Claro Advisors LLC Portfolio Holdings

Claro Advisors LLC

  • $633 Million
  • Q3 2025

Claro Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $633 Million distributed in 397 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 $35.9M, Ishares Russell 1000 Gr ETF with a value of $25.4M, Apple Inc. with a value of $22.9M, Microsoft Corp with a value of $21.1M, and Ishares Russell 1000 Val ETF with a value of $20.7M.

Examining the 13F form we can see an increase of $63.9M in the current position value, from $569M to 633M.

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 $633 Million
ETFs: $347 Million
Technology: $98.7 Million
Financial Services: $35.6 Million
Consumer Cyclical: $35.3 Million
Communication Services: $32.1 Million
Healthcare: $24.3 Million
Industrials: $19.6 Million
Consumer Defensive: $16.3 Million
Other: $19.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$999,000 0.16% of portfolio
11,192
Q3 2025 Added 4.45%
$0
$1.01 Million 0.16% of portfolio
14,829
Q3 2025 Reduced 22.37%
$0
$1.01 Million 0.16% of portfolio
11,315
Q3 2025 Added 197.14%
$0
$920,000 0.15% of portfolio
18,054
Q3 2025 Added 4.64%
$0
$931,000 0.15% of portfolio
47,609
Q3 2025 Added 3.19%
$130B
$921,000 0.15% of portfolio
2,592
Q3 2025 Reduced 1.29%
$0
$955,000 0.15% of portfolio
8,639
Q3 2025 Added 2.02%
$0
$941,000 0.15% of portfolio
13,942
Q3 2025 Reduced 78.47%
$0
$869,000 0.14% of portfolio
7,313
Q3 2025 Reduced 13.62%
$0
$886,000 0.14% of portfolio
20,476
Q3 2025 New
$0
$894,000 0.14% of portfolio
7,156
Q3 2025 Reduced 0.08%
$0
$887,000 0.14% of portfolio
33,697
Q3 2025 Added 23.95%
$0
$873,000 0.14% of portfolio
18,693
Q3 2025 Added 3.6%
$0
$869,000 0.14% of portfolio
26,026
Q3 2025 Reduced 16.22%
$0
$800,000 0.13% of portfolio
13,365
Q3 2025 Reduced 0.94%
$0
$821,000 0.13% of portfolio
6,808
Q3 2025 Added 0.49%
$0
$797,000 0.13% of portfolio
8,690
Q3 2025 Added 38.62%
$0
$757,000 0.12% of portfolio
15,691
Q3 2025 Added 0.03%
$0
$783,000 0.12% of portfolio
6,039
Q3 2025 Reduced 10.74%
$0
$751,000 0.12% of portfolio
2,665
Q3 2025 Added 17.71%
$0
$742,000 0.12% of portfolio
12,922
Q3 2025 Reduced 11.79%
$0
$756,000 0.12% of portfolio
32,499
Q3 2025 Added 3.14%
$0
$719,000 0.11% of portfolio
12,253
Q3 2025 Added 6.65%
$0
$666,000 0.11% of portfolio
14,424
Q3 2025 New
$0
$723,000 0.11% of portfolio
4,691
Q3 2025 Added 16.23%
$0
$716,000 0.11% of portfolio
8,158
Q3 2025 Reduced 2.74%
$0
$720,000 0.11% of portfolio
18,814
Q3 2025 Added 0.8%
$0
$695,000 0.11% of portfolio
7,974
Q3 2025 Added 6.22%
$0
$687,000 0.11% of portfolio
1,482
Q2 2025 Added 7.47%
$0
$625,000 0.1% of portfolio
17,487
Q3 2025 Added 5.58%
$0
$568,000 0.09% of portfolio
21,642
Q3 2025 Reduced 1.07%
$0
$598,000 0.09% of portfolio
7,252
Q3 2025 New
$0
$540,000 0.09% of portfolio
5,936
Q3 2025 Added 27.6%
$0
$572,000 0.09% of portfolio
12,010
Q3 2025 Reduced 1.96%
$0
$571,000 0.09% of portfolio
9,192
Q3 2025 Reduced 12.57%
$0
$583,000 0.09% of portfolio
2,825
Q3 2025 Added 0.57%
$0
$547,000 0.09% of portfolio
8,411
Q3 2025 New
$0
$526,000 0.08% of portfolio
5,538
Q3 2025 Reduced 22.31%
$0
$491,000 0.08% of portfolio
1,346
Q3 2025 Reduced 7.17%
$0
$510,000 0.08% of portfolio
1,823
Q3 2025 Reduced 1.83%
$0
$492,000 0.08% of portfolio
4,992
Q3 2025 Added 4.02%
$0
$494,000 0.08% of portfolio
12,190
Q3 2025 New
$0
$498,000 0.08% of portfolio
2,739
Q3 2025 Added 9.04%
$0
$475,000 0.08% of portfolio
6,978
Q3 2025 Added 9.17%
$0
$479,000 0.08% of portfolio
8,376
Q3 2025 Reduced 5.55%
$0
$415,000 0.07% of portfolio
9,700
Q3 2025 Reduced 2.88%
$0
$451,000 0.07% of portfolio
9,639
Q3 2025 Reduced 3.15%
$0
$454,000 0.07% of portfolio
9,804
Q3 2025 Reduced 1.8%
$0
$428,000 0.07% of portfolio
1,459
Q3 2025 Reduced 21.98%

Summary

  • Portfolio
  • No. of Stocks 397
  • Current Value $633 Million
  • Prior Value $569 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 44 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 173 stocks
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