Claro Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CA Claro Advisors LLC | Institutional Filer | ▲ 13.14% | $830.1M | 506 |
Current Portfolio Holdings
Showing all 506 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 76K | $45.2M | 5.44% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 428K | $27.4M | 3.30% |
| 3 | IWD | ISHARES TR | — | 127K | $27.2M | 3.28% |
| 4 | IWF | ISHARES TR | — | 61K | $25.8M | 3.11% |
| 5 | AAPL | Apple Inc. | Technology | 98K | $24.8M | 2.98% |
| 6 | NVDA | NVIDIA Corporation | Technology | 119K | $20.7M | 2.50% |
| 7 | MSFT | Microsoft Corporation | Technology | 53K | $19.6M | 2.36% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 88K | $18.3M | 2.20% |
| 9 | IUSB | ISHARES TR | — | 341K | $15.8M | 1.90% |
| 10 | CORO | BLACKROCK ETF TRUST | — | 473K | $15.2M | 1.83% |
| 11 | QQQ | Invesco QQQ Trust | — | 26K | $15.1M | 1.82% |
| 12 | SPY | SPDR S&P 500 ETF Trust | — | 21K | $13.9M | 1.68% |
| 13 | DYNF | BLACKROCK ETF TRUST | — | 238K | $13.8M | 1.67% |
| 14 | IVV | ISHARES TR | — | 21K | $13.6M | 1.64% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 40K | $11.9M | 1.43% |
Showing 1 to 15 of 506 holdings