Claro Advisors LLC Portfolio Holdings
Claro Advisors LLC
- $706 Million
- Q3 2024
Claro Advisors LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $706 Million distributed in 512 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.7M, Vanguard Index Fds S&P 500 ETF with a value of $28.6M, Spdr S&P 500 ETF Trust with a value of $24.9M, Microsoft Corp with a value of $24.7M, and Ishares Russell 1000 Gr ETF with a value of $20.2M.
Examining the 13F form we can see an decrease of $293M in the current position value, from $998M to 706M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 512
- Current Value $706 Million
- Prior Value $998 Million
- Filing
- Period Q3 2024
- Filing Date November 07, 2024
- Form Type 13F-HR/A
- Activity in Q3 2024
- New Purchases 2 stocks
- Additional Purchases 218 stocks
- Sold out of 0 stocks
- Reduced holdings in 214 stocks