VZ)	0.1	$1.2M	+6%	29k	42.34	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.2M		9.1k	136.68	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.2M	+6%	2.9k	433.31	View chart
Walt Disney Company (DIS)	0.1	$1.2M	-18%	13k	96.25	View chart
Enterprise Products Partners (EPD)	0.1	$1.2M		33k	36.76	View chart
Amgen (AMGN)	0.1	$1.2M	-4%	3.4k	362.14	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.2M	+5%	9.7k	124.45	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.2M	+394%	44k	27.41	View chart
Calamos Etf Tr Autoc Growt Etf	0.1	$1.2M	NEW	43k	27.71	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.2M	+3%	22k	53.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.1M	+14%	39k	29.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M	-22%	3.1k	368.41	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.1	$1.1M	-4%	31k	37.58	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.1M		9.8k	116.67	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.1M		60k	19.12	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.1	$1.1M	+8%	17k	68.68	View chart
Pfizer (PFE)	0.1	$1.1M		47k	24.08	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$1.1M		21k	53.61	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$1.1M	NEW	24k	46.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.1M		7.3k	148.30	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$1.1M	-7%	34k	31.86	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.1M		2.1k	509.34	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$1.1M	NEW	6.3k	170.85	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.1	$1.1M	-11%	100k	10.60	View chart
American Express Company (AXP)	0.1	$1.0M	+51%	3.1k	338.23	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.0M	-6%	22k	47.94	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.0M		2.1k	477.65	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$995k	+6%	9.7k	102.30	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$990k	+4%	22k	45.34	View chart
Philip Morris International (PM)	0.1	$989k	+3%	5.5k	180.90	View chart
Boeing Company (BA)	0.1	$979k		4.5k	216.45	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$970k	-10%	25k	38.58	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.1	$970k	+3%	31k	31.39	View chart
Draftkings Com Cl A (DKNG)	0.1	$969k	+2%	38k	25.26	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$963k	+4%	8.2k	117.10	View chart
Southern Company (SO)	0.1	$956k		10k	95.71	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$954k	-24%	28k	34.27	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$953k	+19%	73k	13.01	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$951k	NEW	5.3k	178.60	View chart
Intel Corporation (INTC)	0.1	$935k	-2%	6.7k	139.64	View chart
First Tr Exchng Traded Fd Vi Ft Ladde Max Etf (BUFH)	0.1	$934k	+34%	44k	21.41	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$922k		17k	53.09	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$914k	+5%	14k	67.01	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$908k	-10%	9.9k	91.64	View chart
Caterpillar (CAT)	0.1	$900k	+12%	846.00	1064.32	View chart
Morgan Stanley Com New (MS)	0.1	$885k	+2%	4.2k	209.05	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$881k	+7%	34k	25.95	View chart
Analog Devices (ADI)	0.1	$879k	-2%	2.2k	397.08	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$875k	-9%	24k	36.53	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.1	$873k	+5%	52k	16.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$870k		6.3k	137.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$863k	-4%	17k	50.15	View chart
Sanmina (SANM)	0.1	$862k	-9%	3.4k	253.08	View chart
Colgate-Palmolive Company (CL)	0.1	$851k	+9%	9.3k	91.68	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$847k		2.1k	409.57	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$846k	+45%	9.2k	91.95	View chart
Rockwell Automation (ROK)	0.1	$839k		1.7k	495.19	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$826k	-5%	23k	36.48	View chart
Starbucks Corporation (SBUX)	0.1	$823k	+36%	8.1k	102.19	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$820k	-21%	5.6k	146.26	View chart
Dell Technologies CL C (DELL)	0.1	$813k	+40%	1.9k	431.57	View chart
Mastercard Incorporated Cl A (MA)	0.1	$805k	+4%	1.6k	513.76	View chart
Sempra Energy (SRE)	0.1	$803k		8.7k	92.71	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$802k	+3%	1.5k	522.46	View chart
AZZ Incorporated (AZZ)	0.1	$799k		5.2k	155.04	View chart
Wells Fargo & Company (WFC)	0.1	$789k	+20%	9.5k	82.64	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$786k	-5%	16k	50.62	View chart
Uber Technologies (UBER)	0.1	$785k	+3%	11k	72.16	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$782k	+49%	2.8k	283.83	View chart
Eversource Energy (ES)	0.1	$771k	+10%	11k	72.27	View chart
Monster Beverage Corp (MNST)	0.1	$769k		8.0k	96.12	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$764k	-12%	4.0k	190.50	View chart
At&t (T)	0.1	$754k		36k	20.70	View chart
Citigroup Com New (C)	0.1	$752k		5.4k	139.97	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$718k	-10%	1.4k	496.68	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$713k	-14%	9.7k	73.41	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$712k	-25%	8.2k	86.42	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$710k	-10%	11k	62.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$702k	-5%	36k	19.52	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.1	$688k	+55%	23k	30.61	View chart
First Tr Exchng Traded Fd Vi Vest Lad Cap Etf (BUFS)	0.1	$686k	+26%	27k	25.09	View chart
Neuberger Berman Etf Trust Short Duration I (NBSD)	0.1	$682k		14k	50.51	View chart
Essex Property Trust (ESS)	0.1	$680k		2.3k	291.57	View chart
General Dynamics Corporation (GD)	0.1	$666k	-6%	1.9k	354.29	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$664k	+34%	13k	50.39	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$664k		11k	58.92	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$663k	+3%	6.7k	98.80	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$660k	-29%	11k	59.50	View chart
Gitlab Class A Com (GTLB)	0.1	$655k	-8%	22k	30.53	View chart
Stryker Corporation (SYK)	0.1	$653k	+41%	2.1k	314.86	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$642k		7.3k	87.88	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$638k	-2%	4.4k	144.62	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$634k	+64%	24k	25.94	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$634k	+25%	7.1k	89.86	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.1	$631k	+102%	24k	26.85	View chart
Qualcomm (QCOM)	0.1	$629k	+6%	3.4k	184.81	View chart
Neos Etf Trust Enhanced Income (TLTI)	0.1	$622k	NEW	14k	45.74	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.1	$610k		54k	11.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$609k	-4%	2.6k	236.66	View chart
Waste Management (WM)	0.1	$609k	+4%	2.7k	222.87	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$608k		2.7k	227.06	View chart
Trane Technologies SHS (TT)	0.1	$607k	+2%	1.2k	491.34	View chart
Cardinal Health (CAH)	0.1	$605k		2.5k	237.61	View chart
FedEx Corporation (FDX)	0.1	$601k	+119%	1.9k	313.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	0.1	$600k	+20%	26k	23.41	View chart
Oneok (OKE)	0.1	$590k		6.8k	86.94	View chart
salesforce (CRM)	0.1	$589k		3.8k	156.65	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$582k	NEW	1.7k	334.71	View chart
PNC Financial Services (PNC)	0.1	$581k	+3%	2.4k	246.21	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$580k	+6%	3.5k	163.58	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$578k	-4%	11k	51.00	View chart
Allstate Corporation (ALL)	0.1	$578k	+6%	2.4k	237.96	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$576k	-2%	10k	57.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$572k		20k	28.66	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$571k	NEW	6.0k	94.58	View chart
Goldman Sachs (GS)	0.1	$567k	+3%	561.00	1011.30	View chart
Neuberger Next Generation Common Stock (NBXG)	0.1	$566k	-28%	34k	16.54	View chart

Past Filings by Claro Advisors

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

Claro Advisors 2026 Q2 filed July 30, 2026
Claro Advisors 2026 Q1 filed April 21, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z