Claro Advisors LLC Portfolio Holdings

Claro Advisors LLC

  • $569 Million
  • Q2 2025

Claro Advisors LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $569 Million distributed in 372 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 $30.9M, Microsoft Corp with a value of $20.8M, Ishares Russell 1000 Gr ETF with a value of $20.6M, Apple Inc. with a value of $20.3M, and Ishares Russell 1000 Val ETF with a value of $16.3M.

Examining the 13F form we can see an decrease of $98.6M in the current position value, from $667M to 569M.

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 $569 Million
ETFs: $300 Million
Technology: $91.7 Million
Consumer Cyclical: $33.7 Million
Financial Services: $33.6 Million
Communication Services: $28.7 Million
Healthcare: $23.6 Million
Industrials: $18.7 Million
Consumer Defensive: $16.5 Million
Other: $19.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$1.11 Million 0.19% of portfolio
2,391
Q2 2025 Reduced 33.88%
$0
$1.07 Million 0.19% of portfolio
42,119
Q2 2025 Added 0.59%
$100B
$1.01 Million 0.18% of portfolio
10,996
Q2 2025 Reduced 49.21%
$216B
$1.04 Million 0.18% of portfolio
13,100
Q2 2025 Reduced 12.31%
$64.1B
$1.04 Million 0.18% of portfolio
12,887
Q2 2025 Reduced 5.05%
$69.5B
$1.01 Million 0.18% of portfolio
32,564
Q2 2025 Added 15.78%
$260B
$1.03 Million 0.18% of portfolio
5,634
Q2 2025 Reduced 18.02%
$93.1B
$1.05 Million 0.18% of portfolio
2,060
Q2 2025 Added 1.43%
$0
$944,000 0.17% of portfolio
10,365
Q2 2025 Added 23.81%
$0
$947,000 0.17% of portfolio
8,083
Q2 2025 Added 1.66%
$0
$955,000 0.17% of portfolio
29,795
Q2 2025 Added 7.95%
$0
$987,000 0.17% of portfolio
31,066
Q2 2025 Reduced 1.24%
$0
$981,000 0.17% of portfolio
103,398
Q2 2025 Reduced 0.12%
$187B
$912,000 0.16% of portfolio
9,782
Q2 2025 Reduced 23.51%
$131B
$887,000 0.16% of portfolio
4,234
Q2 2025 Reduced 21.64%
$70.1B
$915,000 0.16% of portfolio
10,072
Q2 2025 Reduced 42.93%
$0
$925,000 0.16% of portfolio
8,466
Q2 2025 Reduced 33.81%
$323B
$935,000 0.16% of portfolio
6,860
Q2 2025 Reduced 45.08%
$0
$900,000 0.16% of portfolio
46,139
Q2 2025 Added 46.46%
$151B
$937,000 0.16% of portfolio
3,359
Q2 2025 Reduced 18.47%
$0
$908,000 0.16% of portfolio
10,715
Q2 2025 Reduced 4.76%
$3.05B
$826,000 0.15% of portfolio
2,044
Q2 2025 Reduced 48.58%
$0
$876,000 0.15% of portfolio
17,254
Q2 2025 Added 24.96%
$0
$836,000 0.15% of portfolio
6,766
Q2 2025 Reduced 36.16%
$0
$842,000 0.15% of portfolio
8,468
Q2 2025 Added 1.04%
$4.33B
$826,000 0.15% of portfolio
18,330
Q2 2025 Reduced 8.86%
$0
$837,000 0.15% of portfolio
7,162
Q2 2025 Reduced 0.15%
$0
$864,000 0.15% of portfolio
9,791
Q2 2025 Reduced 7.54%
$308B
$852,000 0.15% of portfolio
3,311
Q2 2025 Reduced 32.18%
$190B
$834,000 0.15% of portfolio
812
Q2 2025 Reduced 38.99%
$210B
$868,000 0.15% of portfolio
30,013
Q2 2025 Reduced 32.28%
$0
$819,000 0.14% of portfolio
11,135
Q2 2025 Reduced 4.64%
$0
$798,000 0.14% of portfolio
54,719
Q2 2025 Reduced 15.25%
$6.49B
$814,000 0.14% of portfolio
4,795
Q2 2025 Reduced 4.29%
$0
$807,000 0.14% of portfolio
14,649
Q2 2025 Reduced 16.61%
$116B
$800,000 0.14% of portfolio
2,626
Q2 2025 Reduced 21.98%
$0
$801,000 0.14% of portfolio
18,043
Q2 2025 Reduced 20.68%
$562B
$796,000 0.14% of portfolio
1,417
Q2 2025 Reduced 63.1%
$246B
$778,000 0.14% of portfolio
2,856
Q2 2025 Reduced 48.42%
$0
$769,000 0.14% of portfolio
13,492
Q2 2025 Reduced 5.02%
$0
$745,000 0.13% of portfolio
6,775
Q2 2025 Reduced 34.19%
$90.5B
$744,000 0.13% of portfolio
3,252
Q2 2025 Reduced 10.54%
$101B
$748,000 0.13% of portfolio
16,159
Q2 2025 Reduced 28.29%
$310B
$757,000 0.13% of portfolio
5,292
Q2 2025 Reduced 45.17%
$3.37B
$737,000 0.13% of portfolio
38,300
Q2 2025 Added 7.13%
$0
$706,000 0.12% of portfolio
8,388
Q2 2025 Added 62.97%
$308B
$671,000 0.12% of portfolio
8,381
Q2 2025 Reduced 49.75%
$0
$696,000 0.12% of portfolio
31,509
Q2 2025 Added 7.54%
$0
$679,000 0.12% of portfolio
15,687
Q2 2025 Reduced 1.22%

Summary

  • Portfolio
  • No. of Stocks 372
  • Current Value $569 Million
  • Prior Value $667 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 255 stocks
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