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 Market Cap. of Under $50 Millions
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