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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$445B
$2.59 Million 0.39% of portfolio
2,735
Q1 2025 Added 3.76%
$0
$2.53 Million 0.38% of portfolio
56,752
Q1 2025 Added 0.11%
$0
$2.52 Million 0.38% of portfolio
12,516
Q1 2025 Added 316.92%
$0
$2.48 Million 0.37% of portfolio
20,346
Q1 2025 Added 13.9%
$271B
$2.41 Million 0.36% of portfolio
39,103
Q1 2025 Added 3.38%
$478B
$2.39 Million 0.36% of portfolio
17,075
Q1 2025 Added 14.31%
$0
$2.42 Million 0.36% of portfolio
117,190
Q1 2025 Added 4.09%
$0
$2.25 Million 0.34% of portfolio
33,022
Q1 2025 Added 20.13%
$120B
$2.23 Million 0.33% of portfolio
7,369
Q1 2025 Reduced 3.17%
$0
$2.22 Million 0.33% of portfolio
21,400
Q1 2025 Added 410.86%
$0
$2.14 Million 0.32% of portfolio
10,751
Q1 2025 Added 5.86%
$557B
$2.1 Million 0.32% of portfolio
3,840
Q1 2025 Reduced 2.02%
$0
$2.04 Million 0.31% of portfolio
10,115
Q1 2025 Added 0.67%
$96.3B
$1.99 Million 0.3% of portfolio
21,652
Q1 2025 Reduced 3.14%
$0
$1.9 Million 0.29% of portfolio
16,199
Q1 2025 Reduced 2.61%
$360B
$1.92 Million 0.29% of portfolio
45,948
Q1 2025 Reduced 3.45%
$127B
$1.89 Million 0.28% of portfolio
31,562
Q1 2025 Reduced 0.63%
$118B
$1.83 Million 0.27% of portfolio
2,686
Q1 2025 Added 1.59%
$58.7B
$1.76 Million 0.26% of portfolio
10,335
Q1 2025 Reduced 0.86%
$310B
$1.76 Million 0.26% of portfolio
24,561
Q1 2025 Reduced 2.84%
$211B
$1.7 Million 0.26% of portfolio
17,249
Q1 2025 Added 1.48%
$183B
$1.7 Million 0.25% of portfolio
37,503
Q1 2025 Added 11.96%
$53.2B
$1.68 Million 0.25% of portfolio
28,546
Q1 2025 Added 92.53%
$62.8B
$1.68 Million 0.25% of portfolio
6,334
Q1 2025 Added 1.88%
$0
$1.69 Million 0.25% of portfolio
7,974
Q1 2025 Added 4.02%
$102B
$1.64 Million 0.25% of portfolio
2,430
Q1 2025 Reduced 5.48%
$0
$1.65 Million 0.25% of portfolio
30,734
Q1 2025 Reduced 5.79%
$0
$1.67 Million 0.25% of portfolio
17,855
Q1 2025 Added 2.47%
$75.8B
$1.65 Million 0.25% of portfolio
17,650
Q1 2025 Reduced 3.31%
$0
$1.57 Million 0.24% of portfolio
41,921
Q1 2025 Reduced 4.56%
$0
$1.58 Million 0.24% of portfolio
26,346
Q1 2025 Added 50.03%
$126B
$1.62 Million 0.24% of portfolio
3,616
Q1 2025 Reduced 7.85%
$276B
$1.61 Million 0.24% of portfolio
9,651
Q1 2025 Reduced 0.66%
$130B
$1.58 Million 0.24% of portfolio
5,825
Q1 2025 Added 4.77%
$88.9B
$1.52 Million 0.23% of portfolio
12,488
Q1 2025 Added 1.71%
$40.7B
$1.52 Million 0.23% of portfolio
9,685
Q1 2025 Added 0.74%
$272B
$1.49 Million 0.22% of portfolio
5,537
Q1 2025 Reduced 1.09%
$135B
$1.47 Million 0.22% of portfolio
58,064
Q1 2025 Added 12.94%
$0
$1.5 Million 0.22% of portfolio
14,198
Q1 2025 Added 5.48%
$170B
$1.48 Million 0.22% of portfolio
21,385
Q1 2025 Added 0.53%
$29.4B
$1.42 Million 0.21% of portfolio
16,549
Q1 2025 Reduced 0.3%
$104B
$1.37 Million 0.21% of portfolio
22,533
Q1 2025 Added 3.52%
$74.3B
$1.39 Million 0.21% of portfolio
12,679
Q1 2025 Reduced 1.28%
$0
$1.39 Million 0.21% of portfolio
6,718
Q1 2025 Reduced 24.75%
$115B
$1.42 Million 0.21% of portfolio
2,938
Q1 2025 Reduced 4.46%
$201B
$1.34 Million 0.2% of portfolio
14,939
Q1 2025 Reduced 5.77%
$99.4B
$1.35 Million 0.2% of portfolio
13,755
Q1 2025 Reduced 3.16%
$207B
$1.33 Million 0.2% of portfolio
10,040
Q1 2025 Reduced 6.08%
$175B
$1.36 Million 0.2% of portfolio
8,827
Q1 2025 Added 21.17%

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
Track This Portfolio

Track Claro Advisors LLC Portfolio

Follow Claro Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claro Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Claro Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email