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
$172B
$1.12 Million 0.18% of portfolio
25,379
Q3 2025 Reduced 0.14%
$123B
$1.15 Million 0.18% of portfolio
2,312
Q3 2025 Reduced 3.3%
$109B
$1.17 Million 0.18% of portfolio
21,019
Q3 2025 Reduced 0.96%
$235B
$1.05 Million 0.17% of portfolio
12,464
Q3 2025 Reduced 4.85%
$266B
$1.1 Million 0.17% of portfolio
3,903
Q3 2025 Reduced 2.91%
$62.7B
$1.05 Million 0.17% of portfolio
12,732
Q3 2025 Reduced 1.2%
$115B
$1.05 Million 0.17% of portfolio
2,147
Q3 2025 Added 4.22%
$328B
$1.02 Million 0.16% of portfolio
3,393
Q3 2025 Added 2.48%
$52.5B
$1.01 Million 0.16% of portfolio
59,029
Q3 2025 Added 0.49%
$70.2B
$1.02 Million 0.16% of portfolio
32,564
Q2 2025 Added 15.78%
$181B
$957,000 0.15% of portfolio
9,773
Q3 2025 Reduced 0.09%
$1.17B
$935,000 0.15% of portfolio
36,605
Q3 2025 Added 54.22%
$98.6B
$971,000 0.15% of portfolio
10,253
Q3 2025 Reduced 6.76%
$0
$868,000 0.14% of portfolio
85,837
Q3 2025 Reduced 16.98%
$6.46B
$871,000 0.14% of portfolio
4,796
Q3 2025 Added 0.02%
$237B
$874,000 0.14% of portfolio
5,389
Q3 2025 Reduced 4.35%
$303B
$860,000 0.14% of portfolio
5,542
Q3 2025 Added 4.72%
$183B
$895,000 0.14% of portfolio
3,172
Q3 2025 Reduced 5.57%
$3.86B
$815,000 0.13% of portfolio
18,090
Q3 2025 Reduced 1.31%
$0
$826,000 0.13% of portfolio
53,740
Q3 2025 Reduced 1.79%
$181B
$848,000 0.13% of portfolio
30,031
Q3 2025 Added 0.06%
$169B
$750,000 0.12% of portfolio
815
Q3 2025 Added 0.37%
$28.9B
$766,000 0.12% of portfolio
8,524
Q3 2025 Added 0.02%
$174B
$746,000 0.12% of portfolio
5,026
Q2 2025 Reduced 19.75%
$65.7B
$771,000 0.12% of portfolio
9,657
Q3 2025 Reduced 4.12%
$3.16B
$766,000 0.12% of portfolio
41,608
Q3 2025 Added 8.64%
$99.5B
$746,000 0.12% of portfolio
16,543
Q3 2025 Added 2.38%
$111B
$672,000 0.11% of portfolio
1,718
Q3 2025 Reduced 32.52%
$25.4B
$718,000 0.11% of portfolio
10,100
Q3 2025 Added 4.11%
$15B
$665,000 0.11% of portfolio
3,126
Q3 2025 Added 3.75%
$317B
$639,000 0.1% of portfolio
7,627
Q3 2025 Reduced 9.0%
$270B
$630,000 0.1% of portfolio
3,967
Q3 2025 Added 3.69%
$1.26B
$643,000 0.1% of portfolio
64,578
Q3 2025 Added 2.95%
$17.7B
$614,000 0.1% of portfolio
2,254
Q3 2025 Added 1.03%
$197B
$639,000 0.1% of portfolio
3,124
Q3 2025 Reduced 2.22%
$512B
$657,000 0.1% of portfolio
1,156
Q3 2025 Reduced 18.42%
$237B
$647,000 0.1% of portfolio
2,733
Q3 2025 Reduced 4.31%
$69.4B
$594,000 0.09% of portfolio
7,252
Q3 2025 Added 9.4%
$43.5B
$585,000 0.09% of portfolio
1,675
Q3 2025 Added 0.06%
$94.5B
$540,000 0.09% of portfolio
1,586
Q3 2025 Added 2.26%
$98.1B
$562,000 0.09% of portfolio
3,290
Q3 2025 Added 10.07%
$1.87B
$582,000 0.09% of portfolio
1,808
Q3 2025 Reduced 11.55%
$118B
$548,000 0.09% of portfolio
2,234
Q3 2025 Added 33.45%
$76.2B
$557,000 0.09% of portfolio
8,932
Q3 2025 Reduced 4.3%
$96.9B
$500,000 0.08% of portfolio
1,186
Q3 2025 Reduced 1.41%
$79.2B
$516,000 0.08% of portfolio
7,414
Q3 2025 Reduced 2.74%
$85.9B
$506,000 0.08% of portfolio
2,295
Q3 2025 Reduced 29.43%
$187B
$531,000 0.08% of portfolio
3,193
Q3 2025 Reduced 3.1%
$89.3B
$475,000 0.08% of portfolio
4,362
Q3 2025 Added 16.63%

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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