Claro Advisors LLC Portfolio Holdings

Claro Advisors LLC

  • $667 Million
  • Q1 2025

Claro Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $667 Million distributed in 510 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $30M, Apple Inc. with a value of $27.9M, Spdr S&P 500 ETF Trust with a value of $25.4M, Ishares Russell 1000 Gr ETF with a value of $21.9M, and Microsoft Corp with a value of $20.3M.

Examining the 13F form we can see an increase of $5.75M in the current position value, from $662M to 667M.

Claro Advisors LLC is based out at Boston, MA

Below you can find more details about Claro Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $667 Million
ETFs: $310 Million
Technology: $103 Million
Financial Services: $50.8 Million
Consumer Cyclical: $42 Million
Healthcare: $40.1 Million
Communication Services: $32.5 Million
Industrials: $29.3 Million
Consumer Defensive: $23.3 Million
Other: $31.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.23B
$329,000 0.05% of portfolio
40,159
Q1 2025 New
$153B
$325,000 0.05% of portfolio
5,469
Q1 2025 Added 0.26%
$120B
$345,000 0.05% of portfolio
177
Q4 2024 Reduced 6.84%
$9.38B
$359,000 0.05% of portfolio
5,496
Q1 2025 Reduced 9.69%
$88.6B
$347,000 0.05% of portfolio
2,665
Q1 2025 Added 6.94%
$101B
$332,000 0.05% of portfolio
6,593
Q1 2025 Added 5.35%
$81.6B
$352,000 0.05% of portfolio
4,207
Q1 2025 Added 6.83%
$42.2B
$346,000 0.05% of portfolio
2,396
Q1 2025 Added 4.86%
$122B
$328,000 0.05% of portfolio
10,733
Q1 2025 Added 5.49%
$37.5B
$333,000 0.05% of portfolio
4,465
Q1 2025 Reduced 5.7%
$1.67B
$343,000 0.05% of portfolio
39,965
Q1 2025 Added 8.65%
$44.4B
$307,000 0.05% of portfolio
1,418
Q1 2025 Added 18.07%
$47.1B
$315,000 0.05% of portfolio
6,889
Q1 2025 Added 1.22%
$64.2B
$314,000 0.05% of portfolio
8,304
Q1 2025 Added 41.71%
$132B
$311,000 0.05% of portfolio
567
Q1 2025 Reduced 23.38%
$50.3B
$341,000 0.05% of portfolio
2,686
Q1 2025 Added 10.99%
$10.7B
$267,000 0.04% of portfolio
15,100
Q1 2025 Added 6.55%
$19B
$275,000 0.04% of portfolio
3,735
Q1 2025 Added 5.69%
$39.1B
$265,000 0.04% of portfolio
1,095
Q1 2025 Reduced 3.35%
$52.9B
$248,000 0.04% of portfolio
1,198
Q1 2025 Added 8.22%
$51.6B
$281,000 0.04% of portfolio
5,253
Q3 2024 Reduced 34.29%
$15.6B
$247,000 0.04% of portfolio
1,805
Q1 2025 Reduced 18.77%
$5.65B
$245,000 0.04% of portfolio
2,857
Q1 2025 New
$121B
$245,000 0.04% of portfolio
2,822
Q1 2025 Reduced 24.99%
$10.2B
$260,000 0.04% of portfolio
6,081
Q1 2025 Added 7.4%
$48.9B
$269,000 0.04% of portfolio
4,805
Q1 2025 New
$253B
$236,000 0.04% of portfolio
2,119
Q1 2025 Reduced 46.41%
$9.24B
$271,000 0.04% of portfolio
824
Q1 2025 New
$64.4B
$281,000 0.04% of portfolio
4,831
Q1 2025 Added 36.39%
$14.6B
$269,000 0.04% of portfolio
2,999
Q1 2025 Added 8.82%
$2.72B
$281,000 0.04% of portfolio
3,368
Q1 2025 Added 0.51%
$22.1B
$250,000 0.04% of portfolio
8,091
Q1 2025 Added 3.94%
$91B
$278,000 0.04% of portfolio
2,033
Q1 2025 Added 8.77%
$156B
$266,000 0.04% of portfolio
567
Q1 2025 Reduced 44.08%
$150B
$283,000 0.04% of portfolio
1,381
Q1 2025 New
$111B
$271,000 0.04% of portfolio
17,536
Q1 2025 Added 6.56%
$11.6B
$283,000 0.04% of portfolio
4,379
Q1 2025 Added 53.87%
$48.8B
$244,000 0.04% of portfolio
2,341
Q1 2025 Reduced 25.42%
$103B
$246,000 0.04% of portfolio
1,430
Q1 2025 Added 0.85%
$16.1B
$243,000 0.04% of portfolio
2,996
Q1 2025 Added 1.15%
$19.6B
$284,000 0.04% of portfolio
4,829
Q1 2025 New
$79.5B
$247,000 0.04% of portfolio
1,977
Q1 2025 Reduced 0.25%
$18.8B
$270,000 0.04% of portfolio
1,444
Q1 2025 Added 3.96%
$0
$299,000 0.04% of portfolio
79,784
Q1 2025 Reduced 1.72%
$12.7B
$237,000 0.04% of portfolio
1,075
Q1 2025 Added 9.47%
$152B
$259,000 0.04% of portfolio
2,574
Q1 2025 Reduced 5.89%
$24.9B
$261,000 0.04% of portfolio
33,732
Q1 2025 Added 4.86%
$14.3B
$242,000 0.04% of portfolio
2,938
Q1 2025 New
$0
$280,000 0.04% of portfolio
8,495
Q1 2025 Reduced 11.27%

Summary

  • Portfolio
  • No. of Stocks 510
  • Current Value $667 Million
  • Prior Value $662 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 70 stocks
  • Additional Purchases 235 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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