Claro Advisors

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Claro Advisors

Claro Advisors holds 324 positions in its portfolio as reported in the December 2022 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) 6.2 $19M +6% 50k 382.43
Apple (AAPL) 4.5 $14M +4% 105k 129.93
Microsoft Corporation (MSFT) 3.2 $9.9M +26% 41k 239.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $6.7M +21% 19k 351.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $6.0M +20% 23k 266.28
First Tr Value Line Divid In SHS (FVD) 1.8 $5.5M 138k 39.91
Procter & Gamble Company (PG) 1.7 $5.3M +109% 35k 151.56
Amazon (AMZN) 1.7 $5.1M +4% 60k 84.00
JPMorgan Chase & Co. (JPM) 1.6 $5.0M +27% 38k 134.10
Ishares Tr Core S&p500 Etf (IVV) 1.5 $4.6M +6% 12k 384.20
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 1.5 $4.5M -13% 97k 46.55
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $4.4M +13% 23k 191.19
Schwab Charles Family Amt Tax Free Mny 1.1 $3.5M NEW 3.5M 1.00
Pepsi (PEP) 1.1 $3.5M +10% 19k 180.66

Setup an alert

Claro Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Johnson & Johnson (JNJ) 1.1 $3.2M +11% 18k 176.65
Us Bancorp Del Com New (USB) 1.0 $3.2M NEW 73k 43.61
Exxon Mobil Corporation (XOM) 1.0 $3.1M +114% 28k 110.30
McDonald's Corporation (MCD) 1.0 $3.0M +22% 12k 263.54
Pfizer (PFE) 1.0 $3.0M +7% 58k 51.24
Ishares Tr Russell 2000 Etf (IWM) 1.0 $3.0M 17k 174.36
Abbvie (ABBV) 0.9 $2.7M +8% 17k 161.61
Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.7M +36% 14k 183.54
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.8 $2.5M +4% 30k 83.60
Raytheon Technologies Corp (RTX) 0.8 $2.4M +14% 23k 100.92
Accenture Plc Ireland Shs Class A (ACN) 0.8 $2.3M +3% 8.7k 266.83
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $2.3M NEW 42k 54.49
Home Depot (HD) 0.7 $2.2M +24% 7.0k 315.84
UnitedHealth (UNH) 0.7 $2.2M +4% 4.1k 530.13
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.7 $2.2M -14% 36k 60.36
Honeywell International (HON) 0.7 $2.1M 10k 214.30
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.1M +2034% 24k 88.73
Xcel Energy (XEL) 0.7 $2.1M NEW 30k 70.11
Toronto Dominion Bk Ont Com New (TD) 0.7 $2.1M 32k 64.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.8M +6% 7.6k 241.88
First Tr Morningstar Divid L SHS (FDL) 0.6 $1.8M NEW 49k 36.56
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.6 $1.8M +8% 41k 43.92
Select Sector Spdr Tr Energy (XLE) 0.6 $1.8M -12% 20k 87.47
Verizon Communications (VZ) 0.6 $1.8M -25% 45k 39.40
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.7M +115% 27k 61.64
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.5 $1.7M -27% 27k 62.07
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.7M +1923% 19k 88.23
Nextera Energy (NEE) 0.5 $1.6M +377% 20k 83.60
Coca-Cola Company (KO) 0.5 $1.6M +73% 26k 63.61
Bank of America Corporation (BAC) 0.5 $1.6M +10% 49k 33.12
Cisco Systems (CSCO) 0.5 $1.6M 33k 47.64
Lockheed Martin Corporation (LMT) 0.5 $1.6M +14% 3.2k 486.45
Novo-nordisk A S Adr (NVO) 0.5 $1.5M +3% 11k 135.34
Chevron Corporation (CVX) 0.5 $1.5M +18% 8.4k 179.48
Southern Company (SO) 0.5 $1.5M +75% 21k 71.41
Chubb (CB) 0.5 $1.5M +12% 6.6k 220.59
Meta Platforms Cl A (META) 0.5 $1.4M -29% 12k 120.34
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $1.4M +153% 3.2k 442.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $1.4M NEW 25k 55.56
Wal-Mart Stores (WMT) 0.4 $1.4M +11% 9.7k 141.78
CVS Caremark Corporation (CVS) 0.4 $1.3M +18% 14k 93.19
Bristol Myers Squibb (BMY) 0.4 $1.3M +20% 18k 71.95
Colgate-Palmolive Company (CL) 0.4 $1.3M 16k 78.79
Blackrock Science & Technolo Shs Ben Int (BSTZ) 0.4 $1.2M +11% 79k 15.64
American Centy Etf Tr Focused Lrg Cap (FLV) 0.4 $1.2M -16% 21k 58.80
Merck & Co (MRK) 0.4 $1.2M +30% 11k 110.95
Tesla Motors (TSLA) 0.4 $1.2M +201% 9.6k 123.18
American Electric Power Company (AEP) 0.4 $1.2M 12k 94.95
NVIDIA Corporation (NVDA) 0.4 $1.2M +60% 7.9k 146.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.1M -4% 3.7k 308.90
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.4 $1.1M +23% 57k 19.67
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.1M -15% 12k 94.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.1M +13% 26k 41.97
Eversource Energy (ES) 0.4 $1.1M -5% 13k 83.84
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.4 $1.1M +27% 65k 16.80
Broadcom (AVGO) 0.4 $1.1M +8% 1.9k 559.06
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $1.1M +13% 29k 36.97
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) 0.4 $1.1M NEW 45k 23.75
Oracle Corporation (ORCL) 0.3 $1.1M +60% 13k 81.74
Starbucks Corporation (SBUX) 0.3 $1.1M +6% 11k 99.20
Yum! Brands (YUM) 0.3 $1.1M 8.3k 128.09
Visa Com Cl A (V) 0.3 $1.1M +81% 5.1k 207.74
General Dynamics Corporation (GD) 0.3 $1.0M +12% 4.2k 248.12
IDEXX Laboratories (IDXX) 0.3 $1.0M NEW 2.5k 407.96
Walt Disney Company (DIS) 0.3 $1.0M +6% 12k 86.88
Nike CL B (NKE) 0.3 $1.0M +30% 8.6k 117.00
International Business Machines (IBM) 0.3 $976k +9% 6.9k 140.89
Ishares Tr Ibonds 23 Trm Ts (IBTD) 0.3 $964k NEW 39k 24.70
Global X Fds Lithium Btry Etf (LIT) 0.3 $951k -2% 16k 58.61
Ishares Core Msci Emkt (IEMG) 0.3 $948k +35% 20k 46.70
TJX Companies (TJX) 0.3 $941k +23% 12k 79.60
Mastercard Incorporated Cl A (MA) 0.3 $941k +24% 2.7k 347.75
Advisorshares Tr Dorsey Wrigt Adr (AADR) 0.3 $936k -40% 20k 47.76
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $894k +2% 13k 70.50
Ishares Tr Msci Gbl Sus Dev (SDG) 0.3 $871k +14% 11k 78.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $869k -5% 17k 50.14
Vanguard Index Fds Large Cap Etf (VV) 0.3 $862k 4.9k 174.20
Paychex (PAYX) 0.3 $840k +18% 7.3k 115.56
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $830k +17% 14k 58.50
Charles Schwab Corporation (SCHW) 0.3 $805k +27% 9.7k 83.26
Philip Morris International (PM) 0.3 $802k +21% 7.9k 101.21
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $799k -10% 40k 19.85
Stryker Corporation (SYK) 0.3 $791k -2% 3.2k 244.46
Comcast Corp Cl A (CMCSA) 0.3 $782k +28% 22k 34.97
Ishares Tr Msci Eafe Etf (EFA) 0.2 $747k +7% 11k 65.64
McKesson Corporation (MCK) 0.2 $745k NEW 2.0k 375.11
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $740k 8.1k 91.31
Netflix (NFLX) 0.2 $738k -3% 2.5k 294.89
Costco Wholesale Corporation (COST) 0.2 $736k +13% 1.6k 456.44
Lowe's Companies (LOW) 0.2 $714k -4% 3.6k 199.22
Blackstone Group Inc Com Cl A (BX) 0.2 $714k -16% 9.6k 74.19
Ishares Tr Core Div Grwth (DGRO) 0.2 $709k +142% 14k 50.00
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $695k +16% 7.2k 96.99
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $694k +28% 15k 47.29
Air Products & Chemicals (APD) 0.2 $687k +55% 2.2k 308.27
Qualcomm (QCOM) 0.2 $682k +29% 6.2k 109.94
Analog Devices (ADI) 0.2 $671k +30% 4.1k 164.03
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $665k +18% 7.8k 84.80
Hershey Company (HSY) 0.2 $662k +16% 2.9k 231.54
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.2 $661k +17% 27k 24.32
Medtronic SHS (MDT) 0.2 $650k +36% 8.4k 77.72
Ishares Tr Tips Bd Etf (TIP) 0.2 $650k 6.1k 106.45
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $636k 14k 45.50
United Parcel Service CL B (UPS) 0.2 $631k +9% 3.6k 173.84
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $631k NEW 9.6k 66.02
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.2 $628k +5% 28k 22.21
Illinois Tool Works (ITW) 0.2 $622k +23% 2.8k 220.31
Hanover Insurance (THG) 0.2 $621k 4.6k 135.12
Wells Fargo & Company (WFC) 0.2 $620k +32% 15k 41.29
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $618k -9% 1.9k 331.27
BlackRock (BLK) 0.2 $615k +3% 868.00 709.01
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.2 $609k 7.1k 85.87
Emerson Electric (EMR) 0.2 $608k +50% 6.3k 96.06
Snap-on Incorporated (SNA) 0.2 $601k +34% 2.6k 228.49
Vanguard Index Fds Growth Etf (VUG) 0.2 $601k +7% 2.8k 213.14
Linde SHS (LIN) 0.2 $601k +27% 1.8k 326.19
Clorox Company (CLX) 0.2 $600k 4.3k 140.34
Abbott Laboratories (ABT) 0.2 $590k +35% 5.4k 109.79
Blackrock Science & Technolo SHS (BST) 0.2 $582k +2% 21k 28.37
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $581k +31% 22k 26.69
At&t (T) 0.2 $574k +3% 31k 18.41
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $566k 5.2k 108.52
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $565k -12% 7.7k 72.94
Intuit (INTU) 0.2 $565k NEW 1.5k 389.22
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $554k NEW 9.1k 60.65
Essex Property Trust (ESS) 0.2 $547k 2.6k 211.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $546k -4% 7.6k 71.84
salesforce (CRM) 0.2 $535k +5% 4.0k 132.60
Blackrock Res & Commodities SHS (BCX) 0.2 $529k +156% 53k 9.97
American Water Works (AWK) 0.2 $525k +23% 3.4k 152.42
Sherwin-Williams Company (SHW) 0.2 $519k NEW 2.2k 237.33
Duke Energy Corp Com New (DUK) 0.2 $519k +40% 5.0k 102.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $516k +104% 3.8k 135.85
Vmware Cl A Com (VMW) 0.2 $515k NEW 4.2k 122.76
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $506k +13% 11k 45.15
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $505k -33% 6.1k 82.48
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $501k -2% 6.9k 72.10
Polaris Industries (PII) 0.2 $500k +33% 4.9k 101.00
Morgan Stanley Com New (MS) 0.2 $497k +6% 5.8k 85.02
InterDigital (IDCC) 0.2 $495k 10k 49.48
Virtus Allianzgi Artificial (AIO) 0.2 $486k -10% 30k 16.19
New Jersey Resources Corporation (NJR) 0.2 $485k +37% 9.8k 49.62
T. Rowe Price (TROW) 0.2 $484k +38% 4.4k 109.06
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.2 $483k +11% 21k 23.51
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $483k NEW 4.5k 108.21
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $482k -4% 6.5k 74.55
Applied Materials (AMAT) 0.2 $480k +109% 4.9k 97.39
Eli Lilly & Co. (LLY) 0.2 $479k +16% 1.3k 365.83
Gra (GGG) 0.2 $477k +25% 7.1k 67.26
Becton, Dickinson and (BDX) 0.2 $474k +36% 1.9k 254.30
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.2 $472k NEW 19k 24.75
Vanguard Index Fds Value Etf (VTV) 0.2 $472k +42% 3.4k 140.38
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.2 $470k +6% 22k 21.03
Cullen/Frost Bankers (CFR) 0.2 $463k +35% 3.5k 133.70
Masco Corporation (MAS) 0.2 $463k NEW 9.9k 46.67
S&p Global (SPGI) 0.2 $461k +34% 1.4k 334.94
Rockwell Automation (ROK) 0.2 $459k +28% 1.8k 257.58
Select Sector Spdr Tr Financial (XLF) 0.1 $458k -10% 13k 34.20
Northern Trust Corporation (NTRS) 0.1 $456k +31% 5.2k 88.49
Etf Ser Solutions Defiance Next (FIVG) 0.1 $455k 15k 29.87
Amphenol Corp Cl A (APH) 0.1 $450k NEW 5.9k 76.14
Gilead Sciences (GILD) 0.1 $445k -13% 5.2k 85.85
Nordson Corporation (NDSN) 0.1 $439k +31% 1.8k 237.72
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $439k -50% 9.3k 47.41
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $438k -7% 17k 26.49
Donaldson Company (DCI) 0.1 $437k +27% 7.4k 58.87
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $435k -3% 3.0k 145.07
Adobe Systems Incorporated (ADBE) 0.1 $432k +30% 1.3k 336.53
Amgen (AMGN) 0.1 $428k +15% 1.6k 262.59
First Tr Exchng Traded Fd Vi Ft Cboe Vst Intl (YMAR) 0.1 $426k -2% 22k 19.00
Commerce Bancshares (CBSH) 0.1 $425k +35% 6.3k 68.07
Brown & Brown (BRO) 0.1 $425k +27% 7.5k 56.97
Spdr Gold Tr Gold Shs (GLD) 0.1 $424k +4% 2.5k 169.64
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $422k NEW 11k 38.70
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) 0.1 $412k NEW 13k 30.91
General Mills (GIS) 0.1 $412k +54% 4.9k 83.85
Deere & Company (DE) 0.1 $410k +34% 956.00 428.96
Yum China Holdings (YUMC) 0.1 $408k 7.5k 54.65
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $406k NEW 3.6k 113.96
Edwards Lifesciences (EW) 0.1 $405k -15% 5.4k 74.61
Expeditors International of Washington (EXPD) 0.1 $405k +32% 3.9k 103.92
M&T Bank Corporation (MTB) 0.1 $393k +38% 2.7k 145.06
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $389k +31% 9.1k 42.59
Uber Technologies (UBER) 0.1 $389k +2% 16k 24.73
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $388k -8% 51k 7.55
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $382k +61% 5.4k 70.64
Moderna (MRNA) 0.1 $380k -10% 2.1k 179.58
Fidelity National Information Services (FIS) 0.1 $379k +33% 5.6k 67.85
First Tr Exchange-traded Nasdq Oil Gas (FTXN) 0.1 $377k -7% 14k 27.96
Global X Fds Rate Preferred (PFFV) 0.1 $371k -66% 17k 22.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $365k NEW 3.5k 105.43
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.1 $365k 16k 23.52
Advanced Micro Devices (AMD) 0.1 $362k +65% 5.6k 64.77
Dupont De Nemours (DD) 0.1 $356k +30% 5.2k 68.63
Ark Etf Tr Innovation Etf (ARKK) 0.1 $354k -32% 11k 31.24
Altria (MO) 0.1 $354k +16% 7.7k 45.71
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $351k -29% 31k 11.37
Spotify Technology S A SHS (SPOT) 0.1 $344k -4% 4.4k 78.95
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $341k 14k 24.49
Diageo Spon Adr New (DEO) 0.1 $336k +9% 1.9k 178.19
Wisdomtree Tr Currncy Int Eq (DDWM) 0.1 $335k NEW 12k 29.25
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $331k NEW 7.8k 42.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $330k -8% 1.5k 214.22
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $325k +4% 2.1k 151.82
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $322k +27% 9.8k 32.96
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $317k +2% 3.8k 83.76
Ishares Tr S&p 100 Etf (OEF) 0.1 $316k 1.9k 170.57
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $311k +53% 6.0k 51.72
Travelers Companies (TRV) 0.1 $310k NEW 1.7k 187.50
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $308k +33% 1.5k 203.87
Constellation Brands Cl A (STZ) 0.1 $297k -5% 1.3k 231.80
Prospect Capital Corporation (PSEC) 0.1 $296k NEW 42k 6.99
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $295k 3.1k 94.51
Mondelez Intl Cl A (MDLZ) 0.1 $294k NEW 4.4k 66.65
3M Company (MMM) 0.1 $288k -19% 2.4k 119.93
Texas Instruments Incorporated (TXN) 0.1 $288k NEW 1.7k 165.20
Tenaris S A Sponsored Ads (TS) 0.1 $288k NEW 8.2k 35.16
Wisdomtree Tr Cybersecurity Fd (WCBR) 0.1 $285k -5% 19k 15.23
Waste Management (WM) 0.1 $283k +9% 1.8k 156.91
Ishares Msci Frontier (FM) 0.1 $279k +18% 11k 25.47
Nxp Semiconductors N V (NXPI) 0.1 $278k +2% 1.8k 158.06
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $274k NEW 17k 15.91
Vaneck Etf Trust Oil Services Etf (OIH) 0.1 $274k -18% 900.00 304.05
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $272k NEW 23k 11.80
Icici Bank Adr (IBN) 0.1 $271k +12% 12k 21.89
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.1 $270k +9% 35k 7.76
First Tr Exchange Traded Indls Prod Dur (FXR) 0.1 $266k 5.2k 51.51
Electronic Arts (EA) 0.1 $265k NEW 2.2k 122.18
Remitly Global (RELY) 0.1 $265k -48% 23k 11.45
Ishares Tr Global Reit Etf (REET) 0.1 $254k NEW 11k 22.71
D.R. Horton (DHI) 0.1 $251k NEW 2.8k 89.14
General Electric Com New (GE) 0.1 $248k -12% 3.0k 83.78
Ishares Tr Micro-cap Etf (IWC) 0.1 $246k +17% 2.3k 107.81
Dow (DOW) 0.1 $245k +5% 4.9k 50.39
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $242k -37% 9.7k 25.08
Microchip Technology (MCHP) 0.1 $241k NEW 3.4k 70.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $240k NEW 3.2k 75.55
First Tr Exchange-traded Nasdq Fod Bvrg (FTXG) 0.1 $237k -2% 8.8k 27.05
Caterpillar (CAT) 0.1 $237k NEW 989.00 239.57
Shopify Cl A (SHOP) 0.1 $237k NEW 6.8k 34.71
Equinor Asa Sponsored Adr (EQNR) 0.1 $234k +12% 6.5k 35.81
Global Payments (GPN) 0.1 $232k -3% 2.3k 99.32
Citigroup Com New (C) 0.1 $224k NEW 5.0k 45.23
Quest Diagnostics Incorporated (DGX) 0.1 $224k NEW 1.4k 156.48
Genuine Parts Company (GPC) 0.1 $224k NEW 1.3k 173.44
American Tower Reit (AMT) 0.1 $222k 1.0k 211.86
Mainstay Cbre Global (MEGI) 0.1 $221k +8% 16k 13.65
Proshares Tr Ultrashrt S&p500 (SDS) 0.1 $221k NEW 4.8k 45.97
Tata Mtrs Sponsored Adr (TTM) 0.1 $219k +11% 9.5k 23.11
Ea Series Trust Bridgeway Blue (BBLU) 0.1 $219k NEW 27k 8.05
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $219k NEW 3.8k 57.96
Ishares Msci Emerg Mrkt (EEMV) 0.1 $218k +3% 4.1k 53.05
AmerisourceBergen (ABC) 0.1 $218k NEW 1.3k 165.71
Dollar General (DG) 0.1 $218k NEW 884.00 246.25
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $218k NEW 2.0k 108.04
Abb Sponsored Adr (ABB) 0.1 $217k NEW 7.1k 30.46
Freeport-mcmoran CL B (FCX) 0.1 $217k NEW 5.7k 38.00
Carrier Global Corporation (CARR) 0.1 $215k NEW 5.2k 41.25
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.1 $215k -4% 6.6k 32.67
CSX Corporation (CSX) 0.1 $214k NEW 6.9k 30.98
Pimco Dynamic Income SHS (PDI) 0.1 $212k NEW 12k 18.48
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $212k -57% 3.1k 67.44
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $210k NEW 5.9k 35.64
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $210k -4% 2.6k 81.51
Oneok (OKE) 0.1 $207k NEW 3.1k 65.70
Wisdomtree Tr Us High Dividend (DHS) 0.1 $206k NEW 2.4k 86.06
Boeing Company (BA) 0.1 $204k NEW 1.1k 190.47
Select Sector Spdr Tr Technology (XLK) 0.1 $204k NEW 1.6k 124.44
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $201k NEW 5.2k 38.71
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $201k NEW 2.7k 74.32
Servicenow (NOW) 0.1 $201k NEW 518.00 388.27
Fiserv (FISV) 0.1 $201k -19% 2.0k 101.07
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $200k 22k 9.01
Healthcare Rlty Tr Cl A Com (HR) 0.1 $199k NEW 10k 19.27
Global X Fds Us Pfd Etf (PFFD) 0.1 $195k NEW 10k 19.37
Ubs Group SHS (UBS) 0.1 $190k NEW 10k 18.67
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $182k +6% 27k 6.67
Blackrock Health Sciencs Tr Com Shs (BMEZ) 0.1 $180k 12k 15.43
Kt Corp Sponsored Adr (KT) 0.1 $172k +5% 13k 13.50
First Tr Exchange-traded Dorsey Wright (IFV) 0.1 $170k -13% 10k 16.73
Invesco Van Kampen Senior Income Trust (VVR) 0.1 $169k 44k 3.83
Aegon N V Ny Registry Shs (AEG) 0.1 $163k +12% 32k 5.04
Ford Motor Company (F) 0.1 $163k -2% 14k 11.63
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.1 $155k NEW 17k 9.19
Nuveen Quality Pref. Inc. Fund II (JPS) 0.1 $153k NEW 23k 6.80
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.0 $153k NEW 28k 5.54
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.0 $152k NEW 15k 10.05
Nu Hldgs Ord Shs Cl A (NU) 0.0 $149k -3% 37k 4.07
Palantir Technologies Cl A (PLTR) 0.0 $146k +14% 23k 6.42
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $146k +11% 31k 4.71
Companhia Paranaense Energ C Spon Ads (ELP) 0.0 $145k +12% 20k 7.19
Ing Groep Sponsored Adr (ING) 0.0 $143k NEW 12k 12.17
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $143k -17% 24k 6.01
Centrais Eletricas Brasileir Sponsored Adr (EBR) 0.0 $140k NEW 18k 7.93
Diana Shipping (DSX) 0.0 $110k +13% 28k 3.90
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $104k 11k 9.39
Point Biopharma Global (PNT) 0.0 $86k -25% 12k 7.29
Lucid Group (LCID) 0.0 $76k -6% 11k 6.83
Algonquin Power & Utilities equs (AQN) 0.0 $73k -11% 11k 6.52
Sofi Technologies (SOFI) 0.0 $65k NEW 14k 4.61
Exchange Traded Concepts Tr Bitwise Crypto (BITQ) 0.0 $59k NEW 17k 3.39
Immunitybio (IBRX) 0.0 $51k 10k 5.07
Western Digital Corp. Note 1.500% 2/0 (Principal) 0.0 $45k 47k 0.95
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $37k NEW 13k 2.84
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $36k 16k 2.20
Ispecimen (ISPC) 0.0 $24k NEW 17k 1.38
Greenbrier Cos Note 2.875% 2/0 (Principal) 0.0 $21k 22k 0.94
Denison Mines Corp (DNN) 0.0 $14k NEW 12k 1.15
Mullen Automotiv (MULN) 0.0 $9.6k -50% 34k 0.29
Tellurian Call Option (TELL) 0.0 $500.000000 10k 0.05

Past Filings by Claro Advisors

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

View all past filings