Claro Advisors

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

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

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Portfolio Holdings for Claro Advisors

Claro Advisors holds 419 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.6 $26M -5% 51k 523.07
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Klaviyo Com Ser A (KVYO) 4.1 $24M NEW 923k 25.48
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Microsoft Corporation (MSFT) 3.6 $21M +3% 50k 420.72
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Apple (AAPL) 3.4 $20M 115k 171.48
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.4 $19M +33% 40k 480.70
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $12M -18% 125k 92.72
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Amazon (AMZN) 2.0 $12M +10% 64k 180.38
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $11M +11% 25k 444.02
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NVIDIA Corporation (NVDA) 1.6 $9.2M +3% 10k 903.60
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JPMorgan Chase & Co. (JPM) 1.4 $8.3M 41k 200.30
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $7.1M +70% 43k 164.35
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 1.2 $7.1M NEW 112k 63.17
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IDEXX Laboratories (IDXX) 1.2 $7.1M -6% 13k 539.93
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Ishares Tr Core Msci Eafe (IEFA) 1.2 $6.9M -7% 93k 74.22
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Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $6.6M -2% 25k 259.90
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Meta Platforms Cl A (META) 1.1 $6.5M +12% 13k 485.58
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $6.2M +1157% 18k 337.05
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Ishares Tr Core S&p500 Etf (IVV) 1.0 $6.0M +4% 12k 525.75
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Ishares Tr Core Total Usd (IUSB) 1.0 $6.0M +2345% 132k 45.59
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Procter & Gamble Company (PG) 1.0 $5.6M -10% 35k 162.25
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UnitedHealth (UNH) 0.9 $5.2M +67% 11k 494.71
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Broadcom (AVGO) 0.9 $4.9M +39% 3.7k 1325.38
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Alphabet Cap Stk Cl C (GOOG) 0.8 $4.9M +4% 32k 152.26
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Exxon Mobil Corporation (XOM) 0.8 $4.9M +6% 42k 116.24
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Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $4.7M +1292% 26k 179.11
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.8 $4.7M 82k 57.23
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Home Depot (HD) 0.8 $4.7M +5% 12k 383.61
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $4.6M +5% 30k 150.93
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Abbvie (ABBV) 0.8 $4.4M 24k 182.10
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McDonald's Corporation (MCD) 0.7 $3.9M +3% 14k 281.95
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $3.7M 11k 346.62
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Pepsi (PEP) 0.6 $3.7M +6% 21k 175.01
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Johnson & Johnson (JNJ) 0.6 $3.7M +7% 23k 158.19
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.6 $3.5M -5% 33k 106.49
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $3.4M -6% 15k 228.58
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Honeywell International (HON) 0.5 $3.2M +48% 15k 205.24
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $3.0M -19% 26k 114.14
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $3.0M -18% 14k 210.29
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Novo-nordisk A S Adr (NVO) 0.5 $3.0M +3% 23k 128.40
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First Tr Value Line Divid In SHS (FVD) 0.5 $2.9M -40% 70k 42.23
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Us Bancorp Del Com New (USB) 0.5 $2.9M -5% 65k 44.70
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Eli Lilly & Co. (LLY) 0.5 $2.8M +169% 3.6k 777.86
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $2.7M -2% 48k 57.86
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $2.7M +414% 44k 60.74
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $2.6M 46k 56.17
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Blackrock Etf Trust Us Eqt Factor (DYNF) 0.4 $2.3M NEW 51k 44.40
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.2M +18% 5.3k 420.52
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Bank of America Corporation (BAC) 0.4 $2.2M +5% 57k 37.92
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Wal-Mart Stores (WMT) 0.4 $2.1M +207% 36k 60.17
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Oracle Corporation (ORCL) 0.4 $2.1M +8% 17k 125.61
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TJX Companies (TJX) 0.3 $2.0M +14% 19k 101.42
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Toronto Dominion Bk Ont Com New (TD) 0.3 $1.9M 32k 60.38
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Merck & Co (MRK) 0.3 $1.9M +4% 15k 131.95
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Vanguard Index Fds Large Cap Etf (VV) 0.3 $1.9M +8% 8.0k 239.76
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Chubb (CB) 0.3 $1.9M 7.2k 259.13
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Blackrock Etf Trust Ii Flexible Income (BINC) 0.3 $1.9M +74% 35k 52.46
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Colgate-Palmolive Company (CL) 0.3 $1.8M +3% 20k 90.05
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $1.8M -40% 17k 108.92
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Walt Disney Company (DIS) 0.3 $1.8M +3% 15k 122.36
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Cisco Systems (CSCO) 0.3 $1.8M +4% 35k 49.91
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Lockheed Martin Corporation (LMT) 0.3 $1.8M +4% 3.9k 454.92
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.8M 15k 115.30
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Kla Corp Com New (KLAC) 0.3 $1.7M NEW 2.5k 698.58
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Blackrock Science & Technolo Shs Ben Int (BSTZ) 0.3 $1.7M -6% 89k 19.40
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Select Sector Spdr Tr Energy (XLE) 0.3 $1.7M -28% 18k 94.41
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Southern Company (SO) 0.3 $1.7M +3% 24k 71.74
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Mastercard Incorporated Cl A (MA) 0.3 $1.7M +4% 3.5k 481.50
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Eaton Corp SHS (ETN) 0.3 $1.7M +4% 5.4k 312.71
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Tesla Motors (TSLA) 0.3 $1.6M -6% 9.4k 175.79
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $1.6M +4% 38k 43.04
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Visa Com Cl A (V) 0.3 $1.6M -3% 5.9k 279.06
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Chevron Corporation (CVX) 0.3 $1.6M +21% 10k 157.75
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $1.6M NEW 36k 45.61
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $1.6M 25k 64.15
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.6M +54% 11k 147.73
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Select Sector Spdr Tr Technology (XLK) 0.3 $1.6M +122% 7.5k 208.28
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Emerson Electric (EMR) 0.3 $1.5M +2% 14k 113.42
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Costco Wholesale Corporation (COST) 0.3 $1.5M +4% 2.0k 732.51
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General Dynamics Corporation (GD) 0.3 $1.5M 5.2k 282.52
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $1.5M +72% 8.0k 183.88
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Select Sector Spdr Tr Indl (XLI) 0.3 $1.5M +46% 12k 125.96
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Coca-Cola Company (KO) 0.3 $1.5M +4% 24k 61.18
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Netflix (NFLX) 0.3 $1.5M +9% 2.4k 607.36
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Xcel Energy (XEL) 0.3 $1.4M -6% 27k 53.75
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Iron Mountain (IRM) 0.3 $1.4M NEW 18k 80.21
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $1.4M NEW 9.2k 155.84
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BlackRock (BLK) 0.2 $1.4M +138% 1.7k 833.85
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Ishares Core Msci Emkt (IEMG) 0.2 $1.4M +6% 27k 51.60
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $1.4M +18% 12k 118.29
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Spdr S&p 500 Etf Tr Put Put Option (Principal) 0.2 $1.4M +30% 2.6k 523.07
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Nike CL B (NKE) 0.2 $1.4M +17% 14k 93.98
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Stryker Corporation (SYK) 0.2 $1.3M 3.8k 357.84
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Amgen (AMGN) 0.2 $1.3M +118% 4.7k 284.35
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.3M -10% 26k 50.17
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Verizon Communications (VZ) 0.2 $1.3M +6% 31k 41.96
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Nextera Energy (NEE) 0.2 $1.3M +4% 20k 63.91
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.3M -15% 16k 79.86
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Travelers Companies (TRV) 0.2 $1.3M +3% 5.5k 230.12
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Starbucks Corporation (SBUX) 0.2 $1.2M -5% 14k 91.39
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Yum! Brands (YUM) 0.2 $1.2M 8.9k 138.66
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Paychex (PAYX) 0.2 $1.2M +2% 10k 122.80
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salesforce (CRM) 0.2 $1.2M +4% 4.1k 301.17
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.2M +190% 12k 103.79
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Applied Materials (AMAT) 0.2 $1.2M -2% 5.9k 206.22
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Duke Energy Corp Com New (DUK) 0.2 $1.2M 13k 96.71
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Medtronic SHS (MDT) 0.2 $1.2M +34% 14k 87.15
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Rockwell Automation (ROK) 0.2 $1.2M +4% 4.1k 291.36
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Bristol Myers Squibb (BMY) 0.2 $1.2M +15% 22k 54.23
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Analog Devices (ADI) 0.2 $1.2M +4% 5.9k 197.80
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.2M +149% 5.1k 225.01
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BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.2 $1.2M -2% 140k 8.25
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Ishares Tr Eafe Value Etf (EFV) 0.2 $1.1M NEW 21k 54.40
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McKesson Corporation (MCK) 0.2 $1.1M +2% 2.1k 536.80
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Ishares Msci Jpn Etf New (EWJ) 0.2 $1.1M +40% 15k 71.35
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Linde SHS (LIN) 0.2 $1.1M +2% 2.4k 464.41
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Raytheon Technologies Corp (RTX) 0.2 $1.1M +6% 11k 97.53
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Pfizer (PFE) 0.2 $1.1M 40k 27.75
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.1M +27% 13k 84.44
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.1M -12% 9.8k 110.52
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.1M 11k 97.94
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $1.1M -26% 20k 53.39
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Hershey Company (HSY) 0.2 $1.0M +30% 5.4k 194.51
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Sherwin-Williams Company (SHW) 0.2 $1.0M +3% 3.0k 347.36
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Ufp Industries (UFPI) 0.2 $1.0M 8.4k 123.01
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Bitwise Bitcoin Etf Tr Shs Ben Int 0.2 $1.0M NEW 27k 38.71
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.2 $1.0M -5% 26k 38.68
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Mondelez Intl Cl A (MDLZ) 0.2 $1.0M +3% 15k 70.00
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Masco Corporation (MAS) 0.2 $1.0M 13k 78.88
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.0M +15% 14k 72.63
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Snap-on Incorporated (SNA) 0.2 $999k +6% 3.4k 296.26
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Uber Technologies (UBER) 0.2 $999k +4% 13k 76.99
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MetLife (MET) 0.2 $984k NEW 13k 74.11
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Illinois Tool Works (ITW) 0.2 $972k +5% 3.6k 268.30
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Abbott Laboratories (ABT) 0.2 $971k +3% 8.5k 113.66
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Qualcomm (QCOM) 0.2 $971k +22% 5.7k 169.29
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Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.2 $969k -6% 118k 8.20
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International Business Machines (IBM) 0.2 $964k +6% 5.0k 190.96
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Northrop Grumman Corporation (NOC) 0.2 $962k +2% 2.0k 478.71
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American Electric Power Company (AEP) 0.2 $949k 11k 86.10
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $948k +2% 45k 20.97
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $945k +5% 19k 49.24
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Palo Alto Networks (PANW) 0.2 $944k +83% 3.3k 284.13
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $934k NEW 9.9k 94.62
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Ishares Tr Core High Dv Etf (HDV) 0.2 $930k 8.4k 110.21
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Clorox Company (CLX) 0.2 $920k +10% 6.0k 153.11
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S&p Global (SPGI) 0.2 $919k +9% 2.2k 425.49
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Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $919k -20% 13k 70.72
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $917k 8.9k 102.76
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Ecolab (ECL) 0.2 $914k +6% 4.0k 230.92
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Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.2 $910k 92k 9.86
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Brown & Brown (BRO) 0.2 $909k 10k 87.54
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Vanguard Index Fds Growth Etf (VUG) 0.2 $895k 2.6k 344.14
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $891k 7.4k 120.99
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Microstrategy Cl A New (MSTR) 0.2 $877k NEW 515.00 1702.91
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T. Rowe Price (TROW) 0.2 $874k +39% 7.2k 121.91
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Amphenol Corp Cl A (APH) 0.2 $871k -3% 7.5k 115.34
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W.R. Berkley Corporation (WRB) 0.1 $862k 9.7k 88.44
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $861k 11k 78.71
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Spdr Gold Tr Gold Shs (GLD) 0.1 $856k +17% 4.2k 205.72
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $850k 14k 62.06
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Gra (GGG) 0.1 $843k +2% 9.0k 93.46
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Northern Trust Corporation (NTRS) 0.1 $839k +18% 9.4k 88.92
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Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $825k 7.2k 115.10
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $825k -15% 14k 58.65
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EOG Resources (EOG) 0.1 $821k +7% 6.4k 127.83
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Comcast Corp Cl A (CMCSA) 0.1 $818k +17% 19k 43.35
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $811k -23% 11k 76.19
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Ishares Tr Mbs Etf (MBB) 0.1 $799k -64% 8.6k 92.42
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Advanced Micro Devices (AMD) 0.1 $798k -13% 4.4k 180.50
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Enterprise Products Partners (EPD) 0.1 $796k -2% 27k 29.18
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Air Products & Chemicals (APD) 0.1 $791k +13% 3.3k 242.24
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ResMed (RMD) 0.1 $791k NEW 4.0k 198.03
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Donaldson Company (DCI) 0.1 $781k +2% 11k 74.68
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Blackstone Group Inc Com Cl A (BX) 0.1 $772k +8% 5.9k 131.38
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First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $771k 26k 29.53
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Polaris Industries (PII) 0.1 $762k +54% 7.6k 100.12
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.1 $761k NEW 15k 50.36
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American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $751k 14k 52.36
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Wec Energy Group (WEC) 0.1 $749k +69% 9.1k 82.12
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Nordson Corporation (NDSN) 0.1 $748k +3% 2.7k 274.56
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General Electric Com New (GE) 0.1 $738k +5% 4.2k 175.54
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Schwab Strategic Tr Long Term Us (SCHQ) 0.1 $734k -53% 22k 33.73
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CVS Caremark Corporation (CVS) 0.1 $732k +12% 9.2k 79.76
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $727k +14% 7.8k 93.71
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Becton, Dickinson and (BDX) 0.1 $706k +26% 2.9k 247.41
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American Water Works (AWK) 0.1 $698k +50% 5.7k 122.20
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Wells Fargo & Company (WFC) 0.1 $694k -7% 12k 57.96
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Draftkings Com Cl A (DKNG) 0.1 $691k 15k 45.41
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Expeditors International of Washington (EXPD) 0.1 $691k 5.7k 121.58
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Pacer Fds Tr Pacer Us Small (CALF) 0.1 $682k 14k 49.16
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Ishares Tr National Mun Etf (MUB) 0.1 $682k +200% 6.3k 107.61
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New Jersey Resources Corporation (NJR) 0.1 $680k +20% 16k 42.91
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $678k 16k 42.81
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Toro Company (TTC) 0.1 $678k +4% 7.4k 91.63
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Philip Morris International (PM) 0.1 $672k 7.3k 91.62
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Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $664k +14% 49k 13.65
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Morgan Stanley Com New (MS) 0.1 $659k +4% 7.0k 94.16
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $655k -10% 14k 46.48
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Hanover Insurance (THG) 0.1 $648k 4.8k 136.17
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Select Sector Spdr Tr Financial (XLF) 0.1 $639k +23% 15k 42.12
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Neuberger Berman Next Genera Common Stock (NBXG) 0.1 $639k +4% 54k 11.75
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Ea Series Trust Bridgeway Blue (BBLU) 0.1 $639k +6% 55k 11.67
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Sempra Energy (SRE) 0.1 $626k 8.7k 71.83
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Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $616k 54k 11.46
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Wisdomtree Tr Currncy Int Eq (DDWM) 0.1 $609k +4% 18k 34.20
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Citigroup Com New (C) 0.1 $605k 9.6k 63.24
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Ishares Tr Core Div Grwth (DGRO) 0.1 $601k +3% 10k 58.06
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Eversource Energy (ES) 0.1 $601k -4% 10k 59.77
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Servicenow (NOW) 0.1 $592k +81% 777.00 762.40
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Caterpillar (CAT) 0.1 $592k +23% 1.6k 366.49
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $587k NEW 11k 52.16
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Moderna (MRNA) 0.1 $580k -3% 5.4k 106.56
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Ishares Tr Global Energ Etf (IXC) 0.1 $578k NEW 14k 42.95
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First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD) 0.1 $573k 24k 23.59
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $570k +7% 1.4k 418.01
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $568k 14k 39.81
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $567k +2% 3.0k 186.83
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Oneok (OKE) 0.1 $566k 7.1k 80.17
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $563k +29% 28k 20.43
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First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) 0.1 $560k -12% 24k 23.17
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $555k +35% 3.0k 182.64
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Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $553k 13k 43.40
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Bitwise Funds Trust Bitcoin And Ethe (BTOP) 0.1 $544k +17% 10k 52.91
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Spdr Ser Tr Aerospace Def (XAR) 0.1 $543k -4% 3.9k 140.53
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Valero Energy Corporation (VLO) 0.1 $538k +3% 3.2k 170.72
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Federated Hermes Etf Trust Us Strategic Div (FDV) 0.1 $537k 21k 25.28
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Adobe Systems Incorporated (ADBE) 0.1 $530k -5% 1.1k 504.80
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $528k +11% 8.8k 60.30
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Essex Property Trust (ESS) 0.1 $522k 2.1k 244.77
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VIRTUS GLOBAL Multi-sec (VGI) 0.1 $522k -20% 68k 7.66
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $521k +14% 6.2k 83.58
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First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) 0.1 $520k NEW 19k 27.96
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $518k +4% 13k 39.02
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Gilead Sciences (GILD) 0.1 $512k -8% 7.0k 73.25
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Ishares Msci Emrg Chn (EMXC) 0.1 $510k NEW 8.9k 57.57
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Blackrock Science & Technolo SHS (BST) 0.1 $508k -7% 14k 36.92
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Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $507k 13k 38.06
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Cigna Corp (CI) 0.1 $507k +9% 1.4k 363.26
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Invesco Van Kampen Senior Income Trust (VVR) 0.1 $503k +2% 118k 4.28
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Wisdomtree Tr Us High Dividend (DHS) 0.1 $500k +4% 5.8k 86.66
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Waste Management (WM) 0.1 $499k +13% 2.3k 213.11
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Lazard Ltd Shs -a - (LAZ) 0.1 $497k NEW 12k 41.87
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Spotify Technology S A SHS (SPOT) 0.1 $486k -33% 1.8k 263.90
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $485k +18% 1.9k 249.84
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Ishares Tr High Yld Systm B (HYDB) 0.1 $478k NEW 10k 46.72
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $474k -80% 5.2k 90.45
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D.R. Horton (DHI) 0.1 $473k +25% 2.9k 164.56
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At&t (T) 0.1 $470k +5% 27k 17.60
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Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.1 $463k -22% 9.3k 49.80
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Ishares Tr S&p 100 Etf (OEF) 0.1 $458k -2% 1.9k 247.42
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Bitwise Funds Trust Ethereum Strtgy (AETH) 0.1 $455k +36% 9.5k 47.77
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Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.1 $454k -7% 14k 32.65
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Intel Corporation (INTC) 0.1 $445k +10% 10k 44.17
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Lowe's Companies (LOW) 0.1 $443k +16% 1.7k 254.70
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Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $442k NEW 9.2k 48.22
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Skyworks Solutions (SWKS) 0.1 $441k 4.1k 108.32
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Micron Technology (MU) 0.1 $438k 3.7k 117.90
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First Tr Exchange Traded Consumr Discre (FXD) 0.1 $434k 6.7k 64.54
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $432k 8.9k 48.25
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $430k -6% 5.0k 86.48
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Microchip Technology (MCHP) 0.1 $422k +24% 4.7k 89.70
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Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.1 $417k -23% 17k 24.78
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Ase Technology Hldg Sponsored Ads (ASX) 0.1 $415k +4% 38k 10.99
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Abrdn Healthcare Investors Sh Ben Int (HQH) 0.1 $415k -3% 25k 16.86
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Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $414k -20% 8.3k 50.12
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $406k -2% 1.0k 397.68
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United Parcel Service CL B (UPS) 0.1 $403k +10% 2.7k 148.65
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Tema Etf Trust Luxury Etf (LUX) 0.1 $403k -8% 16k 25.68
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $396k -12% 7.0k 56.39
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $396k +36% 34k 11.84
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $394k -8% 6.8k 58.11
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $393k NEW 7.8k 50.60
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Nxp Semiconductors N V (NXPI) 0.1 $392k +5% 1.6k 247.75
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Ishares Frontier And Sel (FM) 0.1 $391k 14k 28.65
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Charles Schwab Corporation (SCHW) 0.1 $387k NEW 5.3k 72.34
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $384k -5% 1.2k 320.59
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First Tr Exchange Traded Indls Prod Dur (FXR) 0.1 $382k 5.2k 72.96
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $376k -3% 7.5k 50.08
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Paypal Holdings (PYPL) 0.1 $374k +19% 5.6k 66.99
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Innovator Etfs Trust International Dv (IOCT) 0.1 $374k -10% 13k 28.92
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Target Corporation (TGT) 0.1 $371k 2.1k 177.19
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Deere & Company (DE) 0.1 $370k +18% 902.00 410.60
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Texas Instruments Incorporated (TXN) 0.1 $370k +10% 2.1k 174.24
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Wisdomtree Tr Cybersecurity Fd (WCBR) 0.1 $368k +4% 14k 25.64
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Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.1 $367k +7% 19k 19.80
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Dupont De Nemours (DD) 0.1 $365k 4.8k 76.66
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Ubs Group SHS (UBS) 0.1 $359k +18% 12k 30.72
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First Tr Morningstar Divid L SHS (FDL) 0.1 $355k -25% 9.2k 38.48
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $355k NEW 6.2k 57.41
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Palantir Technologies Cl A (PLTR) 0.1 $354k +17% 15k 23.01
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Etf Ser Solutions Defiance Next (FIVG) 0.1 $346k -5% 8.9k 39.08
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Virtus Allianzgi Artificial (AIO) 0.1 $345k -45% 17k 20.07
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American Express Company (AXP) 0.1 $345k +11% 1.5k 227.62
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $345k 1.7k 205.03
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $345k -13% 20k 17.32
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Thermo Fisher Scientific (TMO) 0.1 $345k NEW 593.00 581.24
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $342k +9% 2.5k 136.05
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ConocoPhillips (COP) 0.1 $337k +6% 2.6k 127.26
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Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.1 $334k +2% 7.4k 45.31
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Fiserv (FI) 0.1 $332k +4% 2.1k 159.82
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Unilever Spon Adr New (UL) 0.1 $332k 6.6k 50.19
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $331k 9.1k 36.19
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Tenable Hldgs (TENB) 0.1 $331k NEW 6.7k 49.43
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New Oriental Ed & Technology Spon Adr (EDU) 0.1 $330k +5% 3.8k 86.82
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Invesco Actively Managed Etf Short Drtn Bond (ISDB) 0.1 $329k 13k 24.81
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Intuitive Surgical Com New (ISRG) 0.1 $327k +25% 819.00 399.09
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Angi Com Cl A New (ANGI) 0.1 $327k +81% 125k 2.62
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General Motors Company (GM) 0.1 $326k +17% 7.2k 45.35
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Remitly Global (RELY) 0.1 $324k 16k 20.74
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United Rentals (URI) 0.1 $321k 445.00 721.20
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Vanguard Index Fds Value Etf (VTV) 0.1 $320k -6% 2.0k 162.86
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Booking Holdings (BKNG) 0.1 $319k +25% 88.00 3627.89
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Innovator Etfs Trust Quity Managd Flr (SFLR) 0.1 $317k NEW 11k 30.01
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $316k 8.2k 38.47
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Fastenal Company (FAST) 0.1 $315k 4.1k 77.15
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Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.1 $312k +23% 7.2k 43.41
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Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.1 $308k +5% 3.2k 97.20
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $307k +8% 30k 10.23
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $306k -51% 4.0k 75.98
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Anthem (ELV) 0.1 $303k +23% 584.00 518.83
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Sap Se Spon Adr (SAP) 0.1 $301k +6% 1.5k 195.03
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Nu Hldgs Ord Shs Cl A (NU) 0.1 $299k 25k 11.93
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Union Pacific Corporation (UNP) 0.1 $299k +21% 1.2k 245.98
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MercadoLibre (MELI) 0.1 $298k +6% 197.00 1511.96
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $296k +10% 2.5k 117.21
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $296k 5.5k 53.34
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Relx Sponsored Adr (RELX) 0.1 $291k +7% 6.7k 43.29
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $291k -2% 3.7k 77.73
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Progressive Corporation (PGR) 0.1 $288k +2% 1.4k 206.75
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Boeing Company (BA) 0.0 $286k -11% 1.5k 192.94
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Freeport-mcmoran CL B (FCX) 0.0 $285k +9% 6.1k 47.02
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Phillips 66 (PSX) 0.0 $284k +4% 1.7k 163.36
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First Tr Exchange-traded Nasdq Semcndtr (FTXL) 0.0 $283k 3.1k 90.54
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Fomento Economico Mexicano S Spon Adr Units (FMX) 0.0 $280k +17% 2.1k 130.27
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Embraer Sponsored Ads (ERJ) 0.0 $280k NEW 11k 26.64
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.0 $280k 12k 23.94
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Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.0 $278k -12% 7.1k 39.28
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AmerisourceBergen (COR) 0.0 $278k +5% 1.1k 243.03
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Cemex Sab De Cv Spon Adr New (CX) 0.0 $278k +6% 31k 9.01
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Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $275k 15k 17.91
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $274k 5.6k 48.77
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $270k 7.5k 35.84
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Altria (MO) 0.0 $270k +7% 6.2k 43.62
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Dow (DOW) 0.0 $269k +9% 4.6k 57.94
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $268k -71% 2.7k 100.70
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General Mills (GIS) 0.0 $267k +5% 3.8k 69.97
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $266k 3.3k 80.52
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Blackrock Capital Allocation Trust (BCAT) 0.0 $263k -10% 16k 16.66
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $261k -6% 5.4k 48.21
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Banco Macro Sa Spon Adr B (BMA) 0.0 $260k NEW 5.4k 48.18
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Ishares Tr Global Reit Etf (REET) 0.0 $259k -8% 11k 23.68
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Hologic (HOLX) 0.0 $257k 3.3k 77.96
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Danaher Corporation (DHR) 0.0 $255k NEW 1.0k 249.74
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.0 $254k -34% 4.3k 59.53
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Ishares Tr Msci Kld400 Soc (DSI) 0.0 $253k NEW 2.5k 100.81
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Yum China Holdings (YUMC) 0.0 $253k 6.4k 39.79
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Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $251k 3.8k 65.21
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Electronic Arts (EA) 0.0 $250k +5% 1.9k 132.67
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Innovator Etfs Trust Nasdaq 100 Mana 0.0 $248k NEW 9.5k 26.07
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Stag Industrial (STAG) 0.0 $247k +5% 6.4k 38.44
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Corning Incorporated (GLW) 0.0 $247k +7% 7.5k 32.96
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American Tower Reit (AMT) 0.0 $245k +16% 1.2k 197.60
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Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $244k NEW 4.7k 52.26
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $241k -8% 1.3k 191.90
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $241k 5.8k 41.84
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Mainstay Cbre Global (MEGI) 0.0 $239k -62% 19k 12.57
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $238k 4.7k 50.86
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AZZ Incorporated (AZZ) 0.0 $237k NEW 3.1k 77.32
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Grupo Financiero Galicia Sponsored Adr (GGAL) 0.0 $235k NEW 9.3k 25.42
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Prospect Capital Corporation (PSEC) 0.0 $234k 42k 5.52
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Global X Fds Us Pfd Etf (PFFD) 0.0 $233k -31% 12k 20.16
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Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $233k NEW 5.2k 45.15
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $232k NEW 3.9k 59.62
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Goldman Sachs (GS) 0.0 $229k NEW 548.00 418.01
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Vanguard World Mega Cap Index (MGC) 0.0 $226k NEW 1.2k 186.87
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Wisdomtree Tr Yield Enhanced (SHAG) 0.0 $225k -29% 4.8k 47.09
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Harmony Gold Mining Sponsored Adr (HMY) 0.0 $225k NEW 28k 8.17
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Broadridge Financial Solutions (BR) 0.0 $224k 1.1k 204.89
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Ing Groep Sponsored Adr (ING) 0.0 $222k +5% 13k 16.49
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Nomura Hldgs Sponsored Adr (NMR) 0.0 $221k NEW 34k 6.42
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Global X Fds Cybrscurty Etf (BUG) 0.0 $220k 7.4k 29.75
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Pampa Energia S A Spons Adr Lvl I (PAM) 0.0 $219k +5% 5.1k 43.14
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MPLX Com Unit Rep Ltd (MPLX) 0.0 $218k -10% 5.3k 41.56
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Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.0 $218k 7.9k 27.38
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Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.0 $216k -28% 8.9k 24.34
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Ross Stores (ROST) 0.0 $216k 1.5k 146.77
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Exchange Traded Concepts Tru Bitwise Crypto (BITQ) 0.0 $215k 16k 13.16
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Tsakos Energy Navigation SHS (TNP) 0.0 $214k NEW 8.4k 25.39
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Shopify Cl A (SHOP) 0.0 $213k -21% 2.8k 77.17
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Automatic Data Processing (ADP) 0.0 $211k NEW 846.00 249.64
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CSX Corporation (CSX) 0.0 $211k NEW 5.7k 37.07
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Apollo Global Mgmt (APO) 0.0 $210k NEW 1.9k 112.45
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Canada Goose Hldgs Shs Sub Vtg (GOOS) 0.0 $210k NEW 17k 12.06
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $208k -7% 7.2k 28.76
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Gap (GPS) 0.0 $208k NEW 7.5k 27.55
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Intuit (INTU) 0.0 $207k -74% 319.00 650.20
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Global X Fds Lithium Btry Etf (LIT) 0.0 $207k -49% 4.6k 45.29
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $207k NEW 2.0k 105.05
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SYSCO Corporation (SYY) 0.0 $206k NEW 2.5k 81.19
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $205k -18% 2.4k 84.09
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3M Company (MMM) 0.0 $201k NEW 1.9k 106.08
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Cadence Design Systems (CDNS) 0.0 $201k NEW 646.00 311.28
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Arm Holdings Sponsored Adr (ARM) 0.0 $201k NEW 1.6k 124.99
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First Tr Exchange-traded Wtr Etf (FIW) 0.0 $201k -14% 2.0k 102.11
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Logitech Intl S A SHS (LOGI) 0.0 $200k +6% 2.2k 89.37
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $197k +5% 17k 11.77
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Air Transport Services (ATSG) 0.0 $197k NEW 14k 13.76
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Ford Motor Company (F) 0.0 $195k +12% 15k 13.28
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $194k +19% 13k 15.21
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Vipshop Hldgs Sponsored Ads A (VIPS) 0.0 $189k NEW 11k 16.55
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Avadel Pharmaceuticals Sponsored Adr (AVDL) 0.0 $172k NEW 10k 16.89
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Telefonica Brasil Sa New Adr (VIV) 0.0 $162k +5% 16k 10.07
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Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.0 $143k -13% 18k 8.14
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Sofi Technologies (SOFI) 0.0 $137k 19k 7.30
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $131k +2% 51k 2.59
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Barclays Adr (BCS) 0.0 $100k +3% 11k 9.45
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Natwest Group Spons Adr (NWG) 0.0 $94k +4% 14k 6.80
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $82k -50% 10k 8.16
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Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $70k +2% 28k 2.47
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Past Filings by Claro Advisors

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

View all past filings