Claro Advisors LLC Portfolio Holdings

Claro Advisors LLC

  • $633 Million
  • Q3 2025

Claro Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $633 Million distributed in 397 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 $35.9M, Ishares Russell 1000 Gr ETF with a value of $25.4M, Apple Inc. with a value of $22.9M, Microsoft Corp with a value of $21.1M, and Ishares Russell 1000 Val ETF with a value of $20.7M.

Examining the 13F form we can see an increase of $63.9M in the current position value, from $569M to 633M.

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 $633 Million
ETFs: $347 Million
Technology: $98.7 Million
Financial Services: $35.6 Million
Consumer Cyclical: $35.3 Million
Communication Services: $32.1 Million
Healthcare: $24.3 Million
Industrials: $19.6 Million
Consumer Defensive: $16.3 Million
Other: $19.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$22.9 Million 3.62% of portfolio
89,963
Q3 2025 Reduced 9.01%
$3.78T
$21.1 Million 3.34% of portfolio
40,822
Q3 2025 Reduced 2.35%
$465B
$19.1 Million 3.02% of portfolio
102,235
Q3 2025 Added 0.59%
$2.39T
$13.7 Million 2.16% of portfolio
62,195
Q3 2025 Reduced 1.24%
$881B
$12.4 Million 1.96% of portfolio
39,398
Q3 2025 Added 1.32%
$1.37T
$10.6 Million 1.68% of portfolio
14,495
Q3 2025 Added 0.39%
$139B
$9 Million 1.42% of portfolio
27,268
Q3 2025 Reduced 18.34%
$51.1B
$8.12 Million 1.28% of portfolio
90,454
Q3 2025 Reduced 1.79%
$1.65T
$6.91 Million 1.09% of portfolio
28,434
Q3 2025 Added 0.19%
$1.74T
$6.3 Million 1.0% of portfolio
25,880
Q3 2025 Reduced 2.04%
$1.29T
$5.42 Million 0.86% of portfolio
12,190
Q3 2025 Added 0.26%
$414B
$4.92 Million 0.78% of portfolio
21,260
Q3 2025 Added 0.99%
$490B
$4.59 Million 0.73% of portfolio
40,721
Q3 2025 Added 0.57%
$367B
$4.55 Million 0.72% of portfolio
11,238
Q3 2025 Added 0.47%
$346B
$4.12 Million 0.65% of portfolio
26,824
Q3 2025 Reduced 5.53%
$522B
$3.95 Million 0.62% of portfolio
21,279
Q3 2025 Reduced 0.21%
$224B
$3.35 Million 0.53% of portfolio
11,022
Q3 2025 Added 0.42%
$49.1B
$3.33 Million 0.53% of portfolio
2,774
Q3 2025 Reduced 0.18%
$319B
$3.06 Million 0.48% of portfolio
44,762
Q3 2025 Reduced 7.79%
$132B
$2.92 Million 0.46% of portfolio
13,885
Q3 2025 Reduced 0.18%
$161B
$2.79 Million 0.44% of portfolio
2,590
Q2 2025 Reduced 3.57%
$593B
$2.67 Million 0.42% of portfolio
9,505
Q3 2025 Reduced 6.29%
$140B
$2.44 Million 0.39% of portfolio
6,522
Q3 2025 Added 19.76%
$148B
$2.34 Million 0.37% of portfolio
29,327
Q3 2025 Reduced 2.17%
$971B
$2.35 Million 0.37% of portfolio
3,078
Q3 2025 Added 6.95%
$152B
$2.31 Million 0.37% of portfolio
9,381
Q3 2025 Added 1.72%
$413B
$2.22 Million 0.35% of portfolio
43,021
Q3 2025 Added 16.38%
$300B
$2.2 Million 0.35% of portfolio
6,375
Q3 2025 Added 0.62%
$204B
$2.17 Million 0.34% of portfolio
15,448
Q3 2025 Added 0.59%
$61.4B
$2.01 Million 0.32% of portfolio
9,878
Q3 2025 Added 2.56%
$533B
$1.98 Million 0.31% of portfolio
5,804
Q3 2025 Reduced 3.73%
$404B
$1.85 Million 0.29% of portfolio
2,003
Q3 2025 Added 2.09%
$170B
$1.71 Million 0.27% of portfolio
11,861
Q3 2025 Reduced 12.3%
$662B
$1.72 Million 0.27% of portfolio
3,419
Q3 2025 Added 4.11%
$67.3B
$1.68 Million 0.27% of portfolio
6,022
Q3 2025 Reduced 1.42%
$26.6B
$1.65 Million 0.26% of portfolio
16,213
Q3 2025 Reduced 0.56%
$121B
$1.64 Million 0.26% of portfolio
2,120
Q3 2025 Added 1.0%
$193B
$1.64 Million 0.26% of portfolio
14,333
Q3 2025 Reduced 1.21%
$62.3B
$1.43 Million 0.23% of portfolio
12,675
Q3 2025 Added 1.46%
$96.4B
$1.47 Million 0.23% of portfolio
11,865
Q3 2025 Added 1.92%
$13.3B
$1.48 Million 0.23% of portfolio
39,645
Q3 2025 Reduced 0.68%
$42.4B
$1.41 Million 0.22% of portfolio
9,265
Q3 2025 Reduced 1.36%
$75.4B
$1.33 Million 0.21% of portfolio
10,175
Q3 2025 Reduced 5.17%
$258B
$1.3 Million 0.21% of portfolio
7,791
Q3 2025 Added 4.38%
$123B
$1.3 Million 0.21% of portfolio
4,609
Q3 2025 Added 1.63%
$342B
$1.29 Million 0.2% of portfolio
7,093
Q3 2025 Added 3.4%
$86.7B
$1.29 Million 0.2% of portfolio
2,118
Q3 2025 Added 0.09%
$306B
$1.17 Million 0.19% of portfolio
17,665
Q3 2025 Reduced 5.15%
$141B
$1.22 Million 0.19% of portfolio
47,959
Q3 2025 Reduced 4.29%

Summary

  • Portfolio
  • No. of Stocks 397
  • Current Value $633 Million
  • Prior Value $569 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 44 stocks
  • Additional Purchases 156 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 173 stocks
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