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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, VEA, IWD, IWF, AAPL, and represent 18.12% of Claro Advisors's stock portfolio.
Added to shares of these 10 stocks: VEA (+$27M), CORO (+$15M), VWO (+$9.3M), VOO (+$7.7M), HUBS (+$6.1M), GLDM (+$5.3M), AMZN, MSFT, VTI, SCHR.
Started 121 new stock positions in TTC, CTA, DHI, AIZ, LOPE, INCY, FTI, GLDM, HURN, ALL.
Reduced shares in these 10 stocks: MGC (-$8.9M), IEMG, DYNF, EFV, IAU, RKLB, CSHI, BITB, HYHG, PHYL.
Sold out of its positions in TEAM, ADP, BIDU, BDX, HIMU, BKNG, CNC, Chewy Inc call, CHYM, CMG.
Claro Advisors was a net buyer of stock by $124M.
Claro Advisors has $830M in assets under management (AUM), dropping by 13.08%.
Central Index Key (CIK): 0001764386

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Portfolio Holdings for Claro Advisors

Claro Advisors holds 506 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Claro Advisors has 506 total positions. Only the first 250 positions are shown.

Sign up to view all of the Claro Advisors March 31, 2026 positions
Download the Claro Advisors March 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)	5.4	$45M	+20%	76k	597.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$27M	+3198%	428k	64.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.3	$27M		128k	213.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.1	$26M		61k	426.40	View chart
Apple (AAPL)	3.0	$25M	+9%	98k	253.79	View chart
NVIDIA Corporation (NVDA)	2.5	$21M	+14%	119k	174.40	View chart
Microsoft Corporation (MSFT)	2.4	$20M	+25%	53k	370.17	View chart
Amazon (AMZN)	2.2	$18M	+35%	88k	208.27	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.9	$16M	+11%	341k	46.19	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	1.8	$15M	NEW	473k	32.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$15M	+3%	26k	577.17	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$14M	-3%	21k	650.35	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.7	$14M	-20%	238k	58.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$14M	+8%	21k	653.19	View chart
JPMorgan Chase & Co. (JPM)	1.4	$12M	+4%	41k	294.16	View chart
Meta Platforms Cl A (META)	1.2	$9.6M	+9%	17k	572.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$9.5M	+15%	33k	287.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$9.3M	NEW	171k	54.05	View chart
Broadcom (AVGO)	1.1	$9.0M	+14%	29k	309.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$8.7M	-6%	46k	191.81	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$8.5M	+12%	30k	286.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$8.4M	+75%	26k	320.80	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.9	$7.8M	+2%	38k	208.05	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$7.5M	-35%	108k	69.75	View chart
Exxon Mobil Corporation (XOM)	0.9	$7.4M	+3%	43k	169.66	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.8	$6.9M	+2%	191k	36.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$6.4M		221k	29.13	View chart
Hubspot (HUBS)	0.7	$6.1M	NEW	25k	244.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$6.0M	+4%	25k	239.99	View chart
Johnson & Johnson (JNJ)	0.7	$5.5M	+4%	23k	244.44	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$5.4M		80k	68.28	View chart
Tesla Motors (TSLA)	0.7	$5.4M	+18%	15k	371.75	View chart
Wal-Mart Stores (WMT)	0.6	$5.3M	+15%	43k	124.28	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$5.3M	NEW	57k	92.69	View chart
Abbvie (ABBV)	0.6	$5.1M	+8%	23k	217.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$4.9M	+2%	19k	261.92	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$4.8M	+3%	86k	56.68	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$4.7M	+41%	67k	70.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$4.6M	+85%	51k	90.53	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.5	$4.4M	-8%	83k	52.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$4.4M	+8%	31k	142.43	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$4.3M	+32%	13k	318.07	View chart
Home Depot (HD)	0.5	$4.0M	+5%	12k	328.90	View chart
Procter & Gamble Company (PG)	0.5	$3.9M		27k	144.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$3.9M	+4%	57k	67.53	View chart
Kla Corp Com New (KLAC)	0.5	$3.8M		2.6k	1472.62	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$3.8M	+15%	38k	100.72	View chart
Cisco Systems (CSCO)	0.4	$3.7M	+6%	48k	77.59	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.4	$3.7M		61k	60.44	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$3.7M	+24%	37k	100.66	View chart
McDonald's Corporation (MCD)	0.4	$3.5M	+2%	11k	310.80	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$3.5M	+2%	9.1k	383.39	View chart
Eli Lilly & Co. (LLY)	0.4	$3.5M	+20%	3.8k	919.70	View chart
Honeywell International (HON)	0.4	$3.2M		14k	226.03	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.4	$3.2M	+863%	128k	24.91	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.4	$3.1M	-27%	63k	49.78	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$3.1M	+10%	66k	46.95	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$3.0M	+35%	62k	48.05	View chart
Spdr Series Trust State Street Spd (SPTM)	0.4	$3.0M	+6%	38k	79.06	View chart
Netflix (NFLX)	0.3	$2.9M	+8%	30k	96.15	View chart
Toronto Dominion Bk Ont Com New (TD)	0.3	$2.7M		29k	93.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$2.6M		53k	49.89	View chart
Principal Financial (PFG)	0.3	$2.6M	+7%	29k	90.11	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$2.6M	+7%	50k	51.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.4M	+6%	9.8k	247.99	View chart
Costco Wholesale Corporation (COST)	0.3	$2.4M	+16%	2.4k	996.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$2.4M	-2%	46k	52.56	View chart
TJX Companies (TJX)	0.3	$2.3M	+15%	15k	159.70	View chart
Bank of America Corporation (BAC)	0.3	$2.3M	+8%	47k	48.75	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.2M	+14%	21k	106.15	View chart
Eaton Corp SHS (ETN)	0.3	$2.2M		6.0k	357.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.1M	+23%	4.4k	479.18	View chart
Travelers Companies (TRV)	0.3	$2.1M	+18%	7.1k	291.67	View chart
McKesson Corporation (MCK)	0.3	$2.1M	+20%	2.4k	865.52	View chart
Visa Com Cl A (V)	0.2	$2.1M	+18%	6.8k	302.26	View chart
Pepsi (PEP)	0.2	$2.0M	-16%	13k	155.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.0M	-46%	23k	88.16	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.0M		15k	128.12	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$1.9M	-23%	40k	47.03	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$1.9M		41k	44.87	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$1.8M	-82%	7.8k	236.35	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.8M	-4%	9.2k	198.28	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$1.8M	+14%	33k	54.55	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$1.8M	+162%	11k	161.72	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.2	$1.8M	+2%	72k	25.14	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.7M	+24%	4.0k	430.31	View chart
Iron Mountain (IRM)	0.2	$1.7M		17k	102.14	View chart
American Electric Power Company (AEP)	0.2	$1.7M		13k	131.08	View chart
Chubb (CB)	0.2	$1.7M		5.1k	325.93	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.7M	+5%	8.6k	192.89	View chart
Blackrock (BLK)	0.2	$1.6M		1.7k	961.95	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.6M	+14%	2.7k	604.46	View chart
Oracle Corporation (ORCL)	0.2	$1.6M	-4%	11k	147.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$1.6M	+4%	57k	28.00	View chart
Palo Alto Networks (PANW)	0.2	$1.6M	-2%	9.9k	160.32	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.6M	+2%	12k	130.94	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.2	$1.5M		63k	24.31	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$1.5M		47k	32.46	View chart
Bristol Myers Squibb (BMY)	0.2	$1.5M	+44%	25k	60.65	View chart
Walt Disney Company (DIS)	0.2	$1.5M	+5%	16k	96.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.5M	+110%	60k	24.75	View chart
Coca-Cola Company (KO)	0.2	$1.5M	+5%	19k	76.05	View chart
Northrop Grumman Corporation (NOC)	0.2	$1.5M		2.1k	682.24	View chart
Yum! Brands (YUM)	0.2	$1.5M		9.4k	155.48	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.4M		16k	92.74	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.4M	+7%	9.8k	146.28	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.4M	+20%	3.3k	436.85	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.2	$1.4M		32k	44.61	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$1.4M	NEW	62k	22.98	View chart
Merck & Co (MRK)	0.2	$1.4M	-3%	12k	120.29	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.2	$1.4M		19k	72.57	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.4M	-24%	13k	111.37	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.4M	+6%	13k	110.47	View chart
Verizon Communications (VZ)	0.2	$1.4M	+8%	28k	50.20	View chart
Chevron Corporation (CVX)	0.2	$1.4M	+19%	6.6k	206.90	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$1.4M	-45%	37k	36.81	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.4M	-57%	18k	74.35	View chart
Emerson Electric (EMR)	0.2	$1.3M		10k	131.03	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.3M		19k	70.18	View chart
Pfizer (PFE)	0.2	$1.3M		47k	28.08	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$1.3M	-6%	21k	61.26	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.2	$1.3M	+19%	52k	24.65	View chart
MasTec (MTZ)	0.2	$1.3M	+7%	4.0k	321.74	View chart
Capital Group New Geography SHS (CGNG)	0.2	$1.3M	-4%	40k	31.57	View chart
Amgen (AMGN)	0.2	$1.3M	+11%	3.6k	351.85	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$1.2M	-3%	37k	33.46	View chart
Enterprise Products Partners (EPD)	0.1	$1.2M		33k	37.84	View chart
International Business Machines (IBM)	0.1	$1.2M	+19%	5.1k	242.38	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.1	$1.2M	+43%	42k	29.00	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.2M		8.8k	135.73	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.2M	+10%	4.7k	250.60	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.2M	+7%	41k	29.08	View chart
Ge Aerospace Com New (GE)	0.1	$1.2M	+23%	4.1k	283.79	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.2M		60k	19.30	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$1.1M	+24%	12k	92.67	View chart
Applied Materials (AMAT)	0.1	$1.1M	+4%	3.3k	341.82	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.1	$1.1M		113k	9.87	View chart
UnitedHealth (UNH)	0.1	$1.1M	+3%	4.1k	270.58	View chart
Hanover Insurance (THG)	0.1	$1.1M	+30%	6.2k	173.34	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.1M	+2%	9.0k	118.45	View chart
MetLife (MET)	0.1	$1.1M	+14%	15k	70.72	View chart
At&t (T)	0.1	$1.1M	+43%	36k	28.99	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.0M	+10%	21k	49.37	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.0M		2.6k	390.41	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$1.0M	+22%	62k	16.61	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$1.0M	-3%	11k	91.64	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$1.0M	+6%	24k	42.31	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$996k		28k	35.41	View chart
Corning Incorporated (GLW)	0.1	$980k		7.2k	135.98	View chart
Southern Company (SO)	0.1	$965k	-2%	10k	96.52	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$961k	+14%	21k	45.89	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$961k	-20%	11k	86.69	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$948k	-34%	32k	29.99	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.1	$944k	+21%	15k	62.08	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.1	$936k	+9%	49k	19.15	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$918k	+55%	7.9k	116.30	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$918k		7.2k	128.26	View chart
Federated Hermes Etf Trust Us Strategic Div (FDV)	0.1	$916k	+10%	30k	30.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$911k		7.3k	124.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$899k	-4%	27k	33.77	View chart
Boeing Company (BA)	0.1	$892k	+10%	4.5k	199.01	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$879k	-2%	38k	23.22	View chart
Ge Vernova (GEV)	0.1	$872k	+8%	999.00	873.20	View chart
Philip Morris International (PM)	0.1	$871k	-5%	5.3k	165.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$870k		34k	25.64	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$859k		17k	49.37	View chart
Novo-nordisk A S Adr (NVO)	0.1	$853k	+10%	23k	36.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$845k		18k	46.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$840k	+40%	11k	73.64	View chart
Sempra Energy (SRE)	0.1	$833k		8.6k	97.17	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$828k	-16%	16k	50.58	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.1	$818k	-12%	55k	15.00	View chart
Draftkings Com Cl A (DKNG)	0.1	$807k	-4%	37k	21.62	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$801k		24k	33.30	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$798k	+4%	13k	61.64	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$795k		13k	62.56	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$792k		16k	50.48	View chart
Uber Technologies (UBER)	0.1	$757k	+6%	11k	71.93	View chart
Mastercard Incorporated Cl A (MA)	0.1	$751k	+23%	1.5k	499.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$745k	-35%	38k	19.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$731k	+41%	2.1k	356.56	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$725k	+12%	2.1k	338.00	View chart
Colgate-Palmolive Company (CL)	0.1	$721k	-14%	8.5k	85.23	View chart
Analog Devices (ADI)	0.1	$721k		2.3k	318.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$720k	-3%	6.4k	113.11	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$717k	-5%	1.6k	446.50	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$717k	-28%	9.1k	78.66	View chart
Newmont Mining Corporation (NEM)	0.1	$713k	+103%	6.6k	108.25	View chart
salesforce (CRM)	0.1	$700k	+30%	3.7k	186.67	View chart
General Dynamics Corporation (GD)	0.1	$688k	-2%	2.0k	343.26	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$687k		1.5k	463.22	View chart
Morgan Stanley Com New (MS)	0.1	$681k	+4%	4.1k	164.58	View chart
Neuberger Berman Etf Trust Short Duration I (NBSD)	0.1	$680k	NEW	13k	50.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFH)	0.1	$678k	+25%	33k	20.82	View chart
Nike CL B (NKE)	0.1	$671k	+98%	13k	52.82	View chart
Eversource Energy (ES)	0.1	$668k		9.6k	69.28	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$650k	-6%	4.9k	132.50	View chart
AZZ Incorporated (AZZ)	0.1	$644k	+52%	5.1k	125.12	View chart
Advanced Micro Devices (AMD)	0.1	$630k	+14%	3.1k	203.43	View chart
Wells Fargo & Company (WFC)	0.1	$629k		7.9k	79.61	View chart
American Express Company (AXP)	0.1	$617k	+74%	2.0k	302.49	View chart
Neuberger Next Generation Common Stock (NBXG)	0.1	$614k	-10%	48k	12.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$611k	NEW	3.2k	191.92	View chart
Rockwell Automation (ROK)	0.1	$607k		1.7k	358.95	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$607k	-23%	4.6k	132.91	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$605k	-23%	12k	50.98	View chart
Citigroup Com New (C)	0.1	$603k	+12%	5.3k	113.41	View chart
Oneok (OKE)	0.1	$602k		6.7k	90.39	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$602k		5.1k	118.63	View chart
Waste Management (WM)	0.1	$600k	+9%	2.6k	229.76	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$593k	+9%	6.5k	91.48	View chart
Gilead Sciences (GILD)	0.1	$585k	NEW	4.2k	139.38	View chart
Monster Beverage Corp (MNST)	0.1	$582k	+28%	8.0k	72.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$578k	-2%	2.7k	215.03	View chart
Lam Research Corp Com New (LRCX)	0.1	$574k	+19%	2.7k	213.66	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$573k	-3%	11k	50.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$571k	+96%	2.9k	196.18	View chart
Epam Systems (EPAM)	0.1	$569k	NEW	4.2k	135.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$565k	-6%	2.7k	211.15	View chart
AmerisourceBergen (COR)	0.1	$563k	+119%	1.8k	314.16	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$562k	+59%	7.3k	76.54	View chart
Essex Property Trust (ESS)	0.1	$556k		2.3k	242.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.1	$551k	-2%	20k	27.35	View chart
Cardinal Health (CAH)	0.1	$547k	NEW	2.6k	211.34	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$543k	+47%	6.3k	85.64	View chart
Bank of New York Mellon Corporation (BK)	0.1	$536k	+3%	4.5k	118.64	View chart
Caterpillar (CAT)	0.1	$533k	+36%	752.00	708.78	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$530k	+14%	14k	38.42	View chart
Starbucks Corporation (SBUX)	0.1	$528k	+2%	5.9k	89.59	View chart
Qxo Com New (QXO)	0.1	$523k	-38%	27k	19.42	View chart
Prospect Capital Corporation (PSEC)	0.1	$515k	+2%	197k	2.61	View chart
Linde SHS (LIN)	0.1	$510k	+21%	1.0k	496.00	View chart
Gitlab Class A Com (GTLB)	0.1	$509k	+22%	24k	21.64	View chart
ConocoPhillips (COP)	0.1	$509k	+6%	3.9k	132.01	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$507k	+3%	8.6k	59.22	View chart
Lazard Ltd Shs -a - (LAZ)	0.1	$505k		12k	42.48	View chart
Trane Technologies SHS (TT)	0.1	$504k		1.2k	416.86	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$502k	+3%	8.7k	57.64	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$502k	+43%	4.6k	108.99	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.1	$498k	+19%	22k	23.06	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$498k	+10%	5.7k	87.83	View chart
Charles Schwab Corporation (SCHW)	0.1	$495k	+91%	5.3k	93.98	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$492k	+3%	10k	48.32	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$491k	NEW	4.1k	118.61	View chart
Sanmina (SANM)	0.1	$488k	NEW	3.8k	129.64	View chart
Stryker Corporation (SYK)	0.1	$483k	+5%	1.5k	328.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$480k	+12%	6.4k	75.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$478k	+28%	21k	22.38	View chart
PNC Financial Services (PNC)	0.1	$475k	+4%	2.3k	208.07	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$474k	+59%	2.3k	205.80	View chart

Past Filings by Claro Advisors

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

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
Claro Advisors 2022 Q4 filed Feb. 14, 2023

View all past filings

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