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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.6 Million 0.41% of portfolio
32,187
Q3 2025 Reduced 0.87%
$0
$2.54 Million 0.4% of portfolio
54,879
Q3 2025 Reduced 2.27%
$140B
$2.44 Million 0.39% of portfolio
6,522
Q3 2025 Added 19.76%
$0
$2.43 Million 0.38% of portfolio
9,124
Q3 2025 Reduced 0.76%
$0
$2.36 Million 0.37% of portfolio
114,044
Q3 2025 Reduced 2.2%
$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%
$0
$2.32 Million 0.37% of portfolio
9,600
Q3 2025 Reduced 10.79%
$0
$2.18 Million 0.35% of portfolio
43,605
Q3 2025 Reduced 0.08%
$0
$2.19 Million 0.35% of portfolio
46,584
Q3 2025 Added 17.92%
$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%
$0
$2.21 Million 0.35% of portfolio
15,532
Q3 2025 Added 8.2%
$204B
$2.17 Million 0.34% of portfolio
15,448
Q3 2025 Added 0.59%
$0
$2.17 Million 0.34% of portfolio
24,866
Q3 2025 Reduced 6.81%
$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%
$0
$1.88 Million 0.3% of portfolio
43,029
Q3 2025 Reduced 4.05%
$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%
$0
$1.68 Million 0.27% of portfolio
15,755
Q3 2025 Added 10.46%
$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%
$0
$1.42 Million 0.23% of portfolio
24,770
Q3 2025 Reduced 15.79%
$13.3B
$1.48 Million 0.23% of portfolio
39,645
Q3 2025 Reduced 0.68%
$0
$1.36 Million 0.22% of portfolio
14,325
Q3 2025 Reduced 4.36%
$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%
$0
$1.31 Million 0.21% of portfolio
47,216
Q3 2025 Added 12.64%
$123B
$1.3 Million 0.21% of portfolio
4,609
Q3 2025 Added 1.63%
$0
$1.3 Million 0.21% of portfolio
2,713
Q3 2025 Reduced 0.62%
$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%
$0
$1.18 Million 0.19% of portfolio
42,380
Q3 2025 Added 0.62%
$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%
$0
$1.06 Million 0.17% of portfolio
19,620
Q3 2025 Added 11.74%
$235B
$1.05 Million 0.17% of portfolio
12,464
Q3 2025 Reduced 4.85%
$0
$1.09 Million 0.17% of portfolio
33,795
Q3 2025 New

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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