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.