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
$0
$476,000 0.08% of portfolio
40,747
Q3 2025 Reduced 13.67%
$31.5B
$479,000 0.08% of portfolio
6,565
Q3 2025 Reduced 0.58%
$228B
$487,000 0.08% of portfolio
3,643
Q3 2025 Reduced 24.03%
$97.3B
$491,000 0.08% of portfolio
5,807
Q3 2025 Reduced 8.12%
$1.46T
$515,000 0.08% of portfolio
1,847
Q3 2025 Reduced 4.5%
$722M
$519,000 0.08% of portfolio
9,403
Q3 2025 New
$136B
$476,000 0.08% of portfolio
1,290
Q3 2025 Reduced 3.59%
$190B
$474,000 0.07% of portfolio
4,676
Q3 2025 Added 0.13%
$163B
$464,000 0.07% of portfolio
647
Q3 2025 Added 3.19%
$0
$430,000 0.07% of portfolio
47,228
Q3 2025 Reduced 3.64%
$74.3B
$426,000 0.07% of portfolio
2,125
Q3 2025 Added 0.76%
$5.58B
$467,000 0.07% of portfolio
5,003
Q3 2025 Reduced 0.06%
$388B
$442,000 0.07% of portfolio
2,733
Q3 2025 Reduced 15.49%
$0
$467,000 0.07% of portfolio
169,865
Q3 2025 Added 525.31%
$1.96B
$426,000 0.07% of portfolio
25,500
Q2 2025 New
$418B
$452,000 0.07% of portfolio
2,532
Q3 2025 Added 2.39%
$53.1B
$374,000 0.06% of portfolio
1,525
Q3 2025 Reduced 0.07%
$40.4B
$366,000 0.06% of portfolio
2,894
Q3 2025 Reduced 8.19%
$100B
$357,000 0.06% of portfolio
5,865
Q3 2025 Reduced 2.99%
$56.3B
$361,000 0.06% of portfolio
22,550
Q2 2025 Reduced 0.88%
$44.1B
$365,000 0.06% of portfolio
4,531
Q3 2025 Added 0.02%
$265B
$369,000 0.06% of portfolio
464
Q3 2025 Added 1.53%
$255B
$383,000 0.06% of portfolio
1,156
Q3 2025 Reduced 4.54%
$2.44B
$367,000 0.06% of portfolio
3,372
Q3 2025 Added 0.09%
$222B
$354,000 0.06% of portfolio
731
Q3 2025 Reduced 0.95%
$78.2B
$350,000 0.06% of portfolio
1,084
Q3 2025 Added 30.92%
$55.9B
$388,000 0.06% of portfolio
407
Q2 2025 Reduced 8.13%
$120B
$350,000 0.06% of portfolio
11,152
Q3 2025 Reduced 16.98%
$32.7B
$355,000 0.06% of portfolio
4,100
Q3 2025 Added 16.54%
$68.7B
$338,000 0.05% of portfolio
4,053
Q3 2025 Added 5.27%
$82.2B
$300,000 0.05% of portfolio
1,331
Q3 2025 Reduced 7.31%
$107B
$307,000 0.05% of portfolio
405
Q2 2025 Reduced 40.35%
$168B
$313,000 0.05% of portfolio
4,148
Q3 2025 Reduced 1.14%
$100B
$346,000 0.05% of portfolio
1,282
Q3 2025 Reduced 3.61%
$91.4B
$297,000 0.05% of portfolio
1,918
Q3 2025 Added 2.35%
$0
$288,000 0.05% of portfolio
6,975
Q3 2025 Reduced 18.84%
$57.4B
$315,000 0.05% of portfolio
494
Q2 2025 Reduced 28.2%
$84.9B
$316,000 0.05% of portfolio
1,880
Q3 2025 Added 0.05%
$193B
$314,000 0.05% of portfolio
704
Q3 2025 Reduced 3.16%
$19.3B
$315,000 0.05% of portfolio
7,358
Q3 2025 Reduced 1.55%
$0
$324,000 0.05% of portfolio
35,897
Q3 2025 Reduced 10.15%
$151B
$293,000 0.05% of portfolio
831
Q3 2025 Added 16.71%
$23.2B
$292,000 0.05% of portfolio
5,968
Q3 2025 Added 0.39%
$14.5B
$232,000 0.04% of portfolio
2,185
Q2 2025 Reduced 27.14%
$113B
$261,000 0.04% of portfolio
2,769
Q3 2025 Added 1.88%
$73.7B
$273,000 0.04% of portfolio
1,000
Q3 2025 Reduced 7.06%
$291B
$247,000 0.04% of portfolio
518
Q3 2025 Reduced 3.72%
$150B
$284,000 0.04% of portfolio
4,802
Q3 2025 Reduced 6.96%
$10.7B
$229,000 0.04% of portfolio
2,979
Q3 2025 Added 0.1%

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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