Claro Advisors LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $662 Million distributed in 487 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.1M, Vanguard Index Fds S&P 500 ETF with a value of $30.2M, Ishares Russell 1000 Gr ETF with a value of $23.8M, Spdr S&P 500 ETF Trust with a value of $22.7M, and Microsoft Corp with a value of $22.8M.
Examining the 13F form we can see an decrease of $44.2M in the current position value, from $706M to 662M.
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.